Copy the sheet and notify Outlook when a row is added to Google Sheets
Launch this workflow to connect
Google Sheets &
Microsoft Outlook
!
■Overview
Manually copying a sheet and sending a notification through Outlook every time a new row is added to Google Sheets can be time-consuming. Copying mistakes and delayed notifications can also impact your operations. With this workflow, you can use the addition of a row to Google Sheets as a trigger to automate sheet copying and Outlook notifications, smoothly resolving these challenges.
■Recommended for
- Anyone who manually copies Google Sheets updates and notifies others through Outlook each time
- Those looking to improve operational efficiency by reducing errors caused by manual data entry and transfer
- Those who want to share important changes in Google Sheets with stakeholders quickly and accurately
■Benefits
- When a row is added to Google Sheets, the sheet is automatically copied and an Outlook notification is sent, reducing the time previously spent on manual tasks.
- Reduce the risk of human error, such as selecting the wrong source sheet, entering an incorrect recipient, or missing a notification when copying sheets and composing emails manually.
■Workflow
- First, connect Google Sheets and Outlook to Yoom.
- Next, select Google Sheets as the trigger and set the “When a row is added” action. Specify the spreadsheet and sheet to monitor.
- Then, set the Google Sheets “Copy a sheet (tab)” action as an operation. Use the information retrieved by the trigger to specify the source spreadsheet ID, sheet name, new sheet name, and other details.
- Finally, set the Outlook “Send an email” action as an operation. Create the subject and body of a notification email containing information about the copied sheet, such as its name and URL, and configure it to be sent to the specified recipients.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- With Outlook’s “Send an email” action, you can freely set the email addresses that receive notifications. Flexibly specify To, Cc, and Bcc recipients based on your operations, such as individual owners or mailing lists for relevant departments.
- You can also fully customize the email subject and body in Outlook’s “Send an email” action. For example, dynamically insert data from the row added to Google Sheets or the name of the copied sheet into the message to create more specific and easy-to-understand notifications for recipients.
■Notes
- Connect Google Sheets and Outlook to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home use and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For notes on using Google Sheets as an app trigger, see “[App Trigger] Notes on Google Sheets Triggers”.
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About the Apps
Google Sheets
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Microsoft Outlook
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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