Summarize documents with AI as they’re saved to Google Drive, then add the summary to the management sheet in Google Sheets.
Summarize documents with AI as they’re saved to Google Drive, then add the summary to the management sheet in Google Sheets.
Launch this workflow to connect
Google Sheets &
Google Drive
!
■Overview
Do you spend too much time managing the growing pile of documents in Google Drive—understanding their contents, summarizing for sharing, and copying them into a management sheet? With this workflow, whenever a new file is added to Google Drive, AI automatically reads and summarizes it, then appends the result to a management sheet in Google Sheets to streamline the entire process.
■Who should use this template
Do you spend too much time managing the growing pile of documents in Google Drive—understanding their contents, summarizing for sharing, and copying them into a management sheet? With this workflow, whenever a new file is added to Google Drive, AI automatically reads and summarizes it, then appends the result to a management sheet in Google Sheets to streamline the entire process.
■Who should use this template
- People who spend significant time reviewing and organizing documents saved to Google Drive
- Those who want to automate document summarization with AI and speed up information sharing
- Those who manually manage documents in Google Sheets and struggle with typos or tedious data entry
■Benefits of this template
Automate the entire flow—from file addition in Google Drive, to AI summarization, to recording in Google Sheets—saving time previously spent on manual work.
Reduce human error by preventing missed reviews, inconsistent summary quality, and transcription mistakes during data entry.
■Flowbot steps
First, connect Google Drive and Google Sheets with Yoom.
Next, choose Google Drive as the Trigger and set the action “When a new file/folder is created in a specific folder,” then specify the target folder.
Next, in Operations, set Google Drive’s “Download file” action to fetch the file detected by the Trigger.
Then, in Operations, set the OCR function “Extract text from images/PDFs” to pull text from the downloaded file.
Next, in Operations, set the AI function “Summarize” to generate a summary from the extracted text.
Finally, in Operations, set Google Sheets’ “Add record” action to append the summarized content to the specified sheet.
※ “Trigger”: the action that starts the flow. “Operation”: the actions processed within the flow after the trigger fires.
■Customization points for this workflow
When extracting text from images or PDFs with OCR, you can select and configure the type of AI used.
When summarizing with AI, you can fine-tune conditions such as summary length, tone, and key points to include.
■Notes
Connect both Google Drive and Google Sheets to Yoom.
You can set the Trigger interval to 5, 10, 15, 30, or 60 minutes. The shortest available interval varies by plan.
The maximum downloadable file size is 300 MB. Depending on the app’s specifications, it may be lower than 300 MB.
For details on file size limits for the Trigger and each Operation, see “About File Size Limits"
OCR may fail to read text if it exceeds 6,500 characters or if the text is very small.
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About the Apps
Google Sheets
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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 Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and FoldersMore inspiration for you
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