When transaction details arrive in Gmail, automatically add them to the payments sheet in Google Sheets
When transaction details arrive in Gmail, automatically add them to the payments sheet in Google Sheets
Launch this workflow to connect
Google Sheets &
Gmail
!
■Overview
Manually copying transaction-related emails received in Gmail to a payment sheet in Google Sheets each time can be time-consuming and prone to input errors.
With this workflow, whenever you receive an email in Gmail that matches specific conditions, the relevant information is automatically added to Google Sheets. This eliminates the effort and human errors associated with manual work while improving operational accuracy and efficiency.
With this workflow, whenever you receive an email in Gmail that matches specific conditions, the relevant information is automatically added to Google Sheets. This eliminates the effort and human errors associated with manual work while improving operational accuracy and efficiency.
■Recommended for
- Accounting and sales administration teams who manage transaction information received in Gmail using Google Sheets
- Anyone who spends too much time manually transferring data and struggles to focus on other important tasks
- Anyone who wants to reduce input errors and ensure accurate records and faster processing of payment information
■Benefits of using this template
- Automatically transfer transaction information to Google Sheets every time you receive a relevant email in Gmail. Save time and focus on more productive work.
- Prevent human errors such as missing data transfers and manual input mistakes, and maintain accurate payment information for reliable data management.
■Workflow steps
- First, add Gmail and Google Sheets to Yoom's My Apps and connect them to Yoom.
- Next, select Gmail as the trigger and use the “When an email with a specific label is received” action to define which emails will start the automation.
- Then, select the data extraction feature in Operations and use the “Extract data from text” action to extract the required transaction information from the body or subject of the received email.
- Finally, configure Google Sheets' “Add a record” action in Operations and add the extracted data to the corresponding columns in the designated payment sheet.
※ “Trigger”: An action that starts a flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Gmail trigger settings, specify the label assigned to emails that should be processed automatically. For example, you might use labels such as “Payment Completed” or “New Transaction.”
- In the data extraction settings, select the appropriate conversion type based on the length of the email text to extract. You can also specify the text to extract from, such as the entire email body or a specific section; the items to extract, such as the transaction date, amount, or product name; and detailed instructions for the AI.
- In Google Sheets' “Add a record” action, specify the ID of the spreadsheet, the sheet name, and which columns should receive each extracted data item.
■Notes
- Connect both Gmail and Google Sheets to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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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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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
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
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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