Analyze Zoho Forms responses with AI, draft PR materials, and send a notification via Gmail
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■Overview
Manually analyzing responses collected through Zoho Forms and drafting PR materials based on them is time-consuming and labor-intensive. You may also want to streamline this process with AI but be unsure where to start.
This workflow automates the entire process and reduces manual effort: when a new response is submitted through Zoho Forms, AI analyzes the content and automatically generates a draft of the PR materials, then notifies the person in charge via Gmail once the draft is complete.
This workflow automates the entire process and reduces manual effort: when a new response is submitted through Zoho Forms, AI analyzes the content and automatically generates a draft of the PR materials, then notifies the person in charge via Gmail once the draft is complete.
■Recommended for
- Anyone who spends significant time analyzing survey or form responses collected through Zoho Forms
- Team members who want to use AI to streamline the initial stages of creating PR materials
- Anyone who wants to automate the manual transfer of information between Zoho Forms and Gmail
■Benefits of using this template
- AI automatically analyzes Zoho Forms responses and creates a draft of the PR materials, reducing the time previously required for manual analysis and drafting.
- It reduces the risk of human error, such as overlooking information or making transcription mistakes. Using the AI-generated draft as a starting point can also improve the quality of your PR materials.
■Workflow
- First, connect Zoho Forms and Gmail in Yoom's "My Apps."
- Select Zoho Forms as the trigger and set the "When a form is submitted" action to start the workflow when a new response is received.
- Next, select the text generation feature and use the "Generate text" action to have AI create a draft of the PR materials based on the response data received from Zoho Forms.
- Finally, select Gmail and use the "Send an email" action to notify the specified email address with the generated draft of the PR materials.
※ "Trigger": An action that starts the workflow. "Operation": An action that processes data within the workflow after the trigger starts.
■Customization options
- In the text generation settings, you can fine-tune the desired length of the PR materials draft, the instructions given to AI (prompt), and the output language (such as Japanese or English) to suit your needs.
- In the Gmail email-sending action settings, configure the recipient email address, email subject, and email body according to your actual workflow.
■Notes
- Connect both Zoho Forms and Gmail with Yoom.
- For instructions on configuring the Zoho Forms webhook, see "How to Configure a Zoho Forms Webhook."
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About the apps you use
Zoho Forms
Yoom allows integration with Zoho Forms API without any code, enabling automatic transfer of information submitted through Zoho Forms to other services. For example, you can link the information submitted via Zoho Forms to Excel or Google Sheets, or send notifications to chat tools like Slack or Teams.
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Activate the flow bot at the end of each month to send an email in Gmail.
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
Add Gmail inbox content to Notion
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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Flowbot triggers
Flowbot operations
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Flowbot triggers
Flowbot operations
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