Read records from Microsoft Excel weekly, manage properties with AI, and log them in Google Sheets

Launch this workflow to connect Google Sheets !

■Overview

Are you spending too much time and effort each week reviewing Microsoft Excel data, using AI to generate property management information, and recording it in Google Sheets? Repetitive manual work is prone to errors and can become a burden for your team, even when it is essential to the business. This workflow automates the entire process—from retrieving records in Microsoft Excel to using AI for property management and recording the results in Google Sheets—helping you improve both efficiency and accuracy.

■Who Should Use This Template

Anyone who performs property management tasks involving Microsoft Excel, Google Sheets, and AI every week
Team members who want to move beyond routine data processing and recordkeeping and spend more time on strategic work
Anyone who wants to reduce manual data entry errors and improve the accuracy of property management data

■Benefits of Using This Template

Automate data retrieval from Microsoft Excel, AI processing, and recordkeeping in Google Sheets to reduce the time spent on repetitive weekly tasks.
Prevent missed data transfers and inconsistent AI instructions, reduce the risk of human error, and maintain operational accuracy.

■Flow Bot Steps

First, connect Microsoft Excel and Google Sheets in the My Apps management screen in Yoom.
Next, select the Schedule Trigger feature as the trigger and configure the “Schedule Trigger” action. This automatically starts the Flow Bot on a specific day and time each week.
Then, configure Microsoft Excel’s “Retrieve Records” action under Operations, and specify the file, sheet, and range containing the information required for property management.
Next, configure the AI feature’s “Generate Text” action under Operations, and instruct the AI to generate property management information based on the data retrieved from Microsoft Excel.
Finally, configure Google Sheets’ “Add Record” action under Operations to automatically record the AI-generated information in the specified spreadsheet.

※“Trigger”: An action that starts a flow. “Operation”: An action that performs processing within a flow after the trigger starts.

■Customization Options

With the AI feature’s “Generate Text” action, you can use prompts to specify in detail which data retrieved from Microsoft Excel to use and what kind of property management information you want the AI to generate, such as organized property summaries, risk assessments, or recommended actions.
With Google Sheets’ “Add Record” action, you can customize the workflow to record not only AI-generated information but also specific data fields retrieved from Microsoft Excel and fixed values such as dates. You can also flexibly specify which information to record in each column by mapping headers to dynamic values.

■Notes

Connect each of Google Forms and Notion with Yoom.
You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest trigger interval varies by plan.
For instructions on retrieving responses when using Google Forms as a trigger, see How to Retrieve Responses with the Google Forms Trigger.
Branching is a feature (operation) available on the Personal plan and higher. On the Free plan, operations configured in the Flow Bot will result in an error.
Paid plans, including the Personal plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions. For details, see the Pricing Plans page.

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About the Apps

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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