Read records from Microsoft Excel monthly, use AI to manage buildings, and log the results in Google Sheets
Read records from Microsoft Excel monthly, use AI to manage buildings, and log the results in Google Sheets
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Microsoft Excel
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■Overview
When creating monthly building management reports, referring to data in Microsoft Excel, analyzing and evaluating it with AI, and compiling the results in Google Sheets can be time-consuming and labor-intensive. Manually transferring data and giving instructions to AI is prone to errors, and even though this is a routine monthly task, it can place a significant burden on the person in charge. This workflow automates the entire process—from retrieving records from Microsoft Excel and generating building management text with AI to recording the results in Google Sheets—helping you efficiently resolve these challenges.
■Who should use this template
- Anyone who uses Microsoft Excel and Google Sheets every month to manually create building management reports
- Building management professionals who want to streamline analysis and reporting by leveraging AI
- Anyone who wants to move away from repetitive data processing and spend more time on strategic work
■Benefits of using this template
- Automate everything from retrieving data from Microsoft Excel and processing it with AI to recording it in Google Sheets, reducing the time spent on monthly routine tasks.
- Prevent manual data entry errors and inconsistencies in instructions given to AI, helping maintain consistent quality in building management reports.
■Flowbot steps
- First, connect your Microsoft Excel and Google Sheets accounts to Yoom.
- Next, select “Schedule Trigger” as the trigger, then configure the date and time when you want this workflow to run each month in the “Schedule Trigger” action.
- Next, configure the “Retrieve Records” action for Microsoft Excel and specify the file, sheet, and range containing the data required for building management.
- Then, configure the “Generate Text” action under “AI Features” and instruct the AI to generate building management analyses, evaluation comments, and other content based on the data retrieved from Microsoft Excel.
- Finally, configure the “Add Record” action for Google Sheets and record the AI-generated text in a new row of the specified spreadsheet.
※“Trigger”: An action that initiates a flow. “Operation”: An action that processes data within the flow after the trigger is activated.
■Customization options
- In the “Generate Text” operation under “AI Features,” you can have the AI generate the content you need by setting detailed instructions (prompts) that specify the perspectives to use when analyzing and evaluating building management.
- In the “Add Record” operation for Google Sheets, you can customize the workflow not only by specifying the spreadsheet and sheet where records should be stored, but also by entering fixed values in specific columns or accurately mapping data retrieved from Microsoft Excel or the AI Features operation to any column headers as dynamic values.
■Notes
- Connect both Microsoft Excel and Google Sheets to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- For details on configuring the operation for managing a Microsoft Excel database, see “[Excel] Configuring the operation for managing a database.”
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About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see detailsTemplates
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No-Code API Actions
Executable API actions
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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