At the specified time, retrieve tasks due today from Todoist and add text to a Google Doc.
Launch this workflow to connect
Todoist &
Google Docs
!
■Overview
Do you spend time copying tasks managed in Todoist into Google Docs for daily reports or meeting minutes? Manual copy and paste is not only time-consuming but also risks omissions. With this workflow, at a set time every day it automatically fetches tasks due today from Todoist and appends them as text to a Google Doc. This streamlines coordination between Todoist and Google Docs and makes daily task reporting more efficient.
■Who should use this template
- People who manually copy Todoist tasks into Google Docs every day
- People who want to connect Todoist with Google Docs and automate creating daily reports or meeting minutes
- People who manage team task progress in documents and want to streamline aggregation
■Benefits of using this template
- Automatically transfers tasks at a fixed time every day, reducing the time spent manually moving information from Todoist to Google Docs.
- Prevents copy-and-paste errors or omissions and ensures reliable information handoff between Todoist and Google Docs.
■Flowbot flow
- First, connect Todoist and Google Docs to Yoom.
- In the trigger, select the scheduling feature and set the "When the specified schedule occurs" action to define when you want the flow to start.
- In the operation, select Todoist and set the "Get list of tasks due today" action.
- Next, use the repeat (loop) function to process each retrieved task one by one.
- Finally, in the operation, select Google Docs and use the "Append text to the end of the document" action to add the task information to the specified document.
※"trigger": the action that starts the flow; "operation": the action that processes within the flow after the trigger fires
■How to customize this workflow
- In the schedule trigger settings, choose how often to start the flow—daily, weekly, or at specific dates/times—to fit your workflows.
- For the text added to Google Docs, freely combine fields fetched from Todoist, such as task name and due date.
■Notes
- Connect Yoom with both Todoist and Google Docs.
- Using operations inside the "Repeat the same process" loop is available on the Personal plan or higher. On the Free plan, the Flowbot’s operations and data connects you configure here will result in errors.
- Paid plans such as the Personal plan include a 2-week free trial. During the trial, you can use restricted apps and features (operations). For details, see the Pricing plans page.
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Todoist
Yoom allows you to integrate with Todoist's API without any code, automating various tasks using Todoist. For example, you can automatically add tasks to Todoist or extract tasks with approaching deadlines from Todoist and send daily notifications to chat tools like Slack or Google Chat.
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Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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Flowbot operations
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