When a row is added to Google Sheets, automatically generate a sales report with OpenAI and send it via Telegram
When a row is added to Google Sheets, automatically generate a sales report with OpenAI and send it via Telegram
Launch this workflow to connect
Google Sheets &
OpenAI &
Telegram
!
■Overview
Do you record your sales activities in Google Sheets but find it time-consuming to create sales reports from that data? With this workflow, adding a row to Google Sheets triggers OpenAI to summarize the content and automatically generate a sales report, reducing the effort required for manual report creation. Once the report is complete, Telegram automatically sends a notification, making it easy to share information with your team.
■Who should use this template
- Anyone who wants to automatically generate sales reports from Google Sheets and improve team-wide productivity
- Sales professionals who spend too much time on daily activity reports and report creation and want to focus on their core responsibilities
- Anyone promoting digital transformation in their sales processes and looking for practical, easy-to-start automation initiatives
■Benefits of using this template
- Sales reports are generated automatically whenever a row is added to Google Sheets, reducing the time previously spent creating them manually
- By eliminating the need to manually copy and summarize report details, this workflow helps prevent human errors such as inaccuracies and omissions while maintaining report quality
■How the flow works
- First, connect Google Sheets, OpenAI, and Telegram to Yoom
- Next, select Google Sheets as the trigger and set the “When a row is added” action
- Then, select OpenAI as the operation and create a sales report using the “Generate text (Chat completion)” action based on the information in the added row
- Finally, select Telegram as the operation and use the “Send a message” action to notify the specified destination of the generated report
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts
■Customization options
■Customization options
- In the Google Sheets trigger settings, specify the spreadsheet ID and sheet name you want to monitor
- In the OpenAI operation, you can choose the model used to generate the report and customize the prompt to match the desired output format
- For Telegram notifications, you can specify any message recipient. In addition to fixed text, you can also insert information obtained from previous operations, such as the generated report, as variables in the notification message
■Notes
- Connect Google Sheets, OpenAI, and Telegram 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.
- To run OpenAI actions, you need to subscribe to an OpenAI paid API plan. (You must be able to make payments when the API is used.)
- OpenAI’s API uses a pay-as-you-go pricing model based on the tokens used during API communication. If payment cannot be made when the API is used, an error will occur.
- For notes on using Google Sheets as an app trigger, see “[App Trigger] Notes on Google Sheets triggers”.
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About the Apps
Google Sheets
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OpenAI
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About the apps you use
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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
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OpenAI
At Yoom, you can utilize OpenAI's API without any coding. By integrating OpenAI with Yoom, you can instruct OpenAI using information from the Yoom database and various SaaS platforms. For example, you can automate various tasks using OpenAI, such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.
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Telegram
Yoom allows you to integrate with Telegram's API without any coding. You can automatically send messages to Telegram or connect messages sent to Telegram with other 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 the Bot Receives a Message
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
There is no action.
Flowbot operations
Generate Image from TextUpload FileCreate Assistant (Assistants API V2)Create Thread (Assistants API V2)Add Message to Thread (Assistants API V2)Run Assistant (Assistant API V2)Get Latest Messages in Thread (Assistant API V2)Create Vector Store (Assistant API V2)Add Files to Vector Store (Assistant API V2)Delete Vector Store (Assistant API V2)Check Execution Status (Assistants API V2)Text Generation (Chat Completion)Run Web Search (Responses API)Generate Model Response (Responses API)Retrieve Model Response (Responses API)Delete Model Response (Responses API)Cancel Model Response (Responses API)List Model Responses (Response API)Generate VideoConvert Audio to TextEdit ImageEdit Image (GPT Image Model)Edit Image (Using File ID)Upload File (by Purpose)Create SessionRun SessionRetrieve Session
Flowbot triggers
When the Bot Receives a Message
Flowbot operations
Send MessageSend Voice MessageMore inspiration for you
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