Regularly retrieve Microsoft Excel records, summarize Google Search results with SerpApi, and add them
Regularly retrieve Microsoft Excel records, summarize Google Search results with SerpApi, and add them
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Microsoft Excel &
SerpApi
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■Overview
Are you spending too much time on regular web research and organizing information for market research and competitive analysis? Manual information gathering is not only time-consuming, but also requires additional effort to summarize and transfer the results, making it difficult to focus on the analysis itself. With this workflow, you can run Google searches via SerpApi based on information in Microsoft Excel on a set schedule, then have AI summarize the results and automatically append them to Microsoft Excel—streamlining the entire process of collecting and organizing information.
■Who is this template for?
- Anyone who conducts regular web research based on keywords managed in Microsoft Excel
- Anyone who wants to automate the process of collecting and summarizing Google search results using SerpApi and AI
- Anyone who wants to eliminate the time and effort involved in manual information gathering and data entry and focus on analysis
■Benefits of using this template
- Information gathering, summarization, and appending results to Microsoft Excel are completed automatically at the scheduled time, reducing the time spent on repetitive research tasks previously handled manually.
- Automating the entire process from searching to summarizing and transferring data helps prevent human errors such as copy-and-paste mistakes and missing information.
■Flow bot steps
- First, connect Microsoft Excel and SerpApi to Yoom.
- Set up the Schedule Trigger and specify when you want to run this workflow.
- Select Microsoft Excel in the operation and use the “Get multiple records (up to 10)” action to retrieve information such as search keywords.
- Next, set up the repeating process feature to repeat the process for the number of records retrieved.
- Within the repeating process, set up SerpApi’s “Get Google search results” action and run a search using the keywords retrieved from Microsoft Excel.
- Next, use the AI feature’s “Generate text” action to summarize the search results retrieved by SerpApi.
- Finally, set up Microsoft Excel’s “Update record” action to append the generated summary text to the original record.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization options
■Customization options
- With the Schedule Trigger, freely set the frequency and timing for running the flow bot, such as hourly, daily, or weekly.
- When retrieving records from Microsoft Excel, you can specify the target file, sheet, table, and specific search conditions as needed.
- With the repeating process feature, set the list of records retrieved from Microsoft Excel in the previous step as a variable to repeat subsequent processes for each item of data retrieved.
- When running a Google search with SerpApi, set keywords retrieved from Microsoft Excel and other values as variables to enable dynamic searches.
- You can freely edit the AI prompt. Customize it to match your desired output, including the summary format and character count.
- When updating Microsoft Excel records, you can map which information, such as the AI-generated summary, should be written to each column.
■Notes
- Connect both Microsoft Excel and SerpApi to Yoom.
- Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on configuring operations that work with Microsoft Excel databases, see How to configure operations for working with databases in Excel.
- Operations between “Repeat the same process” operations are available on the Personal plan and above. On the Free plan, the configured flow bot operations and data connections will result in errors.
- Paid plans such as the Personal plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to limitations.
- Combining multiple keywords when searching can help you retrieve relatively accurate information.
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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.
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Flowbot operations
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Flowbot operations
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