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Have AI workers regularly research with Perplexity, automatically generate technology stack reports, and send them via Gmail

Have AI workers regularly research with Perplexity, automatically generate technology stack reports, and send them via Gmail

Launch this workflow to connect Gmail & Google Sheets & Perplexity AI !
■Overview
Do you find it time-consuming to regularly gather information and create reports to stay up to date with the latest technology trends? Manual research takes time and may cause you to miss important information.
With this workflow, an AI agent (AI worker) researches the latest technology stack using Perplexity based on a set schedule, automatically generates a technology stack report, and shares it with stakeholders via Gmail. This streamlines the entire process of gathering and sharing information.
■Who should use this template
  • Developers who regularly create and share technology stack reports and want to streamline their work
  • Researchers who manually investigate competitors’ technology trends and market trends and find the process burdensome
  • Project managers who want to automate information-sharing processes within their teams and improve productivity
■Benefits of using this template
  • Automate the entire process—from research and report creation to sharing—on a set schedule, reducing the time spent manually gathering information and preparing materials
  • Automatically share information on a regular basis to prevent human errors such as missed updates and delays, ensuring consistent information sharing
■Flowbot overview
  1. First, connect Perplexity, Google Sheets, and Gmail to Yoom
  2. Next, select “Schedule Trigger” as the trigger and set the date, time, and frequency for creating the report
  3. Finally, configure an AI worker in the operation and create instructions for researching the latest technology stack with Perplexity, generating a report, recording it in Google Sheets, and sending it via Gmail
※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customization options
  • For the schedule trigger, set the flow’s start time as needed, such as the day of the week and time when you want to create the report
  • Customize the AI worker’s instructions based on the information you want to obtain, such as “a report on a specific programming language” or “the latest technology stack in the SaaS industry”
■Notes
  • Connect each of Perplexity, Google Sheets, and Gmail to Yoom. The tools (apps) used within the AI worker also require My Apps connections.
  • For basic AI worker setup instructions, see [AI Worker] How to Configure Basic Settings.
  • The number of AI workers that can run simultaneously, the number of AI workers you can create, and the AI models available to you depend on your plan.
  • The apps and operations available within AI workers are subject to the same usage limits as Flowbots.
  • AI workers consume tasks during test runs just as they do during production runs. For details, see [AI Worker] How Task Executions Are Calculated.
  • AI workers are more likely to process tasks correctly when you provide detailed instructions. For details, see [AI Worker] How to Create Instructions.
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About the Apps
Gmail
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Gmail

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Google Sheets
Templates using
Google Sheets

Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.

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Perplexity AI
Templates using
Perplexity AI

The content of the inquiry form is automatically answered by Perplexity, and the Q&A history is accumulated in Notion as part of the business workflow. Since Perplexity generates responses automatically, customer service can be conducted swiftly.

This is a business workflow that summarizes the content received via email using Perplexity and notifies it on Slack. By concisely summarizing email information and sharing it on Slack, communication within the team becomes smoother, enhancing work efficiency.

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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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 details
Templates

Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.

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.

You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Perplexity AI
In Yoom, you can integrate with Perplexity's API without any coding and perform searches through the API. For example, you can execute Perplexity searches from chat tools like Slack or Teams, or integrate with CRMs like Salesforce or HubSpot to perform Perplexity searches.
see details
Templates

The content of the inquiry form is automatically answered by Perplexity, and the Q&A history is accumulated in Notion as part of the business workflow. Since Perplexity generates responses automatically, customer service can be conducted swiftly.

This is a business workflow that summarizes the content received via email using Perplexity and notifies it on Slack. By concisely summarizing email information and sharing it on Slack, communication within the team becomes smoother, enhancing work efficiency.

In the workflow integrating Notion and Perplexity using Yoom, new article creation requests in Notion are drafted in Perplexity and then reflected back in Notion. This streamlines the initial stages of article creation and provides an environment for smooth content management.
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    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
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
    Search the Web (AI Summarizes)
    Search for Information
    Generate Text
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
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
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
Flowbot triggers
    There is no action.
Flowbot operations
    Search the Web (AI Summarizes)
    Search for Information
    Generate Text
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