When a client submits a response through Google Forms, generate an onboarding email with an AI worker, log it in Google Sheets, and send it via Gmail
When a client submits a response through Google Forms, generate an onboarding email with an AI worker, log it in Google Sheets, and send it via Gmail
Launch this workflow to connect
Gmail &
Google Forms &
Google Sheets
!
■Overview
Onboarding is a critical first step in building relationships with new clients, but creating individual emails and managing information can be time-consuming. With this workflow, whenever a response is submitted through Google Forms, AI analyzes the information and automatically generates the ideal onboarding email, records it in Google Sheets, and sends it via Gmail. By automating the client onboarding process with AI, you can reduce the workload on your team without compromising the quality of your support and deliver a smooth customer experience.
■Who Should Use This Template
- Anyone who finds it time-consuming to respond to clients based on Google Forms responses
- Anyone who wants to use AI to automate and improve the quality of client onboarding emails
- Anyone who wants to streamline information management and sending tasks in Gmail and Google Sheets
■Benefits of Using This Template
- Automate everything from creating emails based on Google Forms responses to recording and sending them, reducing the time spent on manual tasks
- Prevent human errors such as manually transferring information, entering incorrect email addresses, or forgetting to send emails, helping improve the quality of client support
■Flowbot Process
- First, connect Gmail, Google Sheets, and Google Forms to Yoom
- Next, select Google Forms as the trigger and set the action to “When a response is submitted to the form”
- Finally, configure an AI worker under Operations and create a manual (instruction) that analyzes client characteristics based on the form responses, generates the ideal onboarding email, and records and sends it
※“Trigger”: An action that starts the flow; “Operation”: An action that processes information within the flow after the trigger starts
■Customization Options
■Customization Options
- For the Google Forms trigger, set the ID of the form you want to use as the trigger
- For the AI worker operation, select the AI model you want to use and customize the instructions (prompt) based on the content of the email you want to generate
■Notes
- Connect Google Forms, Google Sheets, and Gmail to Yoom. You must also connect the tools (apps) used within the AI worker through My Apps.
- For basic AI worker setup, see “[AI Workers] How to Configure Basic Settings.”
- The number of simultaneous AI worker executions, the number of AI workers you can create, and the AI models available to you vary by plan.
- The apps and operations available within AI workers are subject to the same usage limitations as Flowbots.
- Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Workers] How Task Executions Are Calculated.”
- AI workers are more likely to execute processes correctly when their manuals are configured in detail. For details, see “[AI Workers] How to Create a Manual.”
- For information on how to retrieve response content when using Google Forms as a trigger, see “How to Retrieve Response Content with the Google Forms Trigger.”
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
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Gmail
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Google Forms
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Google Forms
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
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Google Sheets
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Google Sheets
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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.
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Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see detailsTemplates
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
Add Google Form responses to Google Sheets
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When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
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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.
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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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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.
Add order information to WooCommerce when a row is added in Google Sheets.
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.
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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 Form Response Is Submitted
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
Get Response List
Retrieve a Specific Response
Get Response List (Specify Response Period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a New Form
Update Form Visibility Settings
Add a Short/paragraph Question (Title and Description)
Add a Choice Question (Radio, Checkbox, or Dropdown)
Add a Grid Question (Multiple-choice Grid / Checkbox Grid)
Add a Question Title and Description (Date/Time)
Add a Question Title and Description (Linear Scale)
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a Form Response Is Submitted
Flowbot operations
Get Response ListRetrieve a Specific ResponseGet Response List (Specify Response Period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a New FormUpdate Form Visibility SettingsAdd a Short/paragraph Question (Title and Description)Add a Choice Question (Radio, Checkbox, or Dropdown)Add a Grid Question (Multiple-choice Grid / Checkbox Grid)Add a Question Title and Description (Date/Time)Add a Question Title and Description (Linear Scale)Add a Question Title and Description (Image + Text)Add a Question Title and Description (Image + Choice)Add a Question Title and Description (Choices with Images)
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 RowsMore inspiration for you
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