When an employee is flagged as terminated in a Google Sheets tracker, an AI worker generates separation certificate data from the payroll ledger
When an employee is flagged as terminated in a Google Sheets tracker, an AI worker generates separation certificate data from the payroll ledger
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Gmail &
Google Sheets
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■Overview
When an employee leaves the company, handling employment insurance procedures can be time-consuming and labor-intensive, as it involves preparing numerous documents while reviewing past payroll records. This workflow uses an AI agent (AI worker) to automatically generate the information required for the separation notice based on payroll data whenever employee departure information is updated in Google Sheets, then notifies the person in charge. Streamline complex employment insurance procedures and reduce the workload for your team.
■Who is this template for?
- HR and labor management professionals who spend significant time handling employment insurance procedures and preparing separation notices
- Those who want to standardize employee departure processes that tend to depend on individual knowledge by leveraging AI agents
- Those looking to streamline employee management using Google Sheets
■Benefits of using this template
- Because AI automatically generates the contents of the separation notice when Google Sheets is updated, you can reduce the time spent on employment insurance procedures
- Eliminate manual work such as transferring and calculating information from payroll records, helping prevent human errors such as data entry mistakes and missed checks
■Flow bot steps
- First, connect Gmail and Google Sheets to Yoom
- Next, select Google Sheets as the trigger and set the action to “When a row is updated”
- Finally, select AI worker as the operation, then create a manual (instructions) for generating the information to include in the separation notice based on the updated Google Sheets data and payroll records, recording it in Google Sheets, and sending a notification via Gmail
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts
■Customization options for this workflow
■Customization options for this workflow
- To allow the AI worker to reference payroll information, set the ID of the relevant Google Sheet and the name of the tab containing the data
- In the AI worker settings, you can select the AI model to use and configure or adjust instructions (prompts) to generate content that better fits your organization’s processes
■Notes
- Connect Google Sheets and Gmail to Yoom. The tools (apps) used within the AI worker must also be connected under My Apps.
- For important notes on using Google Sheets as an app trigger, see “[App Trigger] Important Notes on Google Sheets Triggers”.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- For basic AI worker setup, see “[AI Worker] How to Set Up the Basics”.
- 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 limits as flow bots.
- Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Executions Are Counted”.
- AI workers are more likely to process tasks accurately when their manuals are configured in detail. For details, see “[AI Worker] How to Create a Manual”.
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Google Sheets
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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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 detailsTemplates
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.
Activate the flow bot at the end of each month to send an email in Gmail.
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.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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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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
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 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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