Automatically analyze Google Sheets survey responses with an AI worker, generate reports, and send Slack notifications regularly
Automatically analyze Google Sheets survey responses with an AI worker, generate reports, and send Slack notifications regularly
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Google Sheets &
Slack
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■Overview
Do you find it burdensome to manually compile and analyze survey responses accumulated in Google Sheets through your daily operations? Even when you want to analyze survey results and use customer feedback to improve your services, the time and effort required for analysis can be difficult to secure, causing the task to be repeatedly postponed. With this workflow, survey responses in Google Sheets are retrieved on a regular basis, and an AI worker automatically analyzes trends in customer feedback and sends a report to Slack. By automating the entire process—from compiling and analyzing accumulated data to sharing the results—you can make smoother, more informed decisions.
■Who This Template Is For
- Teams spending significant time analyzing large volumes of survey responses stored in Google Sheets and sharing the results in Slack
- Customer success and marketing teams that want to regularly capture customer feedback and use it to improve services and marketing initiatives
- Managers who want to build a system that automatically analyzes survey results and improve productivity across the team
■Benefits of This Template
- Survey responses in Google Sheets are analyzed automatically on a regular basis, reducing the time spent on analysis and allowing you to focus on planning the improvements that matter most.
- Analysis results are automatically sent to Slack, enabling the entire team to stay up to date on customer needs and pain points and take swift action to improve services.
■Flowbot Steps
- First, connect Google Sheets and Slack to Yoom.
- Next, use a schedule trigger to set the specific time when you want the analysis to run.
- Then, configure the Google Sheets operation to use the “Get multiple records (up to 300)” action and retrieve the survey response data.
- Finally, use an AI worker to read the accumulated survey response data in bulk, create instructions for analyzing customer feedback trends, generating a report, and sending a chat notification, and configure the action to add records to Google Sheets and the action to send a message to a Slack channel as the tools to use.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■Customization Options
■Customization Options
- When configuring Google Sheets, make sure to correctly specify the sheet and range containing the survey responses.
- By editing the AI worker’s instructions, you can prioritize specific keywords for analysis and customize the report output format to meet your organization’s needs.
- In the Slack settings, select the channel where you want to send the analysis report.
■Notes
- Connect Google Sheets and Slack to Yoom. The apps used within the AI worker must also be connected through My Apps.
- For basic AI worker setup instructions, see “[AI Worker] How to Set It Up.”
- 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 an AI worker are subject to the same usage limits as Flowbots.
- Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated.”
- AI workers are more likely to perform the appropriate actions when their instructions are configured in detail. For details, see “[AI Worker] How to Create Instructions.”
- Please note that retrieving large volumes of data exceeding 20 items or performing loop processing within an AI worker may consume a significant number of tasks.
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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.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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