Schedule an AI worker to analyze aggregated data in Google Sheets and automatically email market analysis reports for management meetings via Gmail
Schedule an AI worker to analyze aggregated data in Google Sheets and automatically email market analysis reports for management meetings via Gmail
Launch this workflow to connect
Gmail &
Google Docs &
Google Sheets &
SerpApi
!
■Overview
Do you spend a significant amount of time not only aggregating figures but also developing insights based on market trends when preparing reports for management meetings? Combining actual performance data with the latest market trends can be a major burden for the person in charge. With this workflow, an AI worker automatically analyzes the market based on aggregated data from Google Sheets and automates the entire process, from report creation to sending the report via Gmail. This eliminates the need to transfer data manually or conduct research, creating an environment that supports smooth decision-making.
■Who Should Use This Template
- Corporate planning professionals who spend significant time aggregating figures and researching market trends for management meeting reports
- Managers who want to automatically analyze actual performance data from Google Sheets alongside the latest market trends
- Team leaders who want to automate regular report creation and sharing via Gmail to streamline analysis tasks
■Benefits of Using This Template
- The AI worker retrieves data from Google Sheets, combines it with the latest market trends, and analyzes it, reducing the time and effort required to create reports.
- The entire process, from analysis to sending the report via Gmail, is completed automatically on a set schedule. This helps prevent missed updates and enables management to make decisions based on the latest information.
■Flowbot Steps
- First, connect Google Sheets, Google Docs, Gmail, and SerpApi to Yoom.
- Next, use a schedule trigger to set the recurring date and time for generating the report.
- Finally, create a manual (instruction) that combines the aggregated data and market trends to generate and send an analysis report.
※“Trigger”: An action that initiates a flow. “Operation”: An action that processes data within a flow after the trigger is activated.
■Customization Options
■Customization Options
- In the Google Sheets settings, specify the sheet and range containing the data to be analyzed.
- By adjusting the instructions provided to the AI worker, you can define analysis perspectives tailored to your industry and specify the tone and style of the report.
- In the Gmail settings, customize the recipient email addresses and subject line to match your organization’s processes.
■Notes
- Connect Google Sheets, Gmail, Google Docs, and SerpApi to Yoom. The tools (apps) used within the AI worker must also be connected under My Apps.
- When searching, combining multiple keywords can help you retrieve relatively accurate information.
- For basic AI worker setup instructions, see [AI Worker] Basic Setup Guide.
- The number of AI workers that can run simultaneously, the number of AI workers you can create, and the AI models available depend on your subscription 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 Executions Are Counted.
- AI workers are more likely to perform the appropriate actions when their manuals are configured in detail. For details, see [AI Worker] How to Create a Manual.
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SerpApi
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SerpApi
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About the apps you use
Gmail
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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
Append Text to Document
Replace Text
Create a New Document
Get Document Content
Insert Image into Document
Add Document Tab
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)
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
There is no action.
Flowbot operations
Append Text to DocumentReplace TextCreate a New DocumentGet Document ContentInsert Image into DocumentAdd Document Tab
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 Rows
Flowbot triggers
There is no action.
Flowbot operations
Retrieve Google Search ResultsRetrieve Google Images Search ResultsRetrieve Google News Search ResultsRetrieve Google Local Search ResultsRetrieve Google Maps Search ResultsGet YouTube Search ResultsGet Bing Search ResultsGet Google Finance Search ResultsGet Baidu Search ResultsGet Yelp Search ResultsGet Google Search Keyword Suggestions (Autocomplete API)More inspiration for you
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