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Gmail Google Drive Google Sheets Slack
When a quote is received in Gmail, analyze it with an AI worker and update the quote comparison table
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Gmail Google Drive Google Sheets Slack

When a quote is received in Gmail, analyze it with an AI worker and update the quote comparison table

Launch this workflow to connect Gmail & Google Drive & Google Sheets & Slack !
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■Overview
Do you find it burdensome to manually transfer the details of quotes received from multiple vendors into a comparison table? Especially during busy periods, missing information or misplacing original documents can easily occur, potentially hindering accurate decision-making. With this workflow, when you receive a quote in Gmail, an AI Worker automatically analyzes its contents and updates the quote comparison table in Google Sheets. By automating the entire process—from identifying project information to saving files—you can improve the accuracy and speed of administrative tasks.

■Who this template is for
  • Procurement and purchasing professionals who want to reduce the effort of manually transferring large volumes of quotes received in Gmail into a comparison table
  • Project managers who want to share the latest quote comparison information with their team and make smooth, informed decisions
  • Business owners who want to strengthen their management processes by preventing missing original quote documents and outdated data

■Benefits of using this template
  • The AI Worker analyzes quotes received in Gmail and automatically updates Google Sheets, reducing the time spent on manual data entry.
  • Prevent human errors such as incorrect data entry and missing file storage, and keep your comparison table accurate at all times.

■Flowbot steps
  1. First, connect Gmail, Google Drive, Google Sheets, and Slack to Yoom.
  2. Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
  3. Finally, create an AI Worker manual that extracts information from the email and quote PDF, then automatically saves the file and transfers the data to the quote comparison table.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options
  • In the Gmail trigger settings, configure the search criteria (keywords) as needed to accurately detect emails with the relevant quote attachments.
  • Specify the sheet ID of the quote comparison table to update in Google Sheets and the columns where the information should be entered based on your environment.
  • In the Slack notification settings, freely customize the channel where information is shared and the content of the notification message.

■Notes
  • Connect Gmail, Google Drive, Google Sheets, and Slack to Yoom. The tools (apps) used within the AI Worker also require My Apps connections.
  • 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 settings, see “[AI Worker] 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 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 the manual is configured in detail. For details, see “[AI Worker] How to create a manual.” 
  • The maximum downloadable file size is 300 MB. Please note that this limit may be lower than 300 MB depending on the app specifications.
  • For details on the file size limits for triggers and individual operations, see “File size limits.”
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No-Code API Actions
Executable API actions
All
Gmail
Google Drive
Google Sheets
Slack
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)
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
    When a Row Is Added
    When a Row Is Updated
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
    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
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
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
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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Tab 3
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