When a row is added to Google Sheets, use an AI worker to create and share a marketing strategy proposal, then request a review
When a row is added to Google Sheets, use an AI worker to create and share a marketing strategy proposal, then request a review
Launch this workflow to connect
Google Chat &
Google Docs &
Google Sheets
!
■Overview
Coming up with an idea for a new initiative is only the first step. Turning that idea into a concrete proposal, sharing it with stakeholders, and requesting their review takes significant time and effort. With this workflow, simply enter basic information into Google Sheets, and AI will automatically generate a marketing strategy proposal, document it in Google Docs, and share it in Google Chat while requesting a review. Reduce the administrative burden during the early stages of planning and create more time to focus on creative work.
■Who is this template for?
- Marketing professionals who want to efficiently turn ideas accumulated in Google Sheets into concrete proposals
- Team leaders who want to automate document creation in Google Docs and sharing in Google Chat
- Business leaders who want to speed up the process from planning to stakeholder communication and accelerate the execution cycle for new initiatives
■Benefits of using this template
- Complete a draft proposal simply by entering information in Google Sheets, eliminating the need to create documents from scratch and helping turn ideas into concrete plans.
- Notifications in Google Chat ensure that proposals are shared and review requests are sent immediately, keeping information flowing smoothly across the team.
■Flow bot process
- First, connect Google Sheets, Google Docs, and Google Chat to Yoom.
- Next, set the trigger to the Google Sheets action “When a new row is added.”
- Finally, create a manual for the AI Worker to generate and share a marketing strategy proposal based on a product idea and request a review. Set Google Docs actions such as “Create a document” and “Append text to the end of a document,” along with the Google Chat action “Send a message,” as the tools to use.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- When configuring the Google Sheets trigger, specify the sheet containing the ideas and the relevant columns according to your operating environment.
- Customize the AI Worker manual (instructions) to generate strategy proposals based on your organization’s unique framework.
- Change the Google Chat message recipient to a dedicated space for each project or a specific person to configure more flexible notifications.
■Notes
- Connect each of Google Sheets, Google Docs, and Google Chat 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.
- Google Chat can be connected only when using Google Workspace. For details, see How to send messages to spaces in Google Chat.
- For basic AI Worker setup instructions, see [AI Worker] How to configure the basics.
- The number of AI Workers that can run simultaneously, the number of AI Workers you can create, and the AI models available to you vary by plan.
- The apps and operations available within the AI Worker are subject to the same usage limitations as flow bots.
- Please note that AI Worker test runs consume tasks in the same way as production runs. For details, see [AI Worker] How task execution counts are calculated.
- Configuring the AI Worker manual in detail makes it easier to perform the appropriate processes. For details, see [AI Worker] How to create a manual.
Check Out Similar Templates!
Have an AI worker regularly analyze Shopify inventory sell-through rates and notify stakeholders of recommended actions after consultation
This flow uses AI to regularly analyze your Shopify inventory data and recommend action plans based on sell-through rates. Refine your strategies through conversations with AI and send notifications to Slack—ideal for ecommerce leaders who want to streamline inventory management while making flexible, informed decisions.
Have AI Workers analyze Jira progress weekly, update the roadmap, and notify you only when risks are detected
Automate Jira progress tracking and Google Sheets roadmap updates with AI Workers.,At a scheduled time each week, AI retrieves and analyzes Jira ticket data, then automatically updates your Google Sheet with current progress and delay risks. Administrators simply review the analysis delivered to Slack to identify potential delays early. Eliminate tedious manual updates and focus your resources on faster decision-making and resolving critical issues.
Regularly add FAQ drafts from resolved Zendesk tickets to Google Docs
Automatically create FAQ drafts from daily Zendesk tickets and centralize them in Google Docs with this Flow Bot template. Turn valuable knowledge accumulated in customer support into FAQs—without the manual effort. AI regularly reviews resolved tickets and identifies frequently asked questions, helping you efficiently maintain an FAQ update cycle that reflects the latest user needs. Reduce the time spent gathering information and creating drafts, and ensure customers always receive accurate information.
When an employee is flagged as terminated in a Google Sheets tracker, an AI worker generates separation certificate data from the payroll ledger
Use updated employee departure information in Google Sheets to have an AI agent (AI worker) automatically generate separation notices from payroll ledgers and send notifications via Gmail. Eliminate manual data entry and calculations to reduce processing time and prevent input errors.
Register contract terms in Google Forms, then use an AI worker to review them, generate a contract, and notify Slack
Automate legal reviews and contract drafting with AI based on contract terms submitted through Google Forms. Accelerate approvals, prevent errors, and streamline the path to contract execution—reducing the workload on your legal team and improving operational efficiency.
Each day, the AI worker identifies travelers who need reminders and sends pre-departure emails after approval from the person in charge.
This template automatically identifies recipients who need reminders from Google Sheets, uses an AI worker to craft personalized messages for each person, and sends emails through Outlook after approval from the assigned owner. Reduce the risk of missed recipients and misdirected emails while delivering thoughtful follow-ups that improve customer satisfaction with minimal effort.
See more
About the Apps
Templates using
Google Chat
This is a flow that is triggered at the end of each month to send notifications to Google Chat. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to Google Sheets, or regular data backup processing.
You can add content posted in a specific room on Google Chat to a Google Spreadsheet. Since the content posted on Google Chat can be automatically added to a Google Spreadsheet, you can improve work efficiency.
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
Create a system that adds the inquiry details entered in the form to a Google Spreadsheet and simultaneously notifies Google Chat. You can automate information management by adding the form contents to a designated Google Spreadsheet that you regularly use. Additionally, by notifying Google Chat of the responses to the form and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
Google Docs
Related apps
Templates using
Google Docs
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Google Sheets
Related apps
Templates using
Google Sheets
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.
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.
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.
About the apps you use
Google Chat
Yoom allows you to utilize the Google Chat API without any coding. You can send notifications to Google Chat triggered by information from input forms or various events in other SaaS platforms.
see detailsTemplates
This is a flow that is triggered at the end of each month to send notifications to Google Chat. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to Google Sheets, or regular data backup processing.
Activate the flow bot at the end of each month to send a notification to Google Chat.
You can add content posted in a specific room on Google Chat to a Google Spreadsheet. Since the content posted on Google Chat can be automatically added to a Google Spreadsheet, you can improve work efficiency.
Add content posted in a specific room on Google Chat to a Google Spreadsheet
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
Create a system that adds the inquiry details entered in the form to a Google Spreadsheet and simultaneously notifies Google Chat. You can automate information management by adding the form contents to a designated Google Spreadsheet that you regularly use. Additionally, by notifying Google Chat of the responses to the form and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
see detailsTemplates
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted in a specific room on Slack to a Google Document.
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.
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.
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.
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.
Add a new tab to the Google Spreadsheet at the beginning of each month.
No-Code API Actions
Executable API actions
Flowbot triggers
When a Message Is Sent to a Space
When a Message with a Mention to the Bot Is Sent
When a File Is Posted to a Space
When a Row Is Added
When a Row Is Updated
Flowbot operations
Send Message
Delete Space
Create Space
Invite Members to Space
Remove Member from Space
Invite Group to Space
Change Member Role in Space
Send Message to Thread
Reply with Quoted Message
Update Space
Create a Direct Message Space
Send a Message with Attachments
Upload Attachment
Download File
Get Message List
Append Text to Document
Replace Text
Create a New Document
Flowbot triggers
When a Message Is Sent to a SpaceWhen a Message with a Mention to the Bot Is SentWhen a File Is Posted to a Space
Flowbot operations
Send MessageDelete SpaceCreate SpaceInvite Members to SpaceRemove Member from SpaceInvite Group to SpaceChange Member Role in SpaceSend Message to ThreadReply with Quoted MessageUpdate SpaceCreate a Direct Message SpaceSend a Message with AttachmentsUpload AttachmentDownload FileGet Message List
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 RowsMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!