Create itineraries from Google Forms responses with an AI worker, log them in Google Sheets, and send notifications
Create itineraries from Google Forms responses with an AI worker, log them in Google Sheets, and send notifications
Launch this workflow to connect
Google Forms &
Google Sheets &
Microsoft Teams
!
■Overview
Travel planning can be a time-consuming and labor-intensive task, as it requires carefully understanding each customer's needs and creating the best possible itinerary based on that information. During busy periods, such as holidays when inquiries increase, manually creating plans may not keep up with demand, leading to delays in responding to customers.
With this workflow, when a response is submitted through Google Forms, an AI worker automatically creates a draft itinerary, records it in Google Sheets, and notifies Microsoft Teams—all in one seamless process. This enables you to make prompt proposals to customers while improving both the quality and speed of your service.
With this workflow, when a response is submitted through Google Forms, an AI worker automatically creates a draft itinerary, records it in Google Sheets, and notifies Microsoft Teams—all in one seamless process. This enables you to make prompt proposals to customers while improving both the quality and speed of your service.
■Who should use this template
- Travel agency representatives who want to reduce the time and effort required to create personalized itineraries for travel inquiries received through Google Forms
- Planners who want AI to support plan creation based on customer needs so they can focus on more creative proposals
- Team leaders who want to smoothly share customer information and proposed plans across their team using Google Sheets and Microsoft Teams
■Benefits of using this template
- AI instantly creates a draft itinerary from Google Forms responses, reducing the time spent planning and improving response times for customers.
- Created itineraries are automatically stored in Google Sheets and simultaneously shared through Microsoft Teams, helping prevent missed information and data entry errors.
■How the Flow Bot works
- First, connect Google Forms, Google Sheets, and Microsoft Teams to Yoom.
- Next, set Google Forms' “When a response is submitted” as the trigger.
- Finally, create a skill for the AI worker that uses the action to add a record to Google Sheets and the action to send a message to a Microsoft Teams channel as tools, with the instruction to “Create a draft travel itinerary based on the customer's needs, add it to Google Sheets, and send a message to a Microsoft Teams channel.”
※“Trigger”: An action that starts a flow. “Operation”: An action that processes information within a flow after the trigger starts.
■Customization options
■Customization options
- In the Google Forms settings, you can set any form as the trigger based on the information you want to collect, such as the destination, budget, and length of stay.
- Within the AI worker, you can freely customize the content of the draft output—such as specific sightseeing spot recommendations and time schedules—using prompts.
- You can configure the Microsoft Teams channel ID for notifications and the Google Sheets sheet name for storing information according to your organization's workflows.
■Notes
- Connect Google Forms, Google Sheets, and Microsoft Teams 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 information on how to retrieve response details when using Google Forms as a trigger, see How to retrieve response details with the Google Forms trigger.
- Microsoft 365 (formerly Office 365) offers plans for home use and plans for general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a general business plan.
- For basic AI worker setup instructions, see [AI Workers] How to set up 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 AI workers are subject to the same usage limits as Flow Bots.
- AI workers consume tasks during test runs just as they do during production runs. For details, see [AI Workers] How task executions are counted.
- AI workers are more likely to process tasks appropriately when their skills are configured in detail. For details, see [AI Workers] How to create skills (formerly manuals).
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About the Apps
Google Forms
Related apps
Templates using
Google Forms
Add Google Form responses to Google Sheets
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
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Google Sheets
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Google Sheets
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Templates using
Microsoft Teams
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About the apps you use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see detailsTemplates
Add Google Form responses to Google Sheets
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
Add Google Form responses to Google Sheets
Add Google Form responses to Notion and send event information via Gmail.
This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
Add Google Form responses to Notion and send event information via Gmail.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
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Google Sheets
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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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Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
see detailsTemplates
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
A flow bot that automatically starts at the end of each month and sends notifications via Teams. 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 spreadsheets, or regular data backup processing.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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