When an email containing a specific keyword in the body is received in Outlook, use AI to organize the content and add it to Google Sheets
When an email containing a specific keyword in the body is received in Outlook, use AI to organize the content and add it to Google Sheets
Launch this workflow to connect
Microsoft Outlook &
Google Sheets
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■Overview
Do you manually transfer emails received in Outlook that contain specific keywords, such as inquiries or order notifications, to Google Sheets? Although this task is routine, it is important—and it can be time-consuming and prone to input errors. With this workflow, whenever you receive an email in Outlook containing specific keywords, AI automatically organizes the content and adds it to Google Sheets, freeing you from repetitive daily tasks and streamlining your work.
■Recommended for
- Anyone who spends a lot of time processing emails received in Outlook that contain specific keywords
- Anyone who manages information from emails in Google Sheets and wants to prevent transfer errors and omissions
- Anyone who wants to use AI to automate information extraction and data entry from emails
■Benefits of using this template
- When you receive an email in Outlook containing specific keywords, the content is automatically organized and added to Google Sheets, reducing the time previously spent on manual work.
- By eliminating the need for manual copy and paste, you can prevent human errors such as transfer mistakes and missing entries, helping maintain data accuracy.
■How the Flowbot works
- First, connect Outlook and Google Sheets to Yoom.
- Next, select Outlook as the trigger and set the action to “When an email containing specific keywords in the body is received.”
- Next, configure the AI feature in the operation and create instructions for extracting and organizing the necessary information from the received email body.
- Finally, configure the “Add a record” action for Google Sheets in the operation, then add the information organized by AI and the values retrieved by the trigger to the specified sheet.
※“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger runs.
■Customization options
■Customization options
- In the Outlook trigger settings, specify the email folder to process and the keywords that will start the flow.
- When adding records to Google Sheets, you can freely choose which information to add to each column. You can also insert values retrieved by the trigger or the preceding AI operation, not just fixed text.
■Notes
- Connect both Outlook and Google Sheets to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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Microsoft Outlook
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About the apps you use
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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Google Sheets
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
When a Row Is Added
When a Row Is Updated
Flowbot operations
Create an Event in My Calendar
Create a Calendar
Create an Event in a Specified User's Calendar
Get Email Attachment Information
Download Email Attachments
Delete Event from a Specific User's Calendar
Update Event in a Specific User's Calendar
Delete Event from My Calendar
Update Event in My Calendar
Create Task (with Reminder Settings)
Create a Task (Reminders Not Supported)
Search Events in My Calendar
Search Events in a Specific User's Calendar
Find Meeting Times
Get Calendar View
Retrieve Mail Messages
Move Message
Retrieve a Specific Message
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar View
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
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