Activate on a specific date and send an email with an attached invoice using billing information managed in a spreadsheet.

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■Overview

This is a flow that sends emails with attached invoices to multiple recipients using billing information managed in a spreadsheet when a pre-specified date arrives.

■Preparation

・Apply filters in advance in the spreadsheet to identify the billing targets. Example of an actual sheet▼

https://docs.google.com/spreadsheets/d/1PipZ5rZJPe9Yf0YZjJ5TPQit7oHLpqIgZsDAE92wbhw/edit#gid=1699596559

・Prepare a template for the invoice in advance. Example of an actual template▼

https://docs.google.com/spreadsheets/d/1zkxfutABYs6smPd9Ui27vG1_b5481cRu2EN3yfduG-o/edit#gid=0

■Creation Method

① Select a scheduled trigger from the trigger and set it to activate on the specified date.

② Press the + mark under the trigger, select the spreadsheet from "Connect with Apps," and perform the following settings, then test and save.

・Action: Retrieve values

・Spreadsheet ID: Select the spreadsheet ID from the candidates for the spreadsheet you want to retrieve values from.

・Sheet Name: Select the target sheet from the candidates. (In this case, select Example 6_2)

・Range: Enter the range of cells you want to retrieve, like A2:A. (In this case, specify A2:A to retrieve the pre-numbered unique billing ID)

・Direction: Column direction

③ Press the + mark, select the operation to repeat the same process, perform the following settings, and save.

・Operation: Operation from step ②

・Output: Retrieved values

※ For settings to repeat the same process, please refer here. https://intercom.help/yoom/ja/articles/6265153

④ Press the + mark in the loop direction, select the spreadsheet from "Operate Database," and perform the following settings.

・Action: Retrieve records

・Spreadsheet ID: Select the spreadsheet ID from the candidates for the spreadsheet you want to retrieve records from.

・Spreadsheet Tab Name: Select the target sheet from the candidates. (In this case, select Example 6_2)

・Table Range: Select the range including column names (headers). ex A1:P etc

・Condition for the records you want to retrieve: Select the column corresponding to the unique value obtained in step ②, embed the output {{〇〇 loop variable}} obtained in step ③, and search with the condition "equal."

※ For dynamically changing values using output, please refer here. https://intercom.help/yoom/ja/articles/8223528

⑤ Press the + mark, select the spreadsheet from "Issue Document Operation," perform the following settings, then test and save.

・Spreadsheet ID: Select the spreadsheet ID used as the invoice template from the candidates.

・Folder ID to store in Google Drive: Select the folder ID from the candidates where the document will be stored after issuance.

・File Name: Set an arbitrary file name.

・String to be replaced: Embed the values obtained in step ④ for the corresponding strings.

※ For the method of setting the operation to issue documents, please refer here. https://intercom.help/yoom/ja/articles/8237765

⑥ Select the operation to send an email, choose any email tool, perform the following settings, and save.

・To: Embed if the address was obtained in step ④.

・Subject, Body: Enter each. It is also possible to embed the values obtained in step ④.

・Attachment: Select "Use Output" and choose the issued document as the value.

⑦ Press the + mark, select the spreadsheet from "Operate Database," and perform the following settings.

・Action: Update records

・Spreadsheet ID: Select the spreadsheet ID from the candidates for the spreadsheet you want to update records from.

・Spreadsheet Tab Name: Select the target sheet from the candidates. (In this case, select Example 6_1)

・Table Range: Select the range including column names (headers). ex A1:P etc

・Condition for the records you want to update: Select the column corresponding to the unique value obtained in step ②, embed the unique value obtained in step ④ (in this case, billing ID) as output, and search with the condition "equal."

・Value to update: Enter a string like "Sent" in the send flag section.

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