Link the content of emails received in Gmail to a spreadsheet.
■Overview
This is a flow bot that extracts information from emails received in Gmail using AI and integrates it into a designated spreadsheet.
Please use it by forwarding emails from Gmail to the email address created in Yoom.
■Recommended for
・Those who want to manage specific emails in a list.
・Those who want to analyze emails using spreadsheet functions.
■Benefits of using this template
By using this template, you can extract specific content from received emails and manage it in a spreadsheet, making it possible to analyze inquiry emails and manage data. It is especially beneficial for improving customer support operations.
■Notes
・It is necessary to link both Gmail and spreadsheet accounts with Yoom.
・Feel free to change the content extracted by AI and the settings of the destination spreadsheet as needed.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
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This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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.