Create a document in Microsoft Excel based on the responses submitted to the Google Form.

■Overview

This is a flow for creating documents in Microsoft Excel using responses from Google Forms.

‍

■Recommended for

1. Those who frequently need to create estimates, application forms, or request forms

  ・Sales representatives or sales assistants

  ・Administrative staff or office managers

  ・Project managers

  ・Purchasing department personnel

2. Those who want to reduce manual input and automate processes

  ・Small business owners aiming for operational efficiency

  ・Business analysts interested in workflow automation

  ・Accounting or finance personnel looking to enhance data accuracy

3. Those who regularly use Google Forms and Microsoft Excel

  ・HR personnel collecting information from customers or employees using online forms

  ・Marketing personnel managing data using digital tools

‍

‍■Benefits of using this template

・You can create various documents such as estimates, application forms, and request forms using only form responses.

・Eliminate the hassle of manual input and significantly improve operational efficiency.

‍

■Notes

‍・Please integrate Yoom with both Microsoft Excel and Google Forms.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・For methods on how to obtain response content when using Google Forms as a trigger, please refer to the link below.

‍https://intercom.help/yoom/ja/articles/6807133