Copy the sheet from the template Google Spreadsheet at the beginning of each month and change the sheet name.

■Overview

This is a flow where you copy a sheet from a template Google Spreadsheet and rename it at the beginning of each month.

‍

■Recommended for

1. Those who have responsibilities at the beginning of each month

・Sales department personnel creating monthly reports

・Marketing personnel creating monthly campaign performance reports

‍

2. Those who use Google Spreadsheets for work

・Project leaders using Google Spreadsheets for progress and task management

・Production department personnel managing inventory data

‍

■Benefits of using this template

Google Spreadsheets allow for smooth creation of reports by preparing a template.
However, if the template and the actual reports are managed separately, manually copying sheets can be cumbersome.

This template is suitable for those who want to automatically copy a template sheet to another Google Spreadsheet.
Since the template sheet is copied at the beginning of the month, there is no need to open multiple Google Spreadsheets, thereby streamlining your work.

Additionally, by customizing this template, you can transfer information from sheets other than the template, potentially reducing the time needed to create reports.

‍

■Notes‍

・Please integrate Google Spreadsheets with Yoom.

Here are some Similar Templates!

A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.

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.

See details

Add order information to WooCommerce when a row is added in Google Sheets.

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.

See details

Add a new tab to the Google Spreadsheet at the beginning of each month.

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.

See details

Add a record to Notion when a row is added in Google Sheets.

In this workflow, simply adding a new row in Google Sheets automatically creates a corresponding record in Notion. This automation eliminates the need for manual data entry and dual management, ensuring consistency of information.

See details

Add a record to Salesforce when a row is added in Google Sheets.

This is a flow that adds a record to Salesforce when a row is added in Google Sheets. By referencing the registration details in Google Sheets, you can also register them in Salesforce, preventing manual errors and saving effort.

See details

Add a user to Zoom when a row is added in Google Sheets.

This is a flow for adding users to Zoom when a row is added in Google Sheets. Based on the added information, users are automatically registered, eliminating the need for manual work. The time previously spent on manual tasks can be allocated to other tasks, increasing the pace of business operations.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

Related apps