📝 Overview

Google Sheets is great for managing and sharing data. However, it requires manual effort, like opening your browser to check updates, and can be difficult to manage at scale.

You can achieve automation by syncing your spreadsheet with a Yoom database using Data Connect. This allows you to trigger a Flowbot when new data is created or existing data is updated.

💡 Example Use Cases

Notify project members when a specific status in the spreadsheet changes
Automatically generate an invoice when billing information is finalized
When a contract is marked as complete in a customer management sheet, generate an application form

✅ Problems This Solves

By linking spreadsheet changes to automated actions like notifications or document generation, you can:

Eliminate the need for manual follow-ups
Reduce admin overhead
Streamline collaboration across teams

🛠️ How to Set It Up

To make this work, you’ll use two features:

Data Connect – to sync Google Sheets with a Yoom database
Database Trigger – to launch a Flowbot when the database updates

This example explains how to send a Slack notification when data in Google Sheets changes.

Step 1: Set Up Data Connect

Go to any Project.
Click the Database tab.
Click the + button to create a new database and create your database.
Click Connect Data at the top right.
Choose Google Sheets. Connect your Google account with Yoom if you haven't already by clicking + Connect Account.
Select the desired action and enter
1. Spreadsheet ID
2. Sheet name
3. Cell range (e.g., A1:G)
Click the Run Connection Test button to ensure it's working.
Under Database Display Field, select which columns to show.
Choose a unique field for identification.
Set your preferred Sync Frequency. For automatic sync, it will sync based on the first connection time.
Turn Database Trigger Activation to ON.
Click Integrate.

Step 2: Set Up the Flowbot

In the same project, go to the Flowbots tab.
Click the + Create button.
Choose Create from Scratch.
Select Trigger from an app event > choose the database app (for this case Google Sheets) > select either action that fits your case the most. This time we will select. "When a row is updated".
Specify the mandatory fields on the page.
Click the Test and confirm that it works.
Click Save.
Click the ＋ button and choose Slack.
Select the action "Send message to channel".
In the Channel ID field, select the target channel.
Enter the message you'd like to send.
Click the Test and confirm that it posts to the selected Slack channel.
Turn Flowbot Trigger Activation to ON.
Make an update in the connected Google Sheet and wait for the Slack notification.

⚠️ Important Notes

Automatic syncs do not run in real-time. → Expect up to 1-hour delay after an update.

This means immediate updates or alerts are not guaranteed for spreadsheet edits.

That’s it! 🎉

You’ve now set up an automated workflow that triggers based on Google Sheets data

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