Google Sheets is go-to resource for organizing your data – especially if you’re a fledgling business. Many even use it as a basic CRM or ERP to manage business workflows.
Businesses use Google Sheets to keep track of potential leads, monitor expenses and accounting, and capture support issues among other use cases.
Much of the data added to Google Sheets primarily comes in via emails. Typically someone checks incoming emails daily, copies specific data from them, and pastes it into Google Sheets.
Ever wondered if you could automatically convert emails to relevant Google Sheets entries?
Let’s look at how Nanonets can help you set up an automated email parsing workflow that will convert emails to Google Sheets entries.
How to convert email to Google Sheets?
Create an account
Sign up to get started with Nanonets.
Build a custom email data parser
Upload a few sample email screenshots, mark the data or fields that you want to extract and train a custom email parser. The AI will learn to identify similar data based on the examples you show – the more the better.
You can also define parsing rules to process the extracted data into appropriate output formats.
You might need more than one email parser to handle different use cases – e.g. lead data capture vs book-keeping.
Create a Nanonets inbox
Set up a Nanonets inbox or receiving address. You will need to auto-forward all emails to this dedicated Nanonets inbox.
You could also set up an automatic import of files from cloud storage, databases or connect to other sources via an API.
Pro tip – You could also train an email parser to classify all your emails. This could help remove the manual step of forwarding select emails. You could just forward all incoming emails to your Nanonets inbox and the email classifier will do the rest.
Connect to Google Sheets
Complete the entire workflow by connecting to Google Sheets.
You can also define parsing rules to process the extracted data into appropriate output formats.
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All incoming emails will now be forwarded to your Nanonets receiving address. Nanonets will then parse the email content and only extract specific data of interest. Finally this extracted data is sent to Google Sheets to be stored in an appropriate format.
Common Email to Google Sheet Use Cases
Here are some of the most common email to Google Sheet workflows that you could automate for your business:
Capture email leads
Automatically capture vital lead information (contact info, enquiries etc.) from incoming emails and send to Google Sheets. Nurture your sales pipeline on Google Sheets by turning it into a CRM.
Book-keeping
Capture invoice or receipt data from incoming emails and send to Google Sheets to automate your book-keeping.
Track order fulfilment
Track all order/shipping notifications for your ecommerce operations by maintaining an auto-updated Google Sheets with all the info extracted from incoming emails.
Track job applications
Capture data from emails with job applications and resume and send to Google Sheets. Use Google Sheets as a custom applicant tracking system.
Manage support tickets
Incoming support emails can be classified and sent to Google Sheets. Track status on Google Sheets and even setup automated replies based on the type of support requests.
