Automate your workflow with Microsoft Excel & Yoom
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
Microsoft Excel
Flowbot Templates
Recommended
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
Store responses in a Microsoft Excel database when they are entered and submitted in a Google Form.
This is a flow that adds new responses from Google Forms to a Microsoft Excel database (table). By linking Google Forms with Microsoft Excel, when a form response is submitted, the response content can be added to Microsoft Excel without any omissions or missing information. Additionally, depending on the settings, it is possible to branch the route according to the form response content and add information to another Microsoft Excel based on the response content.
Automatically activate on a specified day each month, extract the companies to be billed from YoomDB, and use an Excel invoice template to automatically send invoices.
This is a flow to automate the monthly invoice sending process. Customer management is conducted using Excel and various databases, and it can be implemented when the invoice format is created in Excel.
Read the PDF file attached to the form using OCR, store it in Microsoft Excel, and notify via Slack.
The flow involves reading PDF files (such as delivery notes and invoices) attached to the Yoom form using OCR, storing them in Microsoft Excel, and notifying via Slack. This process eliminates the need to manually store the information from the obtained PDF data into the Microsoft Excel database, as all steps are automatically performed just by attaching and sending the PDF file through the form.
When the survey form is submitted, store the information in Excel.
When a survey response is submitted to the Yoom form, this flow adds the information to any Excel file of your choice. You can centralize the form responses and data accumulation. The content of the form and the destination Excel file can be freely configured.
Create an invoice from the HubSpot contact page using a Microsoft Excel template.
This is a flow for creating invoices based on a Microsoft Excel template from HubSpot's contact page. By launching the flow bot from HubSpot and setting information such as billing items and amounts in the specified locations, invoices are automatically generated. You can use any format for the invoice template. Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for a review of the billing details.
Create an invoice from a Microsoft Excel template and send it via Outlook.
This is a flow where an invoice is created from a Microsoft Excel template using information from a Yoom form and sent via Outlook. There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically completed just by responding to the form. This not only saves effort but also eliminates management errors such as input mistakes.
Generate a contract in Microsoft Excel from the contents of a Google Form and send it via Gmail.
The workflow involves collecting contract information using Google Forms, automatically converting it into a contract in Microsoft Excel, and sending it via Gmail. This reduces manual workload and streamlines the contract process.
Generate an invoice in Microsoft Excel from the contents of a Google Form and store it in Box.
This is a flow to generate invoices in Microsoft Excel from Google Form contents and store them in Box. It helps reduce working hours and improves the quality of billing operations and file management by preventing human errors.
Create a delivery note from a Microsoft Excel template and notify on Slack.
This is a flow that creates an invoice from a Microsoft Excel template using information from a Yoom form and notifies Slack. There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically completed just by responding to the form. This not only saves effort but also eliminates management errors such as input mistakes. The content of the notification to Slack can be freely customized.
Extract email addresses from a PDF received through a form using OCR and add them to Microsoft Excel.
The flow extracts email addresses from PDFs received through a form using OCR and adds them to Microsoft Excel. By using this flow, you can automate the extraction of email addresses from PDFs and their management in Excel, reducing the effort required for data organization and transcription tasks.
Extract email addresses from a PDF received in Outlook using OCR and add them to Microsoft Excel.
This is a business workflow that extracts email addresses from PDFs received in Outlook using OCR and adds them to Microsoft Excel. This streamlines data organization and reduces the burden of manual work.
Generate a contract in Microsoft Excel based on images uploaded to OneDrive and notify on Discord.
This is a business workflow that utilizes images uploaded to OneDrive to automatically create contracts in Excel and notify via Discord. It streamlines contract creation and facilitates smooth information sharing.
Issue a quotation in Microsoft Excel based on the information submitted through the form and save it to Google Drive.
This is a business workflow that automatically creates a quotation in Microsoft Excel based on the submitted form information and saves it to Google Drive. It reduces effort and errors, thereby improving operational efficiency.
Extract email addresses from PDFs stored in OneDrive using OCR and add them to Microsoft Excel.
This is a business workflow that extracts email addresses from PDFs saved in OneDrive using OCR and automatically adds them to Microsoft Excel. By utilizing Yoom's API integration and AI features, it achieves a reduction in working time and improved efficiency in data management.
Issue a contract using a Microsoft Excel template with the information from the input form and send it via Outlook.
This is a flow bot that automatically creates and sends a contract PDF from a Microsoft Excel template using the information entered in the input form. You can freely create contracts using any Microsoft Excel template. The created contract is automatically sent via Outlook email.
Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.
This is a flow that retrieves the budget from Microsoft Excel at a specified date and time and notifies Microsoft Teams. By regularly notifying budget information to Microsoft Teams, the confirmation process is streamlined, and it becomes possible to detect signs of budget overruns in advance.
Automatically add form contents to a Microsoft Excel spreadsheet and notify on Slack.
A flow that automatically adds form content to a Microsoft Excel spreadsheet and sends notifications to Slack. By using this flow, transcription work becomes unnecessary, leading to improved business efficiency. Notifications are also sent to the chat, contributing to faster information sharing.
No-Code API Actions
Automation operations
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