By using the Cloud BOT API, you can synchronize information and files with other apps that are integrated via API. You can notify chat tools of text information obtained from Cloud BOT, append it to a database, or upload acquired files to cloud storage services. Conversely, you can also import information and files obtained from other apps into Cloud BOT for use during bot execution.
Additionally, you can execute any bot in sync with the actions of other apps or run it on a specified schedule. When specifying a schedule, you can set it to start at a fixed time daily, weekly, monthly, etc., enabling the automation of routine tasks such as searching for, obtaining, registering, and updating information.
How to Use Cloud BOT API
This time, we will use a service called Yoom to utilize the Cloud BOT API without coding.
What is Yoom?
Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency!
API integrations can be challenging for non-engineers, but
Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.
1. After selecting "My Apps" from the left menu, click "+ New Connection" on the right side of the screen.
2. Select Cloud BOT from the new connection candidates in My Apps. * You can narrow down the candidates by entering the app name in the search box.
3. The Cloud BOT login screen will be displayed, so enter the necessary information or log in using another account.
4. Review the access permission explanation, enable the integration, and click "Allow".
The integration is now complete. You can now use the API provided by Cloud BOT from Yoom!
Master Cloud BOT API Using Yoom's Templates!
Yoom offers many "Flow Bot Templates" that you can easily use by simply copying them. For more details on Flow Bots, please watch the video below.
From here, we will introduce templates by actual use cases and recommended job types.
Examples of Automation Achievable with Cloud BOT API
Click on the banner of the template you are interested in or want to automate to connect to each introduction page. If you want to start setting it up immediately, click "Try it".
Notify Chat Tools with Information Obtained After Bot Execution
By integrating the Cloud BOT API with the chat tool's API, you can automatically notify the information obtained from bot execution. Automating the process from information acquisition to sharing can help reduce human errors such as transcription mistakes or omissions. You can freely set the recipient and notification text, making it useful for instructions or requests for subsequent tasks, or reports to superiors or clients.
Yoom offers a wide variety of chat tools that can be integrated, so be sure to connect with the tools you regularly use in your work. Depending on the chat tool, you can also use the mention function to draw more attention from specific members.
Add Retrieved Information to the Database After Bot Execution
The information obtained by running the bot can also be synchronized with the database. It can be used for a wide range of tasks, such as analyzing information about competitors obtained through searches or managing progress by acquiring project information from SFA. Automatic data reflection can reduce the workload even when there is a large amount of information or the bot is executed frequently. Additionally, reducing input errors can improve the accuracy of the information handled.
Save the acquired files to a cloud storage service after bot execution
By integrating the Cloud BOT API with the cloud storage service API, you can automatically upload files acquired through bot execution to storage. Image files necessary for advertisements or presentation materials, as well as form data such as estimates and invoices, are automatically saved after bot execution, making them easily accessible by simply opening the pre-set folder. By automating not only RPA operations by the bot but also the upload process, you can reduce the risk of files becoming untraceable due to saving them in the wrong location or forgetting to save them.
Additionally, by integrating with the chat tool's API, you can notify the link to the storage location along with the completion report of the task, making access to the files even easier.
Run the Bot on a Specified Schedule
By using the Cloud BOT API, you can repeatedly run a bot on a specified schedule. By creating bots for tasks such as searching, retrieving, registering, or updating information and setting them to run periodically, you can automate routine work and prevent omissions or delays in tasks.
For example, if you set up a bot to retrieve new order information from an e-commerce site and register it in order management software to run before the start of work every morning, you can begin processing orders immediately after arriving at work. This smooth start to tasks can lead to quicker communication with customers and faster shipping of products.
With Yoom's schedule trigger, you can easily set not only the date but also the exact time down to the minute for execution.
Execute the Bot in Conjunction with Other Apps' Operations
By using the Cloud BOT API, you can execute bots not only manually or on a specified schedule but also in conjunction with the operations of other apps integrated via API. In doing so, you can use the information obtained from the integrated app in the bot. After executing the bot, you can synchronize the acquired information with chat tools or databases, or upload the acquired files to storage services.
The following template is a flow where, upon receiving an email, the bot extracts URL information from the email and executes the bot, adding the results to kintone. It allows you to automatically synchronize necessary information with kintone in response to applications from new customers. This can be useful for customer support during campaigns or for information analysis.
Recommended Users for Cloud BOT API
・Those who want flexibility in setting the timing for bot execution ・Those who want to automate file operations with Cloud BOT ・Those who want to smoothly integrate information obtained from Cloud BOT with other applications
Summary
We introduced what can be done using the Cloud BOT API, how to integrate with other application APIs, and examples of utilization. You can synchronize information or files obtained by the bot with other applications integrated via API, or execute bots according to the movements of other applications or specified schedules. In addition to automating web browser operations with bots, introduce automation of pre- and post-bot execution tasks using the Cloud BOT API to improve business efficiency. It can be utilized in a wide range of operations such as sales, marketing, accounting, and e-commerce site management. With Yoom, integration settings can be easily configured, so take this opportunity to register and try it out from here.
The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry.
The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs.
We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom...
I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
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.
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.
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