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Exchanging business cards is an important activity for business professionals. However, managing and processing business cards can be a hassle when the number grows. Even if you’ve successfully exchanged business cards, manually entering each one into your company’s system later can be extremely time-consuming.
To help solve this issue, this article introduces a way to automate the registration of business card data using Google Drive and Google Sheets!
This article introduces an integration method using the no-code tool Yoom.
No complicated setup or operations are required, so even non-engineers can implement it easily.
You can get started right away using the template below—give it a try!
■Overview
This flow reads business card information and adds it to a Google Sheets database when a business card is uploaded to Google Drive.
■Recommended for
1. Sales Representatives
・Those who find it tedious to manually manage customer information after exchanging business cards
・Those who want to centrally manage business card information using Google Drive and Google Sheets
2. HR and General Affairs Personnel
・Those who want to digitize employee and business partner business card information to reduce management effort
・Those who want to prevent loss or deterioration of business card information
3. Those who want to utilize OCR
・Those who want to efficiently digitize business cards
・Those who want to improve work efficiency by utilizing OCR technology
■Benefits of Using This Template
Google Drive is a very convenient tool for file sharing, but manually reading information and entering it into Google Sheets every time a business card is uploaded is very labor-intensive and poses a risk of transcription errors.
By using this flow, when a business card is uploaded to Google Drive, the business card information is automatically read and added to the Google Sheets database, eliminating the need for manual data entry, significantly improving work efficiency, and reducing the risk of human error.
■Notes
・Please integrate both Google Sheets and Google Drive with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
[About Yoom]
Now, let's create a "Flow Bot" that reads business card information and adds it to Google Sheets when a business card is uploaded to Google Drive.
Instead of creating a Flow Bot from scratch, you can save time by using a template that already has the flow set up as shown in the image above.
First, click "View Details" on the banner of the template below, and proceed with Yoom registration from the "Try this template" button at the bottom of the screen!
If you have already completed the registration, the login screen will be displayed, so please log in!
■Overview
This flow reads business card information and adds it to a Google Sheets database when a business card is uploaded to Google Drive.
■Recommended for
1. Sales Representatives
・Those who find it tedious to manually manage customer information after exchanging business cards
・Those who want to centrally manage business card information using Google Drive and Google Sheets
2. HR and General Affairs Personnel
・Those who want to digitize employee and business partner business card information to reduce management effort
・Those who want to prevent loss or deterioration of business card information
3. Those who want to utilize OCR
・Those who want to efficiently digitize business cards
・Those who want to improve work efficiency by utilizing OCR technology
■Benefits of Using This Template
Google Drive is a very convenient tool for file sharing, but manually reading information and entering it into Google Sheets every time a business card is uploaded is very labor-intensive and poses a risk of transcription errors.
By using this flow, when a business card is uploaded to Google Drive, the business card information is automatically read and added to the Google Sheets database, eliminating the need for manual data entry, significantly improving work efficiency, and reducing the risk of human error.
■Notes
・Please integrate both Google Sheets and Google Drive with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Once registration is complete, you will be redirected to a page called "My Projects".
Next, let's integrate Google Drive and Google Sheets with Yoom.
This is called "My App Integration"!
Select "My Apps" from the menu on the left side of the screen!
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Let's start with integrating Google Drive with My Apps!
From the new connection button at the top right, enter "Google Drive" in the search box, and click when the Google Drive icon appears!
On the page titled Select Account, press the Google account of the Gmail address you want to integrate with Yoom.
Next, you will be redirected to a page titled Login to Yoom, so click Next.
Finally, if a page titled Yoom is requesting additional access to your Google Account appears, press Continue to proceed!
If the above screen appears, press the red frame below.
Next, you will be redirected to the authentication screen, so make sure to allow all permissions.
Next, we will integrate Google Sheets, but since it is also a Google service like Google Drive, the steps for My App Integration are the same.
Search for "Google Sheets" in the search box and register!
Once both Google Drive and Google Sheets are integrated with Yoom, the next step is to configure the contents of the Flowbot!
The setup process for this Flowbot consists of 4 steps!
First, since it will be necessary when setting up the Flowbot, create a folder in Google Drive to store business cards and upload the business cards.
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Once you have uploaded the business cards to the folder, open the Yoom screen and click "Copy: When a business card is uploaded to Google Drive, read the business card information and add it to Google Sheets" from My Projects on the left side of the screen!
Press Edit at the top right.
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Press the Google Drive icon for "When a new file or folder is created in a specific folder".
Since the necessary fields are already filled in using the template, check if the Google Drive account information is correct and click Next!
Enter the folder ID.
When you click inside the box, a list of folders will be displayed, so select the folder where you uploaded the business cards.
Once selected, there is a "Test" button just below, so click it. If it displays "Test Successful" in blue, you're good to go, so save it!
Press the Google Drive icon for "Download File".
Again, since the necessary fields are already filled in using the template, check if the Google Drive account information is correct and click Next.
Enter the file ID, but since you are using a template, it is already set up.
Therefore, as before, press the test button, and if it displays "Test Successful" in blue, you're good to go!
Don't forget to save it.
Press the book icon for "Read Text from Image/PDF".
Again, since the necessary fields are already filled in, check if the account information is correct and click Next!
Set what content to extract from the business card.
However, since you are using a template, no input is required...!
The items to be recognized are already set as shown in the red frame.
If there are other strings you want to recognize, you can input them in the box, and they will be reflected, so set them as needed.
As before, press the test button. If it displays "Test Successful" in blue, save it.
*The AI operations for OCR or transcribing audio to text are only available in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be careful. Paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Next is the Google Sheets setting, but a sheet to add the read business card information is required.
Therefore, create it at this stage.
I created it as shown in the image this time!
Once the Google Sheet is created, proceed to the next step.
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Press the Google Sheets icon for "Add Record".
Check if the account information to be linked is correct and scroll down.
Select the spreadsheet ID and tab name. First, enter the spreadsheet ID.
When you click inside the box, a list will be displayed as shown in the image, so select the Google Sheet where the business card information will be accumulated.
Set the tab name in the same way, and you're good to go!
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For other fields, they depend on the prepared Google Sheet, so input according to the content of the Google Sheet.
Once input is complete, press Next.
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Next is the final setting! Set the values for the records to be added!
The box names displayed on this page depend on the Google Sheet you linked earlier.
Therefore, the display may differ from the image, but the setup method is the same.
Click inside the box and select "Read Text from Image/PDF", and the information from the business card you uploaded earlier will be displayed in a list as shown in the image.
Just choose the content that matches the box name, and you're good to go!
In the image, the company name box is selected, so the business card information also selects the company name.
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Once you fill in the boxes as shown in the image, press the test button just below, and if it displays "Test Successful" in blue, press Save.
This completes the integration of Google Drive and Google Sheets!
Yoom has many other Flowbot templates available, so be sure to check them out.
■Overview
This flow reads business card information and adds it to a Google Sheets database when a business card is uploaded to Google Drive.
■Recommended for
1. Sales Representatives
・Those who find it tedious to manually manage customer information after exchanging business cards
・Those who want to centrally manage business card information using Google Drive and Google Sheets
2. HR and General Affairs Personnel
・Those who want to digitize employee and business partner business card information to reduce management effort
・Those who want to prevent loss or deterioration of business card information
3. Those who want to utilize OCR
・Those who want to efficiently digitize business cards
・Those who want to improve work efficiency by utilizing OCR technology
■Benefits of Using This Template
Google Drive is a very convenient tool for file sharing, but manually reading information and entering it into Google Sheets every time a business card is uploaded is very labor-intensive and poses a risk of transcription errors.
By using this flow, when a business card is uploaded to Google Drive, the business card information is automatically read and added to the Google Sheets database, eliminating the need for manual data entry, significantly improving work efficiency, and reducing the risk of human error.
■Notes
・Please integrate both Google Sheets and Google Drive with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Drive and Google Sheets.
If you find something interesting, please give it a try!
It is possible to automatically add information to Google Sheets after saving a file to Google Drive, or to automatically add information to Google Sheets by reading survey images uploaded to Google Drive. Additionally, it is possible to read invoices submitted through a form using AI, append the data to Google Sheets, and then automatically save it to Google Drive.
■Overview
This is a workflow that automatically reads invoice data submitted through a form using AI and stores that information in a Google Spreadsheet.
You can add the contents of the invoice to the database quickly and accurately without manual input.
■Setup Instructions
1. Integrate Google Spreadsheet, Slack, Google Drive, and Yoom. (My App Integration)
2. Create a form trigger to create a form where invoice data can be attached.
3. In the "Read Text from Image/PDF" operation, set the items you want to extract using the "Read Text Information from PDF or Image File" action.
4. In the "Request Action from Person in Charge" operation, include a human check before storing the read information.
5. Set the extraction items configured in the "Read Text from Image/PDF" operation in the input form.
6. Use the "Add Record" action in the "Operate Database" operation to add the acquired information to the spreadsheet.
7. Configure the settings to match the columns set in the spreadsheet with the read items.
8. In the "Upload File" action of Google Drive, configure the storage location and file name settings.
9. In the "Send Message to Channel" action of Slack, configure the settings for any message and destination channel.
■Notes
・You are free to set the extraction items and spreadsheet items as you like.
・Ensure that the columns in the spreadsheet correspond appropriately to the extracted information.
■Overview
This is a flow where, once a file is stored in Google Drive, the file information is added to a Google Spreadsheet.
By integrating Google Drive and Google Spreadsheet, you can avoid the hassle of operating individual apps or repeatedly entering data, allowing your work to proceed smoothly.
Additionally, records can be easily added to Google Spreadsheet automatically, preventing any omissions or leaks in information management.
■Notes
・Please integrate both Google Drive and Google Spreadsheet with Yoom.
■Overview
This is a flow that reads survey images uploaded to Google Drive using AI operation features and reflects them in Google Sheets.
■Recommended for
1. Individuals managing survey or research data
・Marketing researchers
・Academic researchers or social surveyors
・Customer support personnel collecting customer feedback
2. Those who want to improve work efficiency using AI technology
・IT personnel in companies aiming to improve operations using digital tools
・Office staff or analysts who want to automate data entry tasks
・Project managers working on digitizing handwritten surveys
3. Those who use Google Drive or Google Sheets regularly
・Employees of companies utilizing Google Workspace
・Teams or project members working remotely
・Staff managing cloud-based data
■Benefits of using this template
・Eliminates the hassle of manual data entry, allowing for accurate and quick digitization of survey results.
・Facilitates smooth data aggregation and analysis, significantly improving work efficiency.
■Notes
・Please integrate Yoom with both Google Drive and Google Sheets.
・AI operations are features (operations) available only in the Team Plan and Success Plan.
・In the Free Plan and Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Notify Chat Tools When Files or Folders Are Created in Google Drive
Automatically send notifications to tools like Slack or Discord when files or folders are created in Google Drive.
■Overview
This is a flow that notifies Discord when a file is uploaded to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Drive and Discord for work
・Individuals responsible for file management using Google Drive
・Those who use Discord as a communication tool among team members
・Those considering integrating Google Drive and Discord to improve work efficiency
2. Those who want to automate manual Discord message input
・Those who frequently use Discord for internal notifications
・Owners of small and medium-sized enterprises aiming for business automation
■Benefits of using this template
By utilizing the flow [Notify Discord when a file is uploaded to Google Drive], you can effectively prevent human errors such as message mistakes and improve work efficiency.
Additionally, you will no longer need to manually send notifications, allowing you to allocate time to other important tasks.
※Discord notifications can be customized to your preferred destination and message content.
■Notes
・Please integrate both Google Drive and Discord with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval may vary depending on the plan.
■Overview
This is a flow that notifies you on Google Chat when a new file is created in Google Drive.
■Recommended for
1. Those who use Google Drive and Google Chat for work
・Persons in charge of file management using Google Drive
・Those who use Google Chat as a communication tool among members
・Those considering streamlining operations by integrating Google Drive and Google Chat
2. Those who want to automate manual message input in Google Chat
・Those who frequently use Google Chat for internal notifications
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with many manual tasks
■Benefits of using this template
・You can streamline operations by automatically notifying Google Chat when a new file is created in Google Drive.
・Automating notifications in Google Chat helps prevent human errors such as incorrect recipients or messages.
・You no longer need to manually send notifications from Google Chat, allowing you to allocate time to other important tasks.
・Notifications in Google Chat can be customized for spaces or specific users as desired.
■Notes
・Please integrate both Google Drive and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer here.
Upload Email Attachments to Google Drive
Automatically upload attachments received in Gmail or Outlook to Google Drive.
■Overview
This is a flow that automatically stores Microsoft Excel contracts sent via email into Google Drive™.
■Recommended for
1. Those who frequently need to manage or send contracts
・Sales representatives or sales assistants
・Administrative staff or office managers
・Legal personnel
2. Those looking to automate the contract management process and reduce manual work
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Business analysts interested in workflow automation
3. Those who regularly use Google Drive™
・Personnel managing files using Google Drive™
■Benefits of using this template
・Contracts sent via email are automatically stored in Google Drive™, eliminating the need for manual file saving.
・The document saving process is automated, reducing management burden.
■Notes
・Please integrate Google Drive™ with Yoom.
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
■Overview
This is a flow to upload attachments received in Outlook to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a drive shared by the entire team
・Those who manage multiple projects and want to organize deliverables and materials in project-specific folders
・Those who want to organize and manage contracts and invoices sent by clients
■Benefits of using this template
With this flow, files attached to emails with specific subjects received in Outlook are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or misplacing files, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project materials and deliverables, and various internal documents.
■Notes
・Please integrate Yoom with both Outlook and Google Drive.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
Create a folder in Google Drive when an account is registered in another app
Automatically create a folder in Google Drive when an account is registered in Salesforce, HubSpot, or other applications.
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The "Create a folder in Google Drive when a contact is registered in Apollo" flow is a business workflow that streamlines data management associated with sales activities.
Every time a new contact is added to Apollo, a dedicated folder is automatically created in Google Drive. This allows for centralized management of materials and information related to each contact, reducing the effort and errors associated with manual folder creation. It is a convenient workflow designed to enhance the efficiency of the sales team and organize data effectively.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
Notify Chat Tools When a Row is Added in Google Sheets
Automatically notify tools like Slack or Discord when a row is added in Google Sheets.
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Discord when a row is added in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Accountants who accumulate information in Google Sheets
・Administrative department personnel using Google Sheets for collaborative work
2. People who use Discord as their main communication tool
・Those who communicate via Discord in project management
・Companies using Discord as an information-sharing tool
■Benefits of using this template
Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.
This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Add the content registered in the database to Google Sheets
Automatically add the content registered in Airtable, Salesforce, etc., to Google Sheets.
■Overview
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet.
You can reflect any fields, such as lead name and contact information, in the spreadsheet.
■Setup Instructions
1. Connect each app, Salesforce and Google Spreadsheet, with Yoom. (My App Integration)
2. Set up the account information to be integrated with the "When a new lead is registered" trigger in Salesforce.
3. In the "Record information in spreadsheet" operation in Google Spreadsheet, set up the target spreadsheet, etc., based on the information obtained from Salesforce.
4. Once the setup is complete, change the trigger to ON at the end.
5. When new lead information is registered in Salesforce, the information is added to the Google Spreadsheet.
■Notes
・It is necessary to set up the account information to be integrated in each app's operation.
・Please replace the setup information for Salesforce and Google Spreadsheet with any desired values.
・Salesforce is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The workflow "Reflect records registered in Airtable to Google Sheets" is a business workflow aimed at improving data management efficiency.
When new data is added to Airtable, the same information is automatically reflected in Google Sheets, eliminating the need for manual data entry and allowing centralized management of the latest information.
This facilitates smooth information sharing across the team and improves the accuracy of operations.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
Issue documents based on information from Google Sheets
Automatically create documents such as DocuSign and Google Docs based on the content registered in Google Sheets.
■Overview
This is a flow that creates and sends an envelope from a template in DocuSign when a Google Spreadsheet is updated.
■Recommended for
1. Those who manage information using Google Spreadsheets
・Those who use Google Spreadsheets regularly and aim for efficient data management
・Those who want to automatically execute the next action triggered by data updates in Google Spreadsheets
2. Back-office personnel who frequently use DocuSign for electronic signatures on contracts and important documents
・Those who prioritize work efficiency and want to automate manual tasks
・Those who want to quickly and accurately proceed with document tasks by integrating Google Spreadsheets and DocuSign
■Benefits of using this template
There are several benefits to the automated flow that allows you to automatically create and send an envelope from a template in DocuSign when a Google Spreadsheet is updated.
Firstly, it reduces manual work, allowing you to proceed with tasks efficiently.
Especially for those who frequently handle contract work, it saves working time.
You can use the saved time to advance other tasks, increasing the amount of work you can complete in a day.
Additionally, it reduces human errors that occur when humans are involved, ensuring the accuracy of document creation tasks.
This improves reliability and strengthens relationships with clients and partners.
■Notes
・Please integrate both DocuSign and Google Spreadsheets with Yoom.
■Overview
This is a flow that issues an invoice and saves it to Google Drive when a row in a Google Spreadsheet is updated.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data with Google Spreadsheets
・Those who manage data such as billing information using Google Spreadsheets but find it cumbersome to issue invoices manually
2. Companies that use Google Drive for file storage and sharing
・Those who use Google Drive regularly and want to utilize it for saving and sharing invoices
・Those who want to advance automation but don't know where to start
■Benefits of using this template
By implementing this automation flow, there is a benefit that an invoice is automatically generated and saved to Google Drive every time a row in a Google Spreadsheet is updated.
This reduces the effort of creating invoices and enables highly accurate billing management.
Additionally, it reduces errors associated with manual invoice creation and allows for efficient business operations.
Furthermore, by digitizing invoices, they can be accessed anytime, anywhere, enabling quick responses.
As a result, customer satisfaction and business reliability are likely to improve.
You can automatically read the text on business cards uploaded to Google Drive and add details such as company names, personal names, and addresses to Google Sheets!
With just one action of uploading a business card to Google Drive, the entire process can be automated, eliminating the need to manually enter numerous business cards and saving time.
Once the business card information is added to Google Sheets, collaborative editing and management become possible, allowing you to add detailed research about company information!
By supplementing the necessary data to the business card information added to Google Sheets, you can reuse the data for future sales activities and marketing.
By storing business cards in Google Drive and automatically reading and adding their content to Google Sheets, you can manage this information collaboratively at any time.
It's a great advantage to be able to easily share and utilize business cards that were previously managed individually!
It also makes it easier to list client companies, so please take this opportunity to try it out!
