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By automatically recording the contents of emails received in Outlook into Microsoft Excel, manual transcription becomes unnecessary, improving work efficiency. For example, when a sales team receives a quote request email from a customer, this information is added to Microsoft Excel, allowing other team members to check it.
Especially in situations where project progress reports or customer interaction records are needed, centralizing information strengthens collaboration among members and reduces the likelihood of delayed responses. This not only ensures smooth daily operations but also makes it easier to refer to response histories, enabling a quick transition to the next steps.
Since information received in Outlook is automatically added to Microsoft Excel, the preparation for creating regular reports and data analysis can be efficiently advanced. This integration is particularly useful in operations where sales data or customer inquiries are updated daily.
For instance, the marketing department might track sales during a campaign period and visualize results based on data accumulated in Microsoft Excel, revealing improvement points or success factors. Additionally, analysis for the next strategy will be more accurate, leading to more effective decision-making. Reducing the effort required to check data also allows for more focus on other tasks, which is a significant advantage.
The integration of Outlook and Microsoft Excel reduces errors common in manual input, achieving accurate data management.
Especially in inventory or order management, the latest received emails are automatically reflected in Microsoft Excel, preventing errors such as misinterpretation of stock status or double ordering.
This enhances the reliability of daily operations and creates an environment where decisions based on data can be made confidently. Improved data accuracy also earns high evaluations in external transactions and relationships, strengthening trust with business partners. Such improvements in work accuracy contribute to the overall quality enhancement of the company.
Integrating Outlook and Microsoft Excel seems to reduce effort and prevent errors while improving work efficiency!
It seems capable of many things! But are you thinking, "It seems difficult to tweak settings, so maybe next time..."?
With Yoom, anyone can create convenient integration tools.
Yoom is not software but can be operated on a browser, allowing you to start immediately when you want to use it.
Good news for those who think creating from scratch is difficult...
Yoom offers various flowbot templates!
Even beginners can easily improve work efficiency by using these templates.
今回はYoomを使って、「Outlookにメールが届いたらMicrosoft Excelにレコードを追加する」フローを使ってみましょう
[Yoomとは]
まず、Yoomアカウントをお持ちでない方は、Yoomのアカウント発行ページからアカウントを発行してください。30秒で始められます！
また、Yoomの基本的な操作は、初めてのYoomを参照してください。
フローを作成するために、使用しているMicrosoft AccountとYoomを連携させてみましょう。
Yoomページの左側からマイアプリ→新規接続の順に選択します。
サインイン画面が出たら、ご使用のアカウント情報→パスワードの順に入力しサインインします。
※Microsoft 365（旧Office 365）には、家庭向けプランと一般法人向けプラン（Microsoft365 Business）があり、一般法人向けプランに加入していない場合には認証に失敗する可能性があります。
今回は用意されているテンプレートを使用していきます。
まず、アプリトリガーを設定します。
赤線部をクリックすると以下の画面が出てきますので設定をしていきましょう。
今回は、連携されているMicrosoft Accountが正しいことを確認し、次に進みます。
次に、メールフォルダIDを設定していきます。これは、どのメールフォルダに新しいメールが届いたらこのフローを起動させるのか指定する必要があるためです。
任意のものを設定し、テストでエラーとならなければ保存してこのステップは完了です。
次にアクションを設定していきます。
赤線部をクリックすると以下の画面になります。
Microsoft Accountが正しいものとなっているか確認します。
ファイルの保存場所、ドライブID、ファイル名（任意）、アイテムID、シート名、テーブル範囲を任意のものに設定し、次に進みます。
受信日時、件名、本文など、追加するレコードの値は任意のものを設定し、テストをクリックします。
エラーとならなければ保存して設定は完了です。
最後にアプリトリガーをオンにしましょう。
This time, we introduced an example of a flow that integrates Outlook and Microsoft Excel!
With Yoom, you can create flow bots by integrating multiple apps, allowing you to create original ones beyond the templates provided.
Even if creating one seems difficult, start by trying out the templates we have prepared to experience the convenience of Yoom.
There are many other examples of automation using Outlook and Microsoft Excel in Yoom, so let me introduce a few.
You can automatically add information to Microsoft Excel without checking the form responses each time, eliminating the hassle and preventing omissions or errors.
It seems like you'll be able to easily check information even when you're out and about.
By creating a delivery note template in Microsoft Excel, you can automatically generate delivery notes from form responses, helping to prevent human errors.
This can potentially improve the accuracy of your forms and documents.
This flow allows you to extract only the necessary parts from the email body and add them to Microsoft Excel.
Being able to obtain the necessary information without having to check emails manually seems to contribute to improved work efficiency.
This time, we introduced an example of a flow that integrates Outlook and Microsoft Excel!
By integrating apps through Yoom, you can enjoy the following benefits.
Reduction of manual work through automation
Business improvement through real-time updates of the latest information
Prevention of errors and mistakes that occur manually, improving data accuracy
Let's use Yoom to streamline your work.
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