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How to Integrate Applications

2024/10/21

How to integrate kintone with Google Search to search for company information using keywords added to kintone, summarize the search results, and update kintone with the summary.

m.i

When dealing with new business partners, researching company information such as what kind of business they are engaged in is essential. Although this research takes time and effort, wouldn't it be convenient if it could be automated? In this article, we will introduce a method to search Google based on company information added to kintone, summarize the results, and automatically update kintone. By implementing this automation, you can expect improved efficiency and accuracy in information management.

Benefits of Integrating kintone with Google Search

Benefit 1: Reduction in Operational Costs

By using a flow, you can automate the process of manually searching Google for company information, summarizing the results, and registering them in kintone. This reduces the risk of repetitive manual work and human errors such as input mistakes, thereby improving work efficiency. When regularly searching and updating large amounts of information, reducing labor costs and work time can be a significant advantage. Furthermore, it creates room to allocate resources to other tasks, potentially enhancing overall work efficiency.

Benefit 2: Consistent Information Management

Automation allows company information obtained from Google searches to be summarized in a consistent format and automatically reflected in kintone. This eliminates the risk of collecting and summarizing information based on different standards for each person in charge, thereby improving data consistency and reliability. Additionally, automating the flow not only prevents the personalization of tasks but also ensures a consistent format is maintained regardless of who performs the task.

How to Create a Flow for Integrating kintone with Google Search

So far, we have introduced the benefits of integrating kintone with Google Search. Now, let's quickly use Yoom to integrate the app we will use this time! Once the registration of My App is complete, we will create a flow bot that "searches Google for company information using keywords added to kintone, summarizes the search results, and updates kintone."

[What is Yoom]

This time, we will follow the steps below.
Let's set it up together!

1. Integrate kintone and Google Search with My Apps.
2. Copy the template "Search for company information on Google using keywords added to kintone and summarize the search results to update kintone."
3. Set up triggers and various operations.
4. Turn on the trigger to complete.

Step 1: My Apps Integration

Integrating My Apps first will make the subsequent setup smoother.
First, let's integrate the kintone you are using with Yoom.
Select My Apps → New Connection from the left side of the Yoom page.


Search for kintone.

Refer to the My Apps registration method and please proceed with the detailed settings.
If registration does not go well, please refer to the help page.
Next, integrate with Google Search.
Please configure the displayed items.

Once kintone and Google Search are displayed in My Apps, the integration is complete.

Step 2: Set Triggers and Actions

This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, please register as a member.
As you proceed, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left, and the copied template will appear.
Click the ellipsis (...) on the right and select Edit.

Things to Prepare

A kintone app where the keywords you want to search are registered and the summary results can be recorded.

Now, let's set up the app trigger.
Select "When a record is registered (Webhook activation)".
The title can be changed.
After confirming the account information to be integrated, proceed to the next step.
In the following screen, refer to this article to set up the Webhook event reception.
Test it, and if the kintone record information is reflected in the output, save it.

Next, click "Retrieve Record".
Since we will be linking with the database, select from the output.

Proceed to the next step and enter the conditions for the record you want to retrieve.
Select {{Record ID}} from the output and test it.
If the test is successful and the data is reflected in the output, save it after confirming.

Next, select "Retrieve Search Results".
After confirming that there are no mistakes in the account information to be integrated, proceed to the next step.
The search query was set as follows.

Test this as well, and if the search results are reflected in the output, save it.
Next, select "Retrieve Search Results".
You can select the GPT model from the displayed options.
※ Please note that the number of tasks in parentheses will be consumed.

Select the text to be summarized from the output.

Enter the number of characters and summary conditions as desired.
As an example, it was set as follows.

Test this as well, and if the summary result is reflected, save it.
Next, select "Update Record".
As before, link with the database.

For the conditions of the record you want to update, set the record number.

For the summary result, select the previous output.

Test this as well, and if successful, save it.
Check on the kintone side.


The summary result is recorded!
Finally, turn on the app trigger.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to set it up easily.

Here is the flowbot used this time ↓

Other Automation Examples Using kintone and Google Search

In addition, Yoom offers templates that use kintone and Google Search, so let me introduce a few!

1.A flow that searches for company information on Google using keywords added to Rakuraku Sales and summarizes the search results to update Rakuraku Sales.
This is a flow bot specialized for Rakuraku Sales. It can automatically perform everything from searching to summarizing results and transcribing, saving you time and effort.

2.This is a flow to update kintone records when a row is updated in Google Sheets.
This flow bot is recommended for those who manually compile company information, etc., in Google Sheets.
It automatically transfers to kintone, preventing input errors and omissions.

3.This is a flow where a record is added to kintone and a notification is sent to Google Chat when there is a response to a Google Form.
For example, it is recommended for those who research and add company information themselves.
By having those who wish to do business with you answer basic information such as the company name in this survey form, you can automatically add it to kintone and notify Google Chat, allowing you to focus on subsequent company information research.
This saves you the trouble of checking the survey form.

Summary

This time, we introduced a flowbot that searches for company information on Google using keywords added to kintone and summarizes the search results to update kintone.
This automation enables cost reduction and consistent information management.
In today's business environment, where rapid information retrieval and management are required, this integration will be a significant advantage.
Be sure to utilize Yoom to improve your work efficiency.

If you're interested, register for Yoom for free from here. →Get Started

The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.
Tags
Automation
Integration
kintone
Google Search
Automatic
App integration
No items found.
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