How to integrate Jobkan Expense Management/Workflow with Notion to add a task in Notion when an application is submitted in Jobkan Expense Management/Workflow

In many companies, Jobcan Expense Management and Workflow are used for application tasks such as expense reimbursement.
If you are also managing those applications in Notion, wouldn't it be convenient to automatically transfer them?
This desire is realized by integrating Jobcan Expense Management and Workflow with Notion.
By linking the two apps, you can automate the process of transferring to Notion after expense application approval.
This article will explain in detail the specific integration methods, along with the benefits of linking the two apps.
Please read to the end.

Benefits of Integrating Jobcan Expense Management and Workflow with Notion

Benefit 1: Reduction of Manual Work

By automatically transferring approved applications from Jobcan Expense Management and Workflow to Notion, the task of manually adding tasks is eliminated.
This reduces the workload on the person in charge and saves time.
Additionally, it can prevent human errors such as input mistakes, improving the overall accuracy of operations.
As a result, the time available to focus on other important tasks increases, and the overall efficiency of operations is improved.

Benefit 2: Standardization of Business Processes

This automation allows for the standardization of the entire process from expense application to task addition.
By having each person in charge work through the same flow, inconsistencies in operations are eliminated, and process consistency is maintained.
By automating frequently used flows, it seems possible to proceed with operations in a consistent manner even if the person in charge changes.
The standardized process enhances business transparency, making it easier to identify areas for improvement and improve operational efficiency, which is a significant advantage.

[What is Yoom]

How to Create a Jobcan Expense Management and Workflow and Notion Integration Flow

So far, we have introduced the benefits. Now, let's quickly integrate the apps we will use this time using Yoom! Once the registration of My Apps is complete, we will create a flowbot for "Add a task to Notion when an application is made in Jobcan Expense Management and Workflow."

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate Trello and Yoom that you are using.
From the left side of the Yoom page, select My App → New Connection.

Search for Jobkan Expense Management and Workflow.
Please refer to here to register the required items.

Next, integrate with Notion.
Search by app name and integrate in the same way as before.
Once logged in, please check the page you want to access.
(In the subsequent database integration, the page you want to add may not be reflected.)
This time, we will register on a page called test1001, so please check it.

Once the integrated app is displayed in My App, you are done.

‍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, register as a member.
When you proceed to the next step, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left side, and the template you just copied will appear.
Click the ellipsis (...) on the right side and select Edit.

This time, we will proceed with the following 2 steps.
Let's set it up together!

Things to Prepare

Please perform a test application with Jobkan Expense Management and Workflow.
This time, it was a transportation expense application.

Now, let's set up the app trigger.
Select "When the application is approved".
You can change the title to make it easier to understand.
Check the account information to be integrated.
Keep the trigger action as it is and proceed to the next step.

Trigger Activation Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
※ The selectable activation intervals vary depending on the plan.

Test it, and if the application details from Jobkan Expense Management and Workflow are reflected in the output, save it.
Next, click "Add Record".
Check the account information to be integrated here as well.
Keep the action as it is and proceed with the database integration.

Proceed to the next step, and select the values of the records to be added from the output as follows.

Once everything is selected, it will look like this.

Test this as well, and if there are no issues, save it.
Let's check the Notion side.

It has been successfully reflected!
Finally, turn on the app trigger to complete.
Thank you for your hard work up to this point.
Even someone like me who is not familiar with programming was able to proceed easily.
The flowbot used this time is here↓

Examples of Other Automations Using Notion, Jobcan Expense Management, and Workflow

1.A flow to add a task to Microsoft Excel when an application is submitted in Jobcan Expense Management and Workflow
You can accumulate the content submitted to Jobcan Expense Management and Workflow in Microsoft Excel without manual input.

2.This is a flow to add an application with a specific title to Google Sheets once it is approved in Jobcan Expense Management & Workflow.
You will be able to separate and transfer each application into different sheets.
This automation seems useful when there are multiple application items.

3.This is a flow to notify Chatwork when a request is approved in Jobcan Workflow.
Once a request is approved, a notification is sent to Chatwork, making it easier to check even when you are out of the office.
This helps prevent missing updates on the status of requests.

Summary

This time, we introduced a flowbot that adds a task to Notion when an application is made in Jobcan Expense Management/Workflow.
By integrating Jobcan Expense Management/Workflow with Notion, you can reduce manual work and standardize business processes.
As a result, work efficiency will improve, and the burden on the person in charge will be reduced.
Additionally, by utilizing Yoom, you can easily create integration flows without code, allowing anyone to easily try automation.
Please take this opportunity to try integrating Jobcan Expense Management/Workflow with Notion.

You can register for Yoom for free here. →Get Started