Method to integrate RakuRaku Meisai with Airtable and add form information to Airtable when a form is issued in RakuRaku Meisai

In the business field, accurate data management is crucial, especially when it comes to issuing forms and managing their data.
However, tasks related to forms can be cumbersome, and when manual data entry is required, errors are likely to occur, potentially causing business operations to stagnate.
Therefore, this time, we will introduce a flow that automatically adds form information issued by Rakuraku Meisai to Airtable.
By realizing automatic registration from form issuance to the database, it is expected to reduce the burden of manual work and improve business efficiency.
Additionally, it is expected to prevent human errors, improve data accuracy, and enhance the productivity of the entire team.
This article will explain in detail the specific benefits and implementation methods of this automation.
Please use it as a reference.

Benefits of Integrating Rakuraku Meisai with Airtable

Benefit 1: Streamlining Data Management

By automatically registering forms issued by Rakuraku Meisai into Airtable, duplicate data entry and transcription tasks are eliminated.
This can save time and effort, and it is expected to prevent input errors caused by manual work.
For example, when the accounting department issues an invoice with Rakuraku Meisai, billing data for each customer is automatically added to Airtable.
This eliminates the need for accounting personnel to manually enter billing information into the system, allowing them to allocate time to other important tasks.
Additionally, the sales department can quickly check billing information, enabling prompt responses.

Benefit 2: Reducing Human Errors

When manually registering form information into Airtable, errors and omissions are likely to occur.
Automation can prevent such manual errors, ensuring data accuracy.
For example, when forms issued by the finance department with Rakuraku Meisai are automatically registered in Airtable, it is expected to prevent input errors caused by manual work.
This eliminates errors such as incorrect entry of important financial data or unregistered forms, ensuring accurate data management.
Reducing reprocessing due to errors also leads to improved overall business efficiency.

[About Yoom]

How to Create a Flow for Integrating Rakuraku Meisai with Airtable

First, access the official Yoom website and create an account.
If you are already registered, please log in.
Yoom Account Issuance Page

Step 1: Connect Rakuraku Meisai and Airtable to My Apps

1) After logging into your Yoom account, register the apps you will use.
Click "My Apps" and select "New Connection."

2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.

3) Once registration is complete, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.

Step 2: Select and Copy a Template

This time, we will create a flow called [Add Form Information to Airtable When a Form is Issued with Rakuraku Meisai].
By using this flow, form information is automatically added to Airtable when a form is issued, saving the time spent on manual entry and improving business efficiency.
By allocating the saved time to other tasks, the entire team can focus on important tasks, leading to increased productivity.
Additionally, since the information is reflected by quoting, it is expected to prevent human errors such as duplication or omission that tend to occur with manual entry, ensuring data accuracy.

1) Open the above template and click the "Try this template" icon.

2) The following display will appear.

Click the icons with "!" displayed on the right in order to set up the operations.
The title and details can be edited by clicking on them.
Please modify them as needed.

Step 3: Set the Trigger

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Click "App Trigger When a Form is Issued".

Step 4: Set the Action

1) Select the action "When a Form is Issued" and click "Next".

2) Select the trigger interval and click "Next".
Note that the trigger interval varies depending on the subscription plan.
Please refer to the Yoom Help Center for details on each plan.
List of Feature Limitations and Usage Limits for Each Plan | Yoom Help Center (intercom.help)

Step 5: Set the Action

1) Return to the flow and click the "Integrate with App Create Record" icon.

2) Select the action "Create Record" and click "Next".

3) Enter the required fields.
If the app is integrated, you can use the output information from Rakuraku Meisai for input.
Select from the options as needed, and click "Save" once the input is complete.

This completes the flow of [Add to Trello when a new item is registered in Brushup].

Step 6: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

Here is the template used this time

Other Automation Examples Using Rakuraku Meisai and Airtable

We also have automation templates using Brushup and Trello available on Yoom, which we would like to introduce.
Please utilize these templates according to the tasks you wish to automate or the combination with the applications you are currently using.

1. Add Form Information to SPIRAL When a Form is Issued in Rakuraku Meisai
By utilizing this flow, you can automatically register information from Rakuraku Meisai into SPIRAL, eliminating the need for manual data entry.
By reallocating the time spent on these tasks to other work, the entire team can focus on core tasks, leading to increased productivity.

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2. When a form is issued in RakuRaku Meisai, add the form information to Sasuke
By utilizing this flow, the information of forms created in RakuRaku Meisai is automatically registered in Sasuke.
This eliminates the need for manual input, preventing human errors such as input mistakes or omissions, and maintaining the transparency of shared information.
It is also possible to add a chat tool to this flow to quickly notify the team of the issuance of forms and the addition of information.

3. Notify Chatwork when a new record is registered in Airtable
When a new record is registered in Airtable, you can notify Chatwork, which helps improve work efficiency.
If you are collaborating with multiple people using Airtable's Workspace, you can easily understand who registered what through Chatwork notifications.
Since Chatwork notifications can be automated, it is effective in preventing human errors such as incorrect recipients or text entry mistakes.

Summary

By implementing a flow that automatically adds invoice information issued by Rakuraku Meisai to Airtable, manual work is reduced, leading not only to more efficient data management but also allowing the accounting and finance departments to focus on other important tasks, thereby improving overall productivity. Additionally, it is expected to reduce human errors such as omissions and mistakes, ensuring more reliable information management. This combination enables fast and accurate information sharing, strengthens collaboration between teams, and facilitates smooth decision-making.

With Yoom, no-code integration is easy, so please try integrating Rakuraku Meisai with Airtable.