Integrate Kaonavi and Chatwork to update Kaonavi and notify Chatwork when information in the Yoom database is updated.

Step 1: Integrate My Apps with Kaonavi and Chatwork

First, register the apps you will use as My Apps. By registering them in advance, you can set up the flow smoothly.

First, access the My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter "Kaonavi" in the search box and select "Kaonavi" from the displayed options. The following screen will appear, so enter the "Account Name" and "API Access Token" and click "Add." For details on how to register Kaonavi as a My App, please refer to here. For more information on Base64 encoding, please see here.

Similarly, enter "Chatwork" in the search box and select "Chatwork" from the displayed options. If you are already logged into Chatwork, the following screen will appear, so click "Allow."

If Kaonavi and Chatwork are displayed in My Apps, the registration is complete.

Step 2: Set Up Database Trigger

Now, let's proceed with the automation settings! Click "Try it" on the banner below to copy the Flowbot.

When you click, an image like the one below will appear, so press OK.

When the following screen is displayed, let's check the "Title" and "Description".
If changes are necessary, you can click on the relevant part to make changes.
First, let's check the trigger action settings.

Let's first check the settings of the database to be used.
This time, we have set up the database as follows.
The items can be set arbitrarily, but be sure to set the "Employee Number" as it will be used as a unique key when linking with Kaonavi!

Let's return to the Flowbot settings.
Click "When updated" and the following screen will be displayed, so let's set it up.

"Title" → Can be changed if necessary
"Execute Action" → When updated

For "Database Integration", set the database you created earlier.
Once the setup is complete, click "Next".

You can check the output that can be obtained with the trigger action.
By using the output, you can reflect values in the flow according to the content of each activation.
For more details about the output, please see here.

Finally, click "Save" to complete.

Step 3: Set Actions for Kaonavi "Update Member Basic Information" and Chatwork "Send Message"

Next, let's set up Kaonavi.
Click "Update Member Basic Information" and make the following settings.

"Title" → Can be changed if necessary
"Account Information to Link with Kaonavi" → Check if the account is correct
"Action" → Update Member Basic Information

Once the setup is complete, click "Next".

Let's set the update details.
As mentioned earlier, "Employee Number" is a required item, so let's use the output.
When you click on the input field, candidates will appear below, and you can click on the "Employee Information" output to input it.

Let's continue setting up.
Enter the content set in the database as needed.
You can also use two outputs to input as shown below!

You can also set items not on this screen below.
The item ID will be displayed as a candidate for items set in Kaonavi, so select it and input the value from the output.

Once the setup is complete, execute the "Test", and if successful, click "Save" to complete.

Let's set up Chatwork.
When you click "Send Message", the following screen will be displayed, so set it up.

"Title" → Can be changed if necessary
"Account Information to Link with Chatwork" → Check if the account is correct
"Action" → Send Message

Once the setup is complete, click "Next".

Set up the API connection.
After checking the precautions, scroll down the screen.

Select and set the room ID from the candidates.

Let's set the message content.
Set any message content you like.
This time, we set it up as follows!
By setting the output here as well, you can send content tailored to each flow activation.

Once the setup is complete, execute the "Test".

When the test is successful, the message will be sent to Chatwork as shown below.
Once the test is successful, click "Save" on the Yoom settings screen to complete the setup.

Step 4: Verify the Automation of Kaonavi and Chatwork

Finally, click "Turn on Trigger" to complete the automation setup.
Let's check if the Flowbot is activated correctly.

Thank you for your hard work on the setup!

Other Automation Examples Using Kaonavi

There are many other examples of automation using Kaonavi on Yoom, so here are a few to introduce.

1. Register an employee in the Google Spreadsheet employee management sheet when they are registered in Kaonavi

The first example is a flow bot that synchronizes with Google Spreadsheet, triggered by employee registration in Kaonavi. This is recommended for those who want to use Kaonavi as a trigger.

2. Register employee information in Kaonavi when the onboarding application is approved in CollaboFlow

The next introduction is the integration flow with CollaboFlow. Since you can register information triggered by approval, it seems to save the trouble of having to confirm the approval status separately.

3. Register Employees in Kaonavi by Reading Resumes with OCR

The last method introduced is a flow that reads resumes with OCR and registers them automatically. Manually entering information for new employees is time-consuming and carries a high risk of human error, so utilizing AI could significantly reduce the burden.
※AI operations are available only with the Team Plan and Success Plan. Paid plans like the Team Plan and Success Plan offer a two-week free trial.

Summary

With the integration of Kaonavi and Chatwork, updates and notifications are automatically reflected every time the database information is updated, which is expected to improve work efficiency. By eliminating the hassle of manual data updates and quickly sharing information with the team, it may enhance the overall organizational performance. In particular, for HR personnel and those responsible for tasks arising from updates, the improved accuracy in information management and rapid information sharing will likely streamline subsequent operations.

Please try using Yoom in your actual work to experience how much effort can be saved and efficiency improved.