Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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When there is a survey response in the form, change the route according to the response content and notify different Slack channels.
When a survey response is submitted to the Yoom form, notifications are sent to different chat rooms based on the response content, switching the direction accordingly. It is possible to notify specific teams with information based on the form responses.
When opportunity information is updated in Salesforce, notify Microsoft Teams.
This is a flow bot that integrates Salesforce and Teams to notify Microsoft Teams when Salesforce opportunity information is updated. When a new opportunity is registered or updated in Salesforce, a message is sent to a specified channel in Microsoft Teams. Feel free to change the target channel and message content as needed.‍
When Salesforce opportunity information is registered, add the information to Excel.
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce Opportunity object. When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet. Please prepare a sheet to manage opportunity information in Excel Online for use.‍
When an opportunity is registered in Salesforce, schedule an event in Google Calendar.
This is a flow bot that integrates Salesforce with Google Calendar. When an opportunity is registered in Salesforce, it automatically schedules an event in the Google Calendar of the opportunity owner. Create a field called "Opportunity Date" in the Salesforce opportunity object with a "Date/Time" data type. Use this field to schedule the event in Google Calendar. Please add this new field before using the bot. The event registered in Google Calendar is created with a 1-hour slot, but you can change the time slot by modifying the settings of the "Create Opportunity End Time" field.‍
Add accounts registered in Salesforce to a Notion database
This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object. By using this flow bot, it is possible to automatically synchronize the Salesforce and Notion databases.
Receive an email in Outlook and get notified in Microsoft Teams.
When an email is received in Outlook, this flow extracts and summarizes the content using AI and sends a notification to Microsoft Teams. By utilizing AI for data extraction, it eliminates the need for complex regular expression settings to obtain names, email addresses, and addresses from the email, thereby allowing for a more streamlined flow bot.
When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.
In the activity items of Salesforce's Opportunity or Account objects, when activity information (activities) is registered, it automatically registers the schedule in Google Calendar. By registering the activity schedule in Salesforce, the schedule is automatically registered in Google Calendar, eliminating the need for double entry. It is also possible to share the issued Meet URL and meeting information via Slack or email.‍
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
When a post is made in a Microsoft Teams channel, automatically send an email in Outlook.
When a message is posted in a specific Microsoft Teams channel, it is automatically forwarded via email using Outlook. You can freely modify the body and recipient of the Outlook email as needed. By adding branching processes in between, it is also possible to change the content and recipient of the email based on the content of the Microsoft Teams post.
When a new task is added to a project in Asana, add the task to Google Sheets as well.
When a new task is added in Asana, it is automatically added to Google Sheets as well. This flow reduces the effort of adding tasks to multiple tools.
Send a template email from Outlook using the lead detail page in Salesforce.
Send a template email from Outlook from a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set attachments and other options.
Automatically post to the Slack channel at a fixed time every day.
This is a flow that automatically posts to a Slack channel at a fixed time every day. You can freely customize the posting date and time, channel, and message content.
When information is added to any Notion database, notify Microsoft Teams.
- This is a flow that sends a notification to Teams when information is added to any Notion database.‍
When the survey form is submitted, store the information in Excel.
When a survey response is submitted to the Yoom form, this flow adds the information to any Excel file of your choice. You can centralize the form responses and data accumulation. The content of the form and the destination Excel file can be freely configured.
When posted to a Slack channel, add the content to a Google Spreadsheet.
This is a flow where content posted to a Slack channel is added to a Google Spreadsheet. It can be utilized for accumulating content from inquiry channels.
When information is added to any Notion database, also add the information to Google Sheets.
This is a flow where information is added to a Google Spreadsheet whenever information is added to any Notion database.
When you receive an email with an attached invoice, use AI-OCR to read the invoice and notify Slack.
When an email with an attached invoice is received, the invoice is read using AI-OCR. After the reading, the content is checked by a responsible person before being notified on Slack. By including a manual check by the responsible person, it is possible to ensure more accurate integration of invoice information. The items read by OCR, the Slack notification channel, and the notification content can be freely changed.
Register responses from Google Forms into a Notion database.
When a response is submitted through Google Forms, the content of that response is automatically registered in the Notion database. It can be used for various purposes such as surveys and inquiry forms.
When a new task is added to an Asana project, send a message to Teams.
Automatically send notifications to a specified Microsoft Teams channel when a new task is added in Asana. You can freely customize the notification content and the Microsoft Teams channel to which it is sent.‍
When a ticket is registered in Zendesk, add a card to Trello.
When a ticket is registered in Zendesk, a card is automatically added to a specified list in Trello. After adding the card to Trello, you can also notify any chat tool such as Slack or Chatwork by adding an operation.‍
Send a template email from Gmail using the lead detail page in Salesforce.
Send a template email from Gmail using a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set any attachments.‍
When a task is completed in Asana, send a completion email notification in Outlook.
When a task is completed in Asana, an email notification of the completion will be sent to the specified email address via Outlook. The content of the notification and the recipient's email address can be freely customized.‍
When an email is received, extract the sender information using AI operations and notify via Slack.
Extract the sender's information from the received email and notify it to Slack. The content of the notification, the destination Slack channel, and the format of the notification message can be freely customized.‍
When a page is created or updated in Notion, notify Slack.
When a page is created or updated in Notion, a notification will be sent to the specified Slack channel. You can specify any Slack channel for the notifications.
Register a client from the Yoom database to freee
Register a new client in freee from the Yoom database.‍
Store contact information registered in Hubspot into the Notion database.
Automatically retrieve contact information registered in Hubspot and store it in a Notion database. The information to be retrieved includes name, email address, phone number, company name, job title, etc., and it is possible to automatically register this information in the Notion database.‍
Add new or updated GitHub issues to a Google Spreadsheet.
Automatically add new or updated GitHub issues to a Google Spreadsheet.
When a new task is added to an Asana project, add it to Notion.
When a new task is added in Asana, it will also be automatically added to Notion. This flow reduces the effort of adding tasks to multiple tools.‍
Specify a record from the Yoom database and send it to Slack.
Specify a particular record in the Yoom database and send that information to Slack. You can set any value from the record to be sent. The destination Slack channel can also be any channel of your choice.‍
Create a contract and send it via CloudSign.
Based on the information provided in the form, we will issue documents using a contract template and send those documents via CloudSign. By setting up an approval request and implementing a double-check, it is also possible to prevent errors in advance.‍
The system is activated at a fixed date and time each month, and the person in charge writes down the goals and informs the team of the content via Outlook email.
A flow that is activated at a fixed date and time each month to automate the dissemination of team goals. It combines automation and manual input by allowing the flow to start automatically while having the responsible person fill in the variable sections. The behavior when the flow bot is actually activated.
Register Google Form responses in the Yoom database.
When a response is submitted through Google Forms, the content of that response is automatically registered in any Yoom database. It can be used for various purposes such as surveys and inquiry forms.
When a new task is added to an Asana project, send a message to Slack.
When a new task is added to a specific project in Asana, the information is automatically sent to a designated channel in Slack. You can customize the destination channel and the message in Slack.
Register a new client in freee from the input form
Register a new client in freee using the information from the input form. You can also register account information and contact person details.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
When a new Issue is created on GitHub, add text to a page in Notion.
When a new issue is created on GitHub, the information is automatically retrieved and added to the Notion database. It is possible to automatically expand the data without accessing the database you want to add to.
When a lead is created or updated in Zoho CRM, notify Slack.
When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
When an application is submitted through the form, change the route according to the application content and notify different Slack channels.
When a response is submitted to the Yoom form, notifications are sent to separate chat rooms based on the content of the submission. It is possible to notify specific teams with information according to the form responses.
When there is a response to the survey in the form, add the response content to the Google Spreadsheet.
When a survey response is submitted to the Yoom form, the information is added to a Google Spreadsheet. This allows you to centralize form responses and data accumulation.
Issue a Google account from the Yoom database
When a new employee joins, a Google Workspace account is automatically created based on the employee information in the Yoom database.
Specify a record from the Yoom database and send it to Microsoft Teams.
Specify a record from the Yoom database and send a message to a Teams channel. The message to be sent can be customized with any value, and the destination Teams channel can also be specified.
Collect invoices through the input form and register transactions in freee.
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
When a record is created in the Yoom database, send it to Microsoft Teams.
When a record is created in the Yoom database, a notification will be sent to the specified Microsoft Teams channel. You can specify any Teams channel as the notification destination.
Add a user from the Yoom database to a GitHub repository
Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.
When a new task is added to a specific section in Asana, add it as an issue in GitHub.
When a new task is added to a specific section in Asana, it will automatically be added as an issue in GitHub. You can freely customize the title, description, and labels.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
When a new contact is registered in HubSpot, register it in kintone.
When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.
Store the DocuSign certificate in the box
When the DocuSign envelope is completed, download the certificate for that envelope and store it in a specific folder in Box.
Send to Microsoft Teams when a record in the Yoom database is updated.
When a record in the Yoom database is updated, update information will be sent to the specified Teams channel. The information sent can include the updated record's ID, the record's values, and more.
When there is a form response, use ChatGPT to categorize the response type and add it to a Google Spreadsheet.
When a survey response is submitted to the Yoom form, ChatGPT is used to categorize the response types and add the information to a Google Spreadsheet. This allows for centralized classification and data accumulation based on the form responses.
Register tasks recorded in Notion to Google Calendar.
Automatically register task information from the Notion task management database as all-day events in Google Calendar. Only new tasks will be registered, and updated tasks will be excluded from this flow.
Specify a record from the Yoom database to add a task in Asana.
Specify a record in the Yoom database to add a task to Asana. You can freely customize the necessary information such as the task name, details, deadline, and assignee.‍
Get the latest YouTube channel report and add it to Google Sheets.
At the specified schedule, the previous day's channel report from YouTube is automatically retrieved and added to a Google Spreadsheet. This allows for effective management of the performance and statistics of the YouTube channel.
Send an email to each item on the list in Google Sheets.
Send emails at once to the addresses in the customer list within Google Sheets. By using a process that repeats the same operation, you can customize the company name and contact person for each customer when sending emails.
When a new deal is created in HubSpot, send a message in Slack.
When a new deal is created in HubSpot, a message is automatically sent to a specified Slack channel. The content of the message and the target Slack channel can be freely customized.
Activate the flow bot at the end of each month and notify Slack.
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Update freee account information with the input form content.
The information entered in the input form automatically updates the specified partner's freee account information. It is also possible to share the created form with the partner and have them enter the information directly into the form.
Notify Slack when a record is registered in the Yoom database.
When a new record is added to the Yoom database, that information will be sent to Slack. You can set any value from the record to be sent. The destination Slack channel can also be any channel you specify.
Send an email via Gmail when a new record is created in the Yoom database.
When a new record is created in the Yoom database, an email is automatically sent using Gmail. The recipient's address, sender's name, subject, and body can all be customized freely.
Automatically retrieve and notify ChatGPT's responses to posts on Slack.
Automatically retrieve ChatGPT's responses to posts on Slack and notify them on Slack.