Flowbot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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When an issue is created on GitHub, register a task in Jira Software.
This is a flow bot that automatically registers an issue in Jira Software when an issue is created on GitHub. Please use it when synchronizing issue information between Jira Software and GitHub.‍
When there is a response to the form, create a daily report from the Microsoft Excel template and send an email in Outlook.
This is a flow where, upon receiving a response to a Yoom form, a business report is created from a Microsoft Excel template and sent via email in Outlook. Without the need to manually check the Yoom form contents, a business report is automatically created in Microsoft Excel and sent via email in Outlook, eliminating any gaps or omissions in information management. You can also create this by changing the Yoom form trigger to a Google form trigger. Please refer to the following for how to retrieve response content when using a Google form as a trigger.‍
When a task is added in Asana, add an issue in Jira Software.
This is a flow bot that automatically adds an issue to Jira when a task is added in Asana. Please use it when synchronizing information between Asana and Jira.‍
Store the invoice file in the box
The invoice files registered in the input form are automatically stored in the box. The storage location and file name settings can be freely customized.
When a contract is signed with CloudSign, the AI operation reads the content, updates the status in Kintone, and sends a notification to Slack.
When a new contract is signed in CloudSign, the AI operation reads the contract details, automatically updates the relevant status in kintone, and sends a notification to Slack. This allows for automatic transcription and accumulation of information without accessing CloudSign or database tools like kintone. The reading of contract details and the content of Slack notifications can be customized.
Issue a LINEWORKS account from the Yoom database
Automatically issue LINE WORKS accounts for new employees based on employee information from the Yoom database at the time of their joining.‍
Store the file attached to the email in Dropbox.
Automatically retrieve files attached to emails and store them in Dropbox. The types of files to be stored can be flexibly customized. It is also possible to automatically set the file naming convention based on the content of the email body.‍
When a schedule is registered in TimeRex, register the information in the Yoom database.
When a schedule is registered in TimeRex, that information is automatically registered in the Yoom database.‍
Notify in Chatwork when the application is completed in CollaboFlow.
Once the application is completed in Collaboflow, a notification will be automatically sent to the specified room in Chatwork.
Add responses to a Google Spreadsheet and send them via Gmail when there is a form submission.
This is a flow where responses to a Yoom form are added to a Google Spreadsheet and sent via Gmail. Without having to manually check the form responses, information is automatically added to the Google Spreadsheet, eliminating any gaps or omissions in information management. You can also create this by changing the Yoom form trigger to a Google form trigger. Please refer to the following for how to obtain response content when using a Google form as a trigger.
Notify Chatwork of reservation information registered in STORES予約
Automatically retrieve reservation information registered in the STORES reservation system and notify the specified Chatwork room.
Store the input form values in kintone.
When you enter a value into the input form, that value is automatically stored in kintone. The stored data can be viewed in the kintone app.
Notify Slack when a record is edited in kintone.
- Automatically notify a Slack channel when a specific record in kintone is edited. - It is possible to automatically disseminate information without accessing kintone or Slack. - The notification content can be customized with any message or edited content, and the display on Slack can be customized.‍
Notify Chatwork when the document status is completed in freee Sign.
When the status of a document is completed in freee Sign, a notification is automatically sent to the specified Chatwork room. The content of the notification and the Chatwork room to which it is sent can be customized.‍
Add the content of emails received in Gmail as tasks in Asana.
This is a flow bot that automatically adds the content of emails received in Gmail as tasks in Asana. Please use it by setting up forwarding in Gmail to notify Yoom's email address. For instructions on setting up email forwarding from Gmail, please refer to the article below. 📩 How to forward emails from Gmail and trigger email actions. Feel free to change the settings, such as the task settings to be added to Asana.‍
When there is an order on Shopify, add a record to Google Sheets.
When there is a new order on Shopify, this flow adds a record to a Google Spreadsheet. You don't have to manually check the order details on Shopify, as the information is automatically added to the Google Spreadsheet, eliminating any gaps or omissions in information management.
When a record is created in the Yoom database, add a task to Backlog.
When a record is created in the Yoom database, a task is added to the specified project in Backlog.
When employee information is registered in the database, automatically add the information to Kaonavi and send a notification to Slack.
Once employee information is registered in the database, it will be automatically added to Kaonavi and a notification will be sent to Slack. Registering employee information requires integration with the app. Additionally, the content of the notification and the destination channel can be customized.‍
When a subscription is signed up on Stripe, store the information in a Google Spreadsheet.
This is a flow bot that automatically stores subscription information in a spreadsheet when a new subscription is made on Stripe. It retrieves detailed information such as the customer's name who subscribed and the subscription period, and automatically stores the information in a specified spreadsheet. You can freely change the target spreadsheet and the information to be stored for your use. By using this flow bot in conjunction, you can synchronize Stripe subscription information with a spreadsheet.‍
When an issue is created in Jira Software, add the issue to the Backlog.
This is a flow bot that automatically adds tasks to Backlog when a task is created in Jira. Please use it when synchronizing task information between Jira and Backlog.‍
When a page is created or updated in Notion, create a folder in Box.
When a new page is created or updated in Notion, this flow creates a folder in Box. The folder name can be replaced with any desired value. By integrating Notion and Box, newly created or updated pages are automatically added to Box, ensuring there are no gaps or omissions in information management.‍
When business card information is registered in Sansan, a record is registered in kintone.
When business card information is registered in Sansan, a record is registered in kintone. Without having to manually check the registered content in Sansan, the information is added to kintone, eliminating any gaps or omissions in information management.
When payment information is created in Square, create a client in freee Accounting.
When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.‍
When there is a response to the form, upload it to Dropbox and add the text data to Notion.
This is a flow where responses submitted to the Yoom form are uploaded to Dropbox and text data is added to Notion. The type of files to be stored can be flexibly customized. By integrating Notion and Dropbox, the upload of files and addition of text data are automatically processed without manually entering the response content of the Yoom form, eliminating any gaps or omissions in information management. You can also create this by changing the Yoom form trigger to a Google form trigger. Please refer to the following for how to obtain response content when using Google Forms as a trigger.
Issue a Google account when an employee is registered in SmartHR.
When a new employee is registered in SmartHR, an account for the respective employee is automatically issued within Google Workspace. It is possible to issue an account automatically without accessing Google Workspace. The account name and password settings can be freely customized. By adding operations after the account is issued, it is also possible to send the created account information to the employee via email.‍
Send the contract from freee Sign using the information from the input form.
- Based on the information entered in the input form, the contract will be sent using freee Sign. - The content of the form is customizable, and the contract template and recipient can also be flexibly configured.
Once the invoice file is approved, store it in OneDrive.
This is a flow where invoice files answered in the invoice information registration form are stored in OneDrive after approval. Without having to manually check the form responses, invoice files are automatically added to OneDrive, eliminating any gaps or omissions in information management. Additionally, Yoom allows for the inclusion of an approval flow, making it possible to accommodate manual verification if desired. Feel free to modify the content registered in the Yoom form as needed.‍
Notify Slack when a record in the Yoom database is updated.
When a record in the Yoom database is updated, 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 of your choice.‍
Notify Chatwork when a record in the Yoom database is updated.
When a record in the Yoom database is updated, a notification message is automatically sent to the specified chat room. The destination room and notification content can also be freely customized. Additionally, by changing the settings, it is possible to send notifications only under specific conditions.‍
When a page is created or updated in Notion, notify on LINE.
When a page is created or updated in Notion, a notification will be sent to the specified LINE chat room. You can designate any chat room as the notification destination.
Activate the flow bot at the end of each month and notify LINE WORKS.
This is a flow bot that automatically activates at the end of each month and sends notifications via LINE WORKS. 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.
Notify LINE WORKS when a task is completed in Asana.
Integrate Asana with LINE WORKS to automatically send notifications to a specified LINE WORKS chat room when a task is completed in Asana. You can check Asana information on LINE WORKS without logging into Asana. The content of the notifications and the LINE WORKS chat room to which they are sent can be freely customized.‍
When a record is created in the Yoom database, notify LINE WORKS.
When a new record is created in the Yoom database, a notification will be sent to the specified LINE WORKS group. The content of the notification message can be freely customized.‍
Notify LINE WORKS when the document status is completed in freee Sign.
When the status of a document in freee Sign is completed, a notification is automatically sent to the specified LINE WORKS chat room. The content of the notification and the destination LINE WORKS room can be customized.‍
When there is a response to the Google Form, add a task to Backlog and notify on Slack.
When there is a new response in Google Forms, this flow adds a task to Backlog based on the response content and sends a notification to Slack. This way, you can avoid missing or overlooking information, as tasks are automatically added to Backlog and notifications are sent to Slack without having to manually check the form responses.‍
Store responses in a Microsoft Excel database when they are entered and submitted in a Google Form.
This is a flow that adds new responses from Google Forms to a Microsoft Excel database (table). By linking Google Forms with Microsoft Excel, when a form response is submitted, the response content can be added to Microsoft Excel without any omissions or missing information. Additionally, depending on the settings, it is possible to branch the route according to the form response content and add information to another Microsoft Excel based on the response content.‍
Send an email via Gmail when a record in the Yoom database is updated.
Automatically send emails using Gmail when a record in the Yoom database is updated. You can freely customize the recipient address, sender name, subject, and body.‍
When you receive an inquiry email, extract the information and consolidate it in Notion.
When an inquiry email is received, use AI operations to extract the necessary information from the email and automatically aggregate it in Notion. By utilizing AI for data extraction, complex regular expression settings are no longer needed, allowing for a more streamlined flow bot.‍
When payment information is created in Square, notify via LINE.
When a new transaction is created in Square, this flow sends a notification to LINE. By integrating Square with LINE, you can automatically receive notifications whenever transaction information is created, preventing any gaps or omissions in information management. Feel free to change the notification channel and content as needed.
Create a folder in Google Drive with information from the Yoom database.
Using information from the Yoom database, folders are automatically created in Google Drive. You can specify the names of the folders to be created and their parent folders.‍
When a task is added in Backlog, add the task to Jira Software.
This is a flow bot that automatically adds tasks to Jira Software when they are added to Backlog. Please use it when synchronizing information between Backlog and Jira.‍
When a new contact is registered in HubSpot, notify Slack.
When a new contact is registered in HubSpot, a notification will be sent to the specified Slack channel. You can specify any Slack channel for the notification.‍
Add the minutes added to the database to ChatGPT, summarize them, and notify on Slack.
The minutes added to the database will be summarized using ChatGPT, and a notification will be sent to the specified Slack channel.‍
When business card information is registered in Sansan, send an email to Outlook.
When business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
Issue an HRMOS account from the Yoom database
Automatically issue HRMOS accounts from the Yoom database. The issued account information will be notified to employees via email.
Update SmartHR employee information with data from the Yoom database.
Utilize the information from the Yoom database to automatically update employee information in SmartHR. The updated content can be changed to any desired value. The updated information will be reflected as employee information in SmartHR.‍
Add a task to Backlog when a record in the Yoom database is updated.
When a record in the Yoom database is updated, a task is added to the specified Backlog project. The content of the added task, task type, assignee, due date, etc., can be freely customized.
Add survey form responses to kintone records
This is a flow for creating a survey form and adding the response results to a kintone record. Information is automatically added to kintone without having to manually check the survey form responses, eliminating any gaps or omissions in information management. You can also create this by changing the Yoom form trigger to a Google form trigger. Please refer to the following for how to retrieve response content when using Google Forms as a trigger.
Send an email in Outlook when a page is created in Notion.
When a new page is created in Notion, this flow sends an email to Outlook. By integrating Notion and Outlook, newly created pages are automatically added to Outlook, preventing any gaps or omissions in information management.
Create a GitHub Issue from the Yoom database
Automatically create issues in the specified GitHub repository using information from the Yoom database. Utilize this for project management and more.‍
Register a client in Misoca from the Yoom database
Register clients and shipping destinations in Misoca using the information from the Yoom database.
When an order slip is created or updated in LOGILESS, notify Slack and add the information to the Yoom database.
When an order slip is created or updated in LOGILESS, a notification is sent to Slack, and the information is added to the Yoom database.‍
When there is an order on Shopify, register the customer information in Square.
When there is a new order on Shopify, this flow registers the customer's information in Square. Without having to manually check the order details on Shopify, it is automatically added to Square, eliminating any gaps or omissions in information management.‍
Register employees from the Yoom database to SmartHR
Automatically register employees in SmartHR using employee information from the Yoom database. After registering employees, you can also add operations to send notifications via email or chat.
Notify the latest YouTube channel report to LINE WORKS
When the specified schedule arrives, obtain the YouTube channel report and notify the LINE WORKS talk room.‍
Send the contract via GMO Sign based on the information from the input form.
Based on the information entered in the input form, the contract will be automatically sent via GMO Sign.‍
When a record is registered in kintone, notify LINE WORKS.
Every time a record is registered in kintone, an automatic notification is sent to LINE WORKS. You can specify any room as the destination for the notification.‍
When the database information is updated, update the basic member information in Kaonavi and notify Slack.
When the database information is updated, it automatically updates the basic member information in Kaonavi and notifies Slack. The basic member information in Kaonavi includes the employee's name, employee number, and so on.‍
Create a reply draft for received emails using ChatGPT and notify on Slack.
Create a reply to the received email using ChatGPT and notify the specified Slack channel.‍
When an order slip is created or updated in LOGILESS, issue an invoice and send it via email.
When an order slip is created or updated in LOGILESS, an invoice is automatically generated using a Google Docs template and sent via Gmail. The contents of the invoice can be customized.‍
Once the document signing is completed with CloudSign, update the status in kintone.
Once the document signing is completed with CloudSign, the company information is retrieved from the document name in CloudSign, and the corresponding company's kintone record is automatically updated. Please utilize this for contract management, etc.‍
Notify Chatwork when a record is created in the Yoom database.
When a new record is created in the Yoom database, a message is automatically sent to the specified chat room. You can also freely customize the destination room and the content of the notification.‍
When a schedule is registered in TimeRex, register the information in the Notion database.
When a schedule is registered in TimeRex, the information will be automatically recorded in Notion.
Notify Slack when the contract is signed with GMO Sign.
Once the contract is signed with GMO Sign, a notification will be sent to Slack.‍
When a response is submitted to Google Forms, add a record to kintone.
When a new response is submitted to a Google Form, this flow adds the response content as a record in kintone. Without having to manually check the form responses, information is automatically added to kintone, eliminating any gaps or omissions in information management.
When a new account is created in Zoho CRM, notify LINE WORKS.
When a new account is created in Zoho CRM, a notification is automatically sent to a specified LINE WORKS chat room. The content of the notification and the destination chat room can be customized.‍
The business card data answered in the form is OCR processed, the content is checked and added to YoomDB, and a notification is sent to Chatwork.
The image data of the business card submitted through the form is analyzed, added to the database, and notifications are sent to the chat. By adding a request for a person in charge in the process, more reliable data addition is made possible.‍
Transcribe the audio data submitted in the form, create minutes, and notify via Chatwork.
The audio data submitted in the form will be transcribed using AI functionality, then converted into meeting minutes and notified in Chatwork.‍
AI automatically reads purchase orders and stores the information in Google Sheets.
A workflow that automatically reads purchase order data submitted through a form using AI and stores that information in a Google Spreadsheet. This allows you to add the contents of the purchase order to the database quickly and accurately without manual input.‍
Store the contents of the inquiry form in Excel.
The information submitted through the inquiry form will be stored in Excel.
Received handwritten documents via email, perform OCR to verify the content, add it to YoomDB, and notify via Chatwork.
Performs image analysis of handwritten documents received via email, adds them to the database, and sends notifications to the chat. By including a request for a person in charge during the process, more reliable data addition is made possible. Handwritten documents may not be accurately read depending on the handwriting style.‍
Transcribe and summarize the audio data received by email, and then reply to the sender via email.
Transcribe the audio file received via email, summarize it, and reply to the sender with the summary.
When an application is submitted through the form, a formal application document will be sent via CloudSign.
- When a provisional application response is submitted to the Yoom form, the official application documents are sent using CloudSign. - You can automate the sending of application documents based on the form responses.‍
When an application is submitted via Google Forms, automatically transfer it to Excel and send a notification to Slack.
When a Google Form application form is submitted, the response content is automatically registered in any Excel file and notified to any channel on Slack. It can be applied to various purposes such as surveys and inquiry forms.‍
Issue a Zoom meeting based on the responses from the reservation form, add the event to Google Calendar, and notify via email.
When a response is submitted to the Yoom form, a Zoom meeting is created, an event is added to Google Calendar, and an email notification is sent. This flow allows you to seamlessly handle everything from form responses to meeting creation, event addition, and meeting URL notification.
Received invoices via email are processed using OCR to verify their contents, added to YoomDB, and a notification is sent to Slack.
- We perform image analysis on the qualified invoices received via email, add them to the database, and send notifications to the chat. - By adding a person in charge request in the process, more reliable data addition is made possible.‍
Extract specific strings from the PDF filled out in the form, create an invoice in Excel, and send it via email.
Using the responses and file information attached to the form, we will read the file, generate an Excel invoice, and send it via email.‍
Create an invoice using a spreadsheet and send it via email.
Based on the invoice template created in the spreadsheet, an invoice PDF is automatically generated from the information in the input form and sent via email. By simply entering the necessary information into the input form, the process of creating and sending invoices can be automated.
When an email with an invoice arrives, read the image, verify the content, and then add the information, including the original file, to kintone.
Perform image analysis on the qualified invoice received via email and add it to kintone. By including a request to the person in charge during the process, more reliable data addition is made possible.‍
Perform OCR on PDF data stored in Google Drive, review the content, add it to YoomDB, and notify via LINE WORKS.
Analyze the images of PDF files stored in Google Drive, add them to the database, and notify the chat. By adding a person in charge during the process, more reliable data addition is made possible.‍
When there is an application through the form, manage the applicant's information in HubSpot.
When a response is submitted to Yoom's form, applicant information is added to HubSpot for customer management. For users who are already registered, updates to customer status can also be made automatically.
When multiple files are attached to kintone, send them all at once via email.
This is a flow bot that sends files attached to a kintone record via email. The file name when sending by email will be the file name attached in kintone. *This is created with the assumption that a maximum of 3 files will be stored. If the maximum number of files increases to 5, 10, etc., you will need to increase the subsequent settings and destinations accordingly.
Automatically send an email with Gmail at the specified time.
A flow bot that automatically sends emails via Gmail at a specified time every day. Please use it for automatic reminders and more.‍
When a file is stored in a specific folder on Google Drive, store the file name and the file itself in the pre-prepared Yoom database.
This is a flow to store information about files stored in a specific folder in Google Drive into a database like Yoom. Preparation: Prepare the database where values will be stored, such as the Yoom database, in advance. Creation Method: ① Select Google Drive from the app trigger, configure the following settings, and save. - Trigger Action: When a new file or folder is created in a specific folder - Trigger Interval: Generally set to the shortest interval of 5 minutes. - Folder ID: Click the field and select the specified folder from the displayed options. - Test: Store any file in the target folder once and test to retrieve the information. ② Press the + mark under the trigger, select Google Drive from the operations to link with the app, configure the following settings, and test and save. - Action: Download image files or PDF files - File ID: Embed the output of the file ID obtained in step ① as {{File ID}}. *Refer here for settings on embedding outputs. ③ Press the + mark, select an operation to manipulate and transform data, configure the following settings, and test and save. - Conversion Type: File name conversion - Value to be converted: Select the file obtained from Google Drive from the options. - Converted File Name: Embed the output of the file name obtained in step ① as {{File Name}}. - Output Name: Give an easy-to-understand output name. (By default, it is labeled "File after file name conversion") ④ Press the + mark, select Yoom from the operations to manipulate the database, configure the following settings, and test and save. - Action: Add a record - Project/Database/Table: Select up to where the desired table is included from each hierarchy. - Values for the record to be added: Embed the file name or URL obtained in step ① and the file obtained in step ③ according to the displayed item names.
Notify on Slack when an issue is created on GitHub.
When an issue is created on GitHub, the details of the issue will be notified on Slack.
Transcribe the audio for court submission, translate each content into English, and notify them via LINE WORKS.
Transcribe the audio files submitted for legal filing and translate them into English, then notify each sentence to the chat tool. By using AI to simultaneously transcribe and translate, manual work can be minimized.
Analyze the content of the invoice PDF received by email using AI image processing and accumulate the data in a spreadsheet.
This is a flow for reading an invoice PDF received via email and adding its contents to a spreadsheet. By including an operation requested by the person in charge midway, it is possible to handle any deficiencies in the reading content.‍
Receive a passbook image through the form, perform OCR analysis, verify it, and then register the employee information in SmartHR.
Employee information submitted through the form and the analysis data of the passbook image are used to register new employee information in SmartHR. By adding a request to the person in charge during the process, more reliable data addition is made possible.
Determine weekends and public holidays to separate the flowbot routes.
This is a flow that determines holidays and business days, and proceeds with the flow bot only on business days. It is a convenient flow for cases where you want to execute actions only on business days, such as regular communications.
When a request for attendance correction is submitted in the form, update the attendance information in freee HR after approval.
When a correction request for attendance information is responded to in the form, approval is given and the attendance information in freee HR is updated.
Automatically read invoice data using AI and transfer data to Google Sheets; store files in Google Drive.
The workflow automatically reads the invoice data submitted through the form using AI and stores that information in a Google Spreadsheet. This allows you to add the contents of the invoice to the database quickly and accurately without manual input.
After responding with the recording data of the business negotiation in the form, transcribe and summarize it, then add it to the database and notify via Slack.
Transcribe the audio file of the meeting sent to the form, convert it into minutes, and add it to the database as well as notify the chat. Text information can be generated by AI, allowing you to focus on the meeting itself. Preparation: Set the column names of the information in the PDF that you want to add to the Yoom database in advance. *Column names refer to items such as "Date of Implementation," "Meeting Partner," "Minutes," etc.
Create reports in Excel from Salesforce opportunity information.
From the Salesforce opportunity page, a Chrome extension can be used to create a custom form PDF based on an Excel template and send the file to Slack. It is possible to create documents such as quotes and invoices using the product information linked to the opportunity. The created document files can be sent via email or through any chat tool like Slack, Teams, or Chatwork.‍
Automatically read receipt data with AI and transfer the data to Google Sheets; store the file in Google Drive.
The workflow automatically reads receipt data submitted through a form using AI and stores that information in a Google Spreadsheet. This allows you to add the contents of the receipt to the database quickly and accurately without manual input.
When a response to the quote is submitted in the form, issue a quotation using Microsoft Excel and send it via Outlook email.
The content entered in the form will be used to generate a document using an Excel quotation template. After that, the generated document will be sent to the recipient via email. In addition to Excel, documents can also be generated using Google Sheets and Google Docs.‍
Transcribe the audio file, add the audio file and text to Google Drive, and notify Chatwork.
In this workflow, the process of automatically transcribing audio and video files, storing the audio/video files and transcription files in Google Drive, and notifying Chatwork is automated.
Read the receipt data received from the form, verify the contents, then add it to the spreadsheet and notify via LINE WORKS.
- The image data of the receipt submitted in the form is analyzed and added to the database, and a notification is sent to the chat. - By adding a request for a person in charge in the process, more reliable data addition is made possible.‍
Send the contract using freee Sign from the Yoom database.
Using information retrieved from the Yoom database, contracts are created and sent using templates registered in freee Sign.‍
When an application is submitted through the form, add the customer information to the database and notify the chat accordingly.
When a response is submitted to the Yoom form, the information is added to a Google Spreadsheet and a notification is sent to Slack. It is possible to accumulate customer information and notify the chat with just the form responses.‍
When a message is posted on Slack, notify Chatwork.
When a new message is posted on Slack, a notification is automatically sent to Chatwork. The content of the notification and the destination channel can be customized.‍