Flowbot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
All Templates
Register the man-hours entered in the form to freee Time Management and notify via Slack.
Automatically retrieves the man-hours entered in the form, registers them in freee Man-hour Management, and simultaneously notifies the specified Slack channel. The registration details of the man-hours and notification settings can be freely customized.‍
When a card is created in Trello, notify in Slack.
When a new card is created within the specified board on Trello, its details will be notified on Slack.‍
When the meeting on Zoom ends, save the transcription of the meeting to Google Docs.
Once the meeting on Zoom ends, the content of the meeting will be automatically transcribed, and the transcription data will be saved to Google Docs. Please modify the settings of each action as needed.‍
When a new lead is registered in Salesforce, notify LINE WORKS.
When a new lead is registered in Salesforce, a notification is automatically sent to the specified room in LINE WORKS.‍
Transcribe and create minutes from the voice data submitted in the form, and notify Microsoft Teams.
This is a flow that transcribes and creates minutes from audio data attached to a Yoom form using AI functionality, and notifies Microsoft Teams. By simply posting the audio data to the form, AI automatically transcribes the audio and further creates minutes according to the specified format. Finally, by notifying Microsoft Teams of the minutes content, you can share the meeting or interview minutes with the team just by posting to the form.
Store the file attached to the email in Google Drive.
Files attached to emails will be automatically stored in a specified folder on Google Drive after administrator approval. The trigger email can also be limited to emails that meet specific conditions.
Notify LINEWORKS when a task is added to Backlog.
When a task is added to Backlog, it is a flow that notifies LINE WORKS. It is possible to automatically share the addition of tasks without accessing LINE WORKS. You can specify any talk room as the notification destination.
Send an email at a specified time every day in Outlook
This is a flow bot that automatically sends emails at a set time every day in Outlook. Feel free to change the email content and use it for sending standard emails such as internal notifications.‍
When a record is registered in kintone, create a folder in Google Drive.
When a record is registered in kintone, a new folder is automatically created in Google Drive. At this time, the folder name is created based on the information registered in kintone. You can manage folders organized by project or customer automatically without accessing Google Drive.
Extract keywords from email text and store them in a spreadsheet.
This is a flowbot that uses AI to extract specific keywords from emails sent to an email address created with Yoom and automatically stores them in a spreadsheet. You can freely configure the keywords to be extracted and the spreadsheet to store the keywords. It can also be used by forwarding emails from Gmail, Outlook, etc.
Transcribe the content of the meeting and store it in Google Docs.
This is a flow bot that transcribes audio from the content of meeting data uploaded in the input form and automatically creates a transcription document in Google Docs. Please upload meeting data such as recording data from Zoom or Meet to use this service.‍
When a page in a specific Notion database is created or updated, create an Issue on GitHub.
When a page in a specific Notion database is created or updated, an Issue is automatically created in GitHub. The title, body, assignees, and other settings of the Issue can be freely customized.
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
Create a system that adds the inquiry details entered in the form to a Google Spreadsheet and simultaneously notifies Google Chat. You can automate information management by adding the form contents to a designated Google Spreadsheet that you regularly use. Additionally, by notifying Google Chat of the responses to the form and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
Automatically register in Google Sheets after registering a record from kintone.
This is a flow that automatically registers information in Google Sheets after a record is registered in kintone. Without having to access the kintone app, you can automatically detect when a record is registered and transfer that information to Google Sheets. Additionally, depending on the settings, it is possible to route based on the information registered in kintone and allocate the content to be transferred to Google Sheets.‍
Create a report with one click from the record detail page in kintone.
This is a flow bot that uses Yoom's Chrome extension to create forms from kintone with a single click. The form templates use Google Sheets templates. Please prepare detail items such as "Item", "Quantity", "Unit Price", etc., in the subtable for use. You can create templates in any format you like using spreadsheets.‍
Retrieve the files in Google Drive and send them via email.
When you launch the flowbot from the Yoom database, it retrieves the specified file stored in Google Drive and sends it via email.
Once a request is approved in Jobcan Workflow, register a new user in Google Workspace.
When an application is approved in Jobcan Workflow, a new user is automatically registered in Google Workspace. After registration, you can also send an email to the Google Workspace user account. Please utilize this for onboarding new employees.‍
Once the document signing is completed in CloudSign, update the deal stage in HubSpot.
Once the document signing is completed with CloudSign, the specified deal stage in HubSpot will be automatically updated. The deal stage that is updated can be changed to any desired value.‍
Forward emails received in Outlook to Chatwork
This is a flow bot that forwards emails received in Outlook to Chatwork. By forwarding emails from Outlook to the email address created with Yoom, you can link the content of the email to Chatwork. Feel free to change the talk room and notification content as you like.‍
When an employee is registered in SmartHR, issue an account for KING OF TIME.
When a new employee is registered in SmartHR, an employee account is automatically created in KING OF TIME. After the account is created, you can also add operations such as sending the created account information to the employee via email.
When an account is registered in Salesforce, create a folder in SharePoint.
When a record is registered in the Salesforce Account object, this flow bot creates a new folder with the account name in SharePoint and registers the URL of the created folder in Salesforce. By using this flow bot, a folder is automatically created when an account is registered in Salesforce, allowing you to manage files related to the account in SharePoint. Feel free to modify the settings as needed.
Notify Chatwork when a task is completed in Asana.
When a task is completed in Asana, a notification is automatically sent to the specified Chatwork room. You can automatically display Asana information without accessing the chat. The content of the notification and the destination Chatwork room can be freely customized.
Notify Microsoft Teams when a new message is posted on Slack.
When a new message is posted on Slack, it notifies Microsoft Teams. The content of the notification and the destination team can be customized.‍
When a response is submitted in Google Forms, notify LINE WORKS.
When a response is submitted via Google Forms, a notification will be sent to a designated chat room in LINE WORKS. The target chat room and message content can be customized as desired.
Post content shared on Slack to Google Chat
This is a flow bot that automatically notifies a Google Chat space of content posted in a specific Slack channel. It is useful for situations where your company uses Google Chat, but you use Slack for interactions with clients and want to consolidate notifications in Google Chat.
Register a Zoom meeting from the Hubspot contact page
This is a flow bot that registers a Zoom meeting from the Hubspot contact page and sends the meeting information to the target contact via Gmail. It is possible to issue a Zoom meeting URL and send an invitation email directly from HubSpot. Feel free to modify the Zoom meeting settings and the Gmail content as needed.‍
Summarize the minutes added to the database with ChatGPT and notify via LINE.
The minutes added to the database are summarized using ChatGPT and notified via LINE.‍
When a PDF file is uploaded to Google Drive, link the file to Box as well.
When a PDF file is uploaded to Google Drive, it is transferred to the specified folder in Box.‍
Add a task to Asana when a record in the Yoom database is updated.
When a record in the Yoom database is updated under specific conditions, a task is automatically added to Asana using the database information. For example, when a column called "Status" changes to "Order Received," a task can be added to Asana. You can freely customize task information such as deadlines and assignees.
When a task is added to Backlog, register it in Notion as well.
When a task is added to Backlog, this flow automatically registers the task information in Notion as well. You can retrieve the task information registered in Backlog via API and automatically add it to a specified Notion task management database. By utilizing this flow, you can reduce the effort of registering the same information multiple times across different tools and minimize transcription errors.‍
When a page is created or updated in Notion, notify LINE WORKS.
When a page is created or updated in Notion, a notification will be sent to a specified LINE WORKS talk room. You can designate any room as the notification destination.
Create an inquiry form that can integrate with Salesforce
You can freely create a contact form that integrates with Salesforce, and when information is submitted through the form, it can be registered in Salesforce's lead object. Feel free to modify the form content and the registration details in Salesforce as needed. The form you create can be shared via URL or published for use.‍
Automatically send a template email from Gmail using lead information from the Salesforce page.
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending a template email in Gmail. Feel free to modify the content of the template email as needed. You can also send attachments such as service documents.‍
Read business card data using AI-OCR and store it in Google Sheets.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card, stores it in a Google Spreadsheet, and sets up a workflow to automatically send an email to the specified recipients.‍
Store the file attached to the email in the box.
Automatically store the files attached to the email in the specified folder in Box. You can specify any folder or file name for the storage location.‍
Create a quotation in freee from the Yoom database
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
When a request is approved in Jobcan Workflow, notify Slack.
When a request is approved in Jobcan Workflow, a notification will be sent to the specified Slack channel. You can automatically expand on the fact that the request has been made without accessing the chat tool. Additionally, you can specify any Slack channel as the notification destination.
Post content from Slack to Microsoft Excel
This is a flow for transferring content posted on Slack to Microsoft Excel.‍
When a product is registered in Smaregi, register the product in Shopify as well.
This is a flow bot that integrates Smaregi with Shopify and automatically registers product information registered in Smaregi to Shopify. It automatically links product descriptions, price information, and inventory information. You can register product information to two services at once, eliminating the need to register multiple times by copying and pasting.‍
Send a message via the LINE Official Account from the Salesforce lead information page.
Launch the Yoom Flowbot from the Salesforce lead information page and automatically send a template message via the LINE official account. Feel free to modify the content of the template message as needed. Please add a field for the LINE user ID to the Salesforce lead object and store the LINE user ID before using.‍
When the hotel reservation form is submitted, add the reservation information to Microsoft Excel.
When the hotel reservation form is submitted, it will be added to Microsoft Excel and an initial response will be sent via Outlook. You can freely configure the form contents and the sheet to be added. The form can be shared by copying the link. Please apply the following processing to the above text. Use tags to appropriately add line breaks. Use tags for the heading section. Insert two tags between sentences.
When a new contact is registered in HubSpot, notify on Discord.
When a new contact is registered in HubSpot, an automation will send a notification to Discord. The content of the notification and the destination Discord channel can be freely customized.‍
Notify Microsoft Teams when a task is added to Backlog.
When a task is added to the Backlog, a notification will be sent to the specified Microsoft Teams channel. The notification can include details such as the task's title and description.‍
When the hotel reservation form is submitted, add the reservation information to the Google Spreadsheet.
When the hotel reservation form is submitted, it is added to a Google Spreadsheet and an initial reply is sent via Gmail. You can freely set the contents of the form and the sheet to be added. The form can be shared by copying the link.
Automatically read resumes with AI and store them in Google Sheets.
A workflow that automatically reads resume data submitted through a form using AI and stores that information in a Google Spreadsheet. This allows you to add the contents of the resume to the database quickly and accurately without manual entry.‍
When business card information is registered in Sansan, it is registered as lead information in Salesforce.
This is a flow bot that links business card information registered in Sansan to Salesforce as a lead. It automatically links basic information such as name, address, contact details, and position from the business card information registered in Sansan to the lead object in Salesforce.‍
When a message is sent to a Microsoft Teams channel, notify Slack.
When a message is sent to a specific channel in Microsoft Teams, the content of that message is notified to Slack. You can automatically share information to another chat without accessing Microsoft Teams.
When a ticket is created in Zendesk, integrate it with Salesforce.
This is a flow bot that links the content of a ticket to the activity information of the account object in Salesforce when a ticket is newly created in Zendesk. The support team can check the ticket content handled in Salesforce. When a ticket is created in Zendesk, it retrieves the sender's information and searches for the contact in Salesforce that matches the sender's email address. It registers the ticket information to the account record linked to the contact found in the search.‍
When a task is added to Backlog, register it in GitHub as well.
When a task is added to Backlog, this flow automatically registers the task information as an Issue in GitHub as well. By utilizing this flow, you can reduce the effort of registering the same information multiple times in different tools and minimize transcription errors.
Create a document from the Yoom database and send it via CloudSign.
Create a contract using information from the Yoom database and automatically send it via CloudSign. Please prepare the contract template in Google Docs in advance.
Notify daily sales information from Smaregi on LINE every day.
This is a flow bot that integrates Smaregi with LINE to notify you of the previous day's sales information from Smaregi on LINE every day. It retrieves Smaregi's daily closing information via API and automatically notifies a specific LINE chat room, allowing you to check the previous day's sales without logging into Smaregi. Feel free to customize the notification content and timing for LINE as you wish.‍
Issue and send the contract once the application is approved in Jobcan Workflow.
When an application is approved in Jobcan Workflow, a contract is created based on a Google Docs template and sent as a PDF to the email address provided at the time of the workflow application. It is possible to automate the process from approval to sending the invoice email.
When the status of kintone is updated, register employee information in SmartHR.
When the status of a specific record in kintone is updated, employee information is automatically registered in SmartHR based on the record information. Necessary information such as the employee's name, email address, phone number, and department can be retrieved from kintone and registered in SmartHR.‍
Reservation information registered with STORES Reservation will be notified via LINE.
Automatically retrieve reservation information registered in the STORES reservation system and notify the specified LINE chat room. This allows you to easily check reservation information on LINE.
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
When a new record is created in Salesforce, create a folder in Box.
This is a flow bot that integrates Salesforce and Box via API. When a new record is registered in the Salesforce Account object, it creates a folder in Box with the account name and records the folder URL in the record. Since the folder is created with the account name, there is no need to manually create a folder. Please change the parent folder ID where the new folder will be created in Box.‍
Write the contents of the order form into a spreadsheet.
When the order form is submitted, this flow bot automatically writes the submission content to a spreadsheet. Feel free to modify the form fields and the destination spreadsheet as needed. By creating a spreadsheet in table format, information will be added to the last row of the table. The created form can be shared with external users such as clients or customers for use.‍
Issue and send the quotation when the kintone status is updated.
When the status of kintone is updated, a quotation is automatically generated using the information from the related subtable of that record and a spreadsheet template, and sent via Gmail after approval. You can freely modify the content of the quotation, the recipient, the subject, etc. for your use.‍
When text is submitted through the form, translate it into English and send it via email.
The text entered in the form will be translated into English, and the translation result will be sent to the email address entered in the form.‍
Register Google Form responses in kintone
When a response is submitted through Google Forms, the content of that response is automatically registered in any desired kintone app. It can be used for various purposes such as surveys and inquiry forms.
When a message is posted on Slack, notify Discord.
When a new message is posted on Slack, a notification is automatically sent to Discord. The content and destination of the notification can be customized.‍
Specify a record from the Yoom database and add a task to Backlog.
Add issues to a Backlog project based on specified records in the Yoom database. The content of the issues to be registered can be freely customized.
When a contact is registered in Hubspot, register it in Salesforce.
When a contact is registered in Hubspot, this flow bot automatically registers it in the Salesforce lead object as well. By automatically synchronizing lead information in real-time between Hubspot and Salesforce, cumbersome data entry tasks are eliminated.‍
Summarize the content of the received email using ChatGPT and send it to Slack.
I will summarize the content of the received email using ChatGPT and send it to the specified Slack channel.
Create an input form integrated with Salesforce
It is possible to create an input form that can integrate with any Salesforce object, allowing you to freely store the information submitted through the form in Salesforce. Feel free to modify the form's fields and content as needed. You can select any target object in Salesforce, such as leads or accounts.
Enter the responses from the Google Form into Excel.
Automatically input information submitted via Google Forms into an Excel table. Please refer to this article for how to retrieve responses from Google Forms.‍
Notify Slack when the document status is completed in freee Sign.
When the status of a document is marked as complete in freee Sign, a notification is automatically sent to the specified Slack channel. The content of the notification and the destination Slack channel can be customized.‍
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.
Add a task to Asana when a record is created in the Yoom database.
When a new record is created in the Yoom database, a task is automatically added to Asana. You can freely customize the necessary information such as task name, details, deadline, and assignee.‍
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 a record is edited in kintone, notify LINEWORKS.
When a record is edited in kintone, it will automatically notify LINE WORKS. The content of the notification to LINE WORKS can be freely customized with the information of the edited record.‍
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.‍
Summarize the content of received emails using ChatGPT and send notifications to LINE.
The content of received emails is summarized using ChatGPT, and the summary results are notified to LINE. It is possible to customize the LINE account notification destination and the summary content.
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.‍
Once the document signing is completed with CloudSign, update the opportunity stage in Salesforce.
When the document signing is completed with CloudSign, the opportunity stage in Salesforce will be automatically updated. After updating the opportunity stage, you can also add operations to notify through any desired means such as Slack or email.
Automatically create a work report from an Excel template and send it via email.
The information from the input form automatically generates a business report PDF and sends it via email. The template for the business report uses a template created in Excel.‍
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.
When the status of kintone is updated, send the contract via freee Sign.
When the status of a specific record in kintone is updated, a contract is automatically sent using freee Sign. The recipient's email address and sender's name can be freely customized.
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.
Notify on LINE about the file attached to the email
If there is an attached file in an email that meets the specified conditions, the attached file will be notified on LINE. You can freely customize the file name, sender name, notification message content, etc., when notifying.‍
Read business card data using OCR and store it in kintone.
When business card data is submitted through the form, AI automatically reads the desired information, stores it in Kintone, and sends an email.‍
Perform OCR on the document file attached to the form and add the information to a Google Spreadsheet.
It is a flow to OCR the document file attached to the form and add the information to Google Sheets.‍
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.‍
Generate a quote from Salesforce opportunity information.
Create a PDF of a quotation based on an Excel template from the Salesforce opportunity page using a Chrome extension, and send the file to Slack. Feel free to create the quotation template in Excel. The quotation will be created using the product information linked to the opportunity. Therefore, please associate products with the opportunity information in advance. The created report file can be sent via email or any chat tool such as Slack, Teams, or Chatwork.‍
Register unpaid transactions from the Yoom database to freee.
Register unpaid transactions from the Yoom database to freee. The relevant business partner must be registered in advance on freee.
Conduct a survey and store the information in Salesforce.
Create a survey form and store the responses in Salesforce's lead object. The survey form can be configured with any form.
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 new message is posted on Slack, notify on LINE.
When a new message is posted in a specific Slack channel, this flow automatically sends a notification to LINE. You can freely customize the content of the notification message.
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.
Create a report in a spreadsheet from Salesforce opportunity information.
From the Salesforce opportunity page, create any form of PDF using a Chrome extension based on a spreadsheet 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 to any chat tool such as Slack, Teams, or Chatwork.
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.
Use a chatbot (GPTs) from the official LINE account
When you send a message from the LINE official account, a chatbot using GPTs will automatically respond. By uploading internal documents to GPTs (Assistant) in advance, it is also possible to provide answers based on internal information.
Automatically start at a specified date and time and send an email to a specific address.
It automatically sends a template email to specific addresses, such as a team's mailing list, at a scheduled date and time. You can freely change the schedule, email content, and recipients to suit your needs. Use it for fixed reminder emails, etc. Attachment settings are also available.
Read the PDF file attached to the form using OCR and add the information to Excel.
The flow bot reads attached document files in the form using OCR and extracts any text items. Then, it writes the extracted information into Excel. Please upload any PDF files such as invoices, purchase orders, or contracts to use this service. The items to be extracted by OCR can be freely modified. Please prepare an Excel file to write the information into and change the settings as needed.
Create an invoice from the Excel template and send it via email.
The information from the input form will be used to create an invoice PDF, which will then be sent via email. The invoice template will be based on a template created in Excel.
When a new contact is registered in HubSpot, notify LINE WORKS.
When a new contact is registered in HubSpot, you can receive a notification in LINE WORKS. Receiving notifications allows for speedy follow-ups. You can specify any talk room as the notification destination.‍
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.‍
Notify Chatwork when information is added to any Notion database.
When information is added to any Notion database, it is a flow that sends a notification to Chatwork.‍