Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Zendesk
Microsoft Excel
When a ticket is created in Zendesk, add it to Microsoft Excel.
When a new ticket is created in Zendesk, it is added to the Microsoft Excel database. This flow frees support agents from manual data entry, allowing them to focus on more important tasks such as customer support.
ChatPlus
Microsoft Excel
When a ticket is created in Chat Plus, add the ticket information to Microsoft Excel.
When a ticket is created in Chat Plus, this flow adds the ticket information to Microsoft Excel. This not only facilitates the sharing and data analysis of inquiries that have been ticketed but also helps prevent transcription errors and omissions in registration.
Zoho CRM
Microsoft Excel
When a task is registered in Zoho CRM, add it to Microsoft Excel.
This is a flow that adds a task to Microsoft Excel when a task is registered in Zoho CRM. By automating the addition of tasks to Microsoft Excel, manual work is no longer necessary, and human errors can be prevented.
Notion
Microsoft Excel
When a task is registered in Notion, it is also added to a Microsoft Excel sheet.
Automatically register task information recorded in the Notion task management database into Microsoft Excel as well.
ClickUp
Microsoft Excel
When a task is registered in ClickUp, add it to Microsoft Excel.
This is a flow that adds tasks registered in ClickUp to Microsoft Excel. By eliminating manual work, you can focus on high-priority tasks. The entire team can concentrate on core tasks and resolve them quickly, leading to increased productivity.‍
Asana
Microsoft Excel
When a task is registered in Asana, add a record to Microsoft Excel.
This is a flow that adds a record to Microsoft Excel when a task is registered in Asana. By automating the information linkage, manual transcription is no longer necessary, significantly improving work efficiency and reducing the risk of human error.
Microsoft Excel
Backlog
When a task is added in Backlog, link it to Microsoft Excel.
This is a flow bot that integrates Backlog with Microsoft Excel, automatically recording the details of tasks in Excel when they are added in Backlog. Please use it when you want to manage Backlog tasks in Microsoft Excel as well. Feel free to change the information and settings of the Microsoft Excel you are integrating with.‍
Microsoft Teams
Microsoft Excel
When a specific message is sent in Microsoft Teams, add it to Microsoft Excel.
This is a business workflow that automatically adds specific messages sent in Microsoft Teams to Microsoft Excel. This reduces the effort and errors associated with manual input and allows for centralized information management. It supports the streamlining of daily operations.
Microsoft Excel
Microsoft Outlook
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.‍
Microsoft Excel
Google Sheets
Google Forms
When a response is submitted through Google Forms, link the information to both Google Sheets and Microsoft Excel.
This is a flow where information is linked to Google Sheets and Microsoft Excel when a response is submitted in Google Forms.
WordPress.org
Microsoft Excel
When a post is published in WordPress, add it to Microsoft Excel.
This is a flow that adds a post to Microsoft Excel when it is published on WordPress. By using this flow, you can immediately register posts in Microsoft Excel when they are published on WordPress, eliminating the need for manual data entry.
Microsoft Excel
When a page is created in Notion, transfer it to Microsoft Excel.
In this workflow, when a page is created in Notion, it can be transferred to Microsoft Excel. This automation allows you to automate the transfer process and reduce management effort. It also maintains data consistency, ensuring smooth business operations.
Confluence
Microsoft Excel
When a page is created in Confluence, add it to Microsoft Excel.
This is a flow that adds a page to Microsoft Excel when it is created in Confluence. You can check the status of page creation in a list, which helps in checking for duplicates, missing creations, and understanding usage status. Automatic synchronization reduces omissions and input errors.
Notion
Microsoft OneDrive
When a new page is created in Notion, create a Microsoft Excel file in OneDrive.
When a new page is created in Notion, a Microsoft Excel file is automatically generated in OneDrive as part of the business workflow. This helps eliminate the hassle of data entry and file creation, supporting the efficiency of business operations.
Microsoft Teams
Microsoft Excel
When a new message is sent in a Microsoft Teams channel, add it to Microsoft Excel.
When a new message is sent to a Microsoft Teams channel, it is automatically added to Excel in this business workflow. Since new messages are automatically added to Microsoft Excel, it eliminates the need for manual input.
Intercom
Microsoft Excel
When a new conversation is created in Intercom, add the conversation information as a task in Microsoft Excel.
When a new conversation is created in Intercom, this flow adds the conversation information as a task in Microsoft Excel. The added content can be shared and edited within the team, making task management more efficient.
Microsoft Excel
Slack
When a message is sent on Slack, extract the text using AI from the content and add it to Microsoft Excel.
When a message is sent on Slack, this flow extracts text using AI from the content of the post and adds it to Microsoft Excel. It automatically synchronizes only the necessary information from posts in specific channels for inquiries or reports, reducing the need for manual work.
Microsoft Excel
Microsoft Teams
When a message is sent in Microsoft Teams, extract the text using AI from the content and add it to Microsoft Excel.
When a message is sent in Microsoft Teams, this flow extracts text using AI from the content of the post and adds it to Microsoft Excel. Only the necessary information from posts in specific channels for inquiries or reports is synchronized, reducing manual work.
Microsoft Excel
Google Chat
When a message is sent in Google Chat, extract the text using AI from the content and add it to Microsoft Excel.
When a message is sent in Google Chat, this flow extracts text using AI from the content and adds it to Microsoft Excel. It automatically synchronizes only the necessary information from posts in specific spaces for inquiries or reports, reducing the need for manual work.
Zoho CRM
Microsoft Excel
When a lead is registered in Zoho CRM, add it to Microsoft Excel.
When a lead is registered in Zoho CRM, it is added to Microsoft Excel in this flow. Automatic information synchronization enables smooth follow-up. Additionally, centralized lead information management allows for more efficient sales activities and marketing.
Microsoft Excel
When a lead is registered in Pipedrive, add it to Microsoft Excel.
This is a business workflow that automatically adds new leads registered in Pipedrive to Microsoft Excel using Yoom. It eliminates manual data entry and errors, enhancing sales efficiency.
Dynamics 365 Sales
Microsoft Excel
When a lead is registered in Microsoft Dynamics365 Sales, add it to Microsoft Excel.
This is a flow that adds a lead registered in Microsoft Dynamics 365 Sales to Microsoft Excel. By automating the data entry process, you can prevent data entry errors and omissions, thereby enhancing the accuracy of data analysis.
Wix
Microsoft Excel
When a form is submitted on Wix, add it to Microsoft Excel.
When a form is submitted on Wix, it can be added to Microsoft Excel. By automatically adding data to Microsoft Excel, you can quickly aggregate and analyze the data, thereby streamlining your operations.
Dropbox
Microsoft Excel
When a file is uploaded to Dropbox, read the file contents with OCR and add them to Microsoft Excel.
When a file is uploaded to Dropbox, the content of the file is read using OCR and added to Microsoft Excel. Automatic reading through OCR can reduce transcription errors and input mistakes.