Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Microsoft Excel
Microsoft Outlook
Retrieve information from Microsoft Excel at a specified date and time and send a template message in Outlook.
This is a business workflow that retrieves information from Microsoft Excel at a specified date and time and sends a template email via Outlook. It eliminates the hassle of sending regular emails, improving work efficiency and preventing errors.
Microsoft Outlook
Microsoft Excel
Retrieve customer information from Microsoft Excel at a specified date and time and send regular emails using Outlook.
This is a business workflow that retrieves customer information from Microsoft Excel at a specified date and time and sends regular emails via Outlook. By utilizing Yoom, manual email management becomes unnecessary, enabling efficient communication.
Microsoft Teams
Microsoft Outlook
Register an event in the Outlook calendar based on the content of a Microsoft Teams post.
This is a business workflow that automatically registers events in the Outlook calendar based on posts in Microsoft Teams. It reduces manual input and streamlines schedule management.
Microsoft Teams
Microsoft Outlook
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.
Microsoft Outlook
Microsoft SharePoint
Read the document data received in Outlook using OCR, update the file name, and store it in Microsoft SharePoint.
This is a flow where document data received in Outlook is read using OCR, the file name is updated, and then stored in Microsoft SharePoint. The file name is automatically changed based on pre-settings, enabling systematic file management and easy file search.
Microsoft Excel
Google Forms
Google Drive
Microsoft Outlook
Read the business card image submitted via Google Forms using OCR, add the data to Microsoft Excel, and send a thank-you email with Outlook.
A flow that reads business card images submitted via Google Forms using OCR, adds the data to Microsoft Excel, and sends a thank-you email via Outlook. This allows for smooth lead approaches, marketing analysis, and customer follow-ups.
Microsoft Excel
Microsoft Outlook
Read the business card image submitted through the form using OCR, add the data to Microsoft Excel, and send a thank-you email via Outlook.
A flow that reads business card images submitted through a form using OCR, adds the data to Microsoft Excel, and sends a thank-you email via Outlook. This allows for smooth lead approaches, marketing analysis, and follow-ups with customers.
Microsoft Excel
Microsoft Outlook
OCR
Read the attachments in Outlook using OCR and add them to Microsoft Excel.
This is a business workflow that reads Outlook attachments using OCR and automatically adds them to Microsoft Excel. It reduces the hassle of data organization and improves operational efficiency.
Microsoft Outlook
Microsoft Teams
Outlookで特定の件名のメールを受信したらMicrosoft Teamsに通知する
件名が特定の条件にマッチしたOutlookのメール内容をMicrosoft Teamsに通知するフローです。このフローを利用すると、受信したメールを日常的に利用しているチャットに自動で通知することができます。必要な情報をチャットで受け取ることができるので、情報の見落としを防止できます。
Microsoft Outlook
Microsoft Excel
Outlookで受け取ったアンケート結果をMicrosoft Excelに格納する
Outlookで受け取ったアンケート結果をMicrosoft Excelに格納するフローです。このフローを利用すると、情報転記作業が不要になるため、業務効率化につながります。作業時間が短縮されるため、他の業務に時間を充てることができ、生産性向上につながります。
Microsoft Outlook
Microsoft Excel
OCR the document file attached to the form, add records to Microsoft Excel, and send it via Outlook.
The flow involves OCRing the document file attached to the form, adding records to Microsoft Excel, and then sending it via Outlook. *Please refer to the embedding of the output.‍
Dynamics 365 Sales
Microsoft Outlook
Notify a lead with a template email in Outlook using Microsoft Dynamics 365 Sales
This is a flow in Microsoft Dynamics 365 Sales that notifies a lead with a template email in Outlook. It allows for more efficient lead management by eliminating manual tasks, thereby securing time to focus on important sales activities.
Microsoft Excel
Microsoft Outlook
Issue a contract using a Microsoft Excel template with the information from the input form and send it via Outlook.
This is a flow bot that automatically creates and sends a contract PDF from a Microsoft Excel template using the information entered in the input form. You can freely create contracts using any Microsoft Excel template. The created contract is automatically sent via Outlook email.‍
Microsoft Outlook
Microsoft Excel
Extract information received in Outlook emails using AI and automatically transfer it to Microsoft Excel.
When a new email arrives in Outlook, this flow extracts information using AI and automatically transfers it to Microsoft Excel. It can be used by forwarding emails from Outlook, Gmail, etc., or by sending emails directly to Yoom's email address. You can freely modify the settings for Microsoft Excel and the text extraction items from the emails for your use.‍
Microsoft Excel
Microsoft Outlook
Extract email addresses from a PDF received in Outlook using OCR and add them to Microsoft Excel.
This is a business workflow that extracts email addresses from PDFs received in Outlook using OCR and adds them to Microsoft Excel. This streamlines data organization and reduces the burden of manual work.
Microsoft Excel
Microsoft Outlook
Create an invoice from a Microsoft Excel template and send it via Outlook.
This is a flow where an invoice is created from a Microsoft Excel template using information from a Yoom form and sent via Outlook. There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically completed just by responding to the form. This not only saves effort but also eliminates management errors such as input mistakes.
Notion
Microsoft Excel
Microsoft Outlook
Create a quotation in Microsoft Excel using information from a Notion database and send an email with Outlook.
This is a flow for creating a quotation in Microsoft Excel using information from a Notion database and sending an email via Outlook. By utilizing this flow and eliminating manual input, it helps avoid human errors.
Microsoft Teams
Microsoft Outlook
ChatGPT
Analyze the contents received in Outlook with ChatGPT and send alerts to Microsoft Teams.
This is a business workflow that automatically analyzes Outlook emails with ChatGPT and sends alert notifications to Microsoft Teams. It quickly extracts important information from a large volume of emails, streamlining team collaboration and information sharing.
Microsoft Excel
Microsoft Outlook
Google Forms
Add tasks to Microsoft Excel and Outlook based on responses from Google Forms.
Based on the responses from Google Forms, this business workflow automatically adds tasks to Microsoft Excel and Outlook. It eliminates the need for manual input, streamlining data management and task management.
Microsoft Excel
Microsoft Outlook
Slack
Add tasks to Microsoft Excel and Outlook based on Slack posts.
This is a business workflow that automatically adds tasks to Microsoft Excel and Outlook based on Slack posts. It reduces manual input and improves the efficiency and accuracy of task management.
Microsoft Excel
Microsoft Teams
Microsoft Outlook
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Microsoft Excel
Jotform
Microsoft Outlook
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.