Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Box
Microsoft Excel
When a file is uploaded to Box, append the metadata to Microsoft Excel.
The workflow "When a file is uploaded to Box, append metadata to Microsoft Excel" is a business workflow that automates file management and data organization. Automation helps prevent errors that are common during manual input.
Microsoft Excel
Slack
OCR
When a file is posted on Slack, read it with OCR and add it to Microsoft Excel.
The workflow involves reading files posted on Slack using OCR and automatically adding them to Microsoft Excel. This eliminates the need for manual data entry and enables efficient data management.
Microsoft Excel
When a file is added to OneDrive, add it to Microsoft Excel.
This is a business workflow that automatically records new files added to OneDrive into Microsoft Excel. It reduces the hassle of file management and supports efficient data organization.
HubSpot
Microsoft Excel
When a contact is created in HubSpot, add it to Microsoft Excel.
This is a flow that adds a contact to Microsoft Excel when it is created in HubSpot. Automation facilitates smooth sharing of lead information, reduces the burden on staff, shortens working time, and prevents human errors such as input mistakes.
Trello
Microsoft Excel
When a card is registered in Trello, add a record to Microsoft Excel.
This is a flow that adds a record to Microsoft Excel when a card is registered in Trello. The integration between Trello and Microsoft Excel is automated, eliminating the need for manual data entry, significantly improving operational efficiency, and reducing human errors.
Salesforce
Microsoft Excel
When a ToDo object is registered in Salesforce, add it to Microsoft Excel.
This is a flow that adds a ToDo object registered in Salesforce to a Microsoft Excel database. The person in charge is freed from manual input tasks and can focus on more important tasks such as processing ToDos and customer support.
Bubble
Microsoft Excel
When a Thing is registered in Bubble, add it to Microsoft Excel.
This is a flow to add a Thing to Microsoft Excel when it is registered in Bubble. Even if there are many fields in the Thing, data integration with Microsoft Excel is seamless, allowing for accurate information management.
HubSpot
Microsoft Excel
When a Hubspot contact reaches a specific status, issue a document in Microsoft Excel.
When a Hubspot contact reaches a specific status, this flow generates a document in Microsoft Excel. By using this flow, document issuance tasks are automated, improving work efficiency. The time saved can be effectively utilized for other tasks, leading to increased productivity.
Microsoft Excel
Update Microsoft Excel information based on the contents of a Hubspot form.
This is a flow to update information in Microsoft Excel based on the contents of a Hubspot form. By updating Microsoft Excel information based on the contents of a Hubspot form, transcription work is streamlined and it is also effective in reducing human errors.
ChatGPT
Microsoft Excel
Summarize the form inquiry content with ChatGPT and add it to Microsoft Excel.
This is a business workflow that summarizes form inquiries using ChatGPT and adds them to Microsoft Excel. By integrating Yoom's API and AI capabilities, it streamlines data processing and ensures accurate information management.
Microsoft Excel
Microsoft Outlook
Summarize Outlook emails with AI and add them to Microsoft Excel
This is a business workflow that summarizes emails received in Outlook using AI and automatically adds them to Microsoft Excel. This streamlines the organization of a large volume of emails and makes managing important information easier.
Microsoft Excel
Box
Store the invoice in Box, read it with OCR, and add it to Microsoft Excel.
A flow that reads invoices stored in Box using OCR and adds them to Microsoft Excel. This reduces the workload on staff and prevents human errors. By speeding up information sharing and improving data accuracy, it facilitates smoother processing of accounts payable and expenses.
Notion
Microsoft Excel
Store the daily report created in Notion in Microsoft Excel as well.
This is a flow for storing daily reports created in Notion into Microsoft Excel. By using this flow, you can automatically transfer daily reports created in Notion to Microsoft Excel. You can use the accumulated information to adjust the amount of tasks assigned or for personnel evaluations.
Microsoft Excel
Google Forms
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.‍
Jotform
Microsoft Excel
Store responses from Jotform in a Microsoft Excel database.
When a new response is submitted to Jotform, this flow stores the response content in a Microsoft Excel database. By integrating Jotform with Microsoft Excel, you can eliminate the need to operate individual apps or repeatedly enter data, allowing you to proceed with your tasks smoothly. Records are easily added to the Microsoft Excel database automatically, preventing any omissions or errors in information management.
Microsoft Excel
Dropbox
Save the target sheet as a PDF in Dropbox using Microsoft Excel at the specified date and time.
This is a business workflow that automatically converts a target sheet in Microsoft Excel to PDF at a specified date and saves it to Dropbox. It reduces manual work and allows for efficient target management.
Microsoft Excel
Box
Save the target sheet as a PDF in Box using Microsoft Excel at the specified date and time.
This is a business workflow that automatically saves a Microsoft Excel target sheet as a PDF to Box at the specified date and time. This streamlines target management and facilitates smooth data sharing and storage.
Box
Microsoft Excel
Retrieve the list of files stored in a specific folder on Box periodically and add them to Microsoft Excel.
This is a business workflow that regularly retrieves a list of files from a specific folder in Box and automatically adds them to Microsoft Excel. The automated integration helps prevent human error and maintain an accurate file list.
Google Analytics
Microsoft Excel
Retrieve the latest report from Google Analytics every day and record it in Microsoft Excel.
This is a flow to obtain the latest reports from Google Analytics every day and record them in Microsoft Excel. By eliminating manual work and allowing for result verification, you can allocate the time previously spent on these tasks to solving issues, thereby improving operational efficiency.
Microsoft Excel
Microsoft Outlook
Retrieve the budget from Microsoft Excel at the specified date and time, generate a PDF, and send it via Outlook.
This is a flow where the budget is retrieved from Microsoft Excel at a specified date and time, converted to a PDF, and then sent via Outlook. By streamlining routine tasks, it is possible to enhance the accuracy of operations by preventing human errors such as transcription mistakes and incorrect recipients.
Microsoft Excel
Slack
Retrieve the budget from Microsoft Excel at the specified date and time and notify on Slack.
This is a flow that retrieves the budget from Microsoft Excel at a specified date and time and notifies it on Slack. This eliminates the need to check the budget in Microsoft Excel, thereby removing the need for regular checks and helping to prevent any oversights.
Microsoft Excel
Microsoft Teams
Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.
This is a flow that retrieves the budget from Microsoft Excel at a specified date and time and notifies Microsoft Teams. By regularly notifying budget information to Microsoft Teams, the confirmation process is streamlined, and it becomes possible to detect signs of budget overruns in advance.
Microsoft Excel
Shopify
Retrieve order information from Shopify and automatically add sales data to Microsoft Excel.
This is a business workflow that automatically adds order information from Shopify to Excel. It reduces the hassle and errors of manual input, improving operational efficiency and data accuracy.
Microsoft Excel
Notion
Retrieve information from a Microsoft Excel summary table at the specified date and time and automatically add it to Notion.
This flow automatically retrieves information from a Microsoft Excel summary table at a specified date and time and adds it to Notion. By using this flow, data entry tasks are automated, improving work efficiency. As manual tasks are reduced, it also helps to minimize human errors such as input mistakes and omissions.