Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Microsoft Excel
Microsoft Outlook
When you receive an invoice PDF in Outlook, use OCR to add the itemized (table) information to Microsoft Excel.
This is a business workflow that extracts table data from Outlook attachments using OCR and automatically adds it to Microsoft Excel. It reduces manual data entry and errors, improving operational efficiency.
Dify
Microsoft Outlook
Microsoft Teams
When you receive an inquiry email in Outlook, create a response in Dify and notify Microsoft Teams.
When you receive an inquiry email in Outlook, this flow creates a response in Dify and notifies you in Microsoft Teams. By using this flow, a draft response is automatically generated in Dify, reducing the effort of creating a response from scratch. It is recommended for those who want to improve the quality and speed of their responses.
Microsoft Outlook
Microsoft Teams
When you receive an email in Outlook, use AI to prioritize it and notify Microsoft Teams.
The workflow involves AI classifying emails received in Outlook by importance and notifying Microsoft Teams. This ensures important emails are not missed and allows the team to respond quickly.
Microsoft Excel
When you receive an email in Outlook, update the information in Microsoft Excel.
When an email is received in Outlook, this flow updates information in Microsoft Excel. By using this flow, you can update Excel information in conjunction with receiving emails in Outlook, which helps reduce manual work and improve the accuracy of information.
Microsoft Outlook
Microsoft Excel
When you receive an email in Outlook, categorize its importance using AI and add it to Microsoft Excel.
AI automatically categorizes incoming emails in Outlook by importance and adds them to Microsoft Excel. This reduces the hassle of organizing emails and data entry, streamlining daily operations.
Microsoft SharePoint
Microsoft Outlook
When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.
This flow involves downloading a specific file from Microsoft SharePoint along with form responses and sending it via Outlook. By integrating Yoom Form with Microsoft SharePoint and Outlook, you can eliminate the need to operate individual apps or repeatedly input data, allowing for smoother business operations. Files are automatically downloaded from Microsoft SharePoint and sent via Outlook, reducing the risk of missing or overlooked information in information management.‍
Meta Ads (Facebook)
Microsoft Outlook
Microsoft Teams
When lead information is registered through Facebook Ads, send an Outlook email to the lead and notify Microsoft Teams.
When lead information is registered through Facebook Ads, an Outlook email is sent to the lead and a notification is sent to a Microsoft Teams channel. This flow eliminates the need to manually input lead information into Outlook or Microsoft Teams, thereby streamlining operations.
Microsoft SharePoint
Microsoft Outlook
When an item in a list is updated in Microsoft SharePoint, notify in Outlook.
This is a business workflow where you automatically receive notifications in Outlook when an item in a list is updated in Microsoft SharePoint. It prevents missing information and enables quick information sharing within the team.
Microsoft Outlook
Microsoft Teams
When an event is registered in the calendar in Outlook, notify Microsoft Teams.
This is a business workflow that automatically notifies Microsoft Teams when an event is added to the Outlook calendar. It helps share schedules across the entire team, prevents missing meetings or important appointments, and supports work efficiency.
Microsoft Outlook
ChatGPT
Microsoft Teams
When an email arrives in Outlook, summarize it and send it to Microsoft Teams.
When a new email is received in Outlook, the content of the email is summarized using ChatGPT, and the summarized text is notified to Microsoft Teams. The notification destination in Microsoft Teams and the summary content can be customized.
Microsoft Outlook
Microsoft Excel
When an email arrives in Outlook, add a record to Microsoft Excel.
This is a flow that adds a record to Microsoft Excel when a new email arrives in Outlook. By integrating Outlook and Microsoft Excel, you can avoid the need to manually add received email content to Microsoft Excel, ensuring you stay updated and prevent any omissions in sharing information.‍
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 Outlook
Microsoft Teams
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.
Microsoft Outlook
Microsoft Teams
When a message is sent in Microsoft Teams, send a scheduling email in Outlook.
In this flow, it is possible to automatically send a scheduling email via Outlook when a message is sent in Microsoft Teams. This automation eliminates the need for manually creating emails and scheduling, enabling efficient meeting arrangements.
Microsoft SharePoint
Microsoft Outlook
Upload attachments received in Outlook to Microsoft SharePoint
This is a flow to upload attachments received in Outlook to Microsoft SharePoint. By aggregating the received attachments in Microsoft SharePoint, it allows for smooth file review and search.
OpenAI
Microsoft Teams
Microsoft Outlook
Summarize the chat content of Microsoft Teams using OpenAI and send an email to stakeholders via Outlook.
This is a business workflow that summarizes Microsoft Teams chats using OpenAI and sends emails to stakeholders via Outlook. It enhances information sharing efficiency and saves time.
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 Outlook
Microsoft Teams
Share files attached to incoming Outlook emails on Microsoft Teams
A business workflow that automatically shares files attached to incoming emails in Outlook with Microsoft Teams. It reduces manual forwarding and allows for smooth information sharing within the team.
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
Microsoft Outlook
Retrieve information from Microsoft Excel based on Slack posts and send an email in Outlook.
This is a business workflow that retrieves Microsoft Excel data from Slack posts and automatically sends emails in Outlook. It helps save effort and supports business efficiency.
Microsoft Excel
Microsoft Teams
Microsoft Outlook
Retrieve information from Microsoft Excel based on Microsoft Teams posts and send emails using Outlook.
This is a business workflow that retrieves information from Excel based on Microsoft Teams posts and automatically sends emails in Outlook. This enables more efficient information sharing and reduces the workload.
Microsoft Excel
Jotform
Microsoft Outlook
Retrieve information from Microsoft Excel based on Jotform responses and send emails using Outlook.
This is a business workflow that retrieves information from Excel based on Jotform responses and sends emails via Outlook. It eliminates manual tasks, improving efficiency and preventing errors.
Microsoft Excel
Google Forms
Microsoft Outlook
Retrieve information from Microsoft Excel based on Google Form responses and send emails using Outlook.
This is a business workflow that organizes Google Form responses into Excel using Yoom and automatically sends emails from Outlook. It reduces the hassle of data management and email sending, supporting the efficiency of your operations.
Microsoft Excel
Microsoft Outlook
Retrieve information from Microsoft Excel at a specified date and time, generate text using AI, and send an email via Outlook.
This is a business workflow that utilizes Yoom to retrieve data from Excel at a specified time, generate text using AI, and automatically send it via Outlook. It supports the streamlining of regular reports and the reduction of errors.