Workflow Templates

Workflow Templates

Discover ready-made automation templates!
Workflow Templates
Category
Miscellaneous & Productivity
Microsoft Teams
Microsoft Outlook
When a JPG file is received in Outlook, convert it to a PDF using an online tool and share it in Microsoft Teams
Trigger this flow when an Outlook email arrives to convert attached JPG files to PDF and share them in Microsoft Teams. Eliminate manual conversion and missed sharing while saving time on routine tasks.
Gmail
Microsoft Outlook
Automatically create a task in Outlook when you receive an email with a specific subject line in Gmail
Use incoming Gmail emails as a trigger to extract content with AI and automatically create Outlook tasks. Reduce missed requests and manual entry errors while improving task management accuracy and time efficiency.
DeepSeek
Translate and summarize form inquiries with DeepSeek, then add them to Airtable
Automatically translate and summarize international inquiries submitted through your form with DeepSeek, then add them to Airtable. Reduce manual translation and data entry errors to deliver a smoother customer support experience.
Zoho CRM
Create a task in Zoho CRM when a form response is submitted
Automatically create tasks in Zoho CRM when a Yoom form is submitted. Eliminate manual data entry, prevent delays and errors, and ensure seamless customer follow-up.
Zoho Invoice
Google Chat
Send a notification to Google Chat when an invoice is created in Zoho Invoice
Automatically notify Google Chat via Yoom when you create an invoice in Zoho Invoice. Reduce manual follow-ups and missed notifications while streamlining information sharing between accounting and sales.
Telegram
Google Drive
Create a folder in Google Drive when a Telegram post matches specific conditions
Automatically create a Google Drive folder using the project name extracted by AI when a specific Telegram message is received. Prevent missed folder creation and naming errors while reducing the time spent monitoring posts.
Confluence
Slack
Retrieve incomplete tasks from Confluence daily and notify Slack
Retrieve incomplete tasks from Confluence daily and send a consolidated notification to Slack. Prevent manual check-ins and missed updates, and keep task management running smoothly.
LINE Official Account
Use chatbots (GPTs) from LINE
Automatically send a Slack notification when a new GitHub issue is created. Customize the channel and message content to prevent missed updates, reduce response delays and manual communication, and help your team make faster decisions.
Liny
Google Sheets
Bulk add Liny tags to friends who match the criteria using a Google Sheets list
Use Yoom to extract friends who match specific criteria from Google Sheets, then bulk-add tags in Liny. Automate customer data-based tagging to reduce processing time and prevent human errors such as incorrect tagging.
AI Worker
Google Drive
Notion
When files are saved to Google Drive, use AI workers to automatically generate a WBS in Notion and streamline project management
When materials are added to a specific Google Drive folder, an AI agent (AI worker) analyzes them and automatically generates a WBS in Notion. Reduce the effort required to identify and prioritize tasks at the start of a project.
Toggl
Clio Manage
Create a time entry in Clio Manage when a time entry is created in Toggl
Detect time entries logged in Toggl and automatically sync them to Clio Manage. Reduce duplicate entry and missed billable time while keeping billing data accurate, streamlined, and accessible across your team.
Google Sheets
Microsoft Teams
Create a team in Microsoft Teams when a row is added to Google Sheets
Automatically create a Microsoft Teams team when a new row is added to Google Sheets. Eliminate manual data entry and duplicate work, reduce missed creations and input errors, and launch teams faster.
ChatGPT
Store text generated by ChatGPT in a database
Use a Yoom Database record selection to trigger ChatGPT to generate text and write it back to the same record. Reduce copy-and-paste and transcription errors while saving time on content creation and data management.
Zoom
ChatGPT
Speech-to-Text
Trello
Extract key points from Zoom meetings with ChatGPT and automatically sync them to your task management tool
Automatically transcribe Zoom recordings, summarize key points with ChatGPT, and create Trello cards. Reduce the effort and missed details involved in meeting notes and task handoffs, so you can follow up faster after every meeting.
Google Contacts
Jotform
Create a Google Contacts contact from a Jotform submission
Automatically add Jotform form submissions as contacts in Google Contacts. Reduce manual entry and data transfer, prevent input errors, and streamline information management.
Gemini
Google Sheets
When a specific message is sent in Discord, summarize it with Gemini and add it to Google Sheets
Trigger Gemini to summarize posts from a specific Discord channel and automatically log them to Google Sheets. Reduce manual copying and organization while capturing every important discussion.
Jotform
Lark
Monitor Jotform forms and notify Lark of urgent responses
Use AI to assess the urgency of Jotform responses and instantly notify Lark only for urgent cases. Reduce manual review and missed notifications while enabling faster responses to critical issues and easing team workload.
Acuity Scheduling
Microsoft Outlook
Create an event in Outlook Calendar when an appointment is scheduled in Acuity Scheduling
Automatically add new Acuity Scheduling appointments to your Outlook Calendar. Eliminate manual entry, reduce errors, and avoid double bookings to keep scheduling smooth.
Microsoft Teams
When a specific post is made in Microsoft Teams, use ChatGPT to draft and automatically send an approval or action request email
Generate email drafts with ChatGPT based on posts in a designated Microsoft Teams channel, then prompt the assigned person to approve sending. Reduce manual drafting time and recipient errors to streamline daily communications.
OpenAI
Jotform
Generate OpenAI responses to Jotform submissions and send emails
Start with a Jotform submission, use OpenAI to turn responses into a reply, and send it through Yoom. Reduce time spent drafting emails, missed sends, and recipient errors to deliver fast, reliable customer support.
Acuity Scheduling
Slack
Get notified in Slack when an appointment is rescheduled in Acuity Scheduling
Automatically notify Slack when a webhook is received in Acuity Scheduling. Prevent missed updates, reduce time spent on communication, and keep operations running smoothly with faster information sharing.
Perplexity AI
Gmail
Slack
Analyze Gmail inquiries with Perplexity, create reply drafts, and send notifications
When a Gmail inquiry email arrives, generate a reply draft with Perplexity and send a notification to Slack. Automate email review and draft creation to reduce response time and ensure consistent quality.
Gemini
Gmail
Jotform
Email the assignee when a Gemini summary of Jotform responses meets specific conditions
Capture Jotform responses in Yoom, summarize them with Gemini, and notify Gmail only when conditions are met. Reduce review and sharing overhead, help internal teams quickly identify high-priority cases, and respond promptly.
Gmail
Lark
Send a summary to Lark when you receive a specific email in Gmail
Use AI to summarize specific Gmail emails and automatically share them in Lark. Prevent manual copy errors and missed updates while sharing information quickly and accurately. Help your team stay on top of important emails and reduce time spent checking messages.