Workflow Templates

Workflow Templates

Discover ready-made automation templates!
Workflow Templates
Category
Miscellaneous & Productivity
HubSpot
ClickUp
Slack
Create an onboarding task in ClickUp when a deal is won in HubSpot
Automatically create onboarding tasks in ClickUp when a HubSpot deal stage is updated. Reduce manual data entry and missed tasks to keep your team moving smoothly.
Google Sheets
LINE Official Account
Zoom
When a row is added to Google Sheets, create a Zoom meeting and send the invitation URL to LINE
Create a Zoom meeting when a row is added to Google Sheets, then automatically send the URL via LINE. Eliminate copy-and-paste, prevent missed notifications and errors, and save time.
Google Calendar
Google Sheets
Bulk retrieve Google Calendar events, compare them with Google Sheets, and delete events
This flow matches events against a Google Sheets list and bulk deletes only the corresponding events from Google Calendar. Reduce manual effort and prevent accidental deletions while streamlining regular calendar cleanup.
Google Drive
YouTube Data API
Post short videos with the YouTube Data API when videos are added to Google Drive
Automatically post videos from Google Drive to YouTube Shorts. Reduce upload effort and posting errors while keeping your content schedule on track.
Gmail
DeepSeek
When you receive an email in Gmail that matches a specific keyword, generate text with DeepSeek and add a label to a specific Gmail message
When an email containing specific keywords arrives in Gmail, DeepSeek automatically generates a reply and applies a label. Reduce time spent on manual sorting and initial responses while ensuring no email is missed.
Google Forms
Google Sheets
Squarespace
Create a draft product in Squarespace when a product addition request is submitted through Google Forms
Automatically create draft products in Squarespace whenever you receive a Google Forms response. Reduce manual entry and registration errors, and quickly prepare products for publishing from submission to launch.
freee Commerce
Google Sheets
Slack
Create a deal in freee Sales when a Google Sheets status is updated
Automatically create deals in freee Sales when rows are updated in Google Sheets, then notify your team in Slack. Eliminate manual data entry and prevent input errors or missed follow-ups.
Google Sheets
Runway
Create a video in Runway when a row is added to Google Sheets
Add a row to Google Sheets to generate a video with Runway, then notify Slack when it’s ready. Reduce manual data entry and progress tracking so your production team can focus on planning and creative work.
Google Drive
Slack
Convert files containing specific keywords created in Google Drive into Google Slides
Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.
SATORI
HubSpot
Create a customer in SATORI when a contact is created in HubSpot.
This flow registers the same information in SATORI via Yoom whenever a new contact is created in HubSpot. It prevents duplicate entry and rekeying errors, streamlines lead management, and maintains the accuracy of shared data.
Gmail
Discord
Process PDFs received in Gmail with OCR and notify Discord
Read attached PDFs with AI OCR when emails arrive in Gmail, then auto-notify a Discord channel. Eliminate manual checks and retyping, prevent sharing gaps, and ensure accurate information sharing while freeing up time.
Google Sheets
Google Drive
Summarize documents with AI as they’re saved to Google Drive, then add the summary to the management sheet in Google Sheets.
Use AI to read and summarize files added to Google Drive, then automatically record the results in Google Sheets. Cut down on document reviews and manual re-entry, minimize input errors, and share information faster.
Google Sheets
Write the contents of the order form into a spreadsheet.
When the order form is submitted, this flow bot automatically writes the submission content to a spreadsheet. Feel free to modify the form fields and the destination spreadsheet as needed. By creating a spreadsheet in table format, information will be added to the last row of the table. The created form can be shared with external users such as clients or customers for use.‍
WordPress.org
Jotform
When you respond on Jotform, update the post on WordPress.
In this workflow, it is possible to automatically reflect the data collected in Jotform onto WordPress. With this automation, WordPress posts are updated immediately after form submission, reducing the need for manual data entry and minimizing errors that may occur during the process.
Microsoft Excel
Google Drive
Google Forms
When you receive an invoice PDF via Google Forms, use OCR to add the itemized (table) information to Microsoft Excel.
This is a business workflow that extracts table data from Google Form attachments using OCR and adds it to Microsoft Excel. It reduces the effort of data entry and ensures accurate management.
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.
Microsoft Excel
Gmail
When you receive an invoice PDF in Gmail, use OCR to add the itemized (table) information to Microsoft Excel.
The workflow involves extracting table data from Gmail attachments using Yoom's OCR and adding it to Microsoft Excel. This reduces manual input and improves operational efficiency and accuracy.
ChatGPT
When you receive an inquiry email in Outlook, generate a response using ChatGPT, convert it to PDF, and reply.
This is a business workflow where inquiry emails received in Outlook are automatically answered and converted to PDF using ChatGPT, then replied to. By automating routine tasks, it reduces the burden on staff and allows them to focus on other important tasks.
ChatGPT
When you receive an inquiry email in Gmail, generate a response using ChatGPT, convert it to PDF, and reply.
The workflow involves ChatGPT automatically generating responses to inquiry emails received in Gmail and replying in PDF format. By automatically generating and replying after receiving emails in Gmail, the response speed to customers is improved.
ChatGPT
When you receive an email, summarize it with ChatGPT and translate it with Dify.
This is a business workflow that utilizes Yoom to summarize incoming emails with ChatGPT and translates them with Dify. It automates the management of large volumes of emails and multilingual support, aiding in the improvement of operational efficiency.
Dify
Slack
When you receive an email, create a response using Dify and notify via Slack.
When an email is received, Dify automatically generates a response and notifies Slack in this business workflow. This enhances the efficiency of email handling and facilitates smooth information sharing within the team.
Dify
Microsoft Teams
When you receive an email, create a response in Dify and notify Microsoft Teams.
The workflow automatically generates a response with Dify upon receiving an email and notifies Microsoft Teams. This streamlines email handling and facilitates smooth information sharing within the team.
Gmail
Microsoft Teams
When you receive an email with an attachment in Gmail, share the file in a Microsoft Teams channel.
This is a business workflow that automatically shares attachments received in Gmail to a Microsoft Teams channel using Yoom. This eliminates the need for manual file transfers and streamlines information sharing.
Slack
When you receive an email with an attached invoice, use AI-OCR to read the invoice and notify Slack.
When an email with an attached invoice is received, the invoice is read using AI-OCR. After the reading, the content is checked by a responsible person before being notified on Slack. By including a manual check by the responsible person, it is possible to ensure more accurate integration of invoice information. The items read by OCR, the Slack notification channel, and the notification content can be freely changed.