Workflow Templates

Workflow Templates

Discover ready-made automation templates!
Workflow Templates
Category
Miscellaneous & Productivity
Notion
Slack
When meeting minutes are registered in Notion, they are automatically summarized by AI and notified in Slack.
When a new meeting minutes is registered in the Notion database, it triggers and automatically generates a summary using AI, then notifies the summary to Slack. Meeting or event minutes are smoothly summarized and can be quickly shared with stakeholders.
Microsoft Outlook
When lead information is registered in Salesforce, send an email in Outlook.
When a lead is registered in Salesforce, this business workflow automatically sends a follow-up email from Outlook. It eliminates manual tasks and ensures quick and reliable customer response.
Zoom
Google Forms
When information is submitted via Google Forms, automatically register for the Zoom webinar.
When information is submitted through Google Forms, it is automatically registered for a Zoom webinar. By streamlining the input process to Zoom, it is possible to prevent registration omissions and input errors for webinar participants, thereby reducing management workload.
Mailchimp
Google Forms
When information is submitted via Google Forms, add a contact to Mailchimp.
When information is submitted through Google Forms, a flow is created to add a contact to Mailchimp. By effectively utilizing the information collected through Google Forms, marketing activities in Mailchimp are streamlined. This is expected to improve customer engagement and enhance operational efficiency.
Google Forms
Mailchimp
When information is submitted through Google Forms, update the contact information in Mailchimp.
When information is submitted through Google Forms, this flow updates the contact information in Mailchimp. It updates the Mailchimp contact information in real-time upon submission, enabling marketing activities with the latest customer information.
Zoom
Google Forms
When information is submitted through Google Forms, create a Zoom meeting.
When information is submitted via Google Forms, a Zoom meeting is created in the flow. This allows for automatic scheduling of Zoom meetings, streamlining the manual input process. It helps prevent human errors such as input mistakes, thereby reducing management workload.
Notion
Google Sheets
When information is added to the Notion database, store it in Google Sheets and notify via Google Chat.
When new information is added to any Notion database, it is stored in a Google Spreadsheet and a notification is sent to Google Chat. By integrating Notion with Google Spreadsheet and Google Chat, newly added information is automatically stored in the Google Spreadsheet database and notified to Google Chat, preventing any oversight or omission in information management. Additionally, since the trigger is activated by registration or update in the Notion database, you can create an advanced flow that uses creation or update timestamps to branch the registration and update routes and notify Google Chat. Customization of the Google Chat notification destination and content is possible.‍
Notion
Microsoft Teams
When information is added to any Notion database, notify Microsoft Teams.
- This is a flow that sends a notification to Teams when information is added to any Notion database.‍
Notion
Google Sheets
When information is added to any Notion database, also add the information to Google Sheets.
This is a flow where information is added to a Google Spreadsheet whenever information is added to any Notion database.
kintone
Notion
When information is added to any Notion database, add it to kintone as well.
Whenever information is added to any Notion database, it is also added to kintone in this flow. By integrating Notion and kintone, the information added to the database is automatically added to kintone, reducing the manual input effort and preventing any omissions or leaks in information management.
Google Sheets
Airtable
Gmail
When data is added to Airtable, retrieve the data from Google Sheets and send a mass email with Gmail.
When data is added to Airtable, this business workflow retrieves information from Google Sheets and sends mass emails via Gmail. This reduces manual time and prevents errors.
Google Sheets
When customer information in the Google Spreadsheet is updated, issue a document and send it via Outlook.
This is a business workflow that automatically generates invoices based on customer information from Google Sheets and sends them via Outlook. This allows for improved efficiency and reduced errors.
Google Sheets
When customer information in the Google Spreadsheet is updated, issue a document and send it to Slack.
This is a business workflow that automatically creates invoices based on customer information from Google Sheets and sends them to Slack. It streamlines everything from data management to sharing, reducing the effort required for tasks.
Dropbox
Google Docs
When audio data is uploaded to Dropbox, transcribe it and add it to Google Docs.
When you upload audio data to Dropbox, Yoom automatically transcribes it and adds it to a Google Document as part of the workflow. This reduces manual transcription work and enables efficient documentation.
Shopify
SendGrid
When an order is placed on Shopify, add the purchaser to the SendGrid contact list.
When an order is placed on Shopify, this flow adds the purchaser to the SendGrid contact list. This allows for efficient marketing activities and enables quick implementation of strategies to increase sales.
Notion
Trello
When an item is added to the Notion database, create a card in Trello.
When an item is added to the Notion database, a flow is created to add a card to Trello. By setting up this integration, you can keep your projects organized and up-to-date without extra effort. By connecting Notion and Trello, whenever an item is added to the specified database in Notion, a card is created in Trello without any missing or omitted information.‍
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.
GitLab
Gmail
When an issue is updated in GitLab, notify via Gmail.
In this workflow, automatic notifications via Gmail are sent when an issue is updated in GitLab, allowing all team members to accurately understand the situation. This prevents communication delays and enables smooth responses.
Dropbox
Microsoft Teams
When an invoice file is uploaded to Dropbox, notify Microsoft Teams.
When invoice information is entered into the input form, the invoice file is uploaded to Dropbox and a notification is sent to Microsoft Teams. This flow eliminates the manual tasks of creating, saving, and notifying about invoice files, significantly improving operational efficiency.
Dropbox
Slack
When an invoice file is stored in Dropbox, notify in Slack.
When the invoice information is entered into the input form, the invoice file is stored in Dropbox and a notification is sent to Slack. This ensures that the invoice file is securely saved in Dropbox, maintaining data consistency and accuracy, and facilitating smooth accounting operations and information management.
Microsoft Excel
Microsoft OneDrive
When an invoice PDF is uploaded to OneDrive, perform OCR and add the itemized (table) information to Microsoft Excel.
This is a workflow that extracts table data from files saved in OneDrive using OCR and automatically adds it to Microsoft Excel. It streamlines manual data migration tasks, enhancing work speed and data accuracy.
Microsoft Excel
Dropbox
When an invoice PDF is uploaded to Dropbox, perform OCR and add the itemized (table) information to Microsoft Excel.
This is a business workflow that extracts table data from files saved in Dropbox using OCR and automatically adds it to Microsoft Excel. It eliminates the need for manual input and copy-pasting, supporting more efficient data management. Ideal for handling large volumes of documents.
Gmail
Google Calendar
Google Sheets
When an interview is scheduled in Gmail, add the information to a Google Spreadsheet and enter the event in Google Calendar.
When an interview is scheduled in Gmail, the information is added to a Google Spreadsheet and the event is added to Google Calendar. This flow allows you to automatically add events, preventing any omissions. You can visualize who you have interviewed with in the Google Spreadsheet.
Slack
Gemini
When an inquiry is received on Slack, generate a response using Gemini and reply.
When an inquiry is received on Slack, Gemini automatically generates a response as part of the business workflow. This reduces the burden of support tasks and enables quick and consistent customer service.