Workflow Templates

This is a business workflow where appointments registered in Acuity Scheduling are automatically added to a Google Spreadsheet. It reduces manual input and makes schedule management and data analysis easier.

In this flow, when a new appointment is entered in Outlook, a Zoom meeting is automatically generated, and the meeting link is added to the corresponding Outlook appointment. This automation eliminates the need for manual meeting setup and link sharing, enabling efficient meeting management.

When a Google Form submission is made, the response content is automatically recorded in a specified Google Sheet and notified to a designated Slack channel. This can be applied to various purposes such as surveys and inquiry forms.‍

When a Google Form application form is submitted, the response content is automatically registered in any Excel file and notified to any channel on Slack. It can be applied to various purposes such as surveys and inquiry forms.‍

When a response is submitted to the Yoom form, notifications are sent to separate chat rooms based on the content of the submission. It is possible to notify specific teams with information according to the form responses.

This is a flow that creates a folder for each client in OneDrive when a client is registered in Zoho CRM. It enables efficient management of customer information and allows for smoother sales activities. The time saved can be utilized for other tasks, thereby improving productivity.

When an account is registered in Salesforce, this flow creates a folder in Microsoft SharePoint. This frees you from the hassle of creating folders, allowing you to focus on more important tasks such as customer support and sales activities.

This is a flow that creates a folder in OneDrive for each account when an account is registered in Salesforce. By utilizing this flow, folders are automatically created in OneDrive, eliminating the need for manual folder creation. It is recommended for those who want to streamline administrative tasks.

This is a flow that creates a folder for each client in OneDrive when a client is registered in Microsoft Dynamics365 Sales. It streamlines customer information management and facilitates smoother sales activities.

Detect new YouTube videos with specific keywords and automatically notify Discord as part of the workflow. This allows the team to quickly share the latest videos and improve information management efficiency.

Automatically register task information recorded in the Notion task management database into Microsoft Excel as well.

This is a flow that adds tasks registered in Asana to Airtable. By using this flow, the information of tasks registered in Asana will be automatically reflected in Airtable as well. It is recommended for those who want to speed up information sharing and improve work efficiency.

When a task is added to kintone, it is automatically added to Notion as well. This business workflow centralizes task management and improves team productivity.

When a task is added in Notion, it is automatically synced with Asana in this business workflow. By implementing this workflow, you can eliminate the hassle of switching between multiple tools, thereby streamlining task management. Additionally, task sharing across the entire team becomes smoother, enhancing transparency and productivity in your operations.

This is a flow bot that integrates Backlog with Microsoft Excel, automatically recording the details of tasks in Excel when they are added in Backlog. Please use it when you want to manage Backlog tasks in Microsoft Excel as well. Feel free to change the information and settings of the Microsoft Excel you are integrating with.‍

This is a flow bot that registers the due date of a task as an all-day event in Google Calendar when a task is added to a specific section in Asana. When a task is added in Asana, it retrieves the assignee information and registers the event in the assignee's Google Calendar. You can check the task on Google Calendar without logging into Asana.‍

The flow involves using AI operation functions to read survey images uploaded to Google Drive and reflect them in Google Sheets. This process eliminates the hassle of manual data entry, allowing for accurate and rapid digitization of survey results.

This is a business workflow that automatically sends notifications to Discord when a specific status is updated in Notion. It shares information in real-time and reduces the hassle of notifications.

This is a business workflow that automatically updates the folder name in Box when there is a specific post in Slack. The folder name in Box is automatically updated triggered by a specific post in Slack, saving the effort of manual work.

This is a business workflow that automatically updates the file name in Box when there is a specific post in Slack. Based on the post in Slack, the file name in Box is automatically updated, eliminating the need for manual changes.

This is a business workflow that automatically notifies Slack when a specific option is selected in a Google Form. It eliminates the need for manual notification tasks, supporting the team's prompt response and efficient information sharing.

This is a business workflow that automatically adds specific messages sent in Microsoft Teams to Microsoft Excel. This reduces the effort and errors associated with manual input and allows for centralized information management. It supports the streamlining of daily operations.

When an email with a specific label arrives in Gmail, it is added to a Google Spreadsheet. By using AI extraction and summarization features, it is possible to reduce work time and prevent human errors, as well as quickly grasp the important points of the email content.

When a specific keyword is posted on Slack, Yoom uses ChatGPT to organize the information and generate and upload a PDF in this business workflow. This automates information management and sharing, improving operational efficiency.