Workflow Templates

Workflow Templates

Discover ready-made automation templates!
Workflow Templates
Category
Miscellaneous & Productivity
Google Drive
Discord
Store form attachments in Google Drive and notify on Discord
The workflow automatically saves form attachments to Google Drive and notifies Discord. This reduces the effort and errors associated with manual saving and notifications, making team information sharing more efficient.
Microsoft SharePoint
Google Drive
Store files uploaded to Google Drive in Microsoft SharePoint.
The workflow automatically stores files uploaded to Google Drive into Microsoft SharePoint. This reduces the effort of file management and allows the entire team to share the latest information.
Dropbox
Slack
Store files sent on Slack to Dropbox.
This is a flow for storing files sent on Slack to Dropbox. By automatically uploading them to a specified folder, it eliminates the hassle of manual saving. It not only improves the team's work efficiency but also prevents human errors through consistent file management.
Microsoft OneDrive
Dropbox
Store files saved in OneDrive in Dropbox as well.
This is a business workflow that automatically stores files saved in OneDrive to Dropbox as well. It streamlines data management between clouds, reducing manual workload and errors.
Google Drive
Dropbox
Store files saved in Google Drive in Dropbox as well.
This is a business workflow that automatically copies files saved in Google Drive to Dropbox. It eliminates the need for manual transfers between different clouds, enabling efficient file management.
Dropbox
Google Drive
Store files saved in Dropbox to Google Drive as well.
The workflow automatically synchronizes files saved in Dropbox with Google Drive. It eliminates the need for manual management tasks and enables efficient file sharing within the team.
Dropbox
Microsoft OneDrive
Store files saved in Dropbox in OneDrive as well.
This is a business workflow that automatically saves files stored in Dropbox to OneDrive as well. It eliminates the need for manual file management, making centralized data management and backup easy.
Notion
HubSpot
Store contact information registered in Hubspot into the Notion database.
Automatically retrieve contact information registered in Hubspot and store it in a Notion database. The information to be retrieved includes name, email address, phone number, company name, job title, etc., and it is possible to automatically register this information in the Notion database.‍
Gmail
Start the flow bot on a specific day of the week and send Gmail.
The flow involves starting the flow bot on a specific day of the week to send Gmail. This allows for the automation of routine tasks that occur daily, helping to prevent mistakes such as missed notifications.
Slack
Specify a record from the Yoom database and send it to Slack.
Specify a particular record in the Yoom database and send that information to Slack. You can set any value from the record to be sent. The destination Slack channel can also be any channel of your choice.‍
Microsoft Teams
Specify a record from the Yoom database and send it to Microsoft Teams.
Specify a record from the Yoom database and send a message to a Teams channel. The message to be sent can be customized with any value, and the destination Teams channel can also be specified.
Zoom
Microsoft Outlook
Share the recording link and minutes in Outlook after the Zoom meeting ends.
This is a workflow that automatically shares recording links and meeting minutes to Outlook after a Zoom meeting ends. It allows you to quickly communicate the content of the meeting to your team and prevents information from being overlooked. Additionally, it automates tedious manual tasks, improving work efficiency.
Slack
Microsoft Teams
Share files uploaded to Slack on Microsoft Teams
When a file is uploaded to Slack, it is automatically shared with Microsoft Teams as part of a business workflow. This eliminates the hassle of manual transfers and enables efficient information sharing.
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 Teams
Send to Microsoft Teams when a record in the Yoom database is updated.
When a record in the Yoom database is updated, update information will be sent to the specified Teams channel. The information sent can include the updated record's ID, the record's values, and more.
Google Forms
DocuSign
Send the contract via Docusign based on the responses submitted in the Google Form.
The flow involves sending contracts via Docusign using responses submitted in Google Forms. By using templates, all contracts are created in a consistent format. This reduces errors from manual input and improves the accuracy of the contracts.
CloudSign
Notion
Send the contract from Notion via CloudSign
This is the flow for sending contracts via CloudSign from Notion. This flow automates the creation and sending of contracts, significantly reducing manual work. The creation of contracts references information registered in Notion, preventing input errors and omissions that can occur with manual entry.
Google Drive
Discord
Send files stored in Google Drive to Discord
The workflow automatically sends documents and image files stored in Google Drive to a designated Discord channel. This reduces the effort required for information sharing and enables quick communication within the team.
Dropbox
Gmail
Send files from Dropbox via Gmail at a specified time.
Yoom's workflow automatically sends Dropbox files via Gmail at specified times. It reduces the hassle of regular document sharing, supports work efficiency, and prevents mistakes.
freee Sign
Notion
Send contracts from Notion using freee Sign
This is the flow for sending contracts from Notion using freee Sign. By creating contracts using registered information, it reduces the manual input effort and facilitates smooth business operations. Additionally, by utilizing the quoted information, it helps prevent human errors caused by manual work during contract creation.
DocuSign
Send an email when the contract is completed with DocuSign.
This is a flow that sends an email once the contract is completed with DocuSign. By automating the cumbersome manual tasks after contract completion, it is possible to reduce the burden on the person in charge and improve operational efficiency.
Gmail
Send an email via Gmail when a record in the Yoom database is updated.
Automatically send emails using Gmail when a record in the Yoom database is updated. You can freely customize the recipient address, sender name, subject, and body.‍
Gmail
Send an email via Gmail when a new record is created in the Yoom database.
When a new record is created in the Yoom database, an email is automatically sent using Gmail. The recipient's address, sender's name, subject, and body can all be customized freely.
Google Sheets
Gmail
Send an email to each item on the list in Google Sheets.
Send emails at once to the addresses in the customer list within Google Sheets. By using a process that repeats the same operation, you can customize the company name and contact person for each customer when sending emails.