Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
Category
Popular Templates
Google Sheets
Google Chat
Google Drive
When a CSV is uploaded to Google Drive, convert it to a new Google Spreadsheet and notify in Google Chat.
When a CSV is uploaded to Google Drive, it is converted into a new Google Spreadsheet and a notification is sent to Google Chat. This automated notification efficiently shares the existence of files used for business with the team.
Gmail
Notion
Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
At the specified date and time, customer information is retrieved from Notion, and a template email is sent via Gmail. By automating information retrieval and email sending, errors in recipient addresses and forgotten sends can be prevented. Additionally, consistent quality communication with customers is possible.
Stripe
Google Sheets
Store subscription information in a spreadsheet when subscription information is changed in Stripe.
This is a flow bot that automatically retrieves updated subscription information and stores it in a spreadsheet when subscription details are changed in Stripe. It obtains detailed information such as the name of the customer who subscribed and the subscription period, and automatically updates the specified spreadsheet with this information.
Gmail
kintone
Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
This is a flow to retrieve customer information from kintone at a specified date and time and send a template email via Gmail. Automating information retrieval and email sending can prevent errors in recipients and forgotten sends. It also enables consistent quality communication with customers.
DocuSign
Box
Store the DocuSign certificate in the box
When the DocuSign envelope is completed, download the certificate for that envelope and store it in a specific folder in Box.
Notion
Google Sheets
Store the daily report created in Notion in Google Sheets as well.
This is a flow for storing daily reports created in Notion into Google Sheets. By using this flow, you can automatically transfer daily reports created in Notion to Google Sheets. The accumulated information can be used to adjust the amount of tasks assigned or for personnel evaluations.
Notion
Microsoft Excel
Store the daily report created in Notion in Microsoft Excel as well.
This is a flow for storing daily reports created in Notion into Microsoft Excel. By using this flow, you can automatically transfer daily reports created in Notion to Microsoft Excel. You can use the accumulated information to adjust the amount of tasks assigned or for personnel evaluations.
Google Sheets
Gmail
Retrieve data from Google Sheets at a specified date and time, generate text using AI, and send it out in bulk via Gmail.
The workflow involves retrieving data from Google Sheets at a specified date and time, generating text with AI, and sending it out in bulk via Gmail. This supports efficient email distribution by reducing manual tasks.
Asana
Todoist
Create a task in Todoist when a specific task is added in Asana
Detect new tasks in Asana and automatically add them to Todoist based on conditions in Yoom. Save time by reducing manual transfers and duplicate entry while minimizing the risk of missed tasks and input errors.
DocuSign
Send signature requests with Jotform submission data via DocuSign
Automate your contract workflow from Jotform submissions to DocuSign signature requests with Yoom. Reduce manual work, prevent data entry and recipient errors, and keep contracts moving efficiently.
Dify
Channel Talk
Microsoft Teams
When a chat is initiated in Channel Talk, create a response using Dify and notify Microsoft Teams.
When a chat is initiated on Channel Talk, this flow creates a response using Dify and sends a notification to Microsoft Teams. By using this flow, the speed of customer support is improved. Even if the generated response is incorrect, it can be edited before sending, eliminating the risk of decreased response quality due to AI.
Gmail
Google Docs
Microsoft Excel
Retrieve data from Microsoft Excel at the specified date and time, convert it to PDF, and send it via Gmail.
This is a flow that retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail. This reduces the burden on the person in charge and prevents input errors and omissions, enabling highly accurate reporting in a unified format.
Dynamics 365 Sales
Slack
When a lead is created in Microsoft Dynamics 365 Sales, notify Slack.
When a lead is created in Microsoft Dynamics 365 Sales, this flow sends a notification to Slack. By eliminating the need to check each time, it improves the response speed to leads and maximizes sales opportunities.
Gmail
Google Docs
Google Sheets
Retrieve data from a Google Spreadsheet at the specified date and time, convert it to a PDF, and send it via Gmail.
Retrieve data from Google Sheets at a specified date and time, convert it to a PDF, and send it via Gmail. This flow reduces the burden on the person in charge and prevents input errors and omissions, enabling highly accurate reporting in a unified format.
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.
Gmail
Dropbox
Send an email via Gmail when a file is created or updated in a Dropbox folder.
When a file is created or updated in a Dropbox folder, an email can be sent via Gmail. By automating notifications of file creation and updates, work efficiency can be improved.
Box
Notion
Store the files attached to the form in Box and add the file information to Notion.
This is a business workflow that saves form files to Box and adds information to Notion. It reduces the hassle of file management and sharing, thereby improving operational efficiency.
Gmail
Google Docs
kintone
Retrieve data from kintone at the specified date and time, convert it to a PDF, and send it via Gmail.
Retrieve data from kintone at the specified date and time, convert it to PDF, and send it via Gmail. This flow not only reduces the burden on the person in charge but also prevents input errors and omissions, enabling highly accurate reporting in a unified format.
Notion
Telegram
Retrieve data from the Notion database that is due today and send a notification to Telegram every day.
The workflow automatically extracts today's due tasks from the Notion task database and sends batch notifications to Telegram. This helps improve deadline management efficiency and prevents overlooking tasks.
Discord
Google Sheets
Retrieve event information from Google Sheets and send reminder notifications on Discord.
Retrieve event information from Google Sheets and send automatic reminder notifications on Discord. This workflow eliminates the need for manual notifications and helps prevent forgetting to attend events.
Notion
Twitter
Retrieve event information from Notion at a set time every day and announce it on X (Twitter).
This is a business workflow that retrieves event information from Notion at a specified time each day and automatically posts it to Twitter (X). It helps reduce manual announcement tasks and supports efficient and reliable information dissemination.
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.
Microsoft SharePoint
Salesforce
When an account is registered in Salesforce, create a folder in Microsoft SharePoint.
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.
Google Calendar
Gmail
Retrieve events from Google Calendar and send reminders via Gmail
A business workflow that automatically retrieves Google Calendar events and sends reminders via Gmail. It reduces working hours, minimizes the risk of sending errors, and allows you to focus on your tasks with peace of mind. It streamlines schedule management and prevents missing important appointments.