Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Popular Templates
Slack
Zoom
When the meeting ends on Zoom, notify the recording URL on Slack.
When a meeting ends on Zoom, this flow notifies the recording URL on Slack. This flow ensures that sharing the recording with the entire team is done smoothly and without any omissions. You can freely arrange the notification destination and message.
Google Sheets
When you receive an email with a specific subject in Outlook, update the Google Spreadsheet.
This is a business workflow that automatically updates a Google Spreadsheet every time an email with a specific subject is received in Outlook. It reduces the hassle of manual entry and improves the efficiency and accuracy of data management.
Google Meet
Google Sheets
When the meeting on Google Meet ends, transcribe and summarize it, then add it to a Google Spreadsheet.
Once a meeting on Google Meet ends, the recording data is automatically obtained, and AI is used to transcribe and summarize it. The results are then added to a Google Spreadsheet, facilitating the organization and sharing of the meeting content.
Salesforce
Microsoft Teams
When the opportunity stage in Salesforce is completed, notify Microsoft Teams.
This is a flow that sends a notification to Microsoft Teams when the opportunity stage in Salesforce is set to Closed Won.
Zoom
Discord
When the meeting on Zoom ends, transcribe and summarize the minutes, then notify on Discord.
Once the meeting on Zoom ends, the content is automatically transcribed and summarized, and the transcription results are notified on Discord. This flow allows participants to focus on the discussion without needing to take notes.
Zoom
Google Chat
When the meeting on Zoom ends, transcribe the minutes and summarize them, then notify on Google Chat.
When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, and notifies the transcription results to Google Chat. By eliminating the hassle of creating meeting minutes, participants can focus on reviewing the meeting content and the next actions, leading to improved business operations.
Google Calendar
When you receive an email with a specific subject in Outlook, update the event in Google Calendar.
This is a business workflow that automatically updates Google Calendar when an email with a specific subject is received in Outlook. It eliminates the hassle of manual input and streamlines schedule management.
Zoom
Telegram
When the meeting on Zoom ends, transcribe the minutes and summarize them, then notify on Telegram.
Once the meeting on Zoom ends, the content of the meeting is automatically transcribed and summarized, and the transcription results are notified to Telegram. This flow frees meeting participants from the hassle of creating minutes, allowing them to focus on reviewing the meeting content and the next actions.
Zoom
Slack
When the meeting on Zoom ends, transcribe the minutes and summarize them, then send a notification on Slack.
When a meeting on Zoom ends, this flow automatically transcribes and summarizes the meeting content, and notifies the transcription results to Slack. This reduces the workload for the person responsible for creating the minutes. Additionally, members who missed the meeting can review the information shared on Telegram, allowing them to understand the discussion and participate smoothly in the project.
Salesforce
When the opportunity object in Salesforce is updated to a specified status, issue a quote and send it via Outlook.
When the opportunity status is updated in Salesforce, this business workflow automatically generates a quote and sends it via Outlook. This eliminates the hassle of creating quotes and sending emails, prevents errors, and enables prompt customer response.
Salesforce
When the opportunity object in Salesforce is updated to a specified status, issue a quote and store it in One Drive.
The business workflow automatically creates a quote and saves it to One Drive when the Salesforce opportunity object is updated to a specific status. This reduces manual work and improves data management accuracy.
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.
Salesforce
Discord
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Discord.
This is a flow that sends a notification to Discord when the opportunity stage in Salesforce is marked as Closed Won. The notification content to Discord can be freely customized. It enhances information sharing within the sales team, allowing representatives to quickly share information without missing any Closed Won deals.
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.
Salesforce
Telegram
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Telegram.
This is a flow that sends a notification to Telegram when the opportunity stage in Salesforce is marked as completed. It allows you to prompt necessary procedures after completion and prepare for the next opportunity. The content of the notification to Telegram can be freely configured.
Microsoft Excel
Salesforce
When the opportunity stage is updated in Salesforce, create a document in Microsoft Excel.
When the opportunity stage is updated in Salesforce, this business workflow automatically creates a document in Microsoft Excel. It eliminates manual tasks and improves the efficiency of the sales team while maintaining data consistency.
Salesforce
Microsoft Outlook
When the opportunity stage is updated in Salesforce, send a thank-you email to the person in charge from Outlook.
This is a business workflow that automatically sends a thank-you email from Outlook to the person in charge when the opportunity stage is updated in Salesforce. It eliminates the need for manual work and enables efficient communication.
Notion
Google Sheets
When the specified schedule arrives, retrieve records from Notion and add them to Google Sheets.
When the specified schedule is reached, this flow retrieves records from Notion and adds them to Google Sheets. By automating the process of adding to Google Sheets, it is possible to prevent errors and omissions that can occur with manual input.
Backlog
Google Sheets
When the specified schedule arrives, retrieve tasks from Backlog and add them to a Google Spreadsheet.
When the specified schedule is reached, this flow retrieves tasks from Backlog and adds them to a Google Spreadsheet. By automating the addition to the Google Spreadsheet, it is possible to prevent manual transcription errors and omissions.
Salesforce
DocuSign
When the opportunity stage is updated in Salesforce, send the contract via Docusign.
This is a business workflow that automatically sends contracts via Docusign when the opportunity stage is updated in Salesforce. It reduces manual work and streamlines the contract process.
Gmail
Todoist
When you receive an email with specific conditions in Gmail, create a task in Todoist.
This is a business workflow that automatically creates tasks in Todoist when specific condition emails are received in Gmail via Yoom. This ensures that important emails are not missed and business management becomes smoother.
Microsoft Excel
When the opportunity stage is updated in Salesforce, update the information in Microsoft Excel as well.
When the opportunity stage is updated in Salesforce, this business workflow automatically updates Microsoft Excel as well. This eliminates the need for manual input, maintaining data consistency and improving the operational efficiency of the sales team.
Trello
Google Sheets
When the specified schedule arrives, retrieve tasks from Trello and add them to a Google Spreadsheet.
When the specified schedule is reached, this flow retrieves tasks from Backlog and adds them to a Google Spreadsheet. By consolidating Trello tasks into the Google Spreadsheet, you can view them in a list, which can improve work efficiency.
Salesforce
Microsoft Outlook
When the opportunity status in Salesforce changes to "Closed Won," automatically create a follow-up in the Outlook calendar.
When a Salesforce opportunity is converted to a deal, Yoom automatically creates a follow-up in the Outlook calendar. This workflow streamlines the sales process and prevents follow-up omissions.