Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Popular Templates
DocuSign
Airtable
Send contracts from Airtable using DocuSign
This is a flow for sending contracts from Airtable using DocuSign. It eliminates the need to manually issue contracts from DocuSign, thereby streamlining the contract sending process. Additionally, the list of senders can be quickly checked from Airtable.
SendGrid
Google Sheets
Send an email with SendGrid when the status is updated in Google Sheets.
This is a flow where an email is sent via SendGrid when the status is updated in Google Sheets. It eliminates the need for transferring user information and drafting content, thereby preventing risks such as input errors and missed sends.
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.
ChatGPT
Slack
Google Sheets
Summarize Slack posts with ChatGPT and update records in Google Sheets.
In this workflow, ChatGPT summarizes messages from Slack and automatically records the summary results in a Google Spreadsheet. This system allows you to organize important information without missing anything and enables automatic updates to your business workflow.
Google Sheets
Microsoft Outlook
Send an email in Outlook when a row is added in Google Sheets.
This is a flow that sends an email via Outlook when a row is added in Google Sheets. When information is added, it quotes the content and sends an email through Outlook to facilitate smooth information sharing. It also ensures the accuracy of the shared information.
Microsoft Teams
Microsoft Outlook
Register an event in the Outlook calendar based on the content of a Microsoft Teams post.
This is a business workflow that automatically registers events in the Outlook calendar based on posts in Microsoft Teams. It reduces manual input and streamlines schedule management.
Google Calendar
Register an event on Google Calendar based on form information
This is a business workflow that automatically registers form input content to Google Calendar. By automating the registration to Google Calendar, the entire team can efficiently check the latest schedule, facilitating smooth communication.
freee Accounting
HubSpot
When a deal is created in HubSpot, also create a client in freee Accounting.
When a new deal is created in HubSpot, this flow also creates a client in freee Accounting. By integrating HubSpot with freee Accounting, the process of registering client information is automated, contributing to the efficiency of sales activities and accounting operations.
Microsoft Outlook
Sansan
Register business card information in Sansan based on the content of emails received in Outlook.
This is a business workflow that automatically registers business card information in Sansan based on the content of emails received in Outlook. By utilizing Yoom, it prevents manual input and errors, enabling smooth and accurate business card management.
Sansan
Notion
Register business card information registered in Sansan to Notion.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
Microsoft SharePoint
DocuSign
Request a DocuSign signature for a file uploaded to Microsoft SharePoint.
When you upload a file to Microsoft SharePoint, a signature request is automatically sent via DocuSign. Automation reduces human errors such as missing or misdirected signature requests.
Shopify
Square
Register customer information created in Shopify to Square.
The workflow automatically registers customer information created in Shopify into Square. By eliminating the hassle of double entry and centrally managing data from both online and physical stores, efficient customer service becomes possible.
Shopify
Register customer information in Shopify based on the content from Jotform.
This is a business workflow that automatically registers customer information collected with Jotform into Shopify. It eliminates the need for manual data entry, ensuring efficient customer management while maintaining data accuracy.
Intercom
HubSpot
When a new conversation is created in Intercom, register the contact in Hubspot.
This is a flow to register a contact in Hubspot when a new conversation is created in Intercom. Customer information is quickly registered in Hubspot, significantly improving the efficiency of sales activities and customer support.
Salesforce
Microsoft Outlook
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
This is a business workflow that automatically sends approval requests to Outlook when the opportunity status is updated in Salesforce. It reduces effort and errors, providing an environment where you can focus on sales activities.
Shopify
Register customer information in Shopify based on the form responses.
The workflow involves registering customer information in Shopify based on the form responses. It streamlines data management by eliminating manual input, enabling prompt customer service. This allows you to focus your time and resources on other critical tasks necessary for business growth.
Trello
Airtable
When a deal is won in Airtable, register a task in Trello.
When a deal is closed in Airtable, a task is registered in Trello. This flow allows you to automatically convert routine tasks according to the progress of the deal, eliminating the need to request or give instructions each time. It saves the effort of manual entry and enables smooth follow-up.
Square
Google Forms
Register customer information in Square based on Google Form responses.
A business workflow that utilizes Yoom to automatically register Google Form responses into Square. By eliminating the need for manual input and maintaining data consistency, it enables efficient and accurate customer management.
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.
DocuSign
Request signatures in DocuSign for responses from Google Forms
Business workflow to automatically send Google Form responses to DocuSign. By automatically sending Google Form response data to DocuSign, manual copy and paste tasks are no longer necessary.
Square
Register customer information in Square based on Jotform responses.
This is a business workflow that automatically registers Jotform responses into Square. It eliminates manual entry, allows centralized management of customer information, and achieves quick response and operational efficiency.
Gemini
Notion
Summarize the email content with Gemini and add it to Notion.
In this workflow, we streamline the process of automatically summarizing received emails with Gemini and organizing them in Notion. By utilizing this flow, information organization becomes smoother, leading to increased productivity in your work.
Square
Typeform
Register customer information in Square based on Typeform responses.
This is a business workflow that automatically registers Typeform responses into Square. It seamlessly integrates everything from form input to customer management, reducing the hassle and errors of data entry. It's ideal for efficient customer management.
Perplexity AI
Notion
Request to create a new article in Notion, draft it in Perplexity, and reflect it in Notion.
In the workflow integrating Notion and Perplexity using Yoom, new article creation requests in Notion are drafted in Perplexity and then reflected back in Notion. This streamlines the initial stages of article creation and provides an environment for smooth content management.