Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Popular Templates
Airtable
Microsoft Outlook
Register inquiries received in Outlook to Airtable
This is a flow for registering inquiries received in Outlook into Airtable. Those who have been manually transferring information from Outlook to Airtable can skip this task. This will reduce work time and improve operational efficiency.
LINE Official Account
Salesforce
Register inquiries from LINE into Salesforce.
This is a business workflow that automatically registers inquiries from LINE into Salesforce using Yoom. It eliminates the hassle of manual data entry, streamlines data management, and enables prompt customer response.
Slack
HubSpot
When a "New Lead Registration" is posted on Slack, create a contact in HubSpot.
When a new lead is posted on Slack, this workflow automatically creates a contact in HubSpot. It eliminates manual input and enables efficient lead management.
Airtable
Gmail
Register inquiries received in Gmail to Airtable
This is a flow for registering inquiries received in Gmail into Airtable. Those who have been manually transferring information from Gmail to Airtable can skip this task. This will reduce working time and improve operational efficiency.
Microsoft SharePoint
Notion
Store form attachments in Microsoft SharePoint and add file information to Notion.
The flow stores form attachments in Microsoft SharePoint and adds file information to Notion. By using this flow, you can efficiently store form attachments in SharePoint and automatically add file information to Notion, thereby improving work efficiency.
Notion
Google Docs
Retrieve Notion information in bulk every month and record it in Google Docs.
In this workflow, it is possible to batch retrieve information from Notion every month and record it in Google Docs. This automation eliminates the hassle of manually transferring data, supporting smooth monthly reporting and data analysis.
Salesforce
ChatGPT
When a lead is added in Salesforce, automatically generate a summary with ChatGPT and store it in Salesforce.
In this flow, whenever this new lead is registered in Salesforce, ChatGPT is utilized to automatically generate a summary. This summary is automatically saved within Salesforce, allowing the sales team to grasp important information about the lead and improve the quality of follow-ups.
Salesforce
Trello
Retrieve Salesforce records daily and bulk register them in Trello.
This is a business workflow that retrieves records from Salesforce daily and bulk registers them in Trello. It reduces manual entry and allows the team to easily share the latest sales status.
Microsoft SharePoint
Salesforce
Store form attachments in Microsoft SharePoint and add file information to Salesforce.
The flow stores form attachments in Microsoft SharePoint and adds file information to Salesforce. By using this flow, you can automatically save form attachments to Microsoft SharePoint and add information to Salesforce, thereby improving the efficiency and accuracy of daily operations.
Salesforce
Dropbox
When an account is registered in Salesforce, create a folder in Dropbox.
When a record is registered in the Salesforce Account object, a folder is automatically created in Dropbox, and the folder's URL is added to Salesforce. This flow enables prompt response and effective resource management, which is expected to improve overall business productivity.
Gmail
Google Sheets
Retrieve customer information from Google Sheets at the specified date and time, and send a template email via Gmail.
This is a flow where customer information is retrieved from Google Sheets at a specified date and time, and a template email is sent via Gmail. By automating information retrieval and email sending, you can prevent errors in recipients and missed sends. Additionally, consistent quality communication with customers is possible.
Microsoft Excel
Google Forms
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
The flow involves retrieving customer information from Microsoft Excel and automatically submitting it to Google Forms using RPA. By utilizing this flow, the need for manual data entry is eliminated, thereby improving work efficiency. The time saved can be used to advance other tasks, contributing to increased productivity.
Dynamics 365 Sales
Discord
When a lead is created in Microsoft Dynamics 365 Sales, notify Discord.
When a lead is created in Microsoft Dynamics 365 Sales, this flow sends a notification to Discord. Once a lead is created, the lead information is automatically notified to Discord, enabling prompt responses that can enhance customer satisfaction, build good relationships, and potentially lead to acquiring repeat customers and new customers through word-of-mouth.
Google Sheets
Google Drive
Google Chat
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.
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
Microsoft Excel
Google Docs
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.