Flowbot Templates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

When the DocuSign envelope is completed, download the certificate for that envelope and store it in a specific folder in Box.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.