■Overview
This is a flow that creates a folder in Google Drive when a client is registered in Airtable.
■Recommended for
1. Companies using Airtable for business
・Those who centrally manage customer information with Airtable
・Those who create folders for each client to manage information
2. Those who use Google Drive for file management
・Those who create folders for each client company
・Those who want to easily organize the data they manage
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
When managing customers using Airtable, creating folders for each company in Google Drive facilitates smooth access to information.
However, manually creating folders in Google Drive every time customer information is registered in Airtable can be cumbersome and may hinder productivity.
By using this template, a folder for the client is automatically created in Google Drive when a client is added in Airtable.
Automating the routine task of folder creation after client registration prevents omissions, enhances information management accuracy, and improves operational efficiency.
Furthermore, by integrating with a chat tool following this flow, you can notify the team of the registration of new client companies and the completion of folder creation.
■Notes
・Please integrate both Airtable and Google Drive with Yoom.
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