■Overview
This is a flow that creates a folder in Google Drive when a client is registered in @pocket.
■Recommended for
1. Companies using @pocket as a centralized customer information management platform
・Personnel responsible for managing information for each client
・Those involved in accumulating related information of client companies
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly with the team
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By also utilizing @pocket to manage information and linking it with Google Drive files, you can smoothly inform the entire team of the necessary information for business operations.
However, manually creating folders in Google Drive each time a client is added to @pocket may lead to the personalization of tasks.
By using this template, a folder for the client is automatically created in Google Drive when a client is added in @pocket, eliminating manual work.
Automating folder creation allows the entire team to focus on more constructive tasks by eliminating routine work.
Furthermore, by integrating a chat tool into this flow, you can immediately notify the entire team of customer information registration and folder creation.
■Notes
・Please integrate both @pocket and Google Drive with Yoom.
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