Extract the signature information from the email using AI, confirm with the person in charge if necessary, and then register the business card information in the hot profile.

■Overview

This flow involves extracting email signature information using AI, confirming with the person in charge whether to register the business card information, and then registering it in the Hot Profile's business card information.

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■Recommended for

1. Data Analysts

Those who want to analyze customer information to improve marketing strategies and sales activities

Those who want to perform more advanced analysis by linking Hot Profile data with other systems

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2. Companies with frequent customer communication via email

・Those who want to automatically collect information from customer emails to deepen customer understanding

・Those who want to use the collected information for marketing activities, such as creating customer segments or sending targeted emails

■Benefits of Using This Template

Manually extracting business card information from email signatures and registering it in Hot Profile can often be time-consuming and labor-intensive, potentially leading to input errors or information omissions.

By utilizing this flow, when an email is received, AI automatically reads the signature information and confirms with the person in charge whether to register it in the Hot Profile's business card information. Business card information is only registered upon approval by the person in charge, preventing unnecessary information registration and enabling more efficient customer management.

■Notes‍

・Please link Hot Profile with Yoom.

・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).