■Overview
This is a flow to update information in Microsoft Excel once a contract is completed with freee Sign.
■Recommended for
1. Those who manage forms with freee Sign
・Those who utilize it for contract creation
・Those who centrally manage forms
2. Those who manage data with Microsoft Excel
・Those who accumulate transaction and customer information and utilize it for business
■Benefits of using this template
freee Sign is an effective tool for smoothly conducting a series of tasks related to created contracts.
However, manually updating information in Microsoft Excel every time a contract is completed with freee Sign may hinder the improvement of business flows.
This flow is suitable for those who wish to efficiently proceed with business and improve productivity.
By utilizing this flow, information in Microsoft Excel is automatically updated after a contract is completed with freee Sign, avoiding human errors from manual work.
Preventing mistakes and omissions from manual work facilitates smooth business progress.
■Notes
・Please integrate both freee Sign and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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