■Overview
This is a flow to issue an invoice from kintone with one click and send it via Gmail.
■Recommended for
1. Those who use kintone for data accumulation
・Those who add and manage company information and task information in records
・Those who register information using sub-tables
2. Those who use Gmail as their main communication tool
・Those who use it as a means of communication with business partners
■Benefits of using this template
By adding information related to forms to the sub-tables of records, kintone can manage detailed information related to transactions along with company information, and visualize the information.
However, manually entering the registered information from kintone each time to create invoices may limit the accessibility of the information.
By utilizing this flow, you can not only automatically create invoices using the information from kintone's sub-tables but also complete the sending process.
Automating the series of tasks related to invoices and eliminating manual work increases the overall work efficiency of the team and facilitates smooth business operations.
Additionally, it helps prevent human errors, thereby maintaining the accuracy of the information.
■Notes
・Please integrate both kintone and Gmail with Yoom.
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