■Overview
This flow adds approved applications from Jobcan Expense Management and Workflow to Microsoft Excel.
■Recommended for
1. Those who utilize Jobcan Expense Management and Workflow in their operations
・Those who use it to streamline expense management tasks
・Those who track progress through workflow visualization
2. Those who manage data with Microsoft Excel
・Those who add workflow information for accurate task management
■Benefits of using this template
Jobcan Expense Management and Workflow is a tool that can be used for smooth expense management tasks.
By accumulating detailed information of approved workflows in Microsoft Excel, you can visualize information and share the status within the team.
However, manually adding information to Microsoft Excel every time an application is approved in Jobcan Expense Management and Workflow may hinder smooth information sharing.
By utilizing this flow, you can automatically add the contents of approved applications to Microsoft Excel, eliminating manual work.
This helps avoid human errors from manual input, maintain high accuracy of shared information, and improve operational efficiency.
■Notes
・Please integrate both Jobcan Expense Management and Workflow, and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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