■Overview
This is a flow that adds updated business card information from Sansan to Microsoft Excel.
■Recommended for
1. Those who utilize Sansan in their business
・Those responsible for registering collected business cards
・Those who extract information through image reading and register it
2. Those who use Microsoft Excel for data accumulation
・Those who accumulate information on sheets for centralized management
■Benefits of using this template
Sansan is a tool that can be used to streamline the registration of collected business card information.
It allows you to add detailed information to registered data through image analysis and accumulate information useful for business.
However, manually adding updated information from Sansan to Microsoft Excel can promote inefficient work practices.
This flow automatically registers updated information from Sansan to Microsoft Excel, eliminating manual work and completing the registration.
Automatic registration also helps avoid human error, leading to improved work efficiency.
Additionally, you can add branching actions to the flow to determine whether to add information based on certain conditions.
■Notes
・Please integrate Sansan and Microsoft Excel with Yoom.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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