When company information is added to Google Sheets, perform a compliance check with RoboRobo and reflect the results in Google Sheets.

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■Overview

This flow automatically performs a RoboRobo compliance check when company information is added to a Google Spreadsheet and reflects the results in the Google Spreadsheet.

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■Recommended for‍

1. Those who utilize Google Spreadsheets in their work

・Those who accumulate client information

・Those who manage the results of compliance checks for client companies along with company information

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2. Those who use RoboRobo compliance checks

・Those who conduct compliance checks before starting transactions

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■Benefits of using this template

The RoboRobo compliance check is a tool that allows you to avoid risks by conducting compliance checks on prospective business partners.
By accumulating company information and compliance check results in a Google Spreadsheet, centralized management of information is achieved.
However, manually performing RoboRobo compliance checks and reflecting the results every time company information is added to a Google Spreadsheet is time-consuming and labor-intensive.

By utilizing this flow, companies added to the Google Spreadsheet are automatically subjected to a RoboRobo compliance check, and the results are obtained and reflected.
By eliminating manual work, human errors are avoided, leading to the sharing of highly accurate information.
Additionally, by automatically obtaining the results, transactions can start smoothly, facilitating smooth business progress.

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■Notes‍

・Please integrate both Google Spreadsheets and RoboRobo compliance checks with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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RoboRobo Compliance Check

Yoom allows for the automation of compliance check operations by integrating with the RoboRobo Compliance Check API without the need for coding. For example, it can automatically link client information registered in CRMs like Salesforce or kintone to the RoboRobo Compliance Check, executing compliance checks automatically. Additionally, it is possible to automatically store the check results from the RoboRobo Compliance Check into the CRM.

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