■Overview
This is a flow to add a registered vendor in @pocket to the board.
■Recommended for
1. Those who manage information with @pocket
・Those who regularly add vendor information to @pocket
・Those who manually link vendor information to other tools
2. Those responsible for billing operations on the board
・Companies using the board to streamline billing operations
・Those who also use the board for vendor information management
■Benefits of using this template
The board is a tool that helps create purchase orders and quotes, and can streamline billing operations.
However, since data entry into the board needs to be done manually, there is a possibility of input errors or omissions, which may increase the workload.
This template can automate the registration of vendors to the board when they are registered in @pocket, reducing the workload of manual input.
By automating vendor registration to the board, it is possible to maintain information accuracy and improve operational efficiency.
Additionally, by integrating with chat tools, you can notify team members of the content added to the board, enabling speedy information sharing.
■Notes
・Please integrate both @pocket and the board with Yoom.
・Refer here for the board's My App integration method.
・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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