■Overview
This is a flow to add a chat started in Channel Talk to Microsoft Excel.
■Recommended for
1. Those who provide customer support via Channel Talk
・Those who are responsible for customer support on a daily basis
・Support staff who use Channel Talk for customer interactions
2. Those who use Microsoft Excel for business
・Those who manage tasks using Microsoft Excel
・Those who share Microsoft Excel within the team to proceed with work
■Benefits of using this template
Channel Talk is a tool that facilitates smooth customer interactions, allowing for quick responses to customer questions and inquiries.
However, if you manage tasks arising from customer interactions in Microsoft Excel, manually adding them can be time-consuming and inefficient.
This template allows you to add tasks to Microsoft Excel when a chat is started in Channel Talk, streamlining manual work.
By accumulating chat content with customers in Microsoft Excel, you can analyze and improve your response strategies.
Automating data addition to Microsoft Excel makes tasks that need attention visible, allowing you to prioritize and efficiently proceed with work.
■Notes
・Please integrate both Channel Talk and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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