■Overview
This is a flow that records appointments registered in Calendly into Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who create and manage appointments with Calendly
・Customer service department staff planning and managing webinars
・Recruiters scheduling interviews
・Administrative staff managing schedules using digital tools
2. Those who manage data using Microsoft Excel
・Administrative staff entering information into data simultaneously with multiple people
・Administrative staff managing data and files using digital tools
3. Those who want to eliminate manual input and automate processes
・Small business owners aiming to reduce manual input and improve operational efficiency
・Administrative staff handling a large amount of data entry work
■Benefits of using this template
By implementing the flow [Record appointments registered in Calendly into Microsoft Excel], you can automatically record the registration details from Calendly into Microsoft Excel, eliminating manual work and improving operational efficiency.
Managing information in Microsoft Excel also enhances transparency and strengthens team collaboration.
■Notes
・Please integrate both Calendly and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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