■Overview
This is a flow to obtain invoices from cloud services and upload them to Microsoft SharePoint.
With Yoom, you can easily achieve this flow without programming.
■Recommended for
1. Those who manage internal documents using Microsoft SharePoint
・Those who use Microsoft SharePoint but find it cumbersome to manually upload invoices each time
・Those who want to streamline invoice management and quickly share with internal members
■Benefits of using this template
By introducing a flow that automatically obtains invoices from cloud services and uploads them to Microsoft SharePoint, there are many benefits.
First, it saves time and effort by eliminating the need to manually download and upload invoices.
Additionally, it enables quick and accurate data management, reducing the risk of human error.
With the automation of invoice processing, the efficiency of the accounting department's operations improves, allowing them to focus on other important tasks.
As a result, it also contributes to increased productivity.
■Notes
・Please integrate each Microsoft SharePoint with Yoom.
・The operation to control the browser is a feature available only in the Success Plan. In the case of the Free Plan, Mini Plan, or Team Plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps and browsers.
・Please note that this flow may not be feasible depending on the cloud services you are using.
・Microsoft365 (formerly Office365) has 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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