■Overview
This flow reads business card images submitted via Google Forms using OCR and registers them in Sasuke.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who frequently exchange business cards
・Those who want to reduce the effort required to manage business card information
・Those who want to digitize business card information and reflect it in business tools
2. Those who use Sasuke for business
・Those who consolidate lead information in Sasuke for marketing, sales activities, and customer support
・Those who want to reduce the burden of registration work and streamline the management of lead and customer information
■Benefits of using this template
With this flow, you can automatically register business card images submitted via Google Forms as customers in Sasuke by reading them with OCR.
Since there is no need to manually input business card information, the workload on the person in charge is reduced, allowing for smooth follow-up.
■Notes
・Please integrate Google Forms, Google Drive, and Sasuke with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For information on how to obtain responses when using Google Forms as a trigger, please refer to here.