Receive a contract in Outlook, read it with OCR, add it to kintone, and notify in Slack.

■Overview

This is a flow that reads contracts received in Outlook using OCR, adds them to kintone, and notifies Slack.

By using Yoom, you can easily connect apps without programming.

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‍■Recommended for

1. Personnel involved in contract management

・Those who spend time manually registering contract information

・Those who want to streamline the management of contracts received by email

2. Administrators aiming to improve work and communication efficiency

・Those who aim to centralize contract management and quickly understand processing status

・Those who are facing issues with missed or delayed contract processing and are considering improving business processes

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■Benefits of using this template

With this flow, there is no need to manually input information from contracts received by email, and information is smoothly shared via kintone and Slack.

As a result, it reduces the burden on personnel, speeds up follow-ups, and prevents human errors.

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■Notes

・Please connect Outlook, kintone, and Slack 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 set operations 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).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

・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.