■Overview
This is a flow that reads contracts received in Outlook using OCR, adds them to kintone, and notifies Chatwork.
By using Yoom, you can easily integrate apps without programming.
■Recommended for
1. Personnel involved in contract management
・Those who are burdened by manual registration of contract information
・Those who want to improve the efficiency of managing contracts received via email
2. Administrators aiming to streamline operations and communication
・Those who want to centralize contract management and quickly grasp processing status
・Those who want to prevent omissions or delays in contract processing
■Benefits of using this template
With this flow, there is no need to manually input contract information received via email, and information is smoothly shared with kintone and Chatwork.
As a result, it reduces the burden on personnel, speeds up follow-ups, and prevents human errors.
■Notes
・Please integrate Outlook, kintone, and Chatwork 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 functions (operations).
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business 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.
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