■Overview
This is a flow that reads contracts received in Outlook using OCR, adds them to kintone, and notifies Microsoft Teams.
By using Yoom, you can easily integrate between apps without the need for programming.
■Recommended for
1. Personnel involved in contract management
・Those who are burdened by manually registering contract information
2. Administrators aiming to improve work and communication efficiency
・Those who want to centralize contract management and quickly grasp processing status
・Those who want to prevent missed or delayed processing of contracts
■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 on kintone and Microsoft Teams.
As a result, it reduces the burden on personnel, speeds up follow-ups, and prevents human errors.
■Notes
・Please integrate Outlook, kintone, and Microsoft Teams 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 configured 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 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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