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

■Overview

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

By using Yoom, you can easily integrate apps without the need for programming.

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‍■Recommended for

1. Personnel involved in contract management

・Those who spend time manually entering contract information

2. Administrators aiming to improve work and communication efficiency

・Those who want to centralize contract management

・Those who want to reduce missed or delayed contract processing

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■Benefits of using this template

Manual entry of contract information received by email is no longer necessary, and information is smoothly shared with kintone and Google Chat.

It helps reduce the burden on personnel, speeds up follow-ups, and prevents human errors.

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■Notes

・Please integrate Outlook, kintone, and Google Chat 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 personal and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Integration with Google Chat is only possible with Google Workspace. For details, please refer here.

・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.