■Overview
This is a flow that reads contracts received in Outlook using OCR, adds them to kintone, and notifies on Discord.
By using Yoom, you can easily connect applications without programming.
■Recommended for
1. Personnel involved in contract management
・Those who spend a lot of time manually entering contract information
・Those who want to efficiently manage contracts received via email
2. Administrators aiming to improve work and communication efficiency
・Those who aim for centralized contract management and quick understanding of processing status
・Those who want to improve the contract management process to prevent processing omissions or delays
■Benefits of using this template
With this flow, there is no need to manually enter the information of contracts received via email, and information is smoothly shared on kintone and Discord.
As a result, it reduces the burden on personnel, speeds up follow-ups, and prevents human errors.
■Notes
・Please connect Yoom with Outlook, kintone, and Discord respectively.
・AI operations are available only 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 a home plan and a general business plan (Microsoft365 Business), and 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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