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

■Overview

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

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

‍

■Recommended for

1. Those who want to streamline contract management tasks

・Those who manually manage contracts received in Gmail but experience oversight or processing errors

‍

2. Those who manage information using kintone

・Those who manage business data using kintone and want to centralize contract data management

‍

3. Companies using Google Chat

・Those who use Google Chat to enhance communication within the team

‍

■Benefits of using this template

There are several benefits to implementing an automated flow that reads contracts received in Gmail using OCR, adds them to kintone, and notifies Google Chat.
First, since the entire process from receiving to registering and notifying contracts is automated, you can reduce the time and effort of doing it manually.

Additionally, by reducing manual input, you can also lower the risk of human error and improve data accuracy.

‍

■Notes

・Please integrate Gmail, kintone, and Google Chat with Yoom.

・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.

・OCR data may not be readable if it exceeds 6,500 characters or if the text is small, so please be aware.

・AI operations are only available with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set flow bot will result in an error, so please be aware.

・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).

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