■Overview
This is a flow that extracts information received in Outlook using AI and adds it to the board.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Outlook for business
・Those who utilize Outlook for internal information sharing
・Those who want to quickly reflect information received via email into other tools
・Those who receive a large number of emails and want to reduce the effort required to check contents and extract necessary information
2. Those who use the board for business
・Those who manage customer information on the board
・Those who want to improve the overall team’s work efficiency by facilitating smooth information sharing
・Those who want to shorten registration time and prevent errors
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically register customer information on the board.
This reduces manual tasks such as email checking, information extraction, and transcription, alleviating the burden on staff, shortening work time, and preventing human errors such as input mistakes and registration omissions.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall team’s work efficiency.