■Overview
This flow reads business card images submitted via Google Forms using OCR, adds the data to Microsoft Excel, and sends a thank-you email via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who frequently exchange business cards
・People who exchange business cards with many contacts daily and spend a lot of time on data entry
・Those who receive a large number of business cards at exhibitions or events
・Those who want to quickly share business card information for aggregation and analysis
・Those who want to smoothly follow up using business card information
2. Managers or administrators aiming for efficient management of business card data
・Those looking to improve the efficiency of managing contact information for leads, customers, and business partners
・Those who want to promote the digitization and database creation of business cards
■Benefits of using this template
This flow automates the OCR reading of business card images submitted via Google Forms, the addition of data to Microsoft Excel, and the sending of thank-you emails to those with whom you exchanged business cards.
By simply taking a photo or scanning and submitting it through the form, business card information is digitized, reducing the burden on staff and speeding up information sharing.
It allows for smooth lead approaches, marketing analysis, and customer follow-ups.
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