■Overview
This flow involves reading business card images submitted via Google Forms using OCR, adding the data to Google Sheets, and sending a thank-you email through Outlook.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Who We Recommend This Template For
1. People who frequently exchange business cards
・Sales representatives who exchange business cards with many people daily and find data entry time-consuming
・Those who receive a large number of business cards during exhibitions or events and face challenges in managing them
・Marketing personnel who want to speed up the sharing of business card information for aggregation and analysis
・Those who want to enable smooth follow-up with customers using business card information
2. Managers or administrators aiming to improve the efficiency of business card data management
・Those who want to streamline the management of contacts for leads, customers, and business partners
・Those who want to promote the digitization and database creation of business cards to quickly access necessary contacts
■Benefits of Using This Template
This flow allows for the automation of OCR reading of business card images submitted via Google Forms, adding data to Google Sheets, and sending 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 facilitates smooth approaches to leads, marketing analysis, and follow-up with customers.
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