Read the business card image submitted via Google Forms using OCR, add the data to kintone, and send a thank-you email with Outlook.

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■Overview

This flow involves reading business card images submitted via Google Forms using OCR, adding the data to kintone, and sending a thank-you email via Outlook.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

■Recommended for

1. People who frequently exchange business cards

・Sales representatives who often exchange business cards and spend a lot of time on data entry

・Those who receive many business cards when participating in or organizing exhibitions and events

・Those who want to quickly share business card information and utilize it for marketing activities

・Those who want to smoothly proceed with follow-up actions for customers based on business card information


2. Managers or administrators aiming to improve the efficiency of business card data management

・Those who want to improve the efficiency of contact management for their department or entire company

・Those who want to digitize and database 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 kintone, and sending thank-you emails to those with whom business cards were exchanged.

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 enables smooth lead approaches, marketing analysis, and customer follow-ups.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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About the Apps You Use
kintone
kintone
 Templates using
Google Forms
Google Forms
Templates using
Microsoft Outlook
Microsoft Outlook
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About the apps you use
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Google Forms
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Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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