Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.

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  2. Microsoft Excel
  3. Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
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■Overview

This is a flow that retrieves customer information from Microsoft Excel and automatically sends it to Google Forms using RPA.

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

‍

■Recommended for

1. Those who manage customer information with Microsoft Excel

・Those who find it tedious to manually enter data into Google Forms each time

・Those who want to reduce input errors and improve work efficiency

‍

2. Those who want to improve work efficiency by utilizing RPA (Robotic Process Automation)

・Those who want to automate manual processes using RPA but are unsure how to start

・Those who want to automate specific tasks with RPA to allocate time to other tasks

‍

■Benefits of using this template

By automatically sending customer information from Microsoft Excel to Google Forms using RPA, data consistency and accuracy are improved.
When done manually, there is a risk of input errors and information omissions, but this flow helps prevent that.

Additionally, it allows for timely input and rapid processing of large amounts of data, improving work efficiency.
Since data is sent automatically without human intervention, it also leads to time and resource savings, contributing to increased productivity.

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Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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