Read a business card image received in Gmail using OCR, add the data to kintone, and send a thank-you email via Gmail.

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■Overview

This is a flow where business card images received in Gmail are read using OCR, data is added to kintone, and a thank-you email is sent via Gmail.

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

■Recommended for

  • Sales managers and representatives who frequently exchange business cards and spend a lot of time managing customer data
  • Those who receive a large number of business cards at exhibitions or events and need to database the information
  • Those who need to centrally manage business card information from multiple departments, branches, or offices
  • Those who manually register business card information to kintone and send thank-you emails, and wish to reduce their workload
  • Those who want to prevent the personalization of business card management and smoothly share information across the team

■Benefits of using this template

By implementing this flow, you can automatically register business card information to kintone and send thank-you emails via Gmail based on business card images attached to received emails in Gmail.

Business card information is digitized simply by taking or scanning images and sending emails, reducing the workload of the person in charge.

Smooth sharing of business card information becomes possible, leading to quicker approaches to leads, marketing analysis, and follow-ups with customers.

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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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Gmail
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