■Overview
This flow involves reading business card images received in Gmail 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
- Sales managers and representatives who frequently exchange business cards and spend a lot of time managing customer data
- Those who often receive a large number of business cards at exhibitions or events and need to database this information
- Individuals who need to centrally manage business card information across multiple departments or branches
- Those who want to automate the registration of business card information into kintone and the sending of thank-you emails to reduce workload
- Those who want to prevent the personalization of business card management and smoothly share information with the entire team
■Benefits of using this template
By implementing this flow, you can automatically register business card information into kintone and send thank-you emails via Outlook based on business card images attached to received Gmail messages.
Business card information is digitized simply by taking or scanning images and sending emails, reducing the workload for the person in charge.
Smooth sharing of business card information enables faster lead approaches, marketing analysis, and customer follow-ups.
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