Read business card images received in Gmail using OCR, add the data to kintone, and send a thank-you email with Outlook.
Gmail kintone Microsoft Outlook

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

Yoom's Gmail &  kintone &  Microsoft Outlook  are ready to use! Automate tasks instantly—just copy the template!

■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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What is Yoom hyperautomation?
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.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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About the Apps You Use
Gmail
Gmail
Templates using

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
kintone
kintone
Templates using

This is a flow for adding information from kintone to Airtable. It eliminates the hassle of sharing data registered in kintone each time and saves the effort of adding it to Airtable, thereby streamlining business operations. Additionally, it prevents the occurrence of human errors.

This is a flow for creating new posts in WordPress based on information from kintone. By using this flow, information from kintone is automatically posted to WordPress, eliminating the need for manual data entry. Efficient information management becomes possible.

This is a business workflow that automatically creates tickets in HubSpot with one click from kintone. This reduces effort and improves operational efficiency while maintaining data consistency.
Microsoft Outlook
Microsoft Outlook
Templates using

This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.‍

This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
see details
Templates

This is a flow for adding information from kintone to Airtable. It eliminates the hassle of sharing data registered in kintone each time and saves the effort of adding it to Airtable, thereby streamlining business operations. Additionally, it prevents the occurrence of human errors.

This is a flow for creating new posts in WordPress based on information from kintone. By using this flow, information from kintone is automatically posted to WordPress, eliminating the need for manual data entry. Efficient information management becomes possible.

This is a business workflow that automatically creates tickets in HubSpot with one click from kintone. This reduces effort and improves operational efficiency while maintaining data consistency.
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.
see details
Templates

This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.‍

This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When a record is added
    When a record is added or edited
    When a record is added (Webhook Trigger)
    When a record is edited (Webhook Trigger)
    When a record is deleted (Webhook Trigger)
    When a comment is posted (Webhook trigger)
    When status is updated (Webhook trigger)
    When updated to a specified status (Webhook trigger)
    When updated to a status specified by regular expression (Webhook trigger)
    When a specific subject email is received
    When an email is received
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    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Fetch Record Information
    Search Record IDs
    Create Record
    Update Record
    Post Comment
    Upload File
    Associate a File with a Record
    Get File Keys for a Record
    Download File
    Delete Record
    Search Records with a Query
    Update Record (Checkbox Field)
    (Guest Space) Get Record
    (Guest Space) Search Record IDs
    (Guest Space) Create Record
    (Guest Space) Update Record
    (Guest Space) Post Comment
    (Guest Space) Upload File
    (Guest Space) Associate File with Record
    (Guest Space) Get File Keys Associated with Record
    (Guest Space) Download File
    Delete Record (Guest Space)
    Search Records by Query (Guest Space)
    Update Record (Check box field) (Guest Space)
    Add Rows to a Table
    Update Rows in a Table
    Delete Files Attached to a Record
    Update Record Status
    Bulk Update Record Statuses
    Update Record (User Selection Field)
    Post a Comment (with Mentions)
    Add Record (File field)
    Get Comments for a Record
    Get One Record
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a record is added
    When a record is added or edited
    When a record is added (Webhook Trigger)
    When a record is edited (Webhook Trigger)
    When a record is deleted (Webhook Trigger)
    When a comment is posted (Webhook trigger)
    When status is updated (Webhook trigger)
    When updated to a specified status (Webhook trigger)
    When updated to a status specified by regular expression (Webhook trigger)
Flowbot operations
    Fetch Record Information
    Search Record IDs
    Create Record
    Update Record
    Post Comment
    Upload File
    Associate a File with a Record
    Get File Keys for a Record
    Download File
    Delete Record
    Search Records with a Query
    Update Record (Checkbox Field)
    (Guest Space) Get Record
    (Guest Space) Search Record IDs
    (Guest Space) Create Record
    (Guest Space) Update Record
    (Guest Space) Post Comment
    (Guest Space) Upload File
    (Guest Space) Associate File with Record
    (Guest Space) Get File Keys Associated with Record
    (Guest Space) Download File
    Delete Record (Guest Space)
    Search Records by Query (Guest Space)
    Update Record (Check box field) (Guest Space)
    Add Rows to a Table
    Update Rows in a Table
    Delete Files Attached to a Record
    Update Record Status
    Bulk Update Record Statuses
    Update Record (User Selection Field)
    Post a Comment (with Mentions)
    Add Record (File field)
    Get Comments for a Record
    Get One Record
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
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