Retrieve data from Microsoft Excel at the specified date and time, convert it to PDF, and send it via Gmail.

■Overview

This flow retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail.

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

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‍■Recommended for

• Sales team members who submit daily sales reports or KPI reports to their supervisors
• Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports
• Those who want to send monthly reports on sales data or inventory status to stakeholders
• Project managers who send regular progress updates or performance reports to clients or partners
• Marketing personnel who regularly analyze marketing data and report to the team or clients

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■Benefits of using this template

With this flow, you can automatically send PDF files created from aggregated Microsoft Excel data and Google Document templates via Gmail on a specified schedule.

This eliminates the need for manual data entry, file conversion, and email sending, reducing the workload on the responsible person.

Additionally, by reducing human errors such as input mistakes and missed emails, you can send highly accurate data in a consistent format.

You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.