Retrieve customer information from Google Sheets at the specified date and time, and send a template email via Gmail.

■Overview

This flow retrieves customer information from Google Sheets at a specified date and time and sends a template email via Gmail.

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

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‍■Recommended for

• Sales or customer support personnel at companies managing customer information with Google Sheets
• Those who find regular follow-up emails to customers burdensome
• Corporate sales representatives or assistants who need to send reminder emails to customers based on contract renewal dates or deadlines
• Those who want to send information such as coupons to multiple customers according to a schedule

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■Benefits of using this template

By implementing this flow, template emails in Gmail will be automatically sent based on customer information managed in Google Sheets according to a specified schedule.

It automates reminders based on contract renewal dates or deadlines, sending congratulatory messages or coupons to individual customers in their birth month, and campaign announcements based on purchased products or purchase frequency.

This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipients and forgotten sends.

Additionally, using templated emails ensures consistent quality in communication.