Gmail Google Docs kintone
Retrieve data from kintone at the specified date and time, convert it to a PDF, and send it via Gmail.
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Gmail Google Docs kintone

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

Yoom's Gmail ＆  Google Docs ＆  kintone  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

This flow retrieves data from kintone 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.

‍

‍■Recommended for

  • Sales team members or managers who submit daily sales reports or KPI reports to their superiors
  • 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 regularly send progress reports or performance reports to clients or business partners
  • Marketing personnel who need to regularly analyze marketing data and report to the team or clients

‍

■Benefits of using this template

With this flow, you can automatically send a PDF file via Gmail, based on aggregated data from kintone and a Google Docs template, according to a specified schedule.

It eliminates the need for manual data entry, file conversion, and email sending, reducing the burden on the person in charge.

Additionally, by reducing human errors such as input mistakes or missed sends, 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.

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API Actions That can be No-Code
Executable API actions
everything
Gmail
Google Docs
kintone
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When an email with a specific label is received (Specify Label ID)
    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
    List Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Append Text to End
    Replace Value
    Create New Document
    Get Document Content
    Insert Image into Document
    Get Record Information
    Search Record IDs
    Create Record
    Update Record
    Post a Comment
    Upload File
    Attach File to Record
    Get File Keys for a Record
    Download File
    Delete a record
    Search Records by Query
    Update record (Check box field)
    Get Record (Guest Space)
    Search Record IDs (Guest Space)
    (Guest Space) Add Record
    (Guest Space) Update Record
    (Guest Space) Post Comment
    (Guest Space) Upload File
    (Guest Space) Attach File to Record
    (Guest Space) Get file keys associated with a record
    (Guest Space) Download files
    (Guest Space) Delete a record
    Search Records by Query (Guest Space)
    (Guest Space) Update a record (Checkbox field)
    Add Subtable Rows
    Update Subtable Rows
    Delete files attached to a record
    Update record status
    Bulk update the status of multiple records
    Update a record (User selection field)
    Post a comment (with mentions)
    Add a record (File field)
    Get comments for a record
    Get one record
    Update subtable rows (multiple rows)
    Get App Field Information
    Search Apps
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When an email with a specific label is received (Specify Label ID)
Flowbot operations
    List Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    There is no action.
Flowbot operations
    Append Text to End
    Replace Value
    Create New Document
    Get Document Content
    Insert Image into Document
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
    Get Record Information
    Search Record IDs
    Create Record
    Update Record
    Post a Comment
    Upload File
    Attach File to Record
    Get File Keys for a Record
    Download File
    Delete a record
    Search Records by Query
    Update record (Check box field)
    Get Record (Guest Space)
    Search Record IDs (Guest Space)
    (Guest Space) Add Record
    (Guest Space) Update Record
    (Guest Space) Post Comment
    (Guest Space) Upload File
    (Guest Space) Attach File to Record
    (Guest Space) Get file keys associated with a record
    (Guest Space) Download files
    (Guest Space) Delete a record
    Search Records by Query (Guest Space)
    (Guest Space) Update a record (Checkbox field)
    Add Subtable Rows
    Update Subtable Rows
    Delete files attached to a record
    Update record status
    Bulk update the status of multiple records
    Update a record (User selection field)
    Post a comment (with mentions)
    Add a record (File field)
    Get comments for a record
    Get one record
    Update subtable rows (multiple rows)
    Get App Field Information
    Search Apps
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