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

■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.

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‍■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

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■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.