Retrieve data from kintone at the specified date and time, convert it to a PDF, and send it via Gmail.
Retrieve data from kintone at the specified date and time, convert it to a PDF, and send it via Gmail.
Launch this workflow to connect
Gmail &
Google Docs &
kintone
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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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About the Apps
Templates using
Gmail
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Google Docs
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Templates using
kintone
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.
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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.
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Activate the flow bot at the end of each month to send an email in Gmail.
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Google Docs
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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.
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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.
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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.
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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.
Create a ticket in HubSpot with one click from kintone
No-Code API Actions
Executable API actions
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
Search emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Append text to document
Replace text
Create a new document
Get document content
Insert image into document
Add document tab
Get record details
Search record ID
Add record
Update record
Post comment
Upload file
Associate file with record
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
There is no action.
Flowbot operations
Append text to documentReplace textCreate a new documentGet document contentInsert image into documentAdd document tab
Flowbot triggers
When a record is addedWhen a record is added or editedWhen 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 detailsSearch record IDAdd recordUpdate recordPost commentUpload fileAssociate file with recordGet file keys linked to recordDownload fileDelete recordSearch records with a queryUpdate record (Checkbox field)(Guest space) Get record details(Guest space) Search record ID(Guest space) Add record(Guest space) Update record(Guest Space) Post Comment(Guest Space) Upload File(Guest Space) Associate File with Record(Guest Space) Get File Keys Linked to Record(Guest Space) Download File(Guest space) Delete record(Guest space) Search records with query(Guest space) Update record (Checkbox field)Add subtable recordsUpdate subtable recordsDelete Files Attached to a RecordUpdate Record StatusBulk Update Record StatusesUpdate Record (User Selection Field)Post Comment (with Mentions)Add Record (File Field)Get Comments Attached to a RecordGet Single RecordUpdate Subtable Records (Bulk Row Update)Get App Field InformationSearch AppsSearch Apps (Guest space)Update Related Records Field Settings on FormDeploy App Settings to Production Environment(Guest Space) Update Related Records Field Settings on Form(Guest Space) Deploy App Settings to ProductionUpdate Record (Reorder Table Field Rows)More inspiration for you
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