Retrieve the budget from Microsoft Excel at the specified date and time and notify on Slack.

■Overview

This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Slack.

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

‍

‍■Recommended for

• Leaders who want to streamline issue creation and reduce work hours
• Those who manage department budgets using Microsoft Excel
• Those who want to identify signs of budget overruns in advance

‍

■Benefits of using this template

When managing department budgets with Microsoft Excel, the regular checking process can be cumbersome and may lead to oversight.
Additionally, if there are any oversights, there is a risk of exceeding the allocated budget, making it difficult to manage the budget strategically.

With this flow, you can automate the retrieval of budget information from Microsoft Excel and notifications to Slack at the specified date and time.
This eliminates the need for budget checking tasks in Microsoft Excel, thereby helping to prevent oversight and eliminating the need for regular checks.

You can also customize the schedule to any date and time to suit your needs.