■Overview
When a form is submitted, this flow issues an invoice based on its content, saves it to Google Drive, and sends it via Gmail.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Business professionals looking to streamline invoice issuance
・Those who are manually creating invoices and feel it is time-consuming
・Those who need to frequently issue invoices to multiple clients and are considering automation
2. Those utilizing Google services
・Those who are using Google Drive and Gmail and want to streamline operations by integrating these tools
・Those who want to efficiently proceed with operations by collecting information using Google Forms and utilizing that data
■Benefits of using this template
By implementing this automation flow, the invoice issuance process is streamlined.
Every time a form is submitted, an invoice is automatically generated and saved to Google Drive, reducing manual errors.
Additionally, invoices are quickly sent via Gmail, allowing for speedy customer response.
As a result, customer satisfaction improves and business reliability increases.
Furthermore, the introduction of this flow reduces the workload on employees, allowing them to focus on other important tasks.
This is expected to improve overall operational efficiency and increase company productivity.