When the form is submitted, generate an invoice with its contents, save it to Google Drive, and send it via Gmail.

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■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.

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What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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About the Apps You Use
Google Drive
Google Drive
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Gmail
Gmail
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About the apps you use
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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templates
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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