Retrieve the budget from Microsoft Excel at the specified date and time, generate a PDF, and send it via Outlook.

■Overview

This is a flow that retrieves budget data from Microsoft Excel at a specified date and time, generates a PDF, and sends it via Outlook.

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

• Those who regularly convert budget usage into PDFs and share them with stakeholders
• Those who find it time-consuming to compile budget information into PDFs
• Those who want to streamline the process of generating PDFs and sending emails via Outlook

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■Benefits of using this template

When sharing budget usage regularly by department, document creation and email sending can be a hassle.
Additionally, if done manually, there is a risk of transcription errors in budget information or mistakes in email recipients.

In this flow, budget information is retrieved from Microsoft Excel at a specified date and time, and the generation of PDFs and email sending via Outlook are automated.
By streamlining routine tasks, you can prevent human errors such as transcription mistakes and recipient errors, thereby enhancing the accuracy of your operations.

Since manual work is significantly reduced, the burden on the person in charge is also alleviated, allowing for smoother sharing of budget information.