Issue invoices in Microsoft Excel from Google Form responses and send them via Outlook.

■Overview

This is a flow that generates invoices in Microsoft Excel from Google Form contents and sends them 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 manage order or application information with Google Forms and manually create invoices
• Accounting personnel who manually convert invoices to PDF and send emails after issuing them in Microsoft Excel
• Sales managers who want to standardize the process from order to invoice issuance and delivery to reduce human errors
• Those who wish to automate the invoice issuance and delivery process to expedite billing operations

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■Benefits of using this template

This flow automates the creation and PDF conversion of invoices in Microsoft Excel based on Google Form information, as well as sending emails to customers via Outlook.

It eliminates the need to re-enter information for invoice and email creation, thereby reducing work hours.

Additionally, it helps prevent transcription errors and omissions, shortens lead time to delivery, enhances the quality of billing operations, and is expected to improve customer satisfaction.