Generate an invoice in Microsoft Excel from the contents of a Google Form and store it in Box.

■Overview

This flow generates invoices in Microsoft Excel from Google Form entries and stores them in Box.

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

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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 save them to storage after issuing them in Microsoft Excel
• Sales managers or accounting managers who want to standardize the process from order to invoice issuance and reduce human errors
• Those who want to speed up billing operations by automating the invoice issuance process

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■Benefits of using this template

This flow automates the creation of invoices in Microsoft Excel, conversion to PDF, and upload to Box based on information from Google Forms.

By eliminating the need for manual invoice creation and upload tasks, you can achieve a reduction in working hours.

Additionally, by preventing human errors such as transcription mistakes, omissions, and upload destination errors, it leads to improved quality in billing operations and file management.