Request approval for the file attached in the form, and save it to Google Drive upon completion.

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■Overview

This is a flow where files attached in a form are requested for approval and then saved to Google Drive upon completion.

By using Yoom, you can easily integrate apps without the need for programming.

■Recommended for

  • Accounting personnel responsible for approving documents such as invoices and contracts
  • Those who manage approved documents centrally on Google Drive
  • Those who want to automate approval requests to prevent manual errors and omissions

■Benefits of using this template

By managing approved documents on Google Drive, you can centralize the management of approved documents.
Centralized document management improves team sharing and file search efficiency, contributing to improved work efficiency.

In this flow, you can automatically send approval requests when submitting attachments from a form, and save documents to Google Drive once approved.
By automating approval requests and file saving to Google Drive, you can streamline the approval process.

Additionally, since approved files can be centrally managed on Google Drive, it prevents manual file saving errors and enhances searchability.

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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.
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Google Drive
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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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