Generate a PDF of the target sheet in Microsoft Excel from the form information and send it via Outlook.

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■Overview  
This flow generates a PDF of the target sheet from Microsoft Excel based on form information and sends it via Outlook.
It significantly reduces the effort of manual data organization and email sending, allowing for smooth goal management.

■Recommended for  

  • Administrators who collect employee or team goals using forms and manage them centrally in Excel  
  • Those who feel the task is cumbersome because they manually convert target sheets to PDF and send them via Outlook monthly or quarterly  
  • Business team leaders or members who want to streamline the goal management process and make effective use of their time  
  • Companies looking to further streamline goal management using Excel, prevent errors through automation, and achieve rapid information sharing  
  • IT personnel who wish to optimize business workflows by integrating with SaaS applications

■Benefits of using this template  
This flow allows for the automation of PDF conversion and sending via Outlook from the target sheet format in Microsoft Excel based on form information, facilitating smooth sharing with stakeholders.
It can prevent input omissions in manual work and sending errors in Outlook, thereby enhancing the accuracy of goal management.
With routine tasks automated, you can focus on other important tasks.

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About the Apps You Use
Microsoft Excel
Microsoft Excel
 Templates using
Microsoft Outlook
Microsoft Outlook
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About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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