Save the target sheet as a PDF in Dropbox using Microsoft Excel at the specified date and time.

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■Overview
This flow publishes a target sheet as a PDF in Microsoft Excel and saves it to Dropbox at the specified date and time.
By automatically converting the target sheet to a PDF and saving it to Dropbox at the scheduled date and time every month or week, data sharing and backup become smoother.

■Recommended for

  • Business professionals managing goals with Excel
    ・Those who find it cumbersome to convert target sheets to PDF and share them
  • Team leaders who need regular goal reporting
    ・Those who want to automate information sharing with team members and streamline reporting tasks
  • Owners or IT personnel of small and medium-sized enterprises looking to automate operations
    ・Those who want to reduce daily routine work and focus on more important tasks
  • Those seeking secure data backup
    ・Those who want to reduce the risk of data loss by automatically saving goal management data to the cloud

■Benefits of using this template
This flow allows you to automate the publishing of target sheets as PDFs and saving them to Dropbox, thereby streamlining manual tasks.
Additionally, by automating manual tasks, it helps reduce work time and prevent human errors.
Goal management in Excel can be carried out smoothly, eliminating any omissions in saving to Dropbox and enhancing the accuracy of management tasks.

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About the Apps You Use
Microsoft Excel
Microsoft Excel
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Dropbox
Dropbox
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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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templates
Dropbox
Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.
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