Automatically register business card images attached to Gmail to Sansan by analyzing them with OCR.

■Overview

The workflow "Automatically register business card images attached to Gmail to Sansan using OCR" is a business workflow that streamlines the management of business card information received in business.
It eliminates the hassle of manual input, reducing the time spent on business card management and improving data accuracy.

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■Recommended for

Those who receive many business card images via Gmail and spend a lot of time managing them
Those who use Sansan but find manual business card registration cumbersome
Business people who want to automate the digitization of business card information to improve work efficiency
Those who want to achieve accurate data management using OCR technology
Corporate personnel who want to optimize workflows by integrating multiple SaaS applications

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■Benefits of using this template

Reduce the hassle of manual input: By automatically analyzing business card images received in Gmail and registering them in Sansan, input work becomes unnecessary.
Improve data accuracy: OCR technology accurately analyzes business card information, preventing errors during manual input.
Improve work efficiency: Automation reduces the time spent on business card management, allowing you to focus on other tasks.
Centralized management possible: Integration of Gmail and Sansan allows efficient management of business card information in one place.

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About the Apps You Use

Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.

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When a business card image is registered in Sansan, upload it to Google Drive.

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When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.

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