Automatically register business card images attached to Gmail to Sansan by analyzing them with OCR.
Automatically register business card images attached to Gmail to Sansan by analyzing them with OCR.
Launch this workflow to connect
Gmail &
Sansan
!
■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.
■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
■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
Templates using
Gmail
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Sansan
Templates using
Sansan
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.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
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.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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.
see detailsTemplates
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.
Register business card information registered in Sansan to Notion.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When a business card image is registered in Sansan, upload it to Google Drive.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
No-Code API Actions
Executable API actions
Flowbot triggers
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
When business card information is registered
When business card information is updated
When business card information is updated (including tag updates)
When business card information is updated (including tag updates)
コンタクト情報が登録・更新されたら
Flowbot operations
Search emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Retrieve Business Card Information
Register Business Card Data
Register Business Card Image
Get Business Card Image
Get Person Information
Search Business Card Information
List business cards
コンタクト情報の一覧を取得
Retrieve Business Cards (Date Range)
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When business card information is registeredWhen business card information is updatedWhen business card information is updated (including tag updates)When business card information is updated (including tag updates)コンタクト情報が登録・更新されたら
Flowbot operations
Retrieve Business Card InformationRegister Business Card DataRegister Business Card ImageGet Business Card ImageGet Person InformationSearch Business Card InformationList business cardsコンタクト情報の一覧を取得Retrieve Business Cards (Date Range)More inspiration for you
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