When customer information in the Google Spreadsheet is updated, issue a document and send it via Outlook.

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■Overview
The workflow "When customer information in Google Sheets is updated, generate a document and send it via Outlook" automates business processes from customer management to invoice creation and email sending.
Utilizing customer data managed in Google Sheets, invoices are automatically generated based on the necessary information and sent via email to specified customers through Outlook.
By automating the cumbersome tasks that were done manually, you can improve business efficiency.

■Recommended for

Sales representatives who manage customer information in Google Sheets
Accounting personnel who spend a lot of time on invoice creation and sending tasks
Team leaders who want to reduce errors associated with manual document creation
Small business owners who want to automate and streamline business processes
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■Benefits of using this template

Time-saving: Automatic data retrieval from spreadsheets eliminates the hassle of invoice creation.
Prevention of human error: Automation reduces errors caused by manual input.
Standardization of operations: Invoices can be created and sent in a consistent format, unifying business processes.
Quick response: Invoices are promptly sent to customers, leading to improved cash flow.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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