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

■Overview
The flow "When customer information in Google Sheets is updated, issue a document and send it to Slack" automates the entire business workflow from customer data management to document creation and sharing with the team.
By utilizing this workflow, it becomes possible to automatically generate invoices based on spreadsheet data and smoothly send them to Slack.

■Recommended for

Business users managing customer information with Google Sheets
Accounting personnel looking to automate invoice creation and sending tasks
Those who want to improve information sharing within the team using Slack
Administrators of companies who want to reduce the workload of document creation and improve business efficiency
Those who want to reduce errors associated with manual invoice management
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■Benefits of using this template

Reduction of document creation effort: Automatically reflects spreadsheet data in invoices.
Faster information sharing: Quickly send generated invoices to Slack.
Error prevention: Reduce manual input errors through automation.

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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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