Create a task in Outlook based on the content of Typeform.

■Overview

The flow "Create tasks in Outlook based on Typeform content" is a business workflow that automatically registers data collected from Typeform as tasks in Outlook.
By utilizing Yoom, you can seamlessly integrate the process from form input to task management, reducing the hassle of manual data entry and management.
This enables efficient business operations.

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■Recommended for

Those who collect customer surveys or feedback using Typeform
Business professionals who manage tasks using Outlook
Team leaders who want to improve work efficiency through data entry automation
Those who want to generate tasks directly from forms and simplify management tasks

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■Benefits of using this template

Tasks are automatically created in Outlook based on Typeform content, eliminating the need for manual registration.
The flow from form submission to task creation is completed within a single workflow, making business processes smoother.
Automation prevents human errors in task registration, enabling accurate information management.

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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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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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About the Apps You Use

Microsoft Outlook

Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.

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Microsoft Outlook

Templates using

Activate the flow bot at the end of each month to send an email in Outlook.

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Add a note to HubSpot based on the content of an Outlook email

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Automatically create a case in Salesforce from support request emails received in Outlook.

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Typeform

At Yoom, it is possible to integrate with Typeform's API without any coding and automate various tasks. For example, information submitted via Typeform can be stored in Google Sheets or Excel, and notifications can be automatically sent to chat tools like Slack or Google Chat.

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