Google スプレッドシートで行が追加されたら、見積書を作成してOutlookで送信する

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■概要

このワークフローでは、Google スプレッドシートで行が追加されたら、見積書を作成してOutlookで送信することが可能です。この自動化によって、手動作業を減らしミスを防ぐことで、よりスムーズなビジネス運営をサポートします。
Yoomを利用すると、プログラミング不要で簡単にアプリ同士を連携することができます。

■このテンプレートをおすすめする方

  • Google スプレッドシートでのデータ管理を効率化したい営業担当者の方
  • 見積書作成の手間を省きたい中小企業の経営者の方
  • Outlookを活用して顧客とのコミュニケーションを自動化したい方
  • 見積書のPDF化と送信プロセスを一元管理したい事務担当者の方
  • 業務の自動化を通じて生産性向上を目指しているチームリーダーの方

■このテンプレートを使うメリット

  • 見積書の自動作成により手間を削減し、業務効率が向上します。
  • PDF形式での保存とOutlook送信で、見積書の管理と共有が簡単になります。
  • データ入力から送信まで一連のプロセスが自動化されるため、ヒューマンエラーを防止できます。
  • 時間の節約により、より重要な業務に集中できる環境を整えられます。
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Google Sheets
Google Sheets
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Microsoft Outlook
Microsoft Outlook
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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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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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