Retrieve information from Microsoft Excel at a specified date and time, generate text using AI, and send an email via Outlook.
Microsoft Excel Microsoft Outlook

Retrieve information from Microsoft Excel at a specified date and time, generate text using AI, and send an email via Outlook.

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■Overview

The workflow of "retrieving information from Microsoft Excel at a specified date and time, generating text with AI, and sending emails via Outlook" enables the automation of information retrieval and integration.
By streamlining operations with Microsoft Excel and Outlook, work progresses smoothly.

■Recommended for

  • Those who manage business data using Microsoft Excel
  • Those who want to automate the process of quickly retrieving data from Microsoft Excel and generating text
  • Those who wish to send daily business reports or notifications via email without hassle
  • Companies that use Outlook as a primary means of internal communication
  • Those who feel burdened by daily manual tasks and aim for efficient information sharing
  • Business people who want to send necessary information quickly between meetings or tasks

■Benefits of using this template

There are numerous benefits to implementing a flow that retrieves information from Microsoft Excel, generates text with AI, and sends emails via Outlook.
With this flow, for example, it is possible to automatically extract necessary information from Microsoft Excel at a specific date and time, and AI creates appropriate text based on that information.
This can then be swiftly sent via Outlook.
This will eliminate the hassle of manual data collection and text creation, improving work efficiency.

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About the Apps You Use
Microsoft Excel
Microsoft Excel
Templates using

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Microsoft Outlook
Microsoft Outlook
Templates using

This is a flow that is triggered at the end of each month to send an email in Outlook. 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 Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
Templates

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
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.
see details
Templates

This is a flow that is triggered at the end of each month to send an email in Outlook. 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 Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
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    Change Sheet Name
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    Get Drive Item ID from Sharing URL
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    Get Email Attachment Information
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    Delete Event from Specified User's Calendar
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    Delete Event from My Calendar
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    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
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Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
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