Retrieve information from Microsoft Excel based on Jotform responses and send emails using Outlook.

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  3. Retrieve information from Microsoft Excel based on Jotform responses and send emails using Outlook.
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■Overview

The workflow "Retrieve information from Microsoft Excel based on Jotform responses and send emails via Outlook" allows you to obtain related data based on form input information.
Emails are sent with appropriate content to the necessary recipients, ensuring smooth communication.

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■Recommended for

  • Those who want to utilize response information collected via Jotform in their business processes
  • Those who want to leverage detailed data and related information on sheets based on Jotform responses
  • Those who want to easily and quickly extract and reference data managed in Microsoft Excel
  • Those who want to reduce the effort and errors of sending email notifications manually
  • Those who regularly use Outlook and want to streamline notifications and approval communications to stakeholders

‍

■Benefits of using this template

This system allows you to extract necessary information from Microsoft Excel based on Jotform responses and send emails via Outlook.
By implementing this flow, tasks from information retrieval to email sending proceed quickly.
There is no longer a need to go through multiple steps such as checking Jotform responses, manually searching Microsoft Excel, and then creating emails in Outlook as before.
The workflow becomes simpler, reducing issues such as information omissions and transcription errors.
Such improvements lead to overall business efficiency, making it easier to find time for other tasks.

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