Generate a PDF based on Tally's responses and send it via Gmail.

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■Overview

The workflow of "Issuing a PDF based on Tally's response content and sending it via Gmail" helps in the automatic processing of form responses.
Since PDF creation and email sending are also automated, manual work is reduced.

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■Recommended for

Those who use Tally for data collection such as surveys and application forms
Those who want to create PDF documents based on collected responses and send them quickly to external parties or stakeholders
Those who repeatedly create and send PDFs manually and want to improve work efficiency
Business people or teams who use Gmail regularly
Those who want to organize response content and provide information quickly to related parties
Those aiming to reduce the burden through automation in application reception tasks or reception replies

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■Benefits of using this template

By utilizing this flow, you can automatically convert the responses collected with Tally into PDFs and send them via Gmail.
There is no need to manually create PDFs or send emails individually, making the information sharing process smoother.
By omitting complex procedures, it also helps improve work efficiency.
Additionally, you will be able to deliver necessary information quickly to stakeholders, enhancing the quality of responses and follow-ups both internally and externally.

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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

Tally

Yoom allows seamless integration with Tally without any code, enabling the automation of various tasks triggered by Tally form submissions. For example, information submitted through Tally can be registered as leads in CRM tools like Salesforce or HubSpot, or it can be added as subscribers in marketing tools like Mailchimp or ActiveCampaign.

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Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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