Outlookで受信した問い合わせ内容から、Chatworkにサポートに関するタスクを作成する

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■概要

「Outlookで受信した問い合わせ内容から、Chatworkにサポートに関するタスクを作成する」フローは、サポート受付における問い合わせ管理を効率化する業務ワークフローです。多くの企業では、顧客からの問い合わせをOutlookで受け取り、それを手動でChatworkに入力してタスク化していますが、このプロセスには時間と労力がかかります。また、手動入力によるヒューマンエラーも発生しやすくなります。Yoomを活用したこのワークフローでは、Outlookに届いた問い合わせ内容を自動的にChatworkのタスクとして登録するため、サポートチームの負担を軽減し、効率的な対応を実現します。これにより、迅速な問い合わせ対応とチーム内の情報共有がスムーズに行えるようになります。

■このテンプレートをおすすめする方

  • Outlookで日々多数の問い合わせを受信し、手動で管理しているサポート担当者の方
  • Chatworkを利用してチーム内でタスクを管理し、効率的なコミュニケーションを図りたいビジネスユーザーの方
  • サポート受付のプロセスを自動化し、業務の効率化を目指している中小企業の経営者の方
  • 既存のSaaSアプリを連携させて、業務ワークフローを最適化したいIT担当者の方
  • 問い合わせ対応のスピードアップと精度向上を図りたいサポートチームリーダーの方

■このテンプレートを使うメリット

Outlookで受信した問い合わせ内容から、自動的にChatworkにサポートに関するタスクが作成されるため、手動でのサポート受付の手間を省けます。
Outlookで受けた問い合わせをChatworkにタスク登録することで、サポート業務を一つのワークフローで管理できます。
自動化によって、サポート受付におけるヒューマンエラーを防止でき、正確な問い合わせ管理を実現できます。

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Microsoft Outlook
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Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.
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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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