指定日時にMicrosoft ExcelでPDFを発行して、Microsoft SharePointに格納する

No items found.

■概要

「指定日時にMicrosoft ExcelでPDFを発行して、Microsoft SharePointに格納する」ワークフローは、指定した日時にデータ変換と保存を自動化します。
ファイル管理や共有作業の手間を削減でき、業務が効率化します。

■このテンプレートをおすすめする方

  • Microsoft Excelで定期的にレポートや資料を作成している方
  • 作成したMicrosoft ExcelファイルをPDFとしてまとめて管理したいと考えている方
  • ファイル共有や保管先としてMicrosoft SharePointを利用している企業やチームの方
  • 複数のファイルを手動でPDF化・アップロードする作業に工数や手間を感じている方
  • 資料作成や保管をよりスピーディに行いたい方
  • 資料の最新版をメンバー間で迅速に共有する仕組みを整えたい方

■このテンプレートを使うメリット

Microsoft Excelで作成した資料を指定した日時にPDFで自動発行し、そのままMicrosoft SharePointに格納できるフローです。
この仕組みを活用すると、資料作成から共有までの流れを素早いプロセスで実現できます。
従来はMicrosoft Excelのファイルを手作業でPDF化し、さらにMicrosoft SharePointにアップロードする必要がありましたが、この自動化により各工程がシンプルになります。
ファイルを手動で変換・アップロードする手間を省けるため、同じ作業を繰り返す必要がありません。
その分、空いた時間を他の業務に回せるため、効率よく作業を進められるようになるでしょう。

How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
Extract information from the body of the email and store it in Microsoft Excel.
Extract arbitrary information from the body of an email using AI and store the information in Excel.‍
Analyze the content of the application email using AI, create a quotation in Microsoft Excel, and send it via Outlook.
When a response is submitted to the application form, data is extracted using AI to create a quotation from a Microsoft Excel template, which is then sent via Outlook email. This flow significantly reduces the time spent manually creating and sending quotations, thereby improving operational efficiency.
Add the content answered in the form to a Microsoft Excel sheet, and simultaneously add it to another sheet.
This flow adds the responses from the Yoom form to a Microsoft Excel sheet and simultaneously adds them to another sheet. It allows you to organize data in a separate sheet while collecting it and extract only the necessary information to another sheet.
Store responses in a Microsoft Excel database when they are entered and submitted in a Google Form.
This is a flow that adds new responses from Google Forms to a Microsoft Excel database (table). By linking Google Forms with Microsoft Excel, when a form response is submitted, the response content can be added to Microsoft Excel without any omissions or missing information. Additionally, depending on the settings, it is possible to branch the route according to the form response content and add information to another Microsoft Excel based on the response content.‍
Store form responses in an Excel database.
Automatically store the responses from input forms created with Yoom into an Excel database (table). Feel free to modify the form fields and the destination Excel file as needed.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Microsoft Excel
Microsoft Excel
 Templates using
Microsoft SharePoint
Microsoft SharePoint
Templates using
Related apps
No items found.
Templates using
No items found.
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
Microsoft SharePoint
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
see details
templates
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details