Google Driveにファイルが格納されたら、担当者に承認依頼を送信してMicrosoft Excelにレコードを追加後、メールで通知する

No items found.

■概要

「Google Driveにファイルが格納されたら、担当者に承認依頼を送信してMicrosoft Excelにレコードを追加後、メールで通知する」ワークフローは、ファイル登録後の承認と記録作業を自動化します。
担当者への連絡やMicrosoft Excelへの追加も自動で行えるため、管理がスムーズになります。

■このテンプレートをおすすめする方

  • Google Driveを使って書類やファイルの管理・共有を行っている方
  • ファイル格納後の承認作業をメールや口頭で依頼しており、手間や抜け漏れが発生しやすい方
  • Microsoft Excelでレコード管理をしているが、手動での入力や管理に時間がかかっている方
  • 担当者にスピーディに承認依頼を届けたい方
  • 作業手順の自動化を進めて業務効率化を目指している方
  • 承認完了後の情報共有や通知を確実に行いたい方

■このテンプレートを使うメリット

Google DriveとMicrosoft Excel、そしてメール通知を組み合わせたこの自動化フローには、さまざまな利点があります。
まず、ファイルがGoogle Driveに格納されたタイミングで担当者への承認依頼やMicrosoft Excelへの記録がスピーディに行われるため、書類処理や承認作業が素早く進みます。
これにより、業務の停滞が少なくなり、担当者が対応すべき案件をタイミングよく把握できるようになります。
また、承認が完了した際には自動でメール通知が送信されるため、関係者への連絡も同時に行うことができます。

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
Google Drive
Google Drive
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
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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