DocuSignで電子サインが完了したら、Microsoft Excelに追加してメールで通知する

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■概要

「DocuSignで電子サインが完了したら、Microsoft Excelに追加してメールで通知する」ワークフローは、署名完了後のデータ整理を自動化します。
内容をMicrosoft Excelに転記し、メールで通知するため、情報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

  • DocuSignを使って契約や申請書類への電子サイン業務を行っている方
  • 電子サイン完了後の情報管理や報告作業に時間がかかっていると感じる方
  • サインが完了した書類のデータを、スピーディにMicrosoft Excelで一元管理したい方
  • 電子サインの完了情報を関係者に抜け漏れなく通知したい方
  • 日々の手作業によるMicrosoft Excelへの転記や、メール連絡の負担を軽減したい方

■このテンプレートを使うメリット

DocuSignによる電子サインの完了情報をMicrosoft Excelに反映し、メールで通知する自動化フローを導入することで、作業の素早い連携が実現します。
紙ベースや手動記録では発生しがちな作業遅延や確認漏れが防げるため、業務全体のスピードアップにつながります。
また、サインの進捗状況がExcelで一元管理できるため、担当者やチーム全体が最新の状況を把握しやすくなります。
メール通知によって、必要な担当者が素早く次のアクションを起こせるため、次工程への移行もスムーズです。

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Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.
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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.
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