Microsoft SharePointに特定の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に追加する

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■概要

「Microsoft SharePointに特定の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に追加する」ワークフローは、ファイル登録後の処理を自動化します。
担当者への承認依頼とMicrosoft Excelへのデータ追加が手間なく実施されます。

■このテンプレートをおすすめする方

  • Microsoft SharePointを活用してファイル管理を行っている方
  • ファイルの承認フローを効率化したいと考えている担当者や管理者の方
  • Microsoft Excelを日常的に利用し、情報の集約や記録を正確に行いたい方
  • 承認フローの進捗をスピーディに把握し、対応漏れや確認遅れを防ぎたい方
  • ファイル申請や承認などの業務プロセスをより迅速に回したい企業やチーム

■このテンプレートを使うメリット

Microsoft SharePointにファイルが格納されたことをきっかけに、担当者へ承認依頼を送信し、その内容をMicrosoft Excelに追加できるのが、この自動化フローの特徴です。
手作業でファイルを確認して承認作業やMicrosoft Excelへの転記を行っている場合、気づかないうちに工数がかさんでいたり、対応が遅れてしまうこともあります。
本フローを活用することで、担当者への対応依頼やExcelへの記録作業をスピーディに進めることが可能になります。

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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.
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