Microsoft Teamsで特定のメッセージが送信されたら、Googleカレンダーから予定を取得後、AIで営業リストを作成して通知する

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■概要
「Microsoft Teamsで特定のメッセージが送信されたら、Googleカレンダーから予定を取得し、AIで営業リストを作成して通知する」業務ワークフローです。
会議予定を元に効率的に営業リストを生成し、情報共有をスムーズに行えるため、営業活動の準備時間を軽減します。

■このテンプレートをおすすめする方

  • Microsoft Teamsを日常的に活用している営業チームの方
  • Googleカレンダーで予定管理を行い、営業活動と連携したい方
  • AIを活用して営業リスト作成の精度とスピードを高めたい営業担当者
  • 複数のアプリを連携し、営業プロセスを効率化したいマネージャー
  • 営業準備にかかる工数を減らし、本来の業務に集中したい経営者


■このテンプレートを使うメリット

  • 会議予定を基にした営業リスト作成が自動化され、作業負担が軽減される
  • AIによるリスト作成でターゲット精度が向上し、効果的な営業活動を支援
  • Microsoft Teamsでの通知により、チーム全体への情報共有がスムーズに行える
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