Gmailでお問い合わせを受信したら、インシデントを自動検知してGoogle スプレッドシートの管理シートに追加する

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■概要

「Gmailでお問い合わせを受信したら、インシデントを自動検知してGoogle スプレッドシートの管理シートに追加する」ワークフローは、お問い合わせ対応の効率化に役立ちます。
メールを確認せずとも、インシデント情報をシートで一元管理できます。

■このテンプレートをおすすめする方

  • Gmailを利用してお客様からのお問い合わせ対応を行っている方
  • 日々多くのメールが届き、重要なインシデントの見落としや対応遅れが発生しやすいと感じている方
  • お問い合わせ内容を管理シートで一元的に把握し、迅速に対応状況を把握したい方
  • Google スプレッドシートを用いて顧客対応やインシデント管理の業務効率化を目指している方
  • お問い合わせメールに関する情報共有をスピーディに行いたい方

■このテンプレートを使うメリット

Gmailで受信したお問い合わせ内容をもとに、Google スプレッドシートへ自動でインシデント記録が追加されることで、管理作業がスピーディに行えます。
担当者が手作業で情報を転記する必要がなくなるため、業務の負荷を抑えつつ、対応の抜け漏れも防止しやすくなります。
また、連携されたシートを通じてインシデント情報を一元管理できるため、関係者間での情報共有や進捗確認が素早く行えるようになります。
これにより、必要な対応がすみやかに開始でき、顧客からのお問い合わせに対してより丁寧な対応につなげることができるでしょう。

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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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