楽楽販売で任意の情報が追加されたら、要約してkintoneに追加する

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■概要
「楽楽販売で任意の情報が追加されたら、要約してkintoneに追加する」ワークフローは、営業活動で生まれる自由項目の情報をAIで自動要約し、そのままkintoneにレコード登録する業務ワークフローです。
手動入力の手間や見落としを減らし、営業チームの報告負担を和らげつつ、情報の一元管理をスムーズに実現できます。

■このテンプレートをおすすめする方

  • 楽楽販売で受注や商談情報を管理しつつ、kintoneへ手動転記している営業ご担当者
  • 営業レポート作成時に要約作業が煩雑で、もっと効率化したいチームリーダー
  • 楽楽販売とkintoneを組み合わせて業務フローを整えたい情報システム担当者
  • 複数の営業ワークフローをまたいでデータをまとめる手間を減らしたいマネージャー


■このテンプレートを使うメリット

  • 手作業ゼロで営業情報を自動登録し、入力ミスを防止
  • AI要約で要点だけを抽出し、レポート作成がスムーズに
  • kintoneに情報が集約され、チーム内の共有・検索が効率化
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