指定日時にNotionから契約情報を取得し、Zoho Mailで更新案内メールを自動送信する

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■概要

「指定日時にNotionから契約情報を取得し、Zoho Mailで更新案内メールを自動送信する」業務ワークフローは、法務の自動化を実現し、契約更新の手間を低減します。
設定したスケジュールでNotionからデータを取得し、Zoho Mailでの案内メール送信まで自動化することで、ヒューマンエラーを防ぎます。

■このテンプレートをおすすめする方

  • 法務部門で契約更新業務に多くの手作業が発生し、ミスや抜け漏れに悩んでいる担当者の方
  • Notionで契約管理を行っているが、更新案内メールを手動で送信している方
  • Zoho Mailを利用中で、契約更新プロセスを一元化して効率化したい法務チームのリーダー
  • 法務を自動化することで、業務の標準化と負担軽減を図りたい経営者や管理職の方

■このテンプレートを使うメリット

  • 契約更新の抜け漏れ防止:Notionのデータ取得からZoho Mail送信までを自動化し、契約期限切れのリスクを抑制します。
  • 法務の自動化で負担軽減:手作業を削減し、法務チームが戦略的業務に集中できます。
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Zoho Mail
Zoho Mail
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Zoho Mail
Yoom allows integration with Zoho Mail without any code, enabling the automation of Zoho Mail operations via API. For example, it can automatically draft a reply to an email received in Zoho Mail using AI, or automatically send emails from Zoho Mail using information from Google Sheets or Notion.
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Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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