SPIRALにレコードが追加されたら、Google Driveにフォルダを作成する

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■概要

「SPIRALにレコードが追加されたら、Google Driveにフォルダを作成する」フローを利用すると、新規データの登録時に自動でフォルダ作成が行えます。
手動でフォルダ管理をする手間を減らせます。

■このテンプレートをおすすめする方

  • SPIRALを利用して顧客情報や案件データの管理を行っている方
  • レコードの追加に合わせてGoogle Drive上にプロジェクトごとのフォルダをスピーディに作成したい方
  • データ登録からフォルダ作成までの作業を自動化し、業務効率化を図りたい方
  • 複数名でGoogle Driveのフォルダを共有しながら、情報管理を一元化したい方
  • これまで手作業でフォルダ作成を行っていたが、抜け漏れや手間が課題となっている方

■このテンプレートを使うメリット

SPIRALに新たなレコードが追加されるたびに、Google Driveに対応するフォルダを素早く作成できる点が大きなメリットです。
これにより、新しい案件や顧客ごとに管理用フォルダを手作業で用意する必要がなくなり、業務の負担を軽減できます。
また、情報管理の流れが一本化されるため、ファイルや資料の共有・保管がスピーディに行えます。
複数の担当者との連携もスムーズになり、必要な情報をすぐに見つけられるようになるでしょう。

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SPIRAL®
SPIRAL®
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Google Drive
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SPIRAL®
At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.
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Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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