kintoneで特定条件に合うレコードが登録されたら、Microsoft Excelに追加する

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■概要

「kintoneで特定条件に合うレコードが登録されたら、Microsoft Excelに追加する」ワークフローを利用すると、情報管理の手間を減らすことができます。
条件に合ったデータが自動でMicrosoft Excelに記録され、担当者の作業が標準化されます。

■このテンプレートをおすすめする方

  • kintoneを利用して業務データの管理を行っている方
  • 特定条件を満たすレコードをMicrosoft Excelで管理したい業務担当者
  • 日常的にMicrosoft Excelを用いてレポートやデータ集計を行っている方
  • kintoneで発生した新しい情報をスピーディにMicrosoft Excelへ反映したい方
  • データの転記や集計作業の工数削減を目指している方

■このテンプレートを使うメリット

kintoneで特定条件に合うレコードが登録された際に、その情報をMicrosoft Excelへ自動追加するフローには、さまざまな利点があります。
この仕組みを使うことで、kintone上で発生したデータの変化をスピーディにMicrosoft Excelで確認できる点が大きな特徴です。
情報更新のたびに手作業でMicrosoft Excelへ転記する必要がなくなり、作業効率の向上が期待できます。
また、Microsoft Excelに最新のデータが素早く反映されるため、集計や分析もタイムロスなく進めることができるでしょう。

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