Each day, the AI worker identifies travelers who need reminders and sends pre-departure emails after approval from the person in charge.
Each day, the AI worker identifies travelers who need reminders and sends pre-departure emails after approval from the person in charge.
Launch this workflow to connect
Google Sheets &
Microsoft Outlook
!
■Overview
Pre-departure travel guidance is essential for increasing customer satisfaction, but identifying recipients and preparing messages every day requires significant effort. As the number of bookings increases, the risk of missing information or sending messages incorrectly due to manual checks also rises, creating a major burden for staff. With this workflow, reminder recipients are automatically identified from Google Sheets, and an AI worker creates personalized email drafts. Staff only need to review and approve the content before sending the email from Outlook, improving operational efficiency while providing attentive customer follow-up.
■Who Should Use This Template
- Travel agency staff who want to streamline the manual process of identifying customers who need pre-departure support
- Customer support teams that want to send personalized guidance while reducing the time required to draft emails
- Team leaders who want to prevent missed information and sending errors while building a reliable reminder process
■Benefits of Using This Template
- AI automatically identifies reminder recipients and creates email drafts every day, reducing the time spent on routine tasks and allowing staff to focus on customer service.
- With an approval step for staff, you can ensure the accuracy of AI-generated content and send emails from Outlook with a single click, enabling reliable delivery of travel guidance.
■Flowbot Workflow
- First, connect Google Sheets and Outlook to Yoom.
- Next, set the time when reminders should be triggered in the schedule settings.
- Finally, create an AI worker skill (instruction) that retrieves information about reminder recipients from Google Sheets, creates personalized guidance, requests staff approval, and sends the email from Outlook once approved. Configure Google Sheets’ “Search rows” and “Update row” actions, along with Outlook’s “Send email” action, as the tools to use.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■How to Customize This Workflow
■How to Customize This Workflow
- Adjust the search conditions in Google Sheets to send reminders at the ideal time, such as three days before departure or the day before.
- Adjust the instructions provided to the AI worker to create more personalized guidance, such as including accommodation details or activity information.
- Configure the workflow to update the status in Google Sheets after an email is sent, ensuring that the sending history is accurately reflected in your records.
■Notes
- Connect both Google Sheets and Outlook to Yoom. The apps used as tools within the AI worker must also be connected through My Apps.
- Microsoft 365 (formerly Office 365) offers plans for home users and general business users (Microsoft 365 Business). Authentication may fail if you are not subscribed to a general business plan.
- Retrieving more than 20 items of large-volume data or performing loop processing within an AI worker may significantly consume tasks. Please be aware of this.
- For the basic AI worker setup, see “[AI Worker] Basic Setup Guide”.
- The number of concurrent AI worker executions, the number of AI workers you can create, and the AI models available to you depend on your plan.
- The apps and operations available within an AI worker are subject to the same usage limitations as Flowbots.
- AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated”.
- AI workers are more likely to perform the appropriate processes when skills are configured in detail. For details, see “[AI Worker] How to Create Skills (Formerly Manuals)”.
- For this template, be sure to configure a “Teammate” in advance. The AI worker will independently determine when to send approval and confirmation requests to the configured teammate.
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About the Apps
Google Sheets
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Google Sheets
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Microsoft Outlook
Related apps
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Microsoft Outlook
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About the apps you use
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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Outlook.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
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When an email is received in Outlook, create a reply with ChatGPT, save it as a draft, and send a notification
Automatically generate and save ChatGPT-powered reply drafts for incoming Outlook emails, then notify Microsoft Teams. Reduce workload, standardize reply quality, and lighten the burden on team members.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewMore inspiration for you
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