Create an invoice using a spreadsheet and send it via email.

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■Overview‍

Based on the invoice template created in the spreadsheet, an invoice PDF is automatically generated using the information from the input form and sent via email.

By simply entering the necessary information into the input form, the process of creating and sending invoices can be automated.

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■Setup Instructions‍

1. Prepare the spreadsheet template.

2. For instructions on how to create the template, please refer to this article.

3. Change the form fields to your desired items.

4. Register the spreadsheet template information under "Issue Document" and change the settings to your desired values.

5. Modify the email content as desired.

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■Notes‍

・Integration settings with Google Spreadsheets, Gmail, and Yoom are required.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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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.

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