When there is a response to the form, create a daily report from the Microsoft Excel template and send an email in Outlook.

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■Overview‍

This is a flow where, upon receiving a response in the Yoom form, a daily work report is created from a Microsoft Excel template and sent via email in Outlook.

Without the need to manually check the Yoom form contents, a daily work report is automatically created in Microsoft Excel and sent via email in Outlook, eliminating any gaps or omissions in information management.

You can also create this by changing the Yoom form trigger to a Google form trigger. For instructions on how to retrieve response content when using Google Forms as a trigger, please refer to the link below.‍

https://intercom.help/yoom/ja/articles/6807133‍

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■Notes‍

・Please integrate Yoom with both Microsoft Excel and Outlook.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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