When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.

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■Overview

‍This flow involves downloading a specific file from within Microsoft SharePoint along with the form responses and sending it to Outlook.

By integrating Yoom Form with Microsoft SharePoint and Outlook, you can eliminate the need to operate individual apps or repeatedly input data, allowing for smoother business operations. Files are automatically downloaded to Microsoft SharePoint and sent to Outlook, preventing any lapses or omissions in information management.

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‍■Notes

‍・Please integrate Yoom with both Microsoft SharePoint 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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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.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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About the Apps You Use

Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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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.

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