When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
■Overview
This is a flow where when new business card information is registered in Sansan, it is added as a registrant to a Zoom webinar using that information.
By linking Sansan and Zoom, new registration information is automatically added to Zoom, eliminating any gaps or omissions in information management.
Even if you receive multiple business cards at an event venue, you can easily add them as registrants to a Zoom webinar, making it convenient.
■Notes
・Please link both Sansan and Zoom with Yoom.
・Sansan is an app that can only be used with the Team Plan and Success Plan.
・For Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial.
・During the free trial, you can use apps that are subject to restrictions.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.
After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.
After a Zoom meeting ends, this flow retrieves the recording information, integrates it with Box, creates a folder, and stores the data. The folder is automatically created after the meeting ends, reducing the effort required for creation. By automating routine tasks, this promotes digital transformation (DX).
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.
After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.
After a Zoom meeting ends, this flow retrieves the recording information, integrates it with Box, creates a folder, and stores the data. The folder is automatically created after the meeting ends, reducing the effort required for creation. By automating routine tasks, this promotes digital transformation (DX).