Create an invoice from a Microsoft Excel template and send it via Outlook.

No items found.

■Overview‍

This flow creates an invoice from a Microsoft Excel template using information from a Yoom form and sends it via Outlook.

There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically completed once the form is filled out.

This not only saves effort but also eliminates management errors such as input mistakes.

■Notes

・Please integrate Microsoft Excel and Outlook with Yoom.

・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.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Read business card data using AI-OCR and store it in Excel.

When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.

See details

Extract information from the body of the email and store it in Microsoft Excel.

Extract arbitrary information from the body of an email using AI and store the information in Excel.‍

See details

Analyze the content of the application email using AI, create a quotation in Microsoft Excel, and send it via Outlook.

When a response is submitted to the application form, data is extracted using AI to create a quotation from a Microsoft Excel template, which is then sent via Outlook email. This flow significantly reduces the time spent manually creating and sending quotations, thereby improving operational efficiency.

See details

Add the content answered in the form to a Microsoft Excel sheet, and simultaneously add it to another sheet.

This flow adds the responses from the Yoom form to a Microsoft Excel sheet and simultaneously adds them to another sheet. It allows you to organize data in a separate sheet while collecting it and extract only the necessary information to another sheet.

See details

Store responses in a Microsoft Excel database when they are entered and submitted in a Google Form.

This is a flow that adds new responses from Google Forms to a Microsoft Excel database (table). By linking Google Forms with Microsoft Excel, when a form response is submitted, the response content can be added to Microsoft Excel without any omissions or missing information. Additionally, depending on the settings, it is possible to branch the route according to the form response content and add information to another Microsoft Excel based on the response content.‍

See details

Store form responses in an Excel database.

Automatically store the responses from input forms created with Yoom into an Excel database (table). Feel free to modify the form fields and the destination Excel file as needed.

See details

See all templates

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.

Learn more about Yoom

About the Apps You Use

Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

Related apps

Microsoft Excel

Templates using

View all related templates

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.

Related apps

Microsoft Outlook

Templates using

View all related templates