Create a delivery note from a Microsoft Excel template and notify on Slack.

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■Overview‍

This is a flow that creates an invoice from a Microsoft Excel template using information from a Yoom form and sends a notification to Slack.

There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically performed just by responding to the form.

Therefore, it not only saves effort but also eliminates management errors such as input mistakes.

The content of the notification sent to Slack can be freely customized.‍

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■Notes‍

・Please integrate Yoom with both Microsoft Excel and Slack.

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

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