Create an invoice from a Microsoft Excel template and notify on Talknote.

  1. Apps
  2. Microsoft Excel
  3. Create an invoice from a Microsoft Excel template and notify on Talknote.
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■Overview

This is a flow that creates a delivery note from a Microsoft Excel template using information from an input form and notifies Talknote.

There is no need to manually transfer the obtained delivery note 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 notified to Talknote can be freely customized.


■Notes

・Please integrate both Microsoft Excel and Talknote 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.

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