Automatically generate an estimate from the updated information and send it via Gmail.

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■Overview

This flow automatically creates a quotation using a Google Spreadsheet template and sends an email via Gmail to the person in charge whenever the quotation request information in the Yoom database is updated.

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■Recommended for

1. Those who frequently need to create quotations

・Sales representatives or sales assistants

・Purchasing department personnel

・Administrative staff or office managers

2. Those who want to reduce manual input tasks and communications and aim for automation

・Business owners interested in workflow automation

・Accounting or finance personnel who want to enhance data accuracy

3. Those who use Google Drive for business

・Personnel managing data using digital tools

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■Benefits of using this template

・The entire process from issuing to sending the quotation is automated by simply entering the necessary information into Google Sheets.

・It eliminates the hassle of manual input and significantly improves work efficiency.

・Since the customer's input information is directly reflected in the quotation, it prevents errors on the creator's side.

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■Notes

・Please integrate both Google Sheets and Gmail with Yoom.

・Connect the Google Sheets and Yoom database for data integration.

・Please use the following Google Spreadsheet for input. (It is view-only, so please make a copy if you wish to use it)

https://docs.google.com/spreadsheets/d/1Zd_DHjlcbk0tnRK57j93GS47AH-rwlKJL_GWzjF8jOs/edit?usp=sharing

・Please refer to the following for data integration.

https://intercom.help/yoom/ja/articles/8309502

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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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