Once approved by kickflow, create the document and send it via CloudSign.

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■Overview

This is a flow where documents are created based on information approved in kickflow and then sent via CloudSign.

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■Recommended for

1. Companies or teams using Kickflow

Personnel managing approval processes using Kickflow
Administrators of companies looking to streamline contract creation and sending tasks post-approval

2. Companies or teams using CloudSign

Personnel conducting electronic signatures on contracts using CloudSign
Companies looking to automate the contract sending and signing process

3. Individuals promoting system integration and process automation

Legal personnel looking to reduce the manual effort of contract creation and sending
IT personnel or business process managers looking to automate data integration between different systems

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■Benefits of using this template

・Significantly improve operational efficiency by reducing the manual effort of document creation and sending.

・Ensure data consistency and accuracy as documents are sent securely, facilitating smooth contract management and information sharing.

・Enable quick response and effective resource management, leading to improved overall productivity.

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■Notes

‍・Please integrate Yoom with both kickflow and CloudSign.

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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.

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About the Apps You Use

Kickflow

In Yoom, it is possible to integrate with kickflow's API without code and automate various tasks. For example, you can trigger the completion of an approval in kickflow to link application information to other systems or chat tools, or automatically register new employee information into kickflow.

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CloudSign

It is possible to utilize CloudSign's API without code by using Yoom. By integrating Yoom with CloudSign, you can automate the entire process from contract creation to sending using the API, and automatically upload signed documents to file management services like Google Drive. Additionally, you can aggregate and synchronize CloudSign document information in Yoom's database.

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