■Overview
This is a flow where, upon receiving an email with attached forms, the files are stored in Google Drive and a notification is sent via Slack.
■Recommended for
1. Those who need to manage and process forms from client companies
・Sales assistants or accounting staff
・Administrative staff or office managers
2. Those who find it easier to check messages via chat rather than email
・Field sales representatives working outside the office
3. Those who routinely manage data using Google Drive
・Administrative staff managing data using digital tools
■Benefits of using this template
・Automatically stores files and sends chat notifications triggered by receiving emails that meet certain conditions.
・Files are stored in Google Drive immediately after receiving the email, facilitating smooth information sharing among staff.
■Notes
・Please integrate Yoom with both Google Drive and Slack.