Store the forms received by email in Google Drive and notify on Slack.

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■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.

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■Recommended for

1. Those who need to manage and process forms from client companies

・Sales assistants or accounting staff

・Administrative staff or office managers

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2. Those who find it easier to check messages via chat rather than email

・Field sales representatives working outside the office

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3. Those who routinely manage data using Google Drive

・Administrative staff managing data using digital tools

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■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.

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■Notes

・Please integrate Yoom with both Google Drive and Slack.

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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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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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About the Apps You Use

Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

Related apps

Google Drive

Templates using

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Slack

Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.

Related apps

Slack