The office staff submits business card data through a form, which is then added to a Google Spreadsheet after AI analysis.

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■Overview

This is a flow where office staff send business card images or PDF data using a form, analyze it using AI, and then update the data in Google Sheets.

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■Recommended for

1. Those who have few opportunities to receive business cards but need to manage them

・General affairs department, office staff, and customer service personnel

・Sales assistants and department heads

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2. Those who want to reduce manual input work by utilizing AI technology

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative managers interested in workflow automation

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3. Those who use Google Sheets for business

・General affairs personnel managing data using digital tools

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■Benefits of using this template

・Automatically updating data in shared Google Sheets facilitates smooth information sharing within the company.

・AI automatically analyzes business card data, eliminating the need for manual input and significantly improving operational efficiency.

・No manual input is required, preventing data entry errors.

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■Notes

・Please link Google Sheets with Yoom.

・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・Please refer to the following template for the Google Sheets being used. (View only, please copy if you wish to use it)

https://docs.google.com/spreadsheets/d/1pBzsv4NEBL29N1DAfDvm4Mjpd5rsSRnLQT3RJjVBZ90/edit?usp=sharing

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About the Apps You Use

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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