■Overview
This is a flow that adds a new ticket created in Re:lation to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.
■Recommended for
1. Those who use Re:lation for business
・Those who manage customer inquiries as tickets
・Those who utilize ticket information for sharing and analysis
2. Those who share and analyze data using Microsoft Excel
・Those who manually transfer Re:lation ticket information
・Those who want to streamline data entry into Microsoft Excel
■Benefits of using this template
When manually transferring tickets created in Re:lation to Microsoft Excel, there is a risk of incorrect entries or omissions.
If incorrect entries or omissions accumulate, discrepancies may arise in sharing and data analysis with team members, posing a risk to decision-making.
With this flow, when a new ticket is created in Re:lation, you can add the ticket content to Microsoft Excel, streamlining the transfer process.
By streamlining the transfer process, you can prevent incorrect entries and omissions, thereby improving the reliability of the data.
■Notes
・Please integrate both Re:lation and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
.avif)
