When an email with an attachment arrives, notify on Slack and upload the file to Dropbox.

■Overview

This is a flow where when an email with an attachment is received, the file is sent to a channel on Slack and uploaded to Dropbox.

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■Recommended for

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

・Sales assistants and accounting staff

・Administrative staff and office managers

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2. Those who use both email and chat

・Field sales representatives working outside the office

・Staff at companies that use Slack for internal communication

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3. Those who want to reduce manual input tasks and automate processes

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

・Administrative and clerical staff with many data entry tasks

・Marketing staff who use digital tools for their work

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■Benefits of using this template

・Automatically store files and send chat notifications triggered by receiving emails that meet certain conditions.

・Since chat notifications and file storage are completed immediately after receiving an email, information sharing among staff becomes smoother.

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■Notes

・Please integrate Yoom with both Slack and Dropbox.