When the specified schedule arrives, search for records in Airtable and send an email via Gmail.

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■Overview

This flow searches for records with specified content in Airtable according to a designated schedule and sends an email with the searched content via Gmail.

■Recommended for

1. Those who manage tasks for each customer in Airtable

・Sales assistants or accounting staff

・Administrative staff or office managers

・Project managers or department heads

・Personnel in charge of the headquarters department of companies with many branches

2. Those who use Gmail for business

・Companies using it in conjunction with other Google tools

・Administrative staff who communicate with others

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

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

・Administrative staff with many input tasks

・Marketing personnel conducting business using digital tools

■Benefits of using this template

・You can automatically manage tasks at regular intervals, preventing task omissions and improving operational efficiency.

Notes

・Please link both Gmail and Airtable with Yoom.

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Gmail
Gmail
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Airtable
Airtable
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
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