When there is a response to the form, create a task in ClickUp and send an email via Gmail.

■Overview

This flow creates a task in ClickUp and sends a detailed email via Gmail when there is a response to the form.

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■Recommended for

1. Those who use Gmail as their main communication tool

・Department heads using it for internal and external communication

・Sales assistants responsible for interactions with client companies

・Project managers overseeing overall coordination

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2. Those who want to simplify task management

・Sales department personnel conducting tasks in groups to achieve numerical goals

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

・Professionals such as labor and social security attorneys or tax accountants with advisory contracts

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

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

・Administrative staff handling tasks in various directions

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■Benefits of using this template

・You can eliminate the hassle of manual input as tasks are created and emails are sent just by responding to the form.

・You can improve the accuracy of task management and significantly enhance operational efficiency.

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■Notes

・Please integrate Gmail and ClickUp with Yoom.

・Since scheduling in ClickUp needs to be entered in UNIX timestamp format, an operation to manipulate and convert data has been added.