When the specified schedule arrives, retrieve information from Docusign and send an email via Gmail if the conditions are met.

■Overview

This flow retrieves envelope information from Docusign at the specified schedule and sends an email via Gmail if the conditions are met.

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■Recommended for

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

・Sales assistants or accounting staff

・Administrative staff or office managers

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2. Those who use Gmail as their main communication tool

・Department heads using it for internal communication

・Sales assistants responsible for interactions with client companies

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3. Those looking to reduce manual input tasks and automate processes

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

・Administrative staff with a lot of data entry tasks

・Marketing personnel utilizing digital tools for their operations

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■Benefits of using this template

・By using branching operations, it is possible to send emails based on specific conditions.

・The entire process is completed automatically, reducing effort and improving operational efficiency.

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■Notes

・Please integrate both Gmail and Docusign with Yoom.

・Branching is a feature available in plans above the Mini Plan. If you are on the Free Plan, the flow bot operations you set will result in an error, so please be careful.

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