■Overview
This flow saves documents attached to a form in OneDrive and sends an email via Gmail.
■Recommended for
1. Those who want to easily share tasks and information
・Sales department personnel responsible for managing numerical targets
・Personnel in the headquarters of companies with many branches
・Professionals such as labor and social security attorneys or tax accountants with advisory contracts
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
3. Those who want to reduce manual input work and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to enhance data accuracy
■Benefits of using this template
・By saving documents attached to a form in OneDrive and sending emails via Gmail, you can quickly integrate files.
・If there are responses to the form, you can automate document storage and Gmail notifications, thereby improving work efficiency.
■Notes
・Please integrate both Gmail and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
.avif)
.avif)
.avif)
