Once the file is stored in Google Drive, receive approval and send the file via Gmail.

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■Overview

This is a flow where once a file is stored in Google Drive, it receives approval and is sent using Gmail integration.

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■Recommended for

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

・Sales assistants and accounting staff

・Office staff and office managers

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2. Companies using Google Drive

・General affairs department, office staff, and customer service personnel

・Accounting and HR personnel

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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

・General affairs and office staff with many data entry tasks

・Marketing personnel utilizing digital tools for operations

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■Benefits of using this template

・By automating the process from approval to email sending triggered by file storage, it reduces manual work and improves operational efficiency.

・The automated completion of the process helps prevent errors from manual input.

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■Notes

Please integrate Yoom with both Google Drive and Gmail.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

Related apps

Google Drive

Templates using

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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.

Related apps

Notion