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

■Overview

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

‍

■Recommended for

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

・Sales assistants and accounting staff

・Office staff and office managers

‍

2. Companies using Google Drive

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

・Accounting and HR personnel

‍

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

‍

■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.

‍

■Notes

Please integrate Yoom with both Google Drive and Gmail.