Once approval is completed in CollaboFlow, update the records in Microsoft Excel.

No items found.

■Overview

This is a flow that updates Microsoft Excel records once approval is completed in CollaboFlow.

‍

■Recommended for

1. Companies using both Microsoft Excel and CollaboFlow

・Those who want to conduct approval processes such as approval requests and contract approvals in CollaboFlow and link them with Microsoft Excel records

・Those who want to eliminate the manual effort of updating Microsoft Excel records after approval is completed and improve operational efficiency

・Those who want to reflect approval status in Microsoft Excel in real-time to maintain data consistency

‍

■Benefits of using this template

・By automatically updating Microsoft Excel records triggered by approval completion in CollaboFlow, the manual effort of updating is eliminated, significantly improving operational efficiency.

・It prevents errors associated with manual updates and ensures data accuracy.

・Since the approval status is reflected in Microsoft Excel in real-time, you can always grasp the latest information.

・The integration of CollaboFlow and Microsoft Excel visualizes the entire approval process, helping to identify and improve bottlenecks.

‍

■Notes

・Please integrate both CollaboFlow and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Notify on Slack when the application is completed in CollaboFlow.

Once the application in CollaboFlow is completed, a notification will be automatically sent to Slack.

See details

Notify in Chatwork when the application is completed in CollaboFlow.

Once the application is completed in Collaboflow, a notification will be automatically sent to the specified room in Chatwork.

See details

When an application is submitted in Collaboflow, add a task to Trello.

When an application is submitted in Collabflow, this flow adds a task to Trello. It automatically adds tasks to Trello, eliminating the need for manual input. The time previously spent on input tasks can be allocated to other work, leading to improved operational efficiency.

See details

When an application is submitted in Collaboflow, add a task to Notion.

When an application is submitted in Collaboflow, a task is added to Notion. This flow automatically adds tasks to Notion, eliminating the need for manual input. The time previously spent on input tasks can be allocated to other work, leading to improved operational efficiency.

See details

Once approval is completed in CollaboFlow, update the record in the Google Spreadsheet.

Once approval is completed in CollaboFlow, this flow updates the records in Google Sheets. By integrating CollaboFlow with Google Sheets, the approval process is automated, contributing to improved business efficiency and ensuring data consistency.

See details

Add a task to Zendesk when a request is made in CollaboFlow.

When an application is submitted in Collaboflow, this flow adds a task to Zendesk. By utilizing this flow, tasks are automatically added, eliminating the need for manual input and saving time. The time saved can be used for other tasks, promoting smooth business operations.

See details

See all templates

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

CollaboFlow

Yoom allows you to integrate with the CollaboFlow API without code, enabling the automation of various tasks. For example, it can automatically submit applications in CollaboFlow and automate the creation of forms. Additionally, it can send notifications to Slack or Chatwork triggered by the approval of applications in CollaboFlow.

Related apps

Jobcan Expense Management & Workflow

CollaboFlow

Kickflow

X-point Cloud

CollaboFlow

Templates using

View all related templates

Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

Related apps

Notion