■Overview
This is a flow where, after a record is created in the database, corporate information is searched on gBizINFO, the record is updated with the information, and a new folder is created in Google Drive based on the retrieved information.
■Recommended for
1. Those who need to know corporate information of client companies
・Accounting staff creating invoices
・Sales assistants involved in contract creation
・Office staff or office managers
・Professionals such as tax accountants entrusted with tax filing, etc.
2. Companies managing information and data with Google Drive
・Office staff managing schedules using digital tools
・Sales assistants or accounting staff organizing folders by company
・Office staff or office managers
3. Those who want to reduce manual input work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・General affairs or administrative staff with a lot of data entry work
・Marketing staff conducting operations using digital tools
■Benefits of using this template
・Automatically perform corporate information searches from corporate number registration, reducing manual effort and increasing operational efficiency.
・Automatically create folders by referencing search content, standardizing the format of folders used in operations.
・Since the gBizINFO database is constantly updated with the latest information, the corporate information obtained is always up-to-date.
・Prevent manual input errors and transcription errors to the database, maintaining data accuracy.
■Notes
・Please integrate Yoom with both gBizINFO and Google Drive.
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