Create a quotation in Misoca based on the files uploaded to Google Drive.

■Overview

This is a flow for creating estimates in Misoca based on files uploaded to Google Drive.

‍

■Recommended for

1. Those who use Google Drive as online storage

・Those who manage files and folders on Google Drive

・Companies using Google Drive for back-office operations

‍

2. Those who are responsible for form operations using Misoca

・General affairs and administrative staff who create forms

・Accounting staff managing forms

・Management staff handling product management

‍

3. Those who want to reduce manual input and automate processes

・Small business owners aiming for business automation

・Administrative staff who want to improve data accuracy

‍

■Benefits of using this template

・You can streamline operations by creating estimates in Misoca based on files uploaded to Google Drive.

・If you create estimate templates in Google Drive, you can automatically generate estimates using AI features.

・Automating estimate creation in Misoca helps prevent human errors such as text entry mistakes.

・You no longer need to manually create estimates in Misoca, allowing you to allocate time to other important tasks.

・By integrating with communication tools used within your company, you can send notifications about estimate creation to specific members.

‍

■Notes

・Please integrate both Google Drive and Misoca with Yoom.

・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).