Analyze the content of the application email using AI, create a quotation in Microsoft Excel, and send it via Outlook.

■Overview

Upon receiving an application email, this flow extracts the email content using AI, creates a quotation from a Microsoft Excel template, and sends it via Outlook email.

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■Recommended for

1. Sales Teams

・Teams that receive quotation requests from customers via email and want to improve the efficiency of quotation creation.

・Teams that want to shorten the time required to create quotations and enable quick responses to customers.

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2. Administrative Staff Using Microsoft Excel and Outlook

・Those responsible for processing quotation request emails and want to reduce manual data extraction and transcription errors.

・Those who want to shorten the time spent on creating quotations using Microsoft Excel templates and allocate time to other tasks.

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3. Executives Using Microsoft and Looking to Improve Efficiency with AI

・Those who aim to automate the quotation creation process to improve operational efficiency and reduce costs.

・Those who want to standardize the quality of quotations to enhance customer satisfaction.

・Those who want to promote operational efficiency using AI to strengthen competitiveness.

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■Benefits of Using This Template

Responding to inquiries from new customers is an opportunity for business expansion, but creating quotations is a time-consuming and labor-intensive task. In companies using multiple systems, manual handling increases the burden on staff.

By using this flow, AI analyzes application emails and automatically generates and sends quotations, solving these issues. Staff can respond to customers quickly and accurately without manual input, leading to improved customer satisfaction.

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■Notes

・Please integrate Microsoft Excel, Outlook, and Yoom.

・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan.

・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be aware.

・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).