After submitting the input form, register the order destination on the board once approved.

■Overview

This is a flow where, after submitting the Yoom input form, the order destination is registered on the board once approved.

■Recommended for

1. Sales representatives using the Yoom input form

・Those who want to avoid the hassle of manually transferring information entered in Yoom to the board

・Those who want to reduce input errors for order destination information

・Those who want to centrally manage the status after approval on the board

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2. Managers responsible for approving the Yoom input form

・Those who want to automatically verify approved order destination information on the board

・Those who want to centrally manage the approval status of order destination information on the board

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3. Teams that regularly use the board

・Those who want to check order destination information on the board in real-time

・Those who want to grasp the approval status of order destination information on the board

■Benefits of using this template

Utilizing the board greatly contributes to the efficiency of a company's ordering operations.
However, if you are manually transferring order information listed in pre-prepared forms or received emails to the board, it not only involves effort but also carries the risk of input errors and omissions.

By using this flow, order information that is answered in the Yoom form and approved is automatically registered on the board, eliminating the need for manual transcription.
This is expected to improve operational efficiency and prevent human errors, and the information registered on the board can be shared with all team members, leading to smoother information transmission.

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■Notes

・Please integrate the board with Yoom.