■Overview
This flow involves searching Google with company information registered in GENIEE SFA/CRM, summarizing the obtained snippets using AI, and adding records to a Google Spreadsheet.
■Recommended for
1. Those who want to retrieve information via Google search
・Project managers who want to obtain industry information
・Sales representatives who want to gather information on client companies for approach utilization
2. Companies utilizing GENIEE SFA/CRM
・Sales managers who manage the progress of sales activities
・Sales assistants who use it for centralized customer data management
■Benefits of using this template
GENIEE SFA/CRM is an effective tool for task management of projects and visualizing progress status.
However, manually searching Google for company information registered in GENIEE SFA/CRM can hinder focus on other tasks.
This flow is effective for those who do not want to spend time on tasks that can be automated.
Once a company is registered in GENIEE SFA/CRM, it automatically performs a Google search and summarizes it with AI, eliminating the need for manual work.
■Precautions
・Please integrate Google Search, GENIEE SFA/CRM, and Google Spreadsheet with Yoom.
・By combining multiple keywords during the search, it is possible to obtain relatively accurate information.
・AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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