■Overview
This is a flow that adds client information to Jobcan Expense Management and Workflow when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・General affairs personnel managing information on shared sheets
・Team leaders who want to increase the speed of information sharing and always share the latest information with their team
2. Those who use Jobcan Expense Management and Workflow for business
・Accounting personnel using workflow for expense processing
・Department heads who want to check the progress of applications and prevent omissions
■Benefits of using this template
Google Sheets is an effective tool for maintaining high transparency of information as it allows you to check the edit history.
Additionally, using Jobcan Expense Management and Workflow for business makes tasks visible and efficiently shares information with the entire team.
However, when data is added in Google Sheets, manually entering it again into Jobcan Expense Management and Workflow poses a risk of information transmission errors.
This flow is suitable for those who want to maintain high accuracy of information used in business.
By automatically creating client information in Jobcan Expense Management and Workflow after registering information in Google Sheets, the accuracy of the registered content is maintained.
You can use the time previously spent on manual work for other tasks.
■Notes
・Please link both Google Sheets and Jobcan Expense Management and Workflow with Yoom.
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