■Overview
This is a flow that notifies Google Chat when an invoice is registered in TOKIUM.
■Recommended for
1. Accounting personnel using TOKIUM
・Those who want to quickly respond by understanding the completion of invoice registration in real-time
・Those who want to receive completion notifications via Google Chat to prevent oversight
・Those who want to flexibly set the notification destination in Google Chat according to the content of the registered invoice
2. Team members who want to understand the billing status of TOKIUM
・Those who want to understand the progress of invoice registration to improve the overall team efficiency
・Those who want to receive notifications on Google Chat about the completion of invoice registration for important clients and respond quickly
3. Managers and executives
・Those who want to understand invoice registration for important clients to aid in sales management and risk management
■Benefits of using this template
TOKIUM is a tool that streamlines invoice management tasks, but manually notifying Google Chat every time an invoice is registered can become a bottleneck in operations, wasting the time of the person in charge and potentially causing errors or delays.
By implementing this flow, notifications to Google Chat are automated, triggered by invoice registration in TOKIUM, allowing immediate awareness of invoice registration and enabling prompt approval and confirmation. Eliminating manual notification tasks allows the person in charge to allocate time to more important tasks, thereby improving productivity.
■Notes
・Please integrate both TOKIUM and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.