When company information is added to the Google Spreadsheet, request a review using the Type 21 AI-equipped automatic credit screening circuit.

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■Overview

This is a flow to request a review using the 21st-style AI-powered automatic credit review circuit when company information is added to a Google Spreadsheet.

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■Recommended for

1. Those who use Google Spreadsheets for data management

・Those who manage company information with Google Spreadsheets

・Those responsible for managing credit risk with business partners

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2. Those who want to automate operations in the 21st-style AI-powered automatic credit review circuit

・Those who want to automate review requests using information from Google Spreadsheets

・Legal personnel conducting legal checks based on credit information with business partners

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■Benefits of using this template

By requesting a review with the 21st-style AI-powered automatic credit review circuit, you can check the credit information of business partners.
However, if review requests are made manually, any oversight can delay the confirmation of credit information, potentially delaying decision-making.

This template allows you to automatically request a review from the 21st-style AI-powered automatic credit review circuit every time company information is added to a Google Spreadsheet.
Since there is no concern of missing requests, you can quickly verify the credit information of business partners, allowing for efficient risk assessment of business partners.

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■Notes

・Please integrate both Google Spreadsheets and the 21st-style AI-powered automatic credit review circuit with Yoom.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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21st Century AI Credit Screening Circuit

At Yoom, you can utilize the API of the 21st-generation AI-equipped automatic credit screening circuit without any coding. By using the 21st-generation AI-equipped automatic credit screening circuit, you can automatically perform credit checks via the API. For example, when a business partner is registered in a CRM like Salesforce, kintone, or Mazrica, it is possible to automatically check the credit and return the results to the CRM.

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