This workflow automatically imports Salesforce Account objects into the Account Choice Master. It starts automatically every day at 7:00 AM. Salesforce Account objects are added, changed, and deleted through various workflows and direct input from Salesforce. As of 7:00 AM every day, the latest Account information is used as choice data in various workflows.
This workflow accepts requests to borrow company-owned items. All employees can apply using the public form. A staff member in charge of the material management in the General Affairs Department is in charge of lending out the items. The person in charge is automatically assigned at random from the staff list (Google Sheet). When a person who wishes to borrow an item registers the item, the person in charge approves/records it, and the borrowing of the item is notified to the applicant by email. The return schedule is managed by year and month, and the end of the loan is automatically notified by email in the month when the item is scheduled to be returned. The person in charge records that the item has been returned in the “3. Return Confirmation” step.
This workflow provides instructions for providing and collecting employee ID cards and other items when fixed-term employees enter and leave the company. Instructions are automatically given to each department to collect the items 7 days prior to the employment expiration date. Each department records only the results of the work. The General Affairs Department can check the progress of the collection of loaned items without worrying about forgetting to give instructions.
This workflow is for authorizing permission for personal information to be taken out of the system. Authorization is automatically recorded in the control ledger (G sheet). When a return check is performed, the work result is automatically updated.
This workflow automatically posts review requests to Slack. At the time of application, a person in charge of checking is designated. The work request is automatically posted to the work team channel before the review. Mention of the person in charge is automatically added to the post. (*) Created based on “Anti-Social Check Process, Annual Auto Start”.
This workflow issues internal system accounts to new employees. The accounts are automatically registered one by one from the entry list. The person in charge of general affairs instructs each department to assign the account to the new employee. Each department in charge records the completion of the work. The General Affairs Department can manage progress without worrying about forgetting to give instructions.
This workflow is for adding and updating a Salesforce trading partner record. In the case of a new registration, the supplier record is added to the supplier object. If the registration information is changed, the supplier record is updated. It is assumed that this workflow is automatically started when a trial version is applied or a new order is received.
This workflow automatically requests a service satisfaction survey. Customer information (email address, etc.) is captured from the body of the “Service Offer Notification Email (BCC designation)” and the survey request is sent via email. The customer accesses the form URL provided in the email and responds to the survey.
When the operator specifies the file to be provided, the file will be automatically retrieved from the OneDrive document folder. The public form URL for downloading the retrieved file will be automatically emailed to the customer.
This workflow accepts external payment applications via email. The applicant attaches the invoice file, describes the requirements in the subject line and body, and sends it. The payment flow is automatically started upon receipt of the email. The invoice file is saved with the date and time automatically appended to the file name. After approval by the supervisor, the accounting department will process the remittance.
Web page creators register the date of publication and PagePath. One month after the publication date, the results (PV/session count/overall evaluation) are automatically obtained via Google Analytics API and automatically evaluated on a 5-point scale. The creator can check the objective evaluation and obtain opportunities for improvement.
This workflow accepts subscription applications online. The customer makes a provisional application online using the trial version ID as a key. After the provisional subscription, the customer enters credit card information to make a full subscription. Billing is done periodically via Stripe.
This is a workflow where PayPal invoices are sent automatically. The sales representative enters the billing details and the sales manager approves the details. The accounting department then reviews the automatically generated PayPal invoice draft as appropriate. Upon completion of the accounting review, the PayPal system automatically sends out the invoice.
This is a general purpose business application and approval workflow for nursing care leave notification, leave of absence notification, business card creation, etc.
Templates of application contents are automatically set according to the application work.
The administrative department can manage various types of applications together.
This is a workflow for registering maintenance service requests (SRs) to the central system. SRs are automatically added to a Google Sheet after being checked by the person in charge, and the RPA tool reads the Google Sheet and registers the SRs to the central system.
This workflow allows employees to register their work locations. Employees register their office and telecommute work locations on a daily basis. Employees are automatically grouped (registered to roles) by work location. The role that matches the work location is used for work assignment.
In this workflow inventory checks are done by the general affairs department on an annual basis. When registering for the purchase of equipment, a QR code will be automatically issued and attached to purchased equipment. During regular checks, we will record the match between the equipment information indicated by the QR code and the equipment.
This is a shipping BPO flow where packaging and inspection work is outsourced. If the packing/inspection process is not completed for 2 hours, the work will be automatically transferred to another person.
This process manages seminar registration, questionnaire acquisition, and approach records after the seminar is held. AI determines priority based on the results of the questionnaire and requests contact from the sales department.
This is the business process of accepting and responding to inquiries. The AI determines the priority (high, medium, or low) in consideration of urgency and importance. The contact person can decide the order of response based on the priority level.
This order process manages the automatic renewal of monthly contracts. On the 20th of each month, customers are automatically notified by email of their renewal confirmation. Sales representatives report their intention to cancel to the Administration Department by the 25th of the month. If no report is received, the contract is automatically renewed.