Workflow Apps

Automatic Scheduled Email Campaign

Every morning at 8:00, campaign emails will be automatically sent to the lead 1 day, 5 days, and 10 days after requesting materials. The administrator sets the subject and body of the email in the Day later email basic information connected to the timer start event. In addition, the destination of the mail is extracted from the application and data items set in “Send list extraction”.

Online Estimate Storage Flow

Stores quotation PDF automatically to share. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the quotation is submitted, the quotation which succeeded in the contract is automatically uploaded to the Dropbox folder.

Article Topic Acceptance Flow

Collects suggestions of topics for articles from internal. Employees posts idea, the editor will receive them. Posting can be made by emails as well. The editor is able to make comments on the idea, and consult with others. The comments made by the editor on an idea will be notified by an email to the suggester.

Estimate Creation Flow

Generates a quotation PDF to be approved by the superior. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the approval of the superior, the status of the Issue is recorded at the Task of [3. Submit Quotation] and [4. Win-loss Report].

Answer Drafting Flow

Accepts questions and designates personnel to create the answer. After accepting the question with the Web form or email etc., the person in charge who will prepare the answer sentence will be appointed at the Step of [2. Jurisdiction to answer]. Answers are drafted by AI, and responsible personnel completes it. At the Step of the [5. Reviewing terminology and legal], the content of the answer is checked, and if approved it will proceed to the following Step.

Translation Request Flow

Requests for translation of a draft. The sentences entered in [1. Document set] will be delivered to the translator. When the translation is completed (2. translation), the number of characters is recorded and the requester is notified.

Article Creation Flow

Publishes web articles regarding topics. The writer writes an article on a topic specified at [1. Topic designation]. At [3. Posting judgment], the editor judges whether to a: Approve, b: Correction, c: Discard, d: Supervision, and proceeds with the processing. The writer will receive an email notification when a written article is posted.

Approval Flow-Budget Control

A Proposal-approval flow that automatically records the approved spending in a Google Sheet. When a new Issue is entered at the [1. Submit plan draft] Step, the “Budget Consumption Log” (Google sheet) is referred to, and the total expenditure so far is calculated automatically. At the Step of [2. Decision], the approver can make his/her decision confirming the budget consumption situation. The amount approved is automatically added to the “budget consumption log”.

Delete Seminar Application Information

The seminar application information in the kintone application will be automatically deleted. When a request is made to delete seminar application information from the public form, a deletion confirmation email will be sent to the applicant. When the applicant processes the deletion confirmation form in the email, the seminar application information registered in kintone (belonging to the applicant) will be automatically deleted.

Seminar Registration 3

A new feature has been added to the Seminar Registration 2 application. Seminar participants will now be able to answer questionnaires. After the seminar an e-mail will be sent to the seminar participants requesting them to answer the questionnaire, and they can access the URL written in the e-mail to answer the questionnaire. The seminar operator can check the status of the survey responses on a graphical screen.

Salesforce Cooperation Process

It accesses various objects stored in Salesforce. Either of search by query/append records/update record is done by specifying an access method. It can be initiated by Register/Retrieve clients or Register/Retrieve negotiations workflows. It is possible to return the retrieved data to the initiated workflow by specifying the access method to Return the Result.

Permission to Transport Data

A flow to approve permission to take data containing confidential information out of the office. The take-out applicant, approver, and approval time are automatically recorded to prevent fraud. Return storage and data erasure will be done by a third person.

Travel Request Flow

Allows multiple personnel to make an approval. By registering the deputy manager and assistant manager as “leader of the department (supervisor)”, other than the department manager become able to undertake the Task of [2. Approval on Travel]. Incidentally, the Operation of [2. Approval on Travel] will be allocated to a person other than who handled the [1. Register Travel] Task.