Once the sales representative has received the requested manuscript, the production staff will begin production.
After the generation AI cross-checks the manuscript, a reviewer will review it, taking into consideration the results of the AI’s check.
If the review is approved, the sales representative will handle the delivery.
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost.
After approval by a supervisor, a PDF file of the quotation with a stamp is automatically generated (using Google Sheets and Google Drive).
After the order is confirmed, the result is automatically posted to the in-house SNS.
This is a process for emailing a proposal to a customer after reviewing it.
The creator registers the proposal file and email address.
By attaching an image file of the proposal, it can be reviewed by AI (ChatGPT).
After a human review, it can be emailed to the customer.
This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost.
After approval by a superior, a PDF file of the quotation with a stamp is automatically generated (using Excel Online and OneDrive).
After the order is confirmed, the result is automatically posted to the in-house SNS.
This is a process for electronically storing received invoices (including delivery notes, receipts, etc.).
The recipient of the document registers the PDF invoice along with the issue date, issuer name, invoice amount, etc.
After approval by the manager, a timestamp is added to the document file using GMO Sign, and the file is saved to OneDrive/SharePoint Online.
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 is the process of requesting a translation (Japanese to English) of a specified text.
ChatGPT/Gemini will automatically generate a translation proposal for the draft entered by the requester.
The translator will complete the translation using the translation proposal created by ChatGPT/Gemini as a reference.
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 flow is to appoint a person in charge and make a request. Work requests and completion reports are recorded and managed. Work reports are automatically posted to Microsoft Teams.
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.
Automatically responds to everything from sending a survey request email to a thank you email, and sends an automatic reminder email if the survey has not been responded to after 3 days. Pre-populated web forms with customer IDs, etc. are prepared to reduce the burden of inputting information.
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 is a process that centrally manages everything from pre-contract checks to the contract conclusion procedures.
After pre-contract checks and coordination with the client are complete, the contract is concluded.
Both paper and electronic contracts are supported, and if your company uses its own electronic contract service, it will automatically link with Box Sign.
This is a process that centrally manages everything from pre-contract checks to the contract conclusion procedures.
After pre-contract checks and coordination with the client are complete, the contract is concluded.
Both paper and electronic contracts are supported, and if your company uses its own electronic contract service, it will automatically link with GMO Sign.
This is the flow from receiving an order to production, delivery, and payment confirmation. Raw material confirmation and product production are carried out simultaneously.
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.