Workflow Apps

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    Estimate Storage Flow, Excel Online Ledger Update

    Estimate Storage Flow, Excel Online Ledger Update

    A quotation PDF file is generated with the drafted content and uploaded to SharePoint Online. After the order has been confirmed, the contents and results of the quotation are recorded in the Excel Online ledger on…

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    Questetra BPM Suite

    Travel Request App, Teams Chat Notification

    This is the app to apply for and approve business travel. During the application process, the address to be visited can be searched by postcode. After the application is submitted, an approval request is posted to…

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    Inquiry Management Process, Chronologically Formatted Response History

    Inquiry Management Process, Chronologically Formatted Response History

    This is a workflow in which several interactions are recorded in one place until the query is closed. The correspondence and attachments are stored in chronological order. Attachment names are recorded with the date and time…

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    Quote Approval Process, HubSpot Integration

    Quote Approval Process, HubSpot Integration

    This process receives quotation data from the HubSpot Sales Hub, automatically generates a quotation PDF, and requests approval and approval. After approval, the quote approval result is sent to the HubSpot Sales Hub.

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    Questetra BPM Suite

    Contract Work Reporting App

    The app manages the forecasting and actual number of contracted working days on a monthly basis. A report on the operating schedule is automatically requested at the beginning of the month. The number of working days…

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    Questetra BPM Suite

    Order Reporting App, LINE Notification

    This is an order response app initiated by receipt of a fax mail. Immediately after the case starts, the order is notified on line. After confirmation by the sales leader and general manager, if the order…

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    Approval Request Flow (Skip Approval Step)

    Approval Request Flow (Skip Approval Step)

    This is an approval process in which the general manager has to approve the application and the executive officer has to make the final decision. However, if the general manager himself applies for the approval, it…

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    Questetra BPM Suite

    Promotional Items Stock Management App

    This workflow manages the number of promotional items taken out and the number of items in stock. The number of items in stock can be checked at the time of application for removal. The number of…

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    Information Request List Checking Process

    Information Request List Checking Process

    This is a system for checking the validity of delivered material request lists (TSV strings). Duplicate lines, missing email addresses, etc. are checked and non-valid results are notified to the source of delivery.

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    Questetra BPM Suite

    Invoice Storage App, ClimberCloud Integration

    This app is for the electronic storage of received invoices and receipts. The invoice recipient registers the PDF invoice and the issue date, issuer name, invoice amount, etc. After approval by the supervisor, the workflow platform…

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    Billing Process, ClimberCloud Integration

    Billing Process, ClimberCloud Integration

    This process is used to create and electronically store invoices to be issued. An invoice PDF is automatically generated from the input information. The invoice PDF is automatically stored in ClimberCloud (a service that supports the…

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    Questetra BPM Suite

    Inquiry Management App, SharePoint Online List Storage

    This is a centrally managed app for handling inquiries from web forms and phone calls. The system accepts queries from Microsoft Forms / Google Forms. After the response is complete, the data is automatically uploaded to…

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    Maintenance Problem Report Process

    Maintenance Problem Report Process

    This is the process for reporting work problems for field engineers. The problem report will be submitted in a public form. The accepted engineer ID is used to determine whether the engineer is legitimate or not.…

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    Questetra BPM Suite

    Inquiry Response App, ChatGPT Collaboration

    This is an app to centrally manage responses to inquiries via web forms and phone calls. After receiving an inquiry, a draft of the inquiry response is automatically requested to the AI chat (ChatGPT). The person…

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    Travel Request Flow

    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…

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    Catalogue Request Correspondence Flow (Add-on)

    Catalogue Request Correspondence Flow (Add-on)

    Accepts an information request via the webform and registers customer information after sending the catalogue. After checking the contents of the web form entry at the [Confirmation / Judgement] Step, a Cover Sheet PDF is automatically…

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    Internal Sales Management Process

    Internal Sales Management Process

    This process is used to record internal sales contact activities. The person in charge makes contact with the lead and enters information such as the introduction schedule according to the screen. A score is calculated from…

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    Questetra BPM Suite

    Internal Training Application App

    This process manages applications for participation in in-house training programs. Once the application is received, the applicant is automatically added to the training schedule in the Outlook calendar.

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    Questetra BPM Suite

    Internal Training Management App

    This process manages the master for internal training programs. The Outlook calendar events and Questetra master required by the application acceptance process are automatically maintained.

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    Group Member List Creation App

    Group Member List Creation App

    This process automatically creates a list of Microsoft365 group members and emails it to designated users. If you want to do an inventory of the entire Microsoft365 group (contacting each group’s administrator for confirmation), you can…

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    Add/Delete Project Member Request Process

    Add/Delete Project Member Request Process

    This is the process to request the addition or deletion of a project member. After approval, the request is automatically reflected in the Microsoft365 Group on the specified date. Up to 50 members can be processed…

Tag cloud

Adobe PDF Services APIAdvanced-compatibleAdvertising Mgmt.Approval FlowsAsset Mgmt.Attendance Mgmt.Basic-compatibleBilling SettlementBOX APIBudget ControlCareer DevelopmentCloud ControlConstruction Mgmt.Contract NegotiationContracted WorkCost EstimateDisclosure ProcessDropbox APIExpense ClaimGoogle Analytics Reporting API v4Google Calendar API v3Google Drive API v3Google Sheets API v4Google WorkspaceHello-World AppIdentity ManagementInformation ControlInquiry ResponseInvoice and billingkintonekintone APIMarketingMicrosoft 365Microsoft OneDriveOpenAI APIOrder FulfillmentOutsourcing Mgmt.PayPal Invoicing APIPerformance EvaluationProduct ShipmentPurchase OrderQuality ControlQuestetra System Settings APIQuestetra Workflow APIRequest ManagementRoutine ReportRoutine TasksSalesforceSalesforce APIService RequestSlack Web APIStripe APITalent AcquisitionTask RequestWorkflow Automation