Promo Material Production Process, OneDrive/ChatGPT Connectivity
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…
Quote Approval Process, Google Drive/Sheets Connectivity
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…
Proposal Review/Submission Process, ChatGPT Integration
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…
Estimate Creation Process, OneDrive/ExcelOnline Integration
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…
Invoice Storage Process, GMO Sign Integration
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,…
Automatic Update Salesforce Customer Master
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…
Lending Management App, Random Responder Selection
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…
Translation Process, ChatGPT/Gemini Integration
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…
Joining and Retiring Loan Item Management App
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…
Work Request Flow, Microsoft Teams Posts
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…
Personal Information Transfer App
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…
Anti-Social Check App, Slack Post
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…
Account Issuance App, API Launch Support
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…
Add/Update Salesforce Account Object
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.…
Satisfaction Survey, Start Receiving Emails
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 Acquisition
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…
File Sharing Process, Automatic File Retrieval
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…
Contract Confirmation and Execution Process, Box Sign Connected
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…
Contract Confirmation and Execution Process, GMO Sign Connected
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…
Order Delivery App, Material Check/Production in Parallel
This is the flow from receiving an order to production, delivery, and payment confirmation. Raw material confirmation and product production are carried out simultaneously.
External Payment App, Email Application
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…