Workflow Apps

2023-06-26

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2023-06-26

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 SharePoint Online.
2023-06-20

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2023-06-20

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 Microsoft Teams Chat.
2023-06-19

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2023-06-19

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 appended at the beginning.
2023-06-13

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2023-06-13

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.
2023-06-12

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2023-06-12

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 is automatically calculated at the time…
2023-06-06

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2023-06-06

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 amount is $5000 or more, the…
2023-05-25

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2023-05-25

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 will proceed to the executive’s decision…
2023-05-16

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2023-05-16

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 promotional items in stock is automatically…
2023-05-11

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2023-05-11

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.
2023-05-02

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2023-05-02

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 stores the invoice file and data…
2023-04-25

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2023-04-25

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 Electronic Bookkeeping Act and invoice system).
2023-04-24

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2023-04-24

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 SharePoint Online lists (Microsoft Lists) via…
2023-04-11

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2023-04-11

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. At the same time, attributes such…
2023-04-10

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2023-04-10

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 in charge uses the draft to…
2023-04-04

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2023-04-04

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.…
2023-04-04

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2023-04-04

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 generated. Also, the customer information is…
2023-04-04

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2023-04-04

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 the entered information, and only leads…
2023-03-30

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2023-03-30

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.
2023-03-30

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2023-03-30

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.
2023-03-30

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2023-03-30

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 use the list of group names…
2023-03-30

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2023-03-30

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 at a time.

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