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 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 allows employees to register their work locations. Employees register their office and telecommute work locations on a daily basis. Employees are automatically grouped (registered to roles) by work location. The role that matches the work location is used for work assignment.
This workflow manages questions sent to vendors via email.
Question emails are sent to the vendor with an automatically numbered ID in the subject line.
Upon receipt of the response email, the question email and the response email are linked by the ID in the subject line of the response email.
This is a workflow for adding and updating customer master data.
The master data held on ExcelOnline is automatically updated, and a history of additions and updates to the master is kept.
Requests can be made even if the requester does not have ExcelOnline editing privileges.
A quotation PDF file is automatically generated based on the drafted contents.
After submitting the quote, the PDF file is automatically uploaded to OneDrive.
This workflow is for the conference secretary to prepare for a web conference. The secretary obtains approval of the schedule and agenda from the supervisor. After approval, the meeting is automatically announced using Google Calendar. At the same time, it will also notify you of the Meet access URL.
This is a business process that accepts ID addition/deletion requests for internal systems. Requests are automatically assigned only to staff members who have ID management authority. The requester will be automatically notified when the work is completed.
This flow allows documents used in management meetings and other meetings to be shared with meeting participants. Attached meeting material files are automatically uploaded to a shared folder on Google Drive. When the sharing deadline is reached, the file is deleted from the shared folder.
This is a process for recording internal sales contact activities.
The contact person collects customer information and inputs information about the business, company size, etc.
Based on the entered customer information, ChatGPT predicts the issues the customer may have.
The contact person can consider proposals based on the predicted issues.
This workflow is used to confirm receipt and return of items on loan. A QR code is issued upon approval of a loan application and the applicant is notified. The person in charge in the General Affairs Department displays the form from the user’s QR code when lending/returning the item. The loan/return date and time are entered on the form.
This workflow accepts applications to borrow items. When a loan application is submitted, the loan status of the specified item is displayed in the list by pressing the search button. The loan status is retrieved from the loaned/reserved application, the period and user are retrieved and entered.
This workflow receives HubSpot notification emails and manages customer outreach. The company name, customer name, etc., mentioned in the notification email are automatically stored as independent data. The results of the approach are also stored according to the sales activity.
This workflow allows the conference secretary to prepare for the organisation of a web conference. The secretary obtains approval of the schedule and agenda from their supervisor. After approval, the meeting is automatically announced using the Outlook calendar.
You will also be notified of the Teams meeting URL.
This workflow automatically imports the latest customer master. The master data held on Google Sheets is automatically synchronised to the choice master in Questetra. Regardless of whether you have the authority to edit the choice master, if you have the authority to execute this flow, you can execute the synchronisation process.
A quotation PDF file is generated with the drafted content.
After the quotation is submitted, the quotation PDF file is uploaded to SharePoint Online.
The quotation results are also recorded in a ledger prepared in Excel Online on SharePoint Online.
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.
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 that meet certain criteria (SAL: Sales Accepted Lead) are passed on to the sales force (field sales).
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.