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Use Case 13 | Automatically Sending Materials to Companies on Specified Dates & Logging the Action in YoomDB
Use Case 13 | Automatically Sending Materials to Companies on Specified Dates & Logging the Action in YoomDB
Yoom 青柳 avatar
Written by Yoom 青柳
Updated over a week ago

📝 Overview

This Flowbot example demonstrates how to automatically send specific materials to companies that match a specified date and log the action in YoomDB.

📌 When a company submits an inquiry, the information is added to YoomDB.

  • Three days after an inquiry, the system automatically sends specific materials to the company.

  • After sending, the system updates the database to record that the materials were sent.

This ensures a structured follow-up process without manual intervention.


🛠 Features and Apps Used

✔️ YoomDB - Stores company and inquiry records

✔️ Schedule Trigger - Starts the Flowbot at a set date and time

✔️ Database Operations - Retrieves and updates records

✔️ Data Manipulation & Conversion - Adjusts dates and renames files

✔️ Branch Command - Directs the workflow based on conditions

✔️ Loop Command - Iterates through multiple records, processing them individually

✔️ Google Drive App - Downloads the necessary materials

✔️ Email Sending Operation - Sends the materials via email

🔍 How It Works

1️⃣ Schedule Trigger Activation

The Flowbot starts based on a preset date.

2️⃣ Adjust Dates

The system calculates the inquiry date and checks if 3 days have passed.

3️⃣ Retrieve Target Companies

Yoom DB pulls all records where:

・3 days have passed since the inquiry

・Materials have not yet been

4️⃣ 🔀 Branch Check

If no companies match the criteria, the Flowbot ends. Otherwise, it proceeds.

5️⃣ 🔄 Process Each Record

Since multiple companies may qualify, a loop command ensures they are processed one by one.

6️⃣ Retrieve Company Details

The system fetches the corresponding company details from YoomDB.

7️⃣ Download Materials

The required files are retrieved from Google Drive.

8️⃣ Rename Files

If the downloaded file has a generic name (e.g., "Untitled"), it is renamed accordingly.

9️⃣ Send Email

The materials are attached and sent to the company.

🔟 Update Database

YoomDB is updated to indicate that the materials have been sent.


🚀 Try It Yourself!

🔗 Related Templates

  • Retrieve a file from Google Drive and send it via email - View Template

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