Many companies set deadlines at specific times, such as monthly or weekly. However, despite having deadlines, there are always people who submit documents at the last minute or boldly apply after the deadline has passed...
On the other hand, have you ever found it difficult to know whether your expense application has been approved? It's quite a hassle to check on it yourself.
To make things a little easier for everyone who is struggling with these issues, we introduce "task automation" using Slack!
This time, let's create a flow bot by integrating freee, which is easy to use even for those with little accounting experience, with Slack, which is widely adopted by many companies!
Benefits of Integrating freee and Slack
1. Notifications come in real-time!
When additions or updates are made in freee, you will receive real-time notifications. You no longer need to actively seek out information; just access freee when you receive a notification!
As long as there are no notifications, you can focus on other tasks, significantly reducing the time spent on task processing.
2. Faster response!
With instant notifications for every addition or update, you can respond quickly. Quick responses are essential for tasks with deadlines.
Especially since most tasks managed in freee involve money, if you can experience these benefits, there's no reason not to integrate!
3. Simple tasks become automated!
For tasks that need to be done at set times, such as weekly or monthly, let's automate the simple ones. Repetitive tasks are suitable for automation, so once you create a flow bot, it becomes much easier afterward! You can also greatly reduce the chance of forgetting something by mistake.
What You Can Do by Integrating freee Accounting and Slack
1. Check applications for expenses and payment requests
Expense applications, approvals, and payment requests are usually done at each person's timing. Since everyone does it separately, you need to check freee regularly at set times. For these tasks, set up notifications in Slack for every application or request!
This way, you can focus on other tasks when there are no notifications and respond in real-time when notifications come in.
2. Retrieve unsettled transactions
Deadlines are inevitable for settlements. If you miss a deadline, it can cause significant inconvenience to the other party and damage trust... To prevent this, retrieve only unsettled transactions and notify them in Slack.
If the entire accounting team can check, you won't miss any deadlines.
3. Update client information
Have you ever experienced administrative errors due to changes in bank account details or contact information? The cause might be not being informed of the changes or not updating the information.
Client information is very important. If there are changes, update and notify immediately to prevent simple mistakes!
How to Integrate freee Accounting and Slack Without Code
This time, let's integrate freee and Slack using the domestic no-code tool Yoom. You can start immediately without entering any code.
Register for Yoom here. You can register easily in 30 seconds!
Official documentation about Yoom is here. Please take a look!
What we are going to create now is a template that "notifies Slack when various applications in freee are approved." Yoom offers various templates, so you can create your desired flow bot without code immediately!
Once you finish registering for Yoom, click the banner below to proceed!
.avif)
.avif)
.avif)
