Flowbot Templates

When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.

When a new expense application is created in freee Accounting, this flow sends the application details via Outlook. By integrating freee Accounting with Outlook, you can avoid the need to manually send expense application details to Outlook, ensuring you stay updated with the latest information and preventing any omissions in sharing.‍

When a new deal is created in HubSpot, this flow also creates a client in freee Accounting. By integrating HubSpot with freee Accounting, the process of registering client information is automated, contributing to the efficiency of sales activities and accounting operations.

This is a business workflow that automatically updates client information in freee Accounting when an email with a specific subject is received in Outlook. It eliminates the need for manual input and improves the timeliness and accuracy of the information.

The information entered in the input form automatically updates the specified partner's freee account information. It is also possible to share the created form with the partner and have them enter the information directly into the form.

This is a flow for storing invoices received via email in the freee accounting file box. It eliminates the need for manual invoice downloads and uploads to freee accounting, leading to significant time savings.

This is a flow to store invoices received by email in the freee accounting file box and notify Slack. By automatically storing invoices received by email in freee accounting and notifying Slack, it reduces manual processing and improves business efficiency.

Register a new client in freee using the information from the input form. You can also register account information and contact person details.

Register a new client in freee from the Yoom database.‍

The flow involves reading receipts received via email using OCR and registering them in the freee accounting file box. By using this flow, files are automatically uploaded to cloud storage, leading to more efficient file management. It also helps prevent omissions in file additions.

This is a flow for reading receipts received in Outlook using OCR and registering them in the freee accounting file box. By using this flow, files are automatically uploaded to cloud storage, which contributes to more efficient file management. It also helps prevent omissions in file additions.

This is a flow for reading receipts received in Gmail using OCR and registering them in the file box of freee accounting. By using this flow, files are automatically uploaded to cloud storage, leading to more efficient file management. It also helps prevent omissions in file additions.

This is a flow that notifies Google Chat of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. Since notifications are automatically sent at the beginning of each month, the risk of overlooking transactions with overdue payment deadlines is reduced.

When an expense application is approved in freee Accounting, this flow retrieves the application details and sends a notification to Google Chat. By integrating freee Accounting with Google Chat, you can easily share application details with team members, preventing any oversights in sharing or management. Feel free to customize the notification content and the chat room for notifications in Google Chat.‍

This is a flow bot that retrieves information from an expense application in freee once it has been approved and sends a notification to a specific channel in Microsoft Teams. Feel free to modify the notification content and the target channel in Microsoft Teams as needed.

This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. It eliminates the need for manual checks, reducing the burden on accounting personnel. It allows for quick information sharing with team members and prompts them to take action.

This is a flow that notifies Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. By using this flow, you can regularly check for transactions that you have forgotten to pay and prompt necessary actions. Notifications are automatically sent to Discord, reducing the effort required for checking.

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.