Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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freee Accounting
When you receive an email with an attached invoice, use AI to read the invoice and register it in freee Accounting.
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.
freee Accounting
Microsoft Outlook
When an expense claim is created in freee Accounting, send an email in Outlook.
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.‍
Google Sheets
freee Accounting
When a row is added to Google Sheets, register the client in freee Accounting.
This is a flow for registering a client in freee Accounting when a row is added to a Google Spreadsheet. When a client is added in Google Spreadsheet, it is automatically registered in freee Accounting, allowing for more efficient manual work.
freee Accounting
HubSpot
When a deal is created in HubSpot, also create a client in freee Accounting.
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.
freee Accounting
Update the client information in freee Accounting based on emails with specific subjects in Outlook.
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.
freee Accounting
Store the invoice received by email in the freee accounting file box.
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.
freee Accounting
Slack
Store the invoice received by email in the freee accounting file box and notify via Slack.
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.
freee Accounting
Receive a receipt via email, read it with OCR, and register it in the freee accounting file box.
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.
freee Accounting
Microsoft Outlook
Receive a receipt in Outlook, read it with OCR, and register it in the freee accounting file box.
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.
freee Accounting
Gmail
Read receipts received in Gmail using OCR and register them in the freee accounting file box.
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.
freee Accounting
Google Chat
Notify overdue transactions in freee Accounting to Google Chat at the beginning of each month.
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.
freee Accounting
Notify in Google Chat when an expense claim is approved in freee Accounting.
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.‍
freee Accounting
Microsoft Teams
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
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.
freee Accounting
Discord
Notify Discord of transactions past their due date in freee Accounting at the beginning of each month.
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.
Square
freee Accounting
After creating payment information with Square, create a client in freee Accounting
When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.‍