■Overview
This is a flow to add to Notion once an invoice is issued using Money Forward Kakebarai.
■Recommended for
1. Those who use Money Forward Kakebarai in their business
・Those who use it to issue invoices smoothly
・Those who analyze using invoice data
2. Companies that manage information with Notion
・Those who centrally manage information of client companies and utilize it for transactions and strategies
■Benefits of using this template
Money Forward Kakebarai is a tool that can be used to smoothly issue invoices related to transactions.
Furthermore, by centrally managing company information in Notion and sharing detailed information with the entire team, it facilitates smooth business operations.
However, manually entering the invoice information created with Money Forward Kakebarai into Notion each time can make centralized data management challenging.
By utilizing this flow, once an invoice is issued with Money Forward Kakebarai, the content is automatically added to Notion immediately.
Automatically adding information not only eliminates the time and effort of manual entry but also reduces the risk of human error.
The time previously spent on manual work can be utilized for other tasks, allowing the entire team to focus on solving important tasks, thereby improving productivity.
■Notes
・Please integrate both Money Forward Kakebarai and Notion with Yoom.
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