Use OCR to read invoices received in Gmail and register them in the file box of freee accounting.

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  3. Use OCR to read invoices received in Gmail and register them in the file box of freee accounting.
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■Overview

This is a flow to read invoices received in Gmail using OCR and register them in the file box of freee accounting.

By using Yoom, you can easily connect apps without programming.

‍

‍■Recommended for

1. Those who use Gmail for business

・Those who want to improve the efficiency of managing invoices received by email


2. Those who use freee accounting for business

・Those who want to quickly share invoices and billing data

・Those who want to reduce the burden on staff by reducing manual work

‍

■Benefits of using this template

When you receive an invoice in Gmail, uploading to the file box of freee accounting and registering transaction information using OCR reading is automatically completed.

Manual work such as file posting and transcription is no longer necessary, reducing the burden on staff and enabling smooth follow-up.

‍

■Notes

・Please connect Gmail and freee accounting with Yoom.

・Branches are available only in the Mini Plan or higher, and AI operations are available only in the Team Plan and Success Plan. Operations set in other plans will result in an error, so please be careful.

・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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About the Apps You Use
freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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