Receive invoices in Outlook, read them with OCR, and add them to the Notion database.

■Overview

This flow reads invoices received in Outlook using OCR and adds them to a Notion database.

By using Yoom, you can easily integrate apps without the need for programming.

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‍■Recommended for

1. Those who use Outlook for business

・Those who receive forms from multiple clients via email

・Those who want to efficiently manage invoices received by email

2. Those who use Notion for business

・Those who want to quickly share billing information

・Those who want to reduce the burden on staff by minimizing manual registration tasks

・Those aiming for centralized management of billing information

3. Accounting staff or managers

・Those who want to improve relationships with clients by speeding up accounting processes

・Those aiming to promote paperless and digital accounting operations

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■Benefits of using this template

By implementing this flow, when you receive an invoice in Outlook, its content is read using OCR and automatically added to the Notion database.

Frequent checking of email reception status and transcription of billing information become unnecessary, reducing the burden on staff.

Additionally, by shortening work time, information sharing becomes smoother, enabling quick follow-ups.

 By managing information collectively in the Notion database, searching and referencing billing information becomes easier.