Read the receipt sent via Google Forms using OCR, add it to kintone, and notify via Outlook.

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■Overview

This is a flow that reads receipts submitted via Google Forms using OCR, adds them to kintone, and sends notifications through Outlook.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

■Recommended for

  • Accounting personnel or administrative staff who find receipt processing and expense reimbursement tasks cumbersome
  • Members of accounting teams in companies that receive numerous receipts from multiple branches or offices
  • Business owners or managers aiming to digitize paper receipts and promote a paperless environment
  • Those who want to centralize the management of receipt data in kintone
  • Back-office personnel who wish to reduce errors from manual entry of receipts

■Benefits of using this template

With this flow, the OCR reading of receipts submitted via Google Forms, the addition of information to kintone, and internal notifications through Outlook are all automated.

By eliminating the need for manual verification and transcription, the workload of accounting and administrative staff is reduced, even when there are many employees or locations.

Additionally, the risk of human errors such as registration omissions is minimized, making it easier to manage receipt data centrally in kintone.
The quick reflection of data allows for timely understanding of expense situations, facilitating smooth budget management and analysis.

Furthermore, automatic notifications through Outlook help prevent oversight by expense approvers or accounting personnel.

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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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kintone
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Microsoft Outlook
Microsoft Outlook
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