Update the client information in freee Accounting based on emails with specific subjects in Outlook.

■Overview

This is a workflow that automatically updates client information in freee Accounting based on the content of emails received in Outlook with specific subject lines.
It helps reduce the workload of data entry from emails and maintains the timeliness and accuracy of accounting information.

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■Recommended for

• Accounting personnel who regularly use Outlook and manage client information in freee Accounting
• Business professionals who spend time manually entering client information from emails
• Business owners who want to automate data updates in freee Accounting to improve operational efficiency
• Personnel managing a large amount of client information who want to prevent human errors
• Team leaders looking to improve business processes using IT tools

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■Benefits of using this template

• Automation of data entry: Automatically reflects the content of emails from Outlook into freee Accounting, reducing the effort of manual entry.
• Improvement of data timeliness and accuracy: Automatically updates client information after receiving emails with specified conditions, ensuring the data is always up-to-date.
• Improved operational efficiency: Automating repetitive data entry tasks allows you to focus on other important tasks.
• Reduction of errors: Prevents human errors through automatic updates, enhancing data reliability.