Gmailで請求書PDFを受け取ったら、OCRしてMicrosoft Excelに明細(テーブル)情報を追加する

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■概要

「Gmailで請求書PDFを受け取ったら、OCRしてMicrosoft Excelに明細(テーブル)情報を追加する」ワークフローを利用すると、メール受信後のファイル内容を自動で集計できます。
表データの転記作業が不要になり、Microsoft Excelへの入力がスムーズになります。

■このテンプレートをおすすめする方

  • 業務でGmailを利用し、取引先や顧客からの添付ファイル(PDFや画像形式)のテーブルデータを管理している方
  • 紙書類やPDFの帳票データをExcelにまとめる作業が多く、データ入力作業を効率化したいと考えている方
  • 手入力によるデータ転記ミスや作業時間の増加に課題を感じている方
  • Microsoft Excelを活用して売上集計や業務管理を行い、常に最新のデータを保持しておきたい方
  • 正確かつスピーディにテーブルデータを抽出し、Microsoft Excelに反映させたい業務担当者やバックオフィス担当者

■このテンプレートを使うメリット

Gmailで受信したファイルからOCRでテーブルデータを抽出し、Microsoft Excelに自動で追加するこのフローを活用すると、日々のデータ入力業務をスピーディに進めることができます。
手作業でファイルをダウンロードし、内容を目視で確認しながらMicrosoft Excelに入力する手間がなくなるため、作業負担を減らせます。
これにより他の業務により多くの時間を充てられるのも大きな利点です。

さらに、手入力時に起こりがちな記入漏れや入力ミスなどのヒューマンエラーも削減できるでしょう。

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