Outlook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

「Outlook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」ワークフローは、メールの添付ファイルからテーブルデータを抽出できます。
自動でMicrosoft Excelに追加されるため、入力作業の手間を減らせます。

■このテンプレートをおすすめする方

  • Outlookで日常的に業務メールを受信し、添付ファイルに含まれる資料や領収書などのテーブルデータをMicrosoft Excelで管理したい方
  • 複数の取引先や社内から送られてくるPDFや画像ファイルの中から、必要なテーブルデータを迅速に抽出したい方
  • データ入力を手作業で行っており、作業工数や転記ミスを削減したいと考えている方
  • Microsoft Excelを活用した売上管理や在庫管理、経費精算などの業務プロセスをスピーディに進めたい方
  • 情報システム部門や総務部門で、日々大量の帳票や書類データの管理に課題を感じている方

■このテンプレートを使うメリット

Outlookで受信した添付ファイルの中からOCRを使ってテーブルデータを抽出し、そのままMicrosoft Excelに追加できるこの自動化フローを活用すれば、煩雑な手作業を効率化できます。
これまではメールからファイルをダウンロードし、手作業でデータを入力する必要がありましたが、このフローがあれば、データ抽出からMicrosoft Excelへの反映までをスピーディに行えるようになります。
これにより、面倒な作業にかかっていた時間を他の業務へ充てることができ、全体の業務効率が自然と向上します。
さらに、目視での入力作業が不要になるため、ヒューマンエラーを抑え、より正確にデータ管理ができる点も大きなメリットです。

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