Slackの投稿内容をもとにfreee会計に取引先を自動で作成する

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■概要

「Slackの投稿内容をもとにfreee会計に取引先を自動で作成する」ワークフローは、チャットでの投稿内容から会計システムへの登録作業を自動化します。
手動入力の手間が省けるため、業務効率化を図れます。

■このテンプレートをおすすめする方

  • Slackを活用してチーム内の情報共有ややり取りを行っている方
  • freee会計を利用して経理業務を効率化したいと考えている方
  • 取引先情報の登録や管理を、これまで手作業で行っており、入力ミスや手間に課題を感じている方
  • 日々多くの取引先が発生し、スピーディに会計システムへ登録する必要がある方

■このテンプレートを使うメリット

Slackとfreee会計を連携させることで、Slack上で投稿された内容をもとに取引先の情報をfreee会計へ素早く登録できるようになります。
これにより、freee会計へ取引先データを入力する作業が効率化されます。
取引先情報の入力作業をSlackの投稿と連動することで、手動入力の回数が減り、業務の手間を抑えることができます。
また、入力漏れや転記ミスなどのヒューマンエラーが少なくなり、正確性も高まります。

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When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.
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freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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