Outlookで特定の件名のメールを受信したら、請求書をAIで作成し、送信する

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■概要
「Outlookで特定の件名のメールを受信したら、請求書をAIで作成し、送信する」ワークフローは、メールからの請求書作成と送信を自動化する業務ワークフローです。
Yoomを活用すれば、Outlookで受信したメールを自動的に検出し、AIを使って請求書を作成、さらに自動で送信することが可能です。
このワークフローを導入することで、煩雑な作業を効率化し、業務のスムーズな運営を実現できます。

■このテンプレートをおすすめする方

  • Outlookを日常的に使用し、請求書の手動作成に時間を割いている営業担当者の方
  • 請求業務の自動化を検討しており、AIの活用に興味がある経理担当者の方
  • 複数のSaaSアプリを連携させて業務効率化を目指しているITマネージャーの方
  • 請求書の作成ミスを減らし、正確な業務運営を図りたい経営者の方


■このテンプレートを使うメリット

  • 業務効率の向上:手動での請求書作成をAIが代行するため、時間を節約できます。
  • エラーの削減:自動化によりヒューマンエラーを防ぎ、正確な請求書を安定して作成できます。
  • スムーズな対応:メール受信から請求書送信までのプロセスが自動化されるため、スムーズな対応が可能です。
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About the Apps You Use
Microsoft Outlook
Microsoft Outlook
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About the apps you use
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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