Outlookで領収書が送信されたら、OCR後にAIで勘定科目毎などで自動仕訳し、Microsoft Excelにまとめる

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■概要
「Outlookで領収書が送信されたら、OCR後にAIで勘定科目毎などで自動仕訳し、Microsoft Excelにまとめる」ワークフローは、経費処理の手間を大幅に軽減する業務ワークフローです。
このワークフローを活用すれば、Outlookに送信された領収書を自動でOCR処理し、仕訳を自動化。
さらにそのデータをMicrosoft Excelにまとめることで、効率的な経費管理が可能になります。

■このテンプレートをおすすめする方

  • Outlookを利用して領収書を管理している経理担当者の方
  • 経費処理に時間を取られ、他の業務に集中できないビジネスパーソン
  • 手作業による仕訳作業のミスを減らしたいと考えている企業の経営者
  • Microsoft Excelを活用して効率的にデータを管理したい方

■このテンプレートを使うメリット

  • 仕訳作業の自動化:OCR機能により領収書の情報を自動で読み取り、仕訳を行うため、手作業の手間が省けます。
  • データの一元管理:Microsoft Excelにデータが自動でまとめられるため、経費管理が一目で把握でき、分析も容易になります。
  • ミスの削減:自動化によりヒューマンエラーを防止し、正確な経費処理が実現します。
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Microsoft Excel
Microsoft Excel
 Templates using
Microsoft Outlook
Microsoft Outlook
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OCR
OCR
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About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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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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OCR
もちろんです。以下が翻訳されたテキストです。 --- ``` <!DOCTYPE html> <html lang="ja"> <head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>サンプルページ</title> </head> <body> <header> <h1>ようこそ</h1> <nav> <ul> <li><a href="#home">ホーム</a></li> <li><a href="#about">私たちについて</a></li> <li><a href="#contact">お問い合わせ</a></li> </ul> </nav> </header> <main> <section id="home"> <h2>ホーム</h2> <p>これはサンプルのホームページです。</p> </section> <section id="about"> <h2>私たちについて</h2> <p>私たちはウェブ開発を専門としています。</p> </section> <section id="contact"> <h2>お問い合わせ</h2> <p>お問い合わせはメールでお願いします。</p> </section> </main> <footer> <p>著作権 &copy; 2023 サンプル会社</p> </footer> </body> </html> ``` --- この翻訳でHTML構造はそのままに、テキストのみを英語に変換しました。
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