Google Driveに見込み顧客一覧のファイルがアップロードされたら、OCRで読み取ってAIで営業リストを作成しSlackに通知する

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  3. Google Driveに見込み顧客一覧のファイルがアップロードされたら、OCRで読み取ってAIで営業リストを作成しSlackに通知する
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■概要
「Google Driveに見込み顧客一覧のファイルがアップロードされたら、OCRで内容を読み取り、AIが営業リストを自動作成してSlackに通知する」業務ワークフローです。
ファイルの内容を効率よく解析し、営業活動に役立つリストをチームでスムーズに共有できます。

■このテンプレートをおすすめする方

  • Google Driveを利用して顧客データを管理している営業担当者の方
  • OCRを活用して手入力の手間を減らしたい事務担当者の方
  • AIの力を借りて営業リストの精度と作成スピードを高めたい営業マネージャーの方
  • Slackで営業情報を一元管理し、チーム連携を強化したい営業支援担当者の方
  • 営業活動の準備工数を削減し、本来の業務に注力したい企業経営者の方


■このテンプレートを使うメリット

  • OCRによるデータ読み取りで手入力ミスを削減し作業効率をアップ
  • AIが営業リストを自動生成し、ターゲット選定の精度を向上
  • Slackへの通知でチーム全体にタイムリーに営業情報を共有可能
このテンプレートを試してみる
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