フォームに見込み顧客の一覧ファイルが回答されたら、OCRで読み取りAIで営業リストを作成しMicrosoft Teamsに通知する

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■概要
「フォームに見込み顧客の一覧ファイルが回答されたら、OCRで内容を読み取り、AIが営業リストを自動作成してMicrosoft Teamsに通知する」業務ワークフローです。
手作業を減らし、営業準備を効率的に行うことで、チームの連携がスムーズになります。

■このテンプレートをおすすめする方

  • フォームで顧客データを収集し、営業準備に活用したい営業担当者
  • OCRを使って紙や画像の情報を効率よくデジタル化したい事務担当者
  • AIの力で営業リストの質と作成スピードを向上させたい営業マネージャー
  • Microsoft Teamsで営業情報を一元管理し、チーム連携を強化したい方
  • 営業活動の準備工数を減らし、本来の業務に集中したい企業経営者


■このテンプレートを使うメリット

  • OCRによる自動データ読み取りで手入力ミスや手間を軽減できる
  • AIが営業リストを作成し、ターゲット選定の精度を向上させられる
  • Microsoft Teamsへの通知で、営業チーム全体で情報をスムーズに共有可能
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