毎月初めにfreee会計で先月の損益計算書を取得し、AIで分析して結果をMicrosoft Teamsに通知する

  1. Apps
  2. freee Accounting
  3. 毎月初めにfreee会計で先月の損益計算書を取得し、AIで分析して結果をMicrosoft Teamsに通知する
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■概要

このワークフローは、毎月初めにfreee会計のAPIで先月の損益計算書を自動取得し、会計 aiを活用してAIが収益や費用の傾向を分析。
その結果をMicrosoft Teamsへ自動通知する業務ワークフローです。
API連携からRPA、AI分析までYoomが一気通貫で処理し、月次業務の負担をぐっと軽減します。

‍

■このテンプレートをおすすめする方

  • 毎月の損益計算書のダウンロードや集計に時間を取られている経理担当者
  • freee会計とMicrosoft Teamsを日頃から活用し、会計 ai分析を試してみたい方
  • 経営層や関係部署への月次レポート共有をもっとスムーズにしたい管理職の方
  • 反復的な月次業務を自動化し、本来の分析業務に注力したいチームリーダー
  • AIやRPAを業務に取り入れ、データドリブンな経営判断を促進したい企業

‍

■このテンプレートを使うメリット

  • 手作業ゼロで月次報告：損益計算書の取得からMicrosoft Teams通知まで自動化！
  • 会計 ai分析で重要ポイントを見逃さない：トレンド把握や異常値検知が迅速化
  • 情報共有のスピードアップ：通知を受け取ったその場で意思決定が可能に
このテンプレートを試してみる
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