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Outlookで送信する

  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Outlookで送信する
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■概要

Yoomで構築した、freee会計から毎月初めに先月の損益計算書を自動取得し、AIで分析、結果をOutlookで送信する業務ワークフローです。
忙しい月初の会計 ai 作業をぐっとラクにしてくれます！

‍

■このテンプレートをおすすめする方

  • freee会計で毎月の損益計算書取得や転記に時間がかかっている経理担当者の方
  • 会計 ai を使ったデータ分析に興味があり、手軽に始めたいマネージャーや経営者の方
  • 月初の定例レポート作成を自動化して、本来の業務に集中したい方
  • メール送信の手間を減らしたい中小企業のご担当者

‍

■このテンプレートを使うメリット

  • 損益計算書の取得からAI分析、Outlookでのメール送信までを一気通貫で自動化。
  • 手作業や転記ミスを大幅に削減し、正確なレポートを定刻で届けられる。
このテンプレートを試してみる
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