クラウドサインで書類の締結をしたら、OCRで内容を読み取りSansanに登録する

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■概要

「クラウドサインで書類の締結をしたら、OCRで内容を読み取りSansanに登録する」ワークフローは、Yoomの業務ワークフローで契約書の締結から名刺管理までを自動化します。OCRが書類情報を正確に抽出し、Sansanへ登録。ミスを抑えながらスピーディに管理できます。
Yoomを利用すると、プログラミング不要で簡単にアプリ同士を連携することができます。

■このテンプレートをおすすめする方

  • クラウドサインを使って契約書締結を行い、その後のSansan登録を手作業でしている方
  • OCR読み取りに時間がかかり、複数の名刺情報登録で負担を感じている総務・秘書の方
  • 書類締結から名刺管理までの業務ワークフローを一度に整えたい管理者の方
  • sansan クラウド サインの連携で業務改善を図りたいIT部門や業務改善担当の方

■このテンプレートを使うメリット

  • 登録作業の時間短縮
    ・OCRで内容を即時抽出し、Sansanへ自動登録
  • エラー削減
    ・手入力ミスを防ぎ、正確な名刺データを実現
  • プロセスの標準化
    ・業務ワークフローを統一化して引き継ぎもスムーズに
  • 情報の一元管理
    ・Sansanで名刺データを集中管理し、社内共有がラクになります
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About the apps you use
CloudSign
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