GmailでBIデータを受信したら、OCRしAIで売上傾向を分析してAirtableに登録する

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■概要

GmailでBIデータを受信したら、OCRでレポートをテキスト化し、AIで売上傾向を分析、その結果をAirtableに自動登録する業務ワークフローです。AI活用で毎日の集計作業をスマートに。手作業の入力ミスを減らし、レポート確認の時間も短縮できます。

■このテンプレートをおすすめする方

  • Gmailで日々送られるBIデータの集計や転記に時間を取られているデータ担当者の方
  • OCRやAIによるテキスト化・分析を試してみたい方、AIによる業務自動化にチャレンジしたい方
  • 売上傾向をAirtableで可視化し、一元管理を進めたい営業・経営層の方
  • 手作業の入力ミスや工数削減を重視し、効率的な業務ワークフローを求める方

■このテンプレートを使うメリット

  • 受信→OCR→AI分析→Airtable登録を自動化し、日々の転記作業を削減
  • OCRとAIでテキスト化から傾向分析までワンストップで実施
  • Airtableに結果を集約し、履歴管理や可視化も簡単に
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Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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