■Overview
This is a flow that notifies Microsoft Teams when the transaction review of Money Forward Kakebarai is completed.
■Recommended for
1. Accounting personnel using Money Forward Kakebarai
・Those who want to quickly respond by understanding the completion of transaction reviews in real-time
・Those who want to receive notifications of review completion on Microsoft Teams to prevent missing confirmations
・Those who want to flexibly set the notification destination on Microsoft Teams according to the review results
2. Team members who want to understand the review status of Money Forward Kakebarai
・Those who want to understand the progress of transaction reviews to improve the overall efficiency of the team
・Those who want to receive notifications of important transaction review completions on Microsoft Teams and respond quickly
■Benefits of using this template
Money Forward Kakebarai is a convenient tool to streamline transaction review operations, but quickly communicating review completion information to stakeholders is important for smooth business collaboration. It can be difficult to constantly check the Money Forward Kakebarai screen when multiple members are waiting for review results or when actions after review completion are crucial.
By utilizing this flow, notifications will be sent to Microsoft Teams at the moment of review completion, allowing all members to immediately grasp the review results, thereby promoting efficient information sharing and quick response, leading to improved productivity for the entire team.
■Notes
・Please integrate Money Forward Kakebarai and Microsoft Teams with Yoom respectively.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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