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Efficient Expense Automation with Microsoft Outlook 365 and SAP Concur Integrations
Optimize your expense management workflow with the integration of Microsoft Outlook 365 and SAP Concur with UiPath. This trio is a game-changer, particularly in aspects of efficiency, accuracy, and compliance within expense management. Experience a reduction in manual tasks, ensuring a smoother and error-free process. The synergy between Outlook 365, SAP Concur and UiPath not only simplifies tasks but also enhances overall productivity across your expense management spectrum. Take advantage of this powerful combination to elevate your business processes and ensure a seamless experience for managing expenses.
Integration Connectors
Connectors are used to integrate with third-party services. You can enable or disable connectors as needed.
Microsoft Outlook 365
A cloud-based version of Microsoft's email, calendar, and contact management program. Automate repetitive or time-intensive tasks like email sorting/funneling, report generation, and event creation. (.NET 5.0)
Concur
A web-based expense management service. After connecting, automate across travel, expensing, and vendor invoicing, streamlining at every available step of your enterprise processes.
Explore Studio Web templates
Quickly start in Studio Web as your Web based automation canvas and build and test Cross-platform automations across online apps and services.
| Template | Apps | Used in | ||
|---|---|---|---|---|
 | Forward Outlook emails to another account and move folders When a new Outlook email is received, forward it to another account and move it to a different folder. |  | 413 automations | |
| Create a SAP Concur Quick Expenses when a new Outlook email is received When receiving an email with a receipt on Outlook, create a quick expense in SAP Concur by extracting data from the receipt using Document Understanding |    | <100 automations | |
| Download files from a new email containing web URLs and upload them to OneDrive Download files based on URLs found in an Outlook email and upload the target file to a specified OneDrive location. |  | <100 automations | |
| Log Outlook emails to an Excel workbook Use Excel to track everything sent to your Outlook inbox. The workbook will be structured with columns Subject, Sender, Received Date and Body Preview. |  | <100 automations | |
| Create Holidays Calendar Events from Excel Create a holiday calendar from an Excel file. If the file is not found, a template is created. |  | <100 automations | |
| Create a SAP Concur Quick Expenses when a new Gmail email is received When receiving an email with a receipt on Gmail, create a quick expense in SAP Concur by extracting data from the receipt using Document Understanding |  | <100 automations | |
| Extract new lead information from an Outlook email and add it in Salesforce When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry. |  | <100 automations | |
| Log Outlook emails in Google Sheets Use Google Sheets to track everything sent to your Outlook inbox. The spreadsheet will be structured with columns Subject, Sender, Received Date and Body Preview. |  | <100 automations |
Start from activities and triggers
Experience a quick start with Studio Web's activities and triggers to expedite your automation time-to-value.
Move Email to a New Folder
Email Received containing a URL
Upload the downloaded file to OneDrive
Email Received containing a URL
Explore Studio Desktop listings
Tap into Studio's ecosystem for diverse activities, powering use cases from data extraction to IT automation, all within your desktop application.
| Listing | Apps | Downloads | ||
|---|---|---|---|---|
 | UiPath Mail Activities The Mail Activities package is designed to facilitate the automation of mail-related tasks. Activities are available for different protocols and applications. | 213 | ||
 | かんたん経費精算 - FAST ACCOUNTING x Concur Expense AI-OCR かんたんシリーズ第 1 弾、かんたんに経費精算業務を自動化できるワークフローテンプレート | | <100 | |
 | Microsoft Office 365 Activity (Send Mail) The UiPath Microsoft Office 365 activity makes use of Outlook Online to send emails. This short demo illustrates how to use it. |  | 161 |
Explore Collections to get inspired
Don't know where to start from? Dive into our curated collections. They're your stepping stones to innovative automation projects.
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
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