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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.
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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.
Studio Web テンプレートを見る
Web ベースの自動化キャンバス「Studio Web」で、さまざまなオンライン アプリやサービスを自動化するクロスプラットフォーム オートメーションを構築・テストできます。
| テンプレート | アプリ | 使用中のオートメーション | ||
|---|---|---|---|---|
 | 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. |  | 437 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション |
アクティビティやトリガーを使用する
Studio Web のアクティビティとトリガーを活用して素早く開始し、自動化のタイム トゥ バリューを短縮できます。
Move Email to a New Folder
Email Received containing a URL
Upload the downloaded file to OneDrive
Email Received containing a URL
デスクトップ版 Studio のコンポーネントを見る
Studio のエコシステムを活用して、多種多様なアクティビティを利用できます。データ抽出から IT オートメーションまで、幅広い自動化のユース ケースをデスクトップ アプリケーションから実現できます。
| コンポーネント | アプリ | ダウンロード数 | ||
|---|---|---|---|---|
 | 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. | 223 | ||
 | 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. |  | 162 |
コレクションを見てインスピレーションを得る
迷ったら、まずはキュレーションされたコレクションを見てみましょう。革新的な自動化プロジェクトへの足がかりとなるはずです。
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
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