Integrate Microsoft Office 365 to Rossum in one click, or tell Integrately AI how you want each document handled. Retrieve message attachments, upload documents, export confirmed data, and notify your team automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Rossum flow
Send extracted document data to your accounting tools, cloud storage, or team chat the moment confirmation finishes. Pick a combination and activate it in one click.
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QuickBooks Online (3)
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Xero (2)
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Google Drive (2)
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Slack (2)
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Asana (2)
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Airtable (2)
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When an email is received in Microsoft Office 365, upload the attachment to Rossum, and create a QuickBooks Online invoice.
Invoice documents arriving in Microsoft Office 365 are sent to Rossum and recorded in QuickBooks Online instantly.
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When a Rossum annotation is exported, create a QuickBooks Online bill and notify your accounting team on Slack.
Confirmed Rossum data creates a QuickBooks Online bill automatically while Slack alerts your finance team.
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Use ChatGPT to review Rossum exported documents, create a QuickBooks Online expense, and log it in Google Drive.
ChatGPT analyses Rossum output before creating a QuickBooks Online expense and saving a copy in Google Drive.
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When an email is received in Microsoft Office 365, upload the document to Rossum, and create a Xero bill.
Email attachments are sent to Rossum for parsing and added directly as Xero bills.
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When a Rossum annotation is exported, create a Xero contact and post an update in Slack.
New vendor details from Rossum update Xero contacts and notify your team in Slack.
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When an email is received in Microsoft Office 365, save the attachment in Google Drive and upload it to Rossum.
Incoming document attachments are archived in Google Drive and sent to Rossum for data extraction.
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When a Rossum annotation status changes to exported, save the document in Google Drive and alert your team in Slack.
Exported Rossum documents are stored in Google Drive and announced in Slack.
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When an email is received in Microsoft Office 365, upload it to Rossum and notify your team on Slack.
Email attachments sent to Microsoft Office 365 trigger Rossum uploads and alert your team in Slack.
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When a Rossum annotation is exported, post the extracted summary in Slack and save a record in Airtable.
Exported Rossum data updates Airtable records and shares summaries in Slack.
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When an email is received in Microsoft Office 365, upload the document to Rossum and create an Asana task.
Incoming document emails initiate Rossum processing and create follow-up tasks in Asana.
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When a Rossum annotation is exported, create an Asana task and notify your team in Slack.
Exported Rossum documents generate tasks in Asana and trigger team alerts in Slack.
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When an email is received in Microsoft Office 365, upload the document to Rossum and create an Airtable record.
Email documents parsed by Rossum are logged directly into your Airtable database.
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When a Rossum annotation is exported, create an Airtable record and notify your team in Slack.
Exported Rossum document data populates Airtable records while alerting your team in Slack.
Supported triggers and actions for Microsoft Office 365 and Rossum
Mix and match to build the exact automation you need
Send incoming Microsoft Office 365 email attachments straight to Rossum the moment they arrive. Eliminate manual downloading and uploading for faster document processing.
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Extract complex data from any document
Let Rossum read, analyze, and interpret complex data from business documents without human intervention. Deliver complete sets of structured data within seconds.
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Alert your team on status changes
Notify your staff in Slack or via email as soon as Rossum annotations are updated or exported. Ensure everyone knows when critical documents are ready for review.
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Route documents based on extracted fields
Send exported document data to different destinations or assign specific tasks depending on fields submitted in the source document.
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Keep financial records up to date
Synchronize exported Rossum data with your accounting software and cloud storage systems automatically. Maintain consistent records across your entire software stack.
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Create tasks and update contacts
Generate follow-up tasks in Asana or update contact records in Microsoft Office 365 whenever document annotations change status or complete export.
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Handle confirmed document exports
Trigger downstream workflows only after document data is verified and exported from Rossum. Ensure only clean, confirmed data enters your core systems.
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Extend flows to popular team apps
Connect your automated document processing pipeline with Slack, Google Drive, Asana, and hundreds of other apps to build complete operational workflows.
And much more...
Who is Microsoft Office 365 + Rossum integration for?
Teams handling high volumes of business documents eliminate manual data entry, streamline invoice processing, and keep accounting records perfectly synchronized across platforms.
Finance directors
Accounts payable managers
Client service teams
Data entry specialists
Operations coordinators
Compliance officers
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Finance directors
You rely on accurate invoice metrics for financial forecasting, but your ledger only updates after manual data entry, so your budget numbers are always hours behind — with this integration, every processed document lands in your accounting ledger instantly and your financial data stays current.
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Accounts payable managers
You need to approve vendor bills quickly, but incoming emails sit unread in Microsoft Office 365 until someone manually reviews them, so payment deadlines get missed — with this integration, every email attachment is uploaded to Rossum and processed instantly.
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Client service teams
You answer client inquiries about document processing status, but tracking down files across multiple inboxes wastes valuable hours, so clients experience frustrating delays — with this integration, document updates sync automatically and your team answers with confidence.
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Data entry specialists
You spend hours copying line items from complex PDF documents into spreadsheets, but human fatigue leads to costly transcription errors, so your records contain frequent discrepancies — with this integration, Rossum extracts complex data automatically and eliminates manual typing.
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Operations coordinators
You depend on upstream document approvals before starting project workflows, but handoffs between email and processing tools stall, so projects fall behind schedule — with this integration, every document moves seamlessly from Microsoft Office 365 to Rossum.
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Compliance officers
You need a complete audit trail for every processed business document, but manual archiving leaves dangerous gaps in your records, so audits become stressful — with this integration, every document and export creates a reliable, permanent history.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Office 365 + Rossum
Build and manage your Microsoft Office 365 + Rossum automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Rossum with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect Microsoft Office 365 to Rossum in one click using pre-built workflows on Integrately. With 1,500+ apps connected including Slack and QuickBooks Online, you can automate document ingestion and extraction effortlessly.
Can I automatically send email attachments from Microsoft Office 365 to Rossum?
Can I connect Microsoft Office 365, Rossum, and Slack?
You can connect Microsoft Office 365, Rossum, and Slack together in a single automated flow. Receive email attachments, process documents in Rossum, and notify your team in Slack alongside 1,500+ other apps.
What is a good Zapier alternative for Microsoft Office 365 and Rossum?
Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ ready automations and AI assistance to connect Microsoft Office 365 and Rossum at 3x to 10x lower cost.
How does Microsoft Office 365 handle email triggers in this integration?
The Microsoft Office 365 email trigger detects incoming messages and attachments to start your Rossum document processing pipeline immediately. There is a ready workflow available to set this up instantly.
Can Rossum export confirmed document data to my other apps?
Rossum exports confirmed document data to trigger downstream actions in accounting, storage, and CRM tools. You can use ready automation templates to route this data instantly.
Do I need coding skills to automate Microsoft Office 365 and Rossum?