How to read a receipt with OCR and enter it into Google Sheets

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Here, we will explain how to create a flowbot that "reads receipts using OCR and records them in Google Sheets".
By following the steps as explained, you can easily create it in about 10-20 minutes!

How to Create a Flowbot that "Reads Receipts Using OCR and Records Them in Google Sheets"

Step 1: Copy the Template

First, please create an account from here. You can start easily for free!

※Note: Character recognition and image processing are features available only in the Team Plan and Success Plan.
※Note: Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.

Click "Try it" below to get started!

Click "Edit" at the top right of the flowbot page.

Step 2: Set Up the Form Trigger

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Click "Receipt Upload Form".
Modify or add form contents and items as needed.
Click "Next" to confirm the form display and set details.

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Retrieved Values: Set sample values for the input form responses. You can use these values in other operations.
Click "Save".

Step 3: Read Text from Images or PDFs

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Click "Read Text from Images or PDFs".
Set up the action.
No need to change the title. Be sure to select "Read Receipts" for the action.

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Set the details.

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‍File Attachment Method: From the dropdown, select "Use Retrieved Values" and "Receipt File".
Conduct a test, and if successful, click "Save".

Step 4: Transcribe the Read Receipt Content to Google Sheets

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Click "Transcribe the Read Receipt Content to Google Sheets".
Set up the linked account and action.
Title: Any title is fine.
Account Information to Link with Google Sheets: Select and link any account.
Action: Be sure to select "Retrieve Records".

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Spreadsheet ID: After linking the account, select from the options. The part "/spreadsheets/d/****/edit" in the Google Sheets URL is the Spreadsheet ID.
Spreadsheet Tab Name: Specify the tab name such as "Sheet1".
Table Range: Specify the table range according to the content of Google Sheets.
※Note: For details on how to specify the table range, please see here.

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Click "Next" and set the details for database operations.
Values for the Record to Add: Click "Read Text from Images or PDFs" in the output, and click the same tag for each item.
※Explanation: By setting it this way, the read text information can be automatically reflected in Google Sheets.

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Set all items as above.

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Conduct a test, and if successful, click "Save".

Well done! This completes the flow of "reading receipts using OCR and recording them in Google Sheets"!!

Other Examples of Google Sheets Automation

In addition to the flow introduced this time, you can achieve various business automations by using the Google Sheets API.
All of them can be used with simple settings, so if there is something that interests you, please give it a try!

Examples of Automation Using Google Sheets

Utilize AI Features to Extract Data and Read Information

This is a flow bot that utilizes AI features to extract data and read information.

Add Employee Information to Google Sheets

This is a flow bot that integrates with the employee management tool to add employee information to Google Sheets.

Notify Chat Tool of Row Addition

This is a flow bot that notifies a chat tool when a row is added in Google Sheets.

Delete Registration Information When a Row is Updated in Google Sheets

This is a flow bot that allows you to delete registered information when a row is updated in Google Sheets.

Update Contact Information When a Row is Updated in Google Sheets

This is a flow bot that updates contacts when a row is updated in Google Sheets.
Automation helps prevent human errors such as input mistakes and missed updates.

Create a contract when a row is added in Google Sheets

By simply adding a row in Google Sheets, an order form is automatically generated, allowing work to proceed quickly.

Benefits of Using AI for Text Recognition and Image Processing

Let's explain the benefits of automating text recognition and image processing using AI features!

1. Streamlining Expense Processing

AI can read the contents of receipts and invoices from images and automatically save them as text data.
For example, when a receipt image is uploaded to Yoom's form, AI automatically reads the text.
Then, the read information is entered and saved into Google Sheets, which helps prevent errors that occur during manual entry.
This can also lead to a reduction in the time spent on expense processing.

2. Centralized Management of Image Data

By automatically reading text from image data and uploading it to cloud storage, you can extract and manage the necessary text information, allowing for centralized data management.
For instance, by taking a picture of a product label and uploading it to a form, AI can automatically read the text and extract the necessary product information to save it in a Google Sheets database.
This enables centralized management of product information data, making it easier to search.

3. Accelerating Customer Response

AI can convert handwritten order forms from customers into text data and then add them to Google Sheets, enabling a system that can quickly respond to customer requests.
For example, AI can automatically read handwritten order forms, convert the order details into text data, and notify Slack or Gmail.
This allows for immediate response to customer requests, potentially improving customer satisfaction.

Conclusion

How was the discussion on using AI for text recognition and image processing?
By utilizing this feature, you can eliminate the hassle of manual entry and expect an increase in productivity, so please give it a try.

Additionally, with the Flowbot introduced this time, you can significantly reduce the time spent on expense processing as AI automatically reads text from uploaded receipt images and compiles the necessary items into Google Sheets!

With Yoom, you can connect apps without coding.
You can create Flowbots tailored to each business task, so please try out the flow in practice!