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

Step 2: Set Up Form Trigger

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Click on "Receipt Upload Form".
Modify or add form content and fields as needed.
Click "Next" to check the form display and set details.

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Acquired Value: Set sample values for the input form responses. These values can be used in other operations.
Click "Save".

Step 3: Read Text from Image/PDF

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Click on "Read Text from Image/PDF".
Set up the action.
No need to change the title. select "[v2] Read Qualified Invoice (5 Tasks)".

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Set the details.

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

For operations on reading text information from images/PDFs, please also check this page.

Step 4: Transfer Read Receipt Content to Google Spreadsheet

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Click on "Transfer Read Receipt Content to Spreadsheet".
Set up the linked account and action.
Title: Optional
Account Information for Linking with Google Spreadsheet: Select and link any account.
Action: Always select "Retrieve Record".
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Spreadsheet ID: After linking the account, select from the candidates. The part "/spreadsheets/d/****/edit" in the Google Spreadsheet URL is the Spreadsheet ID.
Spreadsheet Tab Name: Enter the tab name such as "Sheet1".
Table Range: Specify the table range according to the content of the Google Spreadsheet.
※Note: For details on how to specify the table range, please see here.

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Click "Next" to set the details of the database operation.
Value of the Record to be Added: Click "Read Text from Image/PDF" 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 the Google Spreadsheet.

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

Well done! This completes the flow of "Reading Receipts with OCR and Recording in Google Spreadsheet"!!

Other Automation Examples with Google Sheets

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 you find something interesting, please give it a try!

Automation Examples Using Google Sheets

When a row is added or updated in Google Spreadsheets, receive an email notification

By linking Yoom's email function, it may be possible to prevent human errors such as transcription errors and missed notifications.

Utilize AI Features to Extract Data and Read Information

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

Notify me when an execution is updated in Google Spreadsheet

By automatically notifying you, you can quickly get updated information, so you can proceed with your work while ensuring information transparency.

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 contact information 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 created, allowing work to proceed quickly.

Delete listings when a row is updated in Google Sheets

Updates in Google Sheets will automatically delete listings, saving you hours of manual work.

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 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 allows for centralized management of product information data, making it easier to search.

3. Speeding Up Customer Response

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

Conclusion

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

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

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