・
Are you spending too much time manually processing receipts and invoices?
Converting image information into text can be tedious, especially when handling large volumes of receipts and invoices. In this article, we’ll introduce a simple method for automatically transferring receipt images into Google Sheets using AI-OCR. With just a few easy steps, you can streamline your workflow and reduce the manual effort involved in processing invoices and receipts.
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you'll learn the step-by-step process of how to use Yoom to automatically read receipt using OCR and add it to Google Sheets.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
■Overview
This is a flow bot that automatically stores the contents of a receipt in a Google Spreadsheet by reading the receipt's content using OCR when it is uploaded to the input form.
Files can also be uploaded from smartphones, allowing you to take a picture of the receipt with your smartphone and upload the file directly.
■Notes
・Please integrate Google Spreadsheet with Yoom.
・Feel free to modify the settings of the destination spreadsheet and form to suit your needs.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Let's walk through how to set up a flow that automatically reads a receipt or invoice using OCR and adds it to Google Sheets.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: OCR (reading text) used in this Flowbot is only available in Yoom's certain plans. If you're using the Free plan, the Flowbot may face errors due to limited access. But don't worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Search for "Google Sheets" from the app list and select it.
Click "Sign in with Google."
Select the Google account to link with Yoom.
Click “Continue”.
Now your Google Sheets is connected :)
To test the flow settings, you'll need to prepare a sheet in advance where the receipt data and related information will be reflected.
While the content entered can be temporary, it’s important to create the necessary columns and fields in the sheet to ensure that the receipt data can be properly reflected and processed.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This is a flow bot that automatically stores the contents of a receipt in a Google Spreadsheet by reading the receipt's content using OCR when it is uploaded to the input form.
Files can also be uploaded from smartphones, allowing you to take a picture of the receipt with your smartphone and upload the file directly.
■Notes
・Please integrate Google Spreadsheet with Yoom.
・Feel free to modify the settings of the destination spreadsheet and form to suit your needs.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Let’s set up the trigger action. Click on the Form trigger item.
Create your form.
You can customize the form's title and description to match your needs.
Set Action for the Question
In this case, we’ll select the "Attachment" action to receive Health report files. You can configure other actions as needed.
Make Questions Mandatory
You can decide if you want to make your questions *required to be answered before submission.
Once all settings are configured, click Next to proceed.
⚠️ Note: Please note that some features are available only with paid plans. For more details, please refer to the link provided.
Set Test Value
You can set the test value for "Payee" and “Expense Type” that will be used in the following steps to test the form.
Upload Test "Receipt File"
Upload the test "Receipt File" that will be used to test the form’s file upload functionality.
Once all items are checked and configured, click Save to finalize the setup.
Next, we will set up to extract texts from images/PDFs. Click on the OCR action item.
Select the action based on the file type relevant to your need.
Select the file type for testing.
Choose between "Use Retrieved Values" or "Upload File."
Since we want to use the file retrieved from the form," we will choose the "Use Retrieved Values" option.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Next, specify which data you want to extract from the receipt file. You can add or remove items as needed.
Then, select the AI to use. For this setup, we’ve chosen ChatGPT to process and extract the required data.
Click "Test" to verify that the data is extracted correctly.
When "Test Successful" is displayed, check whether the data in the file has been retrieved correctly. Then click “Save”.
Click on the Google Sheets action item.
On the next screen, give an action a title (optional). Confirm the settings, and click “Next”.
Choose File Location:
Select the Spreadsheet ID from the displayed options.
Select Tab:
Choose the Tab Name where the data will be stored.
Define Table Range (Optional):
You can optionally specify the Table Range where data will be saved.
Once all settings are configured, click Next.
Map the Data:
Click on each item field and assign the corresponding data from the retrieved value to each field.
Test the Setup:After setting the data, click Test to check if everything is configured correctly.
Once you confirm the test is successful, click "Save".
Toggle the "Trigger On" button to activate your flow!
Copy the Form Link:
Click "Copy Form Link" to get the link for the form.
That’s it! 🎉 The Flowbot is now complete!
■Overview
This is a flow bot that automatically stores the contents of a receipt in a Google Spreadsheet by reading the receipt's content using OCR when it is uploaded to the input form.
Files can also be uploaded from smartphones, allowing you to take a picture of the receipt with your smartphone and upload the file directly.
■Notes
・Please integrate Google Spreadsheet with Yoom.
・Feel free to modify the settings of the destination spreadsheet and form to suit your needs.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
By using Google Sheets and AI, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Link Yoom’s email function to automatically receive email notifications when a row is added or updated in Google Sheets. This ensures you never miss important updates and helps reduce transcription errors and missed notifications.
■Overview
This is a flow that sends a notification email when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
Google Spreadsheets is a useful tool for data management as it allows multiple personnel to collaboratively edit, but manually notifying stakeholders every time new information is registered is inefficient.
By implementing this flow, it becomes possible to automatically notify via email when new information is added to a Google Spreadsheet.
This eliminates the need for manual transcription and communication, allowing important information to be smoothly shared across the entire team.
Additionally, by reducing the risk of missed notifications or transcription errors, it helps prevent overlooking information or misinterpretations.
■Overview
This is a flow that sends notifications via email when a row is updated in a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
Google Spreadsheets is a useful tool for data management as it allows multiple people to collaboratively edit, but manually notifying stakeholders of updates is inefficient.
By implementing this flow, you can automatically send email notifications when information in Google Spreadsheets is updated.
Automation of tasks allows personnel to allocate time to other duties.
Additionally, it enables the reduction of work time, prevention of human errors such as transcription mistakes or missed notifications, and ensures that important update information is shared accurately and promptly.
This Flowbot uses AI features to automatically extract and process data, simplifying the handling of large datasets and reducing the need for manual data entry.
■Overview
This is a flow that extracts information from Google Docs notes using AI and creates documents in Google Sheets.
■Recommended for
1. Those who use Google Docs for work
・Those who use Google Docs for work or meeting notes
2. Those who create documents in Google Sheets
・Those who create necessary documents for work in Google Sheets
■Benefits of using this template
The advantage of Google Docs is that it can be used for creating online notes and meeting minutes.
However, if you are creating documents in Google Sheets based on the content of Google Docs, you might find it cumbersome to create documents according to a template.
This template automatically retrieves the template items in Google Sheets based on the content of Google Docs and creates documents.
It eliminates the hassle of manual document creation, thus improving work efficiency.
■Notes
・Please integrate Google Drive, Google Docs, and Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Sheets.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email in other tools
・Those who receive a large number of emails and find it cumbersome to check the content and extract necessary information
2. Those who use Google Sheets for business
・Those who use Google Sheets for recording and managing information
・Those who want to smoothly share information and improve the overall work efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Sheets.
Manual tasks such as email checking, information extraction, and transcription are reduced, which alleviates the burden on the person in charge and shortens work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall work efficiency of the team.
You can freely customize the extraction content according to business purposes, such as routine reports, inquiries, or application information based on a format.
Receive automatic notifications whenever data in Google Sheets is updated, ensuring you stay on top of any changes and can proceed with tasks quickly, with transparent access to real-time information.
■Overview
This is a flow that notifies Microsoft Teams when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information-sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Google Sheets is a tool that can be used to facilitate information sharing within a team.
Additionally, using Microsoft Teams allows for smooth communication within the team.
However, manually notifying updates in Google Sheets hinders real-time information sharing.
This flow is effective for those who want to know updates in Google Sheets immediately.
It sends notifications to Microsoft Teams right after updates in Google Sheets, eliminating time lags in information sharing.
Moreover, it allows notifications to include quoted update details, maintaining the accuracy of shared information.
■Notes
・Please integrate Google Sheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that sends notifications to Discord when a row is updated in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Office staff who accumulate information in Google Sheets
・General affairs personnel who use Google Sheets for collaborative editing
2. People who use Discord as their main communication tool
・Those who utilize Discord as a communication tool in their daily work
・Those who use Discord as a means of information sharing
■Benefits of using this template
When collaboratively editing Google Sheets, multiple people may edit a single row, causing issues.
However, sending notifications to communication tools every time information is updated can decrease work efficiency and productivity.
This template is suitable for those who want to automate notifications to communication tools manually.
This template automatically sends notifications to Discord every time Google Sheets is updated, allowing work to proceed without a decrease in productivity.
By automatically sending notifications to Discord, you can quickly grasp update information, ensuring transparency while collaboratively editing Google Sheets.
■Notes
・Please link both Google Sheets and Discord with Yoom.
■Overview
This is a flow that notifies Slack when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage tasks using shared sheets within the department
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Team members responsible for creating channels for each project to share information
■Benefits of using this template
Google Spreadsheets allow multiple people to edit a sheet simultaneously, making it an effective tool for smooth business operations.
By using Slack in conjunction, you can improve the accuracy of information within the team.
However, manually notifying each row update increases the risk of human error.
This flow is effective for those who want notifications every time Google Spreadsheet data is updated.
When information is updated in Google Spreadsheets, it automatically sends a notification to Slack based on the updated content, preventing errors from manual input.
Additionally, it allows for quick information sharing within the team by notifying immediately after an update.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Automatically delete outdated or incorrect registration data when a row is updated in Google Sheets, helping maintain accurate records without manual intervention.
■Overview
This is a flow that deletes a deal in Freshsales when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives managing deal data in Google Sheets
・Those considering digitizing their sales process starting from Google Sheets
2. Those who use Freshsales for business
・Those who want to reduce the hassle of data management and focus on sales activities
・Those who want to prevent manual errors and improve data accuracy
■Benefits of using this template
By implementing this flow, when the status in Google Sheets is updated, the deal information in Freshsales is automatically deleted.
This eliminates the need for manual work, preventing human errors such as omissions and mistakes, keeping Freshsales information up-to-date and shareable within the team.
■Notes
・Please connect both Google Sheets and Freshsales with Yoom.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This flow deletes leads in Close when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those using Google Sheets for lead management
・Those who regularly delete unnecessary leads
・Those who share Google Sheets information within their team
2. Those using Close for sales activities
・Those who want to accurately delete unnecessary leads
・Those who find syncing with Google Sheets cumbersome
■Benefits of using this template
If you regularly delete unnecessary leads from Close, there is a concern about mistakenly deleting leads due to operational errors.
Accurate work is necessary as deleting valid leads by mistake can hinder sales activities.
With this flow, you can delete leads in Close when a row is updated in Google Sheets, ensuring accurate deletion operations.
By sharing Google Sheets with team members and updating rows of leads to be deleted, you can prevent the deletion of valid leads.
Additionally, as the consistency of lead information between Google Sheets and Close improves, sales efficiency can also be enhanced.
■Notes
・Please integrate both Google Sheets and Close with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This flow deletes tasks in Capsule CRM when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, allowing seamless integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Those who manage tasks with Google Sheets
・Those who want to easily sync task information with other tools
・Those who want to prevent missed communication about task cancellations
2. Those who use Capsule CRM for business
・Sales or customer support personnel who track task information in Capsule CRM
・Those who want to reduce the effort of deleting tasks and lighten their workload
■Benefits of using this template
By implementing this flow, you can automatically delete tasks registered in Capsule CRM simply by updating specific items in Google Sheets.
It is useful for deleting unnecessary tasks due to project cancellations, strategy changes, duplicate registrations, or registration errors.
It helps reduce the burden of confirmation and deletion tasks and prevents forgetting to delete.
■Notes
・Please integrate both Google Sheets and Capsule CRM with Yoom.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
When contact details are updated in Google Sheets, the corresponding information is automatically updated in your system, helping you avoid mistakes and keep your data up to date.
■Overview
This is a flow that updates ClickSend contacts when a row is updated in Google Sheets.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage contact information with Google Sheets as a team but find the update process cumbersome and burdensome
・Those who regularly update new contact information and struggle to maintain accurate data
2. Those who use ClickSend to contact customers or clients
・Those who manage a large amount of contact information using ClickSend and want to update information efficiently
・Those who find manual updates of contact information tedious and want to automate the process for smoother operation
■Benefits of using this template
By integrating Google Sheets with ClickSend, you can automate the process of updating contacts.
This eliminates the need for manual work and saves time.
Additionally, it becomes easier to maintain the latest contact information, preventing communication errors and issues caused by outdated information.
This kind of automation improves operational efficiency, allowing you to focus on other important tasks.
Furthermore, it enables quick responses based on accurate information, leading to improved customer satisfaction.
■Notes
・Please integrate both Google Sheets and ClickSend with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that updates contact information in Freshsales when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Google Sheets for business
・Sales or customer support personnel who manage customer information using Google Sheets
・Those who aim to digitize their sales process starting from Google Sheets
2. Those who use Freshsales for business
・Those who want to reduce the effort of data entry and focus on sales activities
・Those who want to prevent errors from manual transcription and aim for accurate data synchronization
■Benefits of using this template
By implementing this flow, when customer information is updated in Google Sheets, it is automatically reflected in Freshsales contacts.
Eliminating the need for manual transcription prevents human errors such as input mistakes and missed updates, allowing for smooth sharing of the latest information with team members.
■Notes
・Please integrate both Google Sheets and Freshsales with Yoom.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow to update contact information in Front when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who manage data with Google Sheets
・Those who manage data using Google Sheets in their daily work but find updating contact information cumbersome
・Those considering implementing an efficient workflow linked with Google Sheets data
2. Those who use Front as a customer management tool
・Those who manage customer information using Front but find manual updates time-consuming
・Those who want sales and support team members to quickly share consistent and up-to-date customer information
■Benefits of using this template
By linking Google Sheets and Front, managing contact information becomes smoother.
Every time customer information is updated in Google Sheets, the contact information in Front is automatically updated, reducing the risk of double entry or missed updates.
This allows sales and support teams to always have the latest customer information, enabling quick and accurate responses.
Additionally, eliminating the need for manual data entry saves time and effort, improving work efficiency.
■Notes
・Please connect Yoom with both Google Sheets and Front.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
By adding a row in Google Sheets, an order form or contract is automatically generated, saving you time on repetitive tasks and speeding up your workflow.
■Overview
This is a flow to create a contract in Deel when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who manage employee or employment contract information in Google Sheets
・Those who want to quickly reflect registered information in other tools
・Those who want to efficiently manage HR while maintaining data integrity
2. Those who use Deel for business
・Those who manage information of overseas personnel in Deel
・Those who want to reduce the time spent on contract creation
・Those who want to prevent issues caused by missing or incorrect contract entries
■Benefits of using this template
With this flow, when new employee information is registered in Google Sheets, a contract is automatically created in Deel.
This eliminates the need for double entry, reducing the time required for contract creation and allowing for a smoother process up to the conclusion.
Additionally, it helps prevent omissions and transcription errors, reducing the risk of issues arising.
■Notes
・Please integrate both Google Sheets and Deel with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a purchase order in Xero when a row is added to a Google Spreadsheet.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage order information using Google Spreadsheets
・Those who manage order information in Google Spreadsheets but find manual input cumbersome
・Those who want to automatically link to other systems when an order is added
2. Companies using Xero for accounting management
・Those who manage invoices and purchase orders in Xero and struggle with data integration with spreadsheets
・Those who want to quickly create purchase orders based on Google Spreadsheet data to improve operational efficiency
■Benefits of using this template
By linking Google Spreadsheets and Xero, the creation of purchase orders is automated, improving work efficiency.
This reduces manual input errors and increases accuracy.
Additionally, since purchase orders are automatically created just by adding a row to the Google Spreadsheet, operations proceed quickly.
You can save working time, allowing you to allocate resources to other important tasks.
■Notes
・Please connect both Google Spreadsheets and Xero with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to create invoices in Harvest when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Those who manage project expenses and billing information in Google Sheets
・Those who want to link registered information to other tools and utilize it for subsequent tasks such as report creation
2. Those who use Harvest for business
・Those who want to reduce the hassle and errors of manual data entry
・Those who want to streamline invoice issuance using Harvest's time management features
■Benefits of using this template
By implementing this flow, when the status of project expenses or billing is updated in Google Sheets, invoice creation in Harvest is automatically completed.
Invoices are automatically issued just by updating the status at necessary times, such as project completion or interim closing, preventing delays or omissions in issuance.
Additionally, since manual input at the time of issuance is not required, the risk of human errors such as transcription mistakes can be minimized.
■Notes
・Please link both Google Sheets and Harvest with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
Updates to a Google Sheet can automatically trigger the deletion of outdated listings, allowing for quick, error-free updates across your database.
■Overview
This is a flow to delete a user from Microsoft Entra ID when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Data managers who manage user information in Google Sheets
2. Those who manage business operations with Microsoft Entra ID
・IT administrators who manage accounts
■Benefits of using this template
The advantage of Microsoft Entra ID is that it allows centralized management of access rights for registered users.
However, when user deletion is necessary, it requires individual handling, which may lead to management errors due to missed deletions.
This template allows automatic user deletion based on updates in Google Sheets.
If you manage users with Google Sheets, you no longer need to manually delete users, making management tasks easier.
■Notes
・Please integrate both Google Sheets and Microsoft Entra ID with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Microsoft Entra ID is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This flow deletes a Confluence page when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.
■Recommended for
1. Those who use Google Sheets for work
・Those who manage updates of other applications' data using Google Sheets
・Those who frequently update information and want to prevent any oversight
2. Those who use Confluence for information sharing
・Those who handle a large amount of information and need to regularly delete pages
・Those who want to automate page deletion to reduce workload
■Benefits of using this template
By implementing this flow, you can automatically delete a Confluence page just by updating specific items in Google Sheets.
This helps reduce workload and prevent forgetting to delete pages.
It is useful for deleting unnecessary pages such as information on canceled projects, dormant cases for a certain period, or unused guidelines.
■Notes
・Please integrate Yoom with both Google Sheets and Confluence.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Remove Users from Zoom When a Row is Updated in Google Sheets" workflow automates user management in Zoom based on data changes in a spreadsheet. This eliminates the need for manual user removal tasks, improving management efficiency. This workflow is particularly useful in environments with frequent team member turnover or where large-scale user management is required.
■Recommended for
■Benefits of Using This Template
AI OCR can read receipt and invoice details from images and automatically convert them into text data. For example, when a receipt image is uploaded to Yoom’s form, AI reads the text and inputs the relevant information directly into Google Sheets. This process reduces errors associated with manual entry and accelerates expense processing, saving you valuable time.
OCR technology can read text from images and automatically upload it to cloud storage, allowing you to organize and manage data more efficiently. For example, you can capture a product label’s image and upload it to a form. AI will automatically extract the relevant details, saving them to Google Sheets, allowing for better management of product data. This creates a centralized database, simplifying searches and providing easier access to important information.
AI OCR can also read handwritten customer orders and convert them into text, which is then entered into Google Sheets. For example, AI can automatically read a handwritten order form, extract the relevant details, and notify you via Slack or Gmail. This enables a faster response to customer inquiries, potentially boosting satisfaction and improving service delivery.
In this article, we explored how AI-powered OCR can streamline the process of reading and organizing receipt data. By leveraging this feature, you no longer need to do the tedious task of manual data entry. With the Flowbot introduced here, you can effortlessly upload receipt images, and AI will automatically extract the relevant information and input it into Google Sheets, saving you valuable time on expense processing.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
