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Are you manually entering handwritten data, such as from survey results or notes from business meetings?
What if you can automatically convert handwritten data into text using AI-OCR? By transforming handwritten notes into digital text, you can streamline your data management processes and make your workflow much more efficient.
In this article, we’ll explore the benefits of extracting text from images using AI-OCR and show you how to create a Flowbot to make this process even easier.
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In this guide, you'll learn the step-by-step process of how to use Yoom to automatically read images from Google Drive and update it on Google Sheets.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
■Overview
This is a flow that reads survey images uploaded to Google Drive using AI operation features and reflects them in Google Sheets.
■Recommended for
1. Individuals managing survey or research data
・Marketing researchers
・Academic researchers or social surveyors
・Customer support personnel collecting customer feedback
2. Those who want to improve work efficiency using AI technology
・IT personnel in companies aiming to improve operations using digital tools
・Office staff or analysts who want to automate data entry tasks
・Project managers working on digitizing handwritten surveys
3. Those who use Google Drive or Google Sheets regularly
・Employees of companies utilizing Google Workspace
・Teams or project members working remotely
・Staff managing cloud-based data
■Benefits of using this template
・Eliminates the hassle of manual data entry, allowing for accurate and quick digitization of survey results.
・Facilitates smooth data aggregation and analysis, significantly improving work efficiency.
■Notes
・Please integrate Yoom with both Google Drive and Google Sheets.
・AI operations are features (operations) available only in the Team Plan and Success Plan.
・In the Free Plan and Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-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 extracts data from images on Google Drive and syncs it with 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 or Plus 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".
☝️ Tip: To test the flow settings, you'll need to prepare a Google Sheet database in advance. While the content entered can be temporary, it’s important to create the necessary columns and fields in the sheet to ensure that the data can be properly processed.
Search for "Google Sheets" from the app list and select it.
Log in using your Google account to link with Yoom.
Since Google Sheets and Google Drive are both part of the Google ecosystem, they can be integrated using the same procedure. Therefore, you can follow the same steps to integrate Google Drive as well.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This is a flow that reads survey images uploaded to Google Drive using AI operation features and reflects them in Google Sheets.
■Recommended for
1. Individuals managing survey or research data
・Marketing researchers
・Academic researchers or social surveyors
・Customer support personnel collecting customer feedback
2. Those who want to improve work efficiency using AI technology
・IT personnel in companies aiming to improve operations using digital tools
・Office staff or analysts who want to automate data entry tasks
・Project managers working on digitizing handwritten surveys
3. Those who use Google Drive or Google Sheets regularly
・Employees of companies utilizing Google Workspace
・Teams or project members working remotely
・Staff managing cloud-based data
■Benefits of using this template
・Eliminates the hassle of manual data entry, allowing for accurate and quick digitization of survey results.
・Facilitates smooth data aggregation and analysis, significantly improving work efficiency.
■Notes
・Please integrate Yoom with both Google Drive and Google Sheets.
・AI operations are features (operations) available only in the Team Plan and Success Plan.
・In the Free Plan and Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
Click on the app trigger action with the Google Drive icon.
The next screen is pre-configured. You can change the title if you want.
Set your trigger interval (how often you want Yoom to check Google Drive for new updates).
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then specify the Folder ID. This is where you specify which Folder you want Yoom to check.
Once set, click “Test”.
If the test succeeds, the retrieved value will be updated. Check if it's correct, and click “Save”.
Click on the action item with the Google Drive icon.
The next screen is pre-configured. You can change the title if you want.
Then specify the File ID.
Select “File ID” from the retrieved value of the previous action.
By setting it this way, you can automatically link to and reference images stored in Google Drive.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Conduct a test, and if successful, click "Save".
Click on the OCR action.
The title and action are pre-configured. You can change them if needed. For the action, select it based on the file type relevant to your need.
Once selected, click “Next”.
Select the file type for testing.
Choose between "Use Retrieved Values" or "Upload File."
Since we want to use the file retrieved from Google Drive, we will choose the "Use Retrieved Values" option.
Next, specify which data you want to extract from the Google Drive file.
📚 References: For more details on how to set up the “Extract Text from Images/PDFs” action, you can refer to the full guide here.
Conduct a test, and if successful, click "Save".
Click on the action with the Google Sheets icon.
The next screen is pre-configured. You can change the title if you want.
Select Spreadsheet ID:
Choose the Spreadsheet ID from the displayed options.
Select Tab Name:
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.
📚 Reference: For more details on table range settings, check this guide.
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!
Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
■Overview
This is a flow that reads survey images uploaded to Google Drive using AI operation features and reflects them in Google Sheets.
■Recommended for
1. Individuals managing survey or research data
・Marketing researchers
・Academic researchers or social surveyors
・Customer support personnel collecting customer feedback
2. Those who want to improve work efficiency using AI technology
・IT personnel in companies aiming to improve operations using digital tools
・Office staff or analysts who want to automate data entry tasks
・Project managers working on digitizing handwritten surveys
3. Those who use Google Drive or Google Sheets regularly
・Employees of companies utilizing Google Workspace
・Teams or project members working remotely
・Staff managing cloud-based data
■Benefits of using this template
・Eliminates the hassle of manual data entry, allowing for accurate and quick digitization of survey results.
・Facilitates smooth data aggregation and analysis, significantly improving work efficiency.
■Notes
・Please integrate Yoom with both Google Drive and Google Sheets.
・AI operations are features (operations) available only in the Team Plan and Success Plan.
・In the Free Plan and Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
By using Google Drive, Google Sheets, and the OCR feature, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive 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 that changes the file name in Google Drive when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Administrators who manage information using Google Sheets
・Those who want to automatically change file names in conjunction with data updates on Google Sheets
2. Companies that share files using Google Drive
・Those who manage many files on Google Drive and want to automatically change file names based on specific conditions
・Those who want to streamline the task of changing file names and focus on other tasks
■Benefits of using this template
By using this automation flow, you can quickly update Google Drive file names based on information in Google Sheets.
This allows for more efficient file management and the ability to maintain file names that reflect the latest status.
Since manual updates are no longer necessary, work time is reduced, allowing you to focus on other important tasks.
Additionally, automating file name updates will reduce human errors and improve the accuracy of data management.
■Notes
・Please connect both Google Sheets and Google Drive 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 that deletes a file from Google Drive when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but find it difficult to organize files
2. Those who use Google Drive regularly
・Those who have many files saved in Google Drive and find it cumbersome to manage
・Those who want to organize files in Drive according to changes in Google Sheets
■Benefits of using this template
By linking Google Sheets and Google Drive, you have the advantage of automatically deleting old files when a row in Google Sheets is updated.
This ensures that you always keep only the latest files without accumulating old ones.
It saves the trouble of manually deleting unnecessary files, thus improving work efficiency.
Additionally, it becomes easier to manage important files, allowing you to quickly find the necessary information, which will also enhance productivity in your work.
■Notes
・Please link both Google Sheets and Google Drive 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.
Notify via Chat Tools When Files or Folders Are Created in Google Drive
Automatically Upload Attachments Received by Email to Google Drive
■Overview
This is a flow that automatically stores Microsoft Excel contracts sent via email into Google Drive™.
■Recommended for
1. Those who frequently need to manage or send contracts
・Sales representatives or sales assistants
・Administrative staff or office managers
・Legal personnel
2. Those looking to automate the contract management process and reduce manual work
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Business analysts interested in workflow automation
3. Those who regularly use Google Drive™
・Personnel managing files using Google Drive™
■Benefits of using this template
・Contracts sent via email are automatically stored in Google Drive™, eliminating the need for manual file saving.
・The document saving process is automated, reducing management burden.
■Notes
・Please integrate Google Drive™ with Yoom.
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
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 Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive 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.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
■Overview
This is a flow to upload attachments received in Outlook to Google Drive.
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 Outlook for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a drive shared by the entire team
・Those who manage multiple projects and want to organize deliverables and materials in project-specific folders
・Those who want to organize and manage contracts and invoices sent by clients
■Benefits of using this template
With this flow, files attached to emails with specific subjects received in Outlook are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or misplacing files, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project materials and deliverables, and various internal documents.
■Notes
・Please integrate Yoom with both Outlook and Google Drive.
・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.
・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.
Create a Folder in Google Drive When an Account is Registered in Another App
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
■Overview
This is a flow that creates a folder for each account in Google Drive when an account is registered in Zoho CRM.
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 Zoho CRM for business
・Those who want to smoothly organize related documents and share them with team members after registering account information
2. Those who use Google Drive for file management
・Those who spend a lot of time on document management and want to improve work efficiency
・Those who want to speed up file sharing among multiple sales representatives and achieve centralized management of customer information
■Benefits of using this template
With this flow, folders in Google Drive are automatically created based on the information registered in Zoho CRM.
This eliminates the need for manual folder creation, preventing human errors such as forgetting to create or creating duplicates, and allows for smooth document management.
Additionally, folder naming conventions are standardized, enabling the establishment of a consistent document management system.
This allows easy access to organized related documents, forms, contracts, etc., for each account.
■Notes
・Please integrate Yoom with both Zoho CRM and Google Drive.
Notify via Chat Tools When a Row is Added in Google Sheets
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
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
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Discord when a row is added in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Accountants who accumulate information in Google Sheets
・Administrative department personnel using Google Sheets for collaborative work
2. People who use Discord as their main communication tool
・Those who communicate via Discord in project management
・Companies using Discord as an information-sharing tool
■Benefits of using this template
Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.
This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Add New Data Registered in Other Database to Google Sheets
■Overview
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet.
You can reflect any fields, such as lead name and contact information, in the spreadsheet.
■Setup Instructions
1. Connect each app, Salesforce and Google Spreadsheet, with Yoom. (My App Integration)
2. Set up the account information to be integrated with the "When a new lead is registered" trigger in Salesforce.
3. In the "Record information in spreadsheet" operation in Google Spreadsheet, set up the target spreadsheet, etc., based on the information obtained from Salesforce.
4. Once the setup is complete, change the trigger to ON at the end.
5. When new lead information is registered in Salesforce, the information is added to the Google Spreadsheet.
■Notes
・It is necessary to set up the account information to be integrated in each app's operation.
・Please replace the setup information for Salesforce and Google Spreadsheet with any desired values.
・Salesforce is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The workflow "Reflect records registered in Airtable to Google Sheets" is a business workflow aimed at improving data management efficiency.
When new data is added to Airtable, the same information is automatically reflected in Google Sheets, eliminating the need for manual data entry and allowing centralized management of the latest information.
This facilitates smooth information sharing across the team and improves the accuracy of operations.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
Automatically Issue Documents Using Google Sheets Data
■Overview
This is a flow that issues an invoice and saves it to Google Drive when a row in a Google Spreadsheet is updated.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data with Google Spreadsheets
・Those who manage data such as billing information using Google Spreadsheets but find it cumbersome to issue invoices manually
2. Companies that use Google Drive for file storage and sharing
・Those who use Google Drive regularly and want to utilize it for saving and sharing invoices
・Those who want to advance automation but don't know where to start
■Benefits of using this template
By implementing this automation flow, there is a benefit that an invoice is automatically generated and saved to Google Drive every time a row in a Google Spreadsheet is updated.
This reduces the effort of creating invoices and enables highly accurate billing management.
Additionally, it reduces errors associated with manual invoice creation and allows for efficient business operations.
Furthermore, by digitizing invoices, they can be accessed anytime, anywhere, enabling quick responses.
As a result, customer satisfaction and business reliability are likely to improve.
By automatically converting handwritten notes and documents into digital text, you can significantly simplify your document management processes. For example, you can take a photo of the paper survey responses with your smartphone, upload the image to Google Drive, and automatically extract the text into Google Sheets. You no longer need to manually enter the data into Google Sheets, saving you time and effort.
Extracting specific text information from images or files allows you to easily organize and search through large volumes of data. For example, extracting details like items, quantities, and amounts from invoices or quotes and saving them as structured text in separate tools can lead to easy data search and analysis.
In this article, we introduced a powerful AI feature, OCR, for extracting text from images. With this feature, you can streamline your document management process and automatically reflect it in Google Sheets. This automation can cut down on time-consuming manual work, allowing you to focus on other important tasks.
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!
