AI OCRとMicrosoft Excelの連携イメージ
How to Automate Health Data Management in Microsoft Excel Using OCR
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AI OCRとMicrosoft Excelの連携イメージ
Flowbot Usecases

2025-09-26

How to Automate Health Data Management in Microsoft Excel Using OCR

s.miyamoto
s.miyamoto

Do you want to streamline health checkup data management with AI OCR and Microsoft Excel? 

Are you spending too much time organizing and managing medical data? The integration of AI-powered OCR technology with Microsoft Excel can help automate this process and reduce the risk of human error. By leveraging app integration, you can seamlessly transfer health data into Excel, saving time and ensuring accuracy. 

In this article, we will walk you through how to set up this automation without any coding knowledge, along with the benefits it provides for your team and business.

Meet Yoom: No-Code Automation

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.

  • 🌐 Connect with apps like Microsoft Excel and more.
  • 📖 Use automation templates - no technical setup required
  • 📈 Boost productivity and reduce human errors

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 health reports using OCR and add it to Microsoft Excel.

  • Anyone looking to improve efficiency by automating health data entry.
  • Those seeking to analyze health data effectively.
  • Anyone who wants to reduce errors in manual data entry.
  • Teams looking to automate the process of reading and adding health data to Microsoft Excel.

✔️ For Those Who Want to Try It Now

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 for reading health examination reports using OCR and adding them to Microsoft Excel.

■Recommended for

1. Those who want to simplify the management process of health examination reports

・Those who want to streamline data entry of health examination reports

・Those who aim to reduce the workload of the management process

2. Those who are digitizing paper documents

・Those who are digitizing paper health examination reports using OCR tools

・Executives who share digitized data

■Benefits of using this template

The data from health examination reports can help analyze employees' health risks and take appropriate measures according to the situation.
However, health examination reports are often in paper form, and manual data entry can be time-consuming and may decrease work efficiency.

This flow is suitable for those who want to efficiently enter data from health examination reports.
By submitting health examination reports through a form, this flow can read the content using OCR and automatically add it to Microsoft Excel.

This significantly reduces the manual input work each time, making data entry more efficient and allowing analysis tasks to proceed smoothly.

■Notes

・Please integrate Microsoft Excel 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 of the flow bot you have set will result in an error, so please be careful.

・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.

🚀 Let’s Create a Flow to Simplify Health Data Management

Let's walk through how to set up a flow that automatically reads health reports using OCR and add it to Microsoft Excel.

⏱️ Setup time: 10 minutes

🔧 What You’ll Need

  • A free Yoom account
  • Access to Microsoft Excel

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.

⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.

Step 1: Integrate Microsoft Excel with Yoom

After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".

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Search for "Microsoft Excel" from the app list and select it.

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Then, sign in with the account you want to use. 

Now your Excel is connected :) 

Step 2: Copy the Template

Click the "Try It" button to copy the pre-built template into your project.


■Overview

This is a flow for reading health examination reports using OCR and adding them to Microsoft Excel.

■Recommended for

1. Those who want to simplify the management process of health examination reports

・Those who want to streamline data entry of health examination reports

・Those who aim to reduce the workload of the management process

2. Those who are digitizing paper documents

・Those who are digitizing paper health examination reports using OCR tools

・Executives who share digitized data

■Benefits of using this template

The data from health examination reports can help analyze employees' health risks and take appropriate measures according to the situation.
However, health examination reports are often in paper form, and manual data entry can be time-consuming and may decrease work efficiency.

This flow is suitable for those who want to efficiently enter data from health examination reports.
By submitting health examination reports through a form, this flow can read the content using OCR and automatically add it to Microsoft Excel.

This significantly reduces the manual input work each time, making data entry more efficient and allowing analysis tasks to proceed smoothly.

■Notes

・Please integrate Microsoft Excel 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 of the flow bot you have set will result in an error, so please be careful.

・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.

Click "Try this template".

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Click "OK" and assign a name to the Flowbot for recognition.

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The template will be copied to your "My Project".

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Step 3: Set Up Form Trigger Action

Let’s set up the trigger action. Click on the Form trigger item.

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Create your form. 

You can preview the question form as you create it, allowing you to check and modify it in real time.

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Define the title and description (optional).

Choose the question type, such as "Files" for file uploads.

Add additional question sections if you need multiple-choice or other items.

You can hide the Yoom logo at the bottom of the form page (optional).

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You can edit the text displayed on the submit button, changing it from the default "Submit" to something more specific.

Add text above the submit button if needed.

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Set the heading for the completion page, which by default is “Submission Complete”.

Optionally, add a description for the completion page.

You can choose whether to display or hide Yoom branding on the completion page.

Set access restrictions to limit the form to internal use only.

Decide whether the Flowbot should be activated only by the administrator or automatically upon form submission.

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Review by checking the preview pages.

In the "Retrieved Values", set sample values for use in testing in the following steps.

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For this example, we’ve selected a file titled "health-report" for testing.

Once all fields are set, click "Save."

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Step 4: Set Up OCR Action

Next, we will set up to extract texts from images/PDFs. Click on the OCR action item. 

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Select the action based on the file type relevant to your need.

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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 health check form. 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.

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Enter the items specified in the "Items to Extract" into the Excel sheet where the data will be stored.

For setup instructions for Excel, please refer to this guide.

After entering the items, click "Test" to verify that the data is extracted correctly.

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When "Test Successful" is displayed, check whether the data in the file has been retrieved correctly. Then click “Save”.

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Step 5: Set Up Excel Action

Click on the Microsoft Excel action item. 

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On the next screen, give an action a title (optional). Confirm the settings, and click “Next”.

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Select File Storage Location:
Choose either OneDrive or SharePoint. For this setup, SharePoint is selected.

Choose File Location:
For SharePoint, select the Site ID. For OneDrive, it will display as Drive ID.

Specify Excel File:
Use the Item ID to specify the target Excel file.

Select Sheet:
Choose the Sheet 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.

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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.

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Once you confirm the test is successful, click "Save".

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Step 6: Activate the Flowbot

Toggle the "Trigger On" button to activate your flow!

Check if the Flowbot you set up is working properly.

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Copy the Form Link:
Click "Copy Form Link" to get the link for the form.

Automatic Data Saving:Once the form is submitted, the data will automatically be saved to Excel.

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That’s it! 🎉 The Flowbot is now complete!


■Overview

This is a flow for reading health examination reports using OCR and adding them to Microsoft Excel.

■Recommended for

1. Those who want to simplify the management process of health examination reports

・Those who want to streamline data entry of health examination reports

・Those who aim to reduce the workload of the management process

2. Those who are digitizing paper documents

・Those who are digitizing paper health examination reports using OCR tools

・Executives who share digitized data

■Benefits of using this template

The data from health examination reports can help analyze employees' health risks and take appropriate measures according to the situation.
However, health examination reports are often in paper form, and manual data entry can be time-consuming and may decrease work efficiency.

This flow is suitable for those who want to efficiently enter data from health examination reports.
By submitting health examination reports through a form, this flow can read the content using OCR and automatically add it to Microsoft Excel.

This significantly reduces the manual input work each time, making data entry more efficient and allowing analysis tasks to proceed smoothly.

■Notes

・Please integrate Microsoft Excel 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 of the flow bot you have set will result in an error, so please be careful.

・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.

💡 Other Automation Examples Using Microsoft Excel and AI Features

By using Microsoft Excel 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!

Automation Example Using Excel and OCR

You can use OCR for business card data and reading files attached to emails or stored in cloud storage.


■Overview

When you submit business card data through the input form, AI automatically reads the information from the business card and stores it in a specified Excel file.

Please utilize this for managing business cards in Excel.

You can take a picture of the business card with your smartphone and upload it directly from your smartphone to the form.

■Notes

・Please integrate Microsoft Excel with Yoom.

・It is available for use with Excel Online. (It cannot be used with local files.)

・Please upload business card images in formats such as JPG or PNG.


■Overview

The workflow "Read Outlook attachments with OCR and add them to Microsoft Excel" contributes to reducing the burden of transcription work.
Automation reduces the amount of manual work, which is likely to reduce human errors such as input mistakes.

■Recommended for

  • Those who manage business emails using Outlook
  • Those who extract information from materials attached to business emails and use it for work but feel that manual work takes time
  • Those who want to efficiently manage a large number of emails and quickly obtain the necessary information
  • Those who want to reduce errors from manual input when organizing and analyzing information in Microsoft Excel
  • Those who want to keep Microsoft Excel data up-to-date and proceed with work quickly

■Benefits of using this template

By reading Outlook attachments with OCR and adding them to Microsoft Excel, manual data entry becomes unnecessary.
By utilizing this flow, the information described in the attachments is automatically reflected in Microsoft Excel, preventing input errors and data duplication.

Additionally, work efficiency improves, allowing for the processing of large amounts of data in a short time.
By automating in this way, the person in charge can focus on high-value-added tasks, likely improving overall productivity.


■Overview

This flow registers data into a Microsoft Excel work management sheet by reading with OCR when a work report is uploaded to Dropbox.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

■Recommended for

  • Those who upload work reports to Dropbox daily for on-site operations
  • Those who find it cumbersome to transfer data to a work management sheet created in Microsoft Excel
  • Those who want to update the work management sheet in a timely manner

■Benefits of using this template

Transferring work reports created on-site to a Microsoft Excel work management sheet is a cumbersome task.
Additionally, having multiple processes such as uploading work reports and checking uploaded documents can complicate the work and take time.

With this flow, when a work report created on-site is uploaded to Dropbox, the content is read with OCR, and the data is registered in the Microsoft Excel work management sheet.
Since the entire process can be done simply by uploading files to Dropbox, it is possible to streamline the document reading and data transfer tasks to the work management sheet.

It also prevents input errors or omissions in the work management sheet, allowing for accurate management operations.

Automation Example Using Microsoft Excel

Automatically Add Customer Information to Microsoft Excel

Customer data from tools like Salesforce or HubSpot can be automatically imported into Microsoft Excel, streamlining your data management process.


■Overview

This is a flow to add contact information registered in Apollo to Microsoft Excel.
By using Yoom, you can easily connect applications without the need for programming.

■Recommended for

1. Companies using Apollo as a customer management tool

・Marketing or sales personnel managing contact information using Apollo

2. Data managers managing data in Microsoft Excel

・Those who find it cumbersome to manually add data each time

■Benefits of using this template

By using this template, contact information registered in Apollo is automatically reflected in Microsoft Excel.  
This offers the following benefits:  
First, since manual data entry is no longer necessary, the workload is reduced, and time can be saved. As a result, you can focus on other important tasks, improving overall work efficiency.  

Furthermore, the risk of human error is also reduced. By automating the transcription work that was done manually, you can prevent human errors such as typos and omissions.  

■Notes

・Please connect both Apollo and Microsoft Excel 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.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.


■Overview

This is a flow that adds a Salesforce ToDo object to a Microsoft Excel database when it is registered.

■Recommended for

1. Business personnel using Salesforce ToDo objects

・For those who want to list and analyze tasks managed with Salesforce ToDo objects in Microsoft Excel

2. Team leaders and managers

・For those who want to visualize ToDo information in Microsoft Excel to help with progress management and understanding the team's situation

■Benefits of using this template

Salesforce is a convenient tool for customer management, but manually entering information into a Microsoft Excel database every time a ToDo object is registered can lead to input errors and information omissions.

By utilizing this flow, necessary information is automatically added to the Microsoft Excel database when a ToDo object is registered in Salesforce. This frees the personnel from manual input tasks, allowing them to focus on more important tasks such as processing ToDos and customer interactions.

■Notes

・Please integrate Salesforce and Microsoft Excel with Yoom.

・Salesforce 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 configured flow bot 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.

・Microsoft365 (formerly Office365) has 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 adds a contact to Microsoft Excel when it is created in HubSpot.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

■Recommended for

1. Companies using HubSpot for marketing and sales activities

・Those who want to utilize registered lead information in other apps

・Those who want to eliminate the hassle of manual data entry


2. Those who use Microsoft Excel for business

・Those who consolidate and manage lead information in Microsoft Excel

・Those who aim to speed up the sharing and follow-up of lead information

■Benefits of using this template

HubSpot is a tool that helps streamline marketing, sales activities, and customer management. However, if you are using other tools for lead information management, manually entering data every time a lead is registered can be not only cumbersome but also prone to transcription errors and omissions.

By using this template, when a contact is registered in HubSpot, the data can be automatically reflected in Microsoft Excel. This eliminates the need for manual work, reducing the burden on staff, shortening work time, and preventing transcription errors.

■Notes

・Please integrate both HubSpot and Microsoft Excel 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.

Register Survey Results in Microsoft Excel

Survey responses received via Gmail or Outlook can be automatically registered in Microsoft Excel, making it easier to analyze the data.

Automatically Add Forms Submissions to Microsoft Excel

Responses submitted through Google Forms (or similar platforms) can be automatically added to your Excel sheet, eliminating manual data entry.


■Overview

The "Analyze HubSpot Form Content with AI and Add to Microsoft Excel" workflow is a business flow that automatically analyzes data collected in HubSpot and organizes and saves it in Microsoft Excel.

■Recommended for

  • Marketing professionals who use HubSpot to collect customer data
  • Business analysts who want to improve work efficiency by reducing the time spent on form data analysis
  • Team leaders who primarily manage data in Microsoft Excel and want to automate data organization and analysis
  • Executives who want to extract valuable insights from HubSpot form responses
  • IT professionals who want to optimize business workflows by integrating multiple SaaS applications

■Benefits of using this template

By automatically adding HubSpot information and AI analysis results to Microsoft Excel, manual effort is reduced.
Additionally, it prevents human errors such as transcription mistakes and omissions, improving data accuracy.
Data is promptly reflected in Microsoft Excel, allowing smooth access to necessary information.


■Overview

This flow adds the response content to Microsoft Excel when a new response is submitted to a Google Form.

Without having to manually check Google Form responses, the response content is automatically registered in Microsoft Excel, ensuring smooth information transfer and preventing any gaps or omissions in information management.

■Notes

・Please integrate both Google Forms and Microsoft Excel 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.

・Feel free to change the settings of the Microsoft Excel you are integrating as needed.

・For information on how to retrieve response content when using Google Forms as a trigger, please refer to the link below.

https://intercom.help/yoom/ja/articles/6807133


■Overview

This is a flow that adds data to Microsoft Excel when a form is submitted on Wix.

■Recommended for

1. Those who operate a website using Wix

・Those who want to automatically add Wix form information to Microsoft Excel to prevent input errors

・Those who want to streamline data management in Microsoft Excel

2. Those who organize data using Microsoft Excel

・Those who want to streamline data analysis tasks for marketing activities

・Teams that want to quickly share data and improve collaboration efficiency

■Benefits of using this template

When a form is submitted on Wix, notifications are sent to the dashboard or specified email address.
However, manually registering form data in Microsoft Excel is time-consuming and inefficient.

This template allows data to be automatically added to Microsoft Excel when a form is submitted on Wix.
With data automatically added to Microsoft Excel, you can quickly perform data aggregation and analysis, which can aid in planning marketing strategies.

Additionally, since manual data entry is not required, work efficiency is improved, and human errors can be prevented.

■Notes

・Please integrate both Wix and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Automation Examples Using AI Features

Transcribe Audio Data and Send Notifications

Audio data uploaded to cloud storage can be transcribed by AI, and the transcript can be automatically sent as a notification on Slack, or it can be transcribed after a web conference ends and shared on Slack.


■Overview

This is a flow that automatically transcribes and notifies Slack when a Google Meet meeting ends.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

■Recommended for

  • Sales representatives who frequently hold regular meetings or important business negotiations using Google Meet and spend a lot of time creating and sharing meeting minutes.
  • Project managers who manage multiple projects simultaneously and need to share meeting content across teams.
  • Those who want to smoothly share meeting content on Slack with members who could not attend the meeting.
  • Department heads who have implemented remote work or flextime systems and emphasize asynchronous communication.

■Benefits of using this template

This flow automatically transcribes recordings from Google Meet and notifies Slack.

It eliminates the need to manually create and share meeting minutes, reducing post-meeting work time.

You can smoothly grasp information if you couldn't attend the meeting or want to review the meeting content.

Additionally, it becomes easy to search for meeting content on Slack, allowing quick access to past discussions and decisions.


■Overview

This is a flow where, when an audio file is uploaded to Google Drive, it is transcribed and a notification is sent to Slack.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. Those who manage audio files

・Those who handle a lot of audio files in their work and find it cumbersome to check the content

・Those who find transcribing audio files tedious and want to automate it

2. Those who use Slack as their main communication tool

・Those who find it cumbersome to share information within the team

・Those who want to efficiently share transcription results with the team

■Benefits of using this template

Transcribing audio files is a task prone to errors when done manually.
With this automation, audio files saved in Google Drive can be transcribed by AI and the content can be notified to Slack.
By completing the entire process automatically, information sharing within the team can be streamlined.
Furthermore, by allocating the time previously spent on manual transcription to other tasks, the progress of work can be made smoother.


■Overview

This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.

■Recommended for

1. Teams that frequently use Zoom meetings and share information on Slack

・Those who want to transcribe meeting content and keep a record

・Those who want to reduce the effort of creating minutes and improve work efficiency

・Those who want to share meeting content with team members on Slack

2. Those who want to analyze and utilize meeting content

・Those who want to analyze transcription data to understand the content of discussions and trends

・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions


■Benefits of using this template

Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.

By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.


■Notes

・Please integrate Zoom and Slack with Yoom.

・AI operations are available only 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 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.

Extract Text and Add It to Apps or Databases

AI can extract specific content from messages posted on platforms like Microsoft Teams and automatically add it to apps like Trello, Microsoft Excel, or other databases.


■Overview
The workflow "Create a page in Notion when a message is posted in Microsoft Teams" is a business workflow designed to streamline communication within a team and centralize information management. By automatically generating a detailed page in Notion when an important message is posted in Microsoft Teams, it prevents information leakage and duplication, facilitating smooth information sharing across the team.


■Recommended for

  • Team leaders who use Microsoft Teams and Notion regularly and feel challenged by information management
  • Business personnel who want to automatically record and organize important conversations and messages within the team
  • Executives who want to eliminate the hassle of manually transferring information and improve operational efficiency



■Benefits of using this template

  • Centralized information management: Since Teams messages are automatically reflected in Notion, you can check important information in one place.
  • Reduced work time: Eliminates the need for manual transcription, allowing you to allocate time to other important tasks.
  • Prevention of information oversight: Automation prevents missing or overlooking important messages, strengthening team collaboration.



■Overview

This is a flow that registers a card in Trello when a message is posted on Microsoft Teams.

By using Yoom, you can easily connect apps without programming.

■Recommended for

1. Those who use Trello for task management

・Those who want to manage tasks efficiently with multiple team members

2. Those who use Microsoft Teams for communication

・Those who want to save time managing tasks manually

■Benefits of using this template

By integrating Microsoft Teams and Trello, communication and task management are effectively unified.
This ensures that necessary information is quickly added to Trello, preventing task omissions or forgetfulness.

Additionally, each member can quickly grasp the progress, allowing for smooth project execution.
Furthermore, as messages are automatically registered as cards, manual input work is reduced, allowing more time to be spent on more important tasks.
This improves the overall productivity of the team and enables efficient business execution.

■Notes

・Please connect both Microsoft Teams and Trello with Yoom.

・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set 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 restricted apps and AI features (operations).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.


■Overview

This flow extracts text from messages sent in Microsoft Teams using AI and adds it to Microsoft Excel.

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 Microsoft Teams for work

・Teams that handle inquiries or reports in specific channels on Microsoft Teams

・Those who want to efficiently organize and manage shared information


2. Those who use Microsoft Excel for work

・Those who want to efficiently record daily reports, work reports, inquiries, and meeting minutes

・Those aiming for systematic management of complaints and improvement proposals

・Those who want to reduce the effort and errors associated with manual data entry

■Benefits of using this template

If you use specific channels in Microsoft Teams for inquiries or reports, manually transferring that information to Microsoft Excel for accumulation and analysis is not efficient.

By implementing this flow, you can automatically extract necessary information from messages sent in Microsoft Teams and add it to Microsoft Excel.

It automatically synchronizes only the necessary information set in advance from the content of reports and inquiries, reducing the time spent on message verification, organization, and transcription.

Additionally, it helps prevent human errors such as missed registrations and duplicate entries.

Summarize Text for Notifications or Document Creation

AI can automatically summarize messages received via chat tools or emails, sending out notifications or adding the summary to documents.


■Overview

This is a flow where, upon receiving a new email in Yoom, the content is summarized by AI and notified to Slack.

By using AI-generated summaries, it is possible to automatically summarize the main points of long email texts, reducing the manual workload.

Notes

・Please integrate Slack with Yoom.

・AI operations are features (operations) available only in 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 aware.

・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).


■Overview

The "Summarize Discord Posts and Notify on Slack" workflow contributes to faster information sharing.
By summarizing the content on Discord and notifying it, the readability of the information is improved.

■Recommended for

  • Those who use Discord for team communication
  • Those who have a lot of interactions on Discord and sometimes miss important messages
  • Those who want to efficiently track necessary information in multiple active channels
  • Companies or teams that use Slack regularly
  • Those who want to quickly check important Discord messages on Slack

■Benefits of Using This Template

By summarizing Discord posts and notifying them on Slack, the entire team can quickly share the latest information.
This ensures that important information is not missed, enabling smooth communication.

Furthermore, the summary feature allows team members to grasp the key points of information concisely, saving effort and time.
Based on the information aggregated on Slack, quick and accurate decision-making becomes possible, improving the speed of project progress.


■Overview

This is a flow that adds the content of a post to Google Docs when a message is sent on Slack.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. People who use Slack for business communication

・Those who use Slack on a daily basis

・Those who manually transcribe important messages posted on Slack to other tools

2. People who use Google Docs for business

・Those who conduct business using Google Docs

・Those who want to accumulate posted content in Google Docs by linking with Slack

■Benefits of using this template

Since Slack is in a chat format with new messages being posted continuously, important information can get buried, making it time-consuming to find.
Additionally, when managing important information with other tools, you may find manual transcription to be a hassle.

In this flow, messages sent on Slack can be summarized using AI functionality and added to Google Docs.
By summarizing with AI functionality, you can reduce the amount of text from the original and quickly check the content.

Slack allows you to set any channel, so you can customize it according to your business needs.

👏 Benefits and Examples of Integrating AI OCR with Microsoft Excel

Benefit 1: Streamlining Document Management Tasks

Integrating AI-powered OCR technology with Microsoft Excel can automate the manual entry of health checkup forms. For example, a company processing 100 health checkup forms per month could save over 8 hours of work time each month if each form required just 5 minutes of manual input. This automation reduces the burden on teams, allowing them to focus on more strategic tasks and increasing overall efficiency.

Benefit 2: Reducing Human Error

Manual data entry is prone to errors and oversights. AI OCR technology can automatically extract text and numbers from health checkup forms and input them directly into Microsoft Excel, preventing mistakes. With OCR, you can ensure more reliable data and better health management, significantly improving the work efficiency of teams.

Benefit 3: Streamlining Diagnostic Data Analysis

Using AI OCR to automatically populate Microsoft Excel with data from health checkup forms streamlines the analysis process. For example, if your company manages health checkup data across multiple locations, automating the transfer of this information into Excel allows for quick search and analysis. This helps the management team monitor health trends and make data-driven decisions quickly, ultimately improving overall health management

📖 Summary

By using OCR technology with Microsoft Excel, you can automate the process of entering health data, reducing the risk of human error and saving valuable time. This integration ensures more accurate management of health data, making it easier to take timely and appropriate actions.

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!

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About the author
s.miyamoto
s.miyamoto
With approximately five years of experience in the customer success industry at a foreign company, I share valuable content daily based on the challenges faced in various roles, from operators to management. By utilizing Yoom, I aim to provide you with actionable insights to enhance customer experience and deliver practical content that can be applied in the field.
Tags
Automatic
Automation
Integration
Microsoft Excel
OCR