Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Step 3: Set Up Form Trigger Action
Let’s set up the trigger action. Click on the Form trigger item.
Create your form.
You can preview the question form as you create it, allowing you to check and modify it in real time.
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).
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.
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.
Review by checking the preview pages.
In the "Retrieved Values", set sample values for use in testing in the following steps.
For this example, we’ve selected a file titled "health-report" for testing.
Once all fields are set, click "Save."
Step 4: Set Up OCR Action
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 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.
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.
When "Test Successful" is displayed, check whether the data in the file has been retrieved correctly. Then click “Save”.
Step 5: Set Up Excel Action
Click on the Microsoft Excel action item.
On the next screen, give an action a title (optional). Confirm the settings, and click “Next”.
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.
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".
Step 6: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
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.
That’s it! 🎉 The Flowbot is now complete!
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