How to Read Business Card Information with AI OCR Function and Add it to Notion Database

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How to Create an Integration Flow Utilizing Notion and AI Features

Here, we introduce the setup for the flow of "Reading business card information with AI-OCR and adding it to the Notion database."
This flow template includes an AI operation that "reads text from images and PDFs," available for Team Plan and above.
For more details, please check How to Set Up "Reading Text from Images and PDFs".

The Notion database used in this flow explanation is as follows.

Step 1: Log in to Yoom

(1) Click "Try it" on the banner below.

You will see "Template has been copied", so click "OK".

(2) From the list of workspaces, select any project.
The copied template is stored in "My Projects" in the project list, so please check there.
(3) When the following screen is displayed, proceed to Step 2.

Step 2: Notion Settings

Next, move on to the Notion settings.
(1) Click "My Apps" on the left side of the screen
(2) Next, click "+New Connection" displayed on the right side of the screen

(3) Select Notion from the list of apps
(4) Click "Select Page" on the screen requesting access
(5) Check the page you want to allow access to and click "Allow Access"

(6) This completes the registration of Notion in My Apps.
(7) Click "My Projects" from the project list

(8) Click the copied template
(9) Click "Edit" at the top right of the flow list screen and proceed to Step 3.

Step 3: Setting Triggers and Actions

(1) Click "Form Trigger" from the flow list screen

(2) Follow the instructions on the form creation screen to create a form.

(3) Once creation is complete, scroll to the bottom of the screen and click "Next"

■Form Display Confirmation and Detailed Settings Screen
Here, to set sample values for the input form, please upload a business card image.
(4) Click once within the red frame and select a business card image of your choice

(5) Click "Save"
(6) Then click "Read Text from Image/PDF"
※ For details, please check "How to Set Up Reading Text from Image/PDF".

(7) Set the title and confirm that the action "Read Business Card (4 Tasks)" is selected

(8) Click "Next"
■Set Details
‍(9) For the file attachment method, select any option from each dropdown menu.
(10) For additional items to extract, set the items you want to extract.
This time, we will proceed with both set to default.

(11) Click "Test" to display the results.

(12) Once you confirm that the extraction results are correct, click "Save".
(13) Click "Operate Database" at the bottom

(14) Set the title and confirm that the execution action "Add Record" is selected.

(15) Select the database ID from the candidates

(16) Click "Next"
■Detailed Settings for Database Operations
(17) For the values of the records to be added, set them optionally from the output of "Read Text from Image/PDF".

(18) If there is no error in the "Test", click "Save"
When you check Notion, the business card information was reflected.

(19) When the following screen is displayed, click "Turn Trigger ON" to complete the automation settings.

Well done. The setup is complete.

Introduction of Other Examples of Automation Using Notion

Yoom has other flows that utilize Yoom's AI features introduced in the integration flow creation.
In addition to AI features, there are also many flows that integrate Notion with other apps, so please check them out.

1. A flow that reads invoice information received by email with AI-OCR and adds it to Notion's database. Data entry for invoices received daily is labor-intensive, but by automatically importing the contents of email-attached invoices into Notion, data management becomes smoother and errors from manual entry can be prevented.

2. This is a flow for creating product descriptions using Anthropic based on product information added to NotionDB. Creating a product description from scratch every time a new product is added can be time-consuming, but with this flow, it is possible to automatically generate compelling descriptions using Anthropic based on the product information added to Notion.

3. This is a flow to add a record to the Notion database when there is a response to a Google Form. Managing surveys and research results collected through Google Forms can be cumbersome. By using this flow, responses are automatically recorded in the Notion database as soon as they are received, eliminating the need for manual data entry and allowing for smoother aggregation and analysis.

Summary

By using Yoom's AI operation feature to automatically add business card information to Notion, data management becomes more efficient, enabling follow-ups based on accurate information.
This reduces manual work, allowing sales representatives to focus more on other important tasks.
We encourage you to utilize Yoom's AI operations in your sales activities.

YoomにNotionを登録してAI機能を活用するメリット

メリット1: 名刺情報の正確な管理とミスの軽減

営業活動の中で受け取った名刺は、その後のビジネス展開において重要な役割を果たします。
しかし、これらの情報を手作業で入力する際、どうしても入力ミスや情報漏れが生じることがありますよね。
YoomのAIオペレーション機能を活用することで、名刺情報を正確に読み取り、Notionのデータベースに自動的に追加することができます。
営業担当者は名刺情報を効率よく管理でき、フォローアップの際も顧客とのやり取りがよりスムーズになるでしょう。

メリット2: データ入力作業の軽減と営業活動への集中

名刺情報の手入力は、他の重要な業務に割く時間を奪ってしまうことがあります。
YoomのAIオペレーション機能を活用することで、この入力作業を効率的に自動化でき、結果として名刺データ管理の時間短縮が見込めます。
そのため、営業担当者は顧客との関係構築や商談準備に、より多くの時間を使えるでしょう。

まとめ

YoomのAIオペレーション機能は、データ管理の効率化と、正確な情報をもとにしたフォローアップをサポートします。
手作業が減り、営業担当者は他の重要な業務に集中しやすくなるでしょう。
ぜひ、あなたの営業活動にYoomのAIオペレーションを活用してみてください。