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When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
For accountants and sole proprietors, the year-end closing and tax filing can be quite challenging every year. Wouldn't it be a great help if most of the tasks could be automated? At Yoom, by uploading a photo of a receipt to a form, you can extract text automatically using OCR without any programming.
In this article, we will introduce the benefits of automation using OCR and how to create a system using a template that allows you to "read receipt data received in a form, verify the content, and add it to the kintone database" without the need for programming.
What advantages can be gained from the automated flow of "reading receipt data received in a form, verifying the content, and adding it to the kintone database" that we introduce this time? Let's consider.
OCR technology can accurately digitize the text on receipts. It reduces the hassle of manual entry and minimizes input errors.
Automation can simplify the previously complex management of accounting. It automatically stores data in the database, greatly improving the aggregation process.
Managing documents digitally reduces the risk of issues arising from losing the original receipts. Human errors may occur, but digital management provides peace of mind, allowing you to focus on your work.
We have introduced the benefits of digitizing expense claims. Implementing the above automation requires programming skills and knowledge. If you have never dealt with programming, it can raise the hurdle to getting started. Even if you have resources within your company, you might find it cumbersome to request help every time, right?
At Yoom, we are developing a service that allows you to implement AI-driven automation without any coding.
In the next section, we will introduce how to create a flow bot that "reads receipt data received in a form, verifies the content, and adds it to the kintone database" using Yoom's template.
You can try it from the free plan! Please register first ♪
Each app needs to be linked with Yoom.
Create an app for storage. ▼Sample
For details on how to register my app, refer to here
; see also Spaces that can be linked with Kintone
Click this banner to copy it to "My Project" in Yoom's workspace.
This flow assumes that the expense applicant will apply using a form. Once each process is set up, use the "Receipt Registration Form" displayed on the screen to start the flow bot. No operation is required until the setup is complete. The only process that is not completed is the kintone process, but this article will introduce all the processes in order.
Click "Edit" in the upper right corner to proceed with the settings for each process.
Click the top process button.
Let's create a form for application right away. The following items are set by default. These can be customized.
You can check the display by clicking the button in the upper right corner of the form editing screen. ▼Preview screen
→Next
The items of the created form are reflected. Please enter each item in the test and upload the receipt image. Upload by clicking the "Browse" button.
→Save
Click the second process from the top.
Title→Read Text from Image/PDF
Action→Read Qualified Invoice (5 Tasks)
※AI Operation (Text Reading) is a feature available only in some paid plans. If you are on a plan that is not eligible, the operation of the flow bot you have set will result in an error, so please be careful. Paid plans can have a 2-week free trial, during which you can use the restricted AI operations.
→Next
This is a process to read text from images/PDFs using AI.
File Retrieval Method→Use Retrieved Value・Receipt Image→No Operation Required
Additional Items to Extract→Inspection Date
→Click Test
→Success
The output is displayed. This content will be used in the subsequent settings.
→Save
Click the third process of the flow bot!
Set up a request for confirmation of the content read by OCR for the expense applicant.
Title→Request Action from Person in Charge
Person in Charge→Member who started the flow bot
Details of the Request for Action→Quote the text read by OCR. By default, this is the content.
Create an input form for the person in charge. You can set required fields.
→Next
Test the form you just created. Please enter the required fields.
→Save
Title→Transfer Read Receipt Content to kintone
Database App→kintone
Account Information for Integration with kintone→Click "+Add Integration Account".
An editing screen necessary for integration will appear in a popup. Enter each item and link with Yoom.
＞How to Integrate with kintone
Execution Action→Add Record
Database Information→Click the edit field to display candidate apps. This time, we will use the app "OCR Reading Result-test (0730)".
→Next
Link the output content to the specified items in the kintone app.
Value of the Record to Add→You can select items that can be quoted by clicking each edit field. Once all are selected, test it.
→Test
→Success
It was also reflected in kintone.
Turn the switch of the trigger at the top of the process to [ON]. Enter each item of the form, upload the receipt image, and click the start button! Please enter your own email address. The flow bot has started. It stopped at "Request Action from Person in Charge".
Looking at the email...
A confirmation request has arrived. When you open the URL, a confirmation form is displayed.
Fill in the required fields and click "Complete Action". The flow bot starts moving again, and the extracted content is stored in kintone.
When you submit invoice data through the form, AI automatically reads the desired information. After confirming the read information, it is stored in Google Sheets and notified in Google Chat. This is a template for the flow. It's convenient because it automates manual tasks. Please give it a try!
How was it? This time, we introduced a method to read receipts using OCR technology and store the extracted text data in kintone without the need for programming. Those who are busy with sales activities tend to postpone application tasks. I've seen situations where receipts and invoices pile up, causing trouble for accounting staff. If you can upload images, you can work even while on the move, and it seems like it will reduce the accumulation of such troublesome application tasks. The accounting team will also be relieved.
Yoom's mission is "We Make Time" - to give people back their time through the power of technology.
By automating tasks, we can contribute to creating time for studying, discussions with colleagues, and communication. Let's enrich the time for you and your team with Yoom♪ Please start by registering for the free plan.
See you again!
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