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Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
Step 3: Set Up Dropbox Trigger Action
Click on the app trigger action with the Dropbox 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 Dropbox 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.
Enter the folder path and file name for the target folder.
Once set, click “Test”. If the test is successful, click “Save”.
Step 4: Download File
Click "Download File" with the Dropbox icon.
The next screen is pre-configured. You can change the title if you want.
Let’s set up the folder path and file name. Select the desired retrieved value from the previous step.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
After entering the necessary information, click “Test” to ensure everything is working properly.
If no errors appear, click “Save” to confirm your settings and complete the setup.
Step 5: Set Up OCR Action
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 the Dropbox, 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 Dropbox 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.
Once the input is complete, click "Test”. If no errors occur, click “Save”.
Step 6: Add Record to Google Sheets
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".
Step 7: Activate the Flowbot
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!
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