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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 Form Trigger
Click on the form trigger action.
Create your form.
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.
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 "card" for testing.
Business card details are automatically extracted from the form submissions, but since the flow hasn’t been activated yet, you will need to upload the data manually.
Once all fields are set, click "Save."
Step 4: 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 Form, we will choose the "Use Retrieved Values" option.
Next, specify which data you want to extract from the Form 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.
Conduct a test. If the test is successful, the retrieved value will be updated.
Then, click "Save".
Step 5: Add Record to Google Sheets
Click on the action with the Google Sheets icon.
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 6: Send a Thank You Email
Click on the action with the Gmail icon.
Create an email template using the information you’ve gathered and set it up to send automatically. The recipient’s details will already be populated, so you just need to enter the sender’s email address, subject, and other necessary details.
Use the retrieved value to generate the email body, making use of the business card details you’ve captured in the previous steps. This will allow for a personalized email that includes the relevant details.
Once you’ve configured everything, preview the email on the next screen.
Click “Test” to ensure the email is sent correctly. If the test email is delivered as expected, click “Save” to finalize all settings.
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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