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Do you feel overwhelmed by the number of files you have to organize?
By integrating Google Drive with ChatGPT, you can automate tasks like extracting text from images and PDF files uploaded to your Google Drive, summarizing, and adding it to your Google Docs. If required, you can even have ChatGPT translate the text and save it as a new document.
In this article, we will show you the powerful capabilities of Google Drive ChatGPT integration and provide step-by-step instructions on how to set it up.
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In this guide, you'll learn the step-by-step process of how to use Yoom to create a Flowbot that automatically summarizes files uploaded to Google Drive using ChatGPT and saves it to Google Docs.
Yoom offers ready-made templates to automatically summarize uploaded files.
We’ll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
■Overview
The flow "Summarize image files added to Google Drive with ChatGPT and save the results in a document" is a business workflow that enables efficient management and information sharing of image data.
When a new image is uploaded to Google Drive, ChatGPT automatically summarizes its content and saves the summary in a specified document.
This makes organizing and accessing image information easier, thereby improving work efficiency.
■Recommended for
■Benefits of using this template
Checking the content of files saved in Google Drive can be time-consuming and labor-intensive.
This automation allows ChatGPT to automatically summarize image files added to Google Drive, eliminating the need for manual information organization and enabling efficient summarization and organization of files.
Additionally, by automating the summarization process, teams can focus on other important tasks, thereby enhancing overall productivity.
By integrating Google Drive with ChatGPT, you can automate tasks such as organizing and sharing information. This helps with keeping records efficiently, eliminating language barriers, and improving file management.
Here are some practical, ready-to-use templates that you can try out. Just click on the "Try It" button to get started quickly!
This flow extracts text from image files or PDF files uploaded to Google Drive, summarizes the content with ChatGPT, and appends it to a Google Document.
Perfect for those looking to organize photos, contracts, and other documents quickly through text conversion, making it easier to search and create reports later.
■Overview
The flow "Summarize image files added to Google Drive with ChatGPT and save the results in a document" is a business workflow that enables efficient management and information sharing of image data.
When a new image is uploaded to Google Drive, ChatGPT automatically summarizes its content and saves the summary in a specified document.
This makes organizing and accessing image information easier, thereby improving work efficiency.
■Recommended for
■Benefits of using this template
Checking the content of files saved in Google Drive can be time-consuming and labor-intensive.
This automation allows ChatGPT to automatically summarize image files added to Google Drive, eliminating the need for manual information organization and enabling efficient summarization and organization of files.
Additionally, by automating the summarization process, teams can focus on other important tasks, thereby enhancing overall productivity.
This flow automatically extracts text from images or PDF files in Google Drive, translates it using ChatGPT, and creates new Google Docs with the translated content.
Recommended for handling multilingual materials or communicating with international teams. The translation results are saved as a new document, simplifying file management and organization.
■Overview
The "Automatically translate image files added to Google Drive with ChatGPT and add the results to a new document" workflow is a business workflow that automatically extracts text from image files uploaded to Google Drive, translates it into the required language, and saves it as a new document.
■Recommended for
■Benefits of using this template
In today's business environment, where multilingual support is required, it is important to translate information within images quickly and accurately.
This flow utilizes Yoom to integrate Google Drive and ChatGPT, automating the cumbersome translation process.
As a result, it significantly reduces work time by automatically extracting text from images and processing translations in one go, enabling efficient and smooth document management.
This flow utilizes ChatGPT to analyze image and PDF files in Google Drive, automatically classifying them and moving them to the corresponding folders.
Recommended for organizing site photos, scanned documents, and handwritten notes to ensure you no longer have to manually sort files.
■Overview
The workflow "Analyze image files uploaded to Google Drive with ChatGPT and move them to folders according to their content" is a business workflow aimed at streamlining image management.
This workflow, utilizing Yoom, automatically analyzes uploaded images and categorizes them into folders based on their content.
By integrating ChatGPT with Google Drive, you can smoothly carry out complex image management tasks.
■Recommended for
■Benefits of using this template
Do you ever find it challenging to keep up with proper organization when saving a large number of image files on Google Drive daily?
Especially, manually categorizing folders based on image content can be time-consuming and prone to errors.
By utilizing this automation, you can reduce the time spent on manual tasks by automating everything from image analysis to folder movement.
Additionally, automatic categorization prevents misclassification that often occurs during manual folder sorting.
Achieve a consistent image management process that can be smoothly handed over to new members.
Let's walk through how to set up a Flowbot that automatically summarizes extracted text from uploaded files on Google Drive using ChatGPT and records them in Google Docs.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: To run ChatGPT (OpenAI) actions, you’ll need a paid OpenAI API plan. Make sure you have your payment set up ready for smoother transactions when the API usage fees are incurred. For more details, visit OpenAI API Pricing.
■Overview
The flow "Summarize image files added to Google Drive with ChatGPT and save the results in a document" is a business workflow that enables efficient management and information sharing of image data.
When a new image is uploaded to Google Drive, ChatGPT automatically summarizes its content and saves the summary in a specified document.
This makes organizing and accessing image information easier, thereby improving work efficiency.
■Recommended for
■Benefits of using this template
Checking the content of files saved in Google Drive can be time-consuming and labor-intensive.
This automation allows ChatGPT to automatically summarize image files added to Google Drive, eliminating the need for manual information organization and enabling efficient summarization and organization of files.
Additionally, by automating the summarization process, teams can focus on other important tasks, thereby enhancing overall productivity.
Let’s start with registering Google Drive, ChatGPT, and Google Docs in Yoom.
After logging into Yoom, go to "My Apps" from the left side menu, and click the "+ Add" button.
Let's start by integrating Google Drive.
Search for Google Drive in the app list and select it.
Click "Sign in with Google".
Select your Google account and sign in.
Click "Continue".
Click "Continue".
Return to the "My Apps" screen, and if Google Drive is added, the integration is complete.
Next, let's integrate ChatGPT.
After clicking "+ Add" in "My Apps", search for ChatGPT and select it.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, you need to create and obtain the API Secret key.
First, log in to the OpenAI API platform.
Then click the gear icon at the top right → API Keys in the left menu → Create new secret key at the top right in order.
Set each item and create the Secret key.
Copy the displayed Secret key and save it in a secure location.
‼️ Once you leave this screen, you will not be able to view the key again!
Paste it into the Access Token field, and click "Add".
Then you should see ChatGPT added to your My Apps :)
Finally, let's integrate Google Docs.
Search for Google Docs and select it.
Click "Sign in with Google".
Proceed with the same steps as Google Drive.
Return to the "My Apps" screen, and if Google Docs is added, the integration is complete.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
The flow "Summarize image files added to Google Drive with ChatGPT and save the results in a document" is a business workflow that enables efficient management and information sharing of image data.
When a new image is uploaded to Google Drive, ChatGPT automatically summarizes its content and saves the summary in a specified document.
This makes organizing and accessing image information easier, thereby improving work efficiency.
■Recommended for
■Benefits of using this template
Checking the content of files saved in Google Drive can be time-consuming and labor-intensive.
This automation allows ChatGPT to automatically summarize image files added to Google Drive, eliminating the need for manual information organization and enabling efficient summarization and organization of files.
Additionally, by automating the summarization process, teams can focus on other important tasks, thereby enhancing overall productivity.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Click on "When a new file or folder is created in a specific folder".
Give your trigger a title (optional).
Review the content and click "Next."
Set your trigger interval (frequency of sync) of how frequently Yoom checks Google Drive for 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.
Select the Folder ID from the displayed options.
Click "Test".
☝️ Note: The test will fail if no new files were created in the specified time frame. Since this flow involves PDF and image files, make sure to upload one of these file types to the target folder for testing.
When the test is successful, you will see the latest file information in the “Retrieved Value”.
Check if they are correct, and hit "Save".
Now let’s set up an action to download the file.
Click "Download File."
Give your action a title (optional). Review the content and click "Next."
The file ID obtained in Step 3 is set by default.
Click "Test" to download the file.
When the "Test Successful" result is displayed, the downloaded file will be added to the "Retrieved data."
☝️ Note: The file name here is set as “Untitled” by default, but there’s no problem :)
Check that the retrieved data is correct and hit "Save".
Let’s set up an action to extract text from the downloaded file.
Click "Read Text from Image/PDF".
The "Read Text from Any PDF/Image File" action adjusts the number of tasks based on the character count. You can choose from 40,000 characters (5 tasks), 8,000 characters (10 tasks), or 12,000 characters (15 tasks). The default setting is 12,000 characters.
⚠️ Note: Yoom's OCR function may not read data accurately if it exceeds the specified character count or if the text is too small. It’s recommended to stay below the maximum character count and ensure the text size is large enough for accurate reading.
Click "Next."
By default, the file attachment is set to the file downloaded in step 4.
Set "Items to Extract" to "Written Text" to extract all text from the file. To extract specific sections, choose options like “Title”, “Deadline”, or “Remarks”.
Select the AI you want to use from the dropdown.
Click "Test".
When the test is successful, the extracted text will be added to the “Retrieved Value”.
If there are no issues with the retrieved value, click "Save".
Let’s set up an action to summarize the extracted text.
Give your action a title (optional). Review the content and click "Next."
Select the text you want to summarize.
By default, it is set to summarize the text retrieved in step 5.
But you can change it if needed.
You can also rewrite the instructions if needed.
There are other small settings that you can set up.
Click "Test".
When the test is successful, the summarized results get added to the “Retrieved Data”.
If there are no issues, click "Save".
Finally, let’s add the summarized text to Google Docs. Click "Append Text to End".
Give your action a title (optional). Review the content and click "Next."
Set the Document ID (where you want to add the summary text).
You can select the retrieved values from previous actions when you click the input field.
Click "Test".
When the test is successful, check that the generated summary is updated in the specified document.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That's it! Your Flowbot is ready :)
You can also go the other way around, send ChatGPT data to Google Drive.
Automatically extract key points from the emails you receive by using ChatGPT to summarize important information, then save to Google Drive. Perfect for those who want to easily search through inquiry histories and create reports, all while reducing the risk of missed responses.
■Overview
The workflow "Summarize inquiry emails with ChatGPT and save them to Google Drive" automatically summarizes received inquiry emails using ChatGPT and saves them as documents in Google Drive.
By integrating ChatGPT and Google Drive, you can automate the summarization and storage of emails.
■Recommended for
■Benefits of using this template
Automatically generate new ideas and save them directly to Google Drive to prepare drafts for brainstorming sessions or proposals, without spending much time. Perfect for expanding your creative workflows by automating both information processing and creative tasks.
■Overview
The workflow "Regularly generate new ideas with ChatGPT and save them to Google Drive" is a business workflow that automatically collects and organizes creative ideas.
This improves the efficiency of accumulating and managing ideas, supporting the enhancement of creativity in daily tasks.
■Recommended for
■Benefits of using this template
You can try out more automations by utilizing Google Drive and ChatGPT with Yoom. Here are some more examples you can explore for your next automation!
Google Drive can be utilized for more than just file storage. Integrating it with other platforms like sales management tools, forms, emails, and contracts, you can automate data transfer, file organization, access management, and more.
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
■Overview
The workflow "Grant file permissions in Google Drive based on department when employee information is added to Google Sheets" contributes to streamlining administrative tasks.
As work time is reduced, you will have more time to focus on other tasks.
■Recommended for
■Benefits of using this template
Implementing a flow that automatically grants file permissions in Google Drive based on department when employee information is added to Google Sheets has several benefits.
First, employees can quickly access the appropriate files.
This allows for smooth project launches and important document reviews, improving work efficiency.
Additionally, it reduces the burden on administrators by eliminating the need to manually set file permissions.
By utilizing this flow, you can reduce unnecessary manual work and expect to streamline administrative tasks.
■Overview
This is a flow where an invoice is generated and saved to Google Drive based on the content of a submitted Google Form.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who want to improve work efficiency using Google Forms
・Those who need to issue invoices regularly but find the process time-consuming
・Those who want to reduce the hassle of data entry and minimize errors through automation
2. Those who manage documents using Google Drive
・Those who want to manage various invoices and documents on Google Drive but want to avoid the hassle of manual uploads
・Those who want to make it easier to share documents with team members using Google Drive
■Benefits of using this template
By implementing a flow that automatically generates and saves invoices to Google Drive based on submitted Google Forms, you can eliminate the manual effort of creating invoices.
This improves the speed of invoice issuance and enhances the efficiency of administrative tasks.
Additionally, since invoices are automatically saved to Google Drive, the risk of losing them is reduced.
Furthermore, automation helps prevent human errors, improving the accuracy of invoice details and enhancing customer trust.
Moreover, by streamlining operations, staff can focus on other important tasks, thereby increasing productivity.
■Overview
This is a flow where files are stored in Google Drive once an envelope (completion) is finalized in DocuSign.
■Recommended for
1. Those who frequently need to finalize and manage contracts
2. Those looking to reduce manual contract management and automate the process
3. Those who regularly use DocuSign and Google Drive
■Benefits of using this template
・Once an envelope is completed in DocuSign, files are automatically stored in Google Drive, eliminating the need for manual file saving.
・The document saving process is automated, reducing management burden.
■Notes
・Please integrate both DocuSign and Google Drive with Yoom.
You can easily automate tasks that were previously done manually, like handling emails, creating meeting minutes, classifying inquiries, and drafting content, by integrating with ChatGPT.
■Overview
The flow of "Creating meeting minutes with ChatGPT and emailing them to participants after a Zoom meeting" automates the process of recording and sharing meeting details.
This workflow is ideal for teams that frequently hold meetings or organizations that prioritize accuracy in record-keeping.
■Recommended for
■Benefits of using this template
◼️Overview
When an inquiry email is received, ChatGPT is used to automatically classify the inquiry content and notify the appropriate Slack channel.
This enables a quick response to inquiries.
◼️Setup Instructions
1. Set up an email trigger that activates the flow bot when an inquiry email is received.
2. Configure the inquiry email address to forward to the email address set in Yoom.
3. Use ChatGPT's "Converse" action to extract and automatically classify the inquiry content from the email body.
4. Appropriately configure the message content. Set switching conditions with command operations.
5. Set the items you want to sort emails by based on ChatGPT's response content.
6. For each item, configure the channel ID and message content for the Slack "Send a message to channel" action.
◼️Notes
・Integrate ChatGPT, Slack, and Yoom.
・Depending on the inquiry content, special processing or assignment to a person in charge may be necessary, so you can add flows to accommodate this.
・Using ChatGPT or OpenAI's API may incur costs payable to OpenAI. Please check OpenAI's official website for details.
・"Switch destination" is a feature (operation) available with the Mini Plan or higher. For the Free Plan, the operation set in the flow bot will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview
The flow of "Automatically generating and sending guidance emails using ChatGPT from a list in Google Sheets" is a business workflow that streamlines the creation of guidance emails for customers and team members.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Organize form content with ChatGPT and create a draft in WordPress" is a business workflow that reduces the hassle of content creation.
This makes the content creation process smoother.
■Recommended for
■Benefits of using this template
By integrating Google Drive with ChatGPT, you can easily automate many tasks like file summarization, document translation, and folder organization. In this guide, we focused on how to automate file summarization, a task that’s often time-consuming and repetitive. With ChatGPT processing your files, you can save time, improve accuracy, and keep your records organized without much effort :)
Best of all, no specialized knowledge is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
