Have you ever felt overwhelmed from mamually entering data from PDF invoice or receipts into Excel?
Opening each PDF file, searching for the right data, and populating it into Excel... This can be take a lot of time and effort.
✨ Imagine if:
data can be automatically extracted from PDFs
the extracted data will automatically be recorded into Excel
you can focus more on other tasks instead of repetitive data entry
If you...
regularly work with PDF invoices, quotes, forms that need Excel input
looking for an easy, no code way to automate this task
then this article is for you :) With Yoom, you can effortlessly automate this process without writing a single line of code.
Meet Yoom: No-Code Automation
Yoom is a next-generation no code automation tool that lets you connect and automate tasks between your favorite apps. Yoom makes automation accessible to everyone.
🌐 Connect with apps like Microsoft Excel, Slack, Google Sheets and more.
📖 Use automation templates - no technical set up required!
📈 Boost productivity and reduce human errors
No need to go through complex set up and IT jargons, Yoom keeps things simple and visual. You can build your automation workflows with just a few clicks, saving hours of time and stress from repetitive work.
In this guide, you’ll learn the step by step process of how to use Yoom to extract invoice’s table data with OCR and add it to Microsoft Excel.
✔️ For Those Who Want to Try It Right Away
Yoom offers a ready-made template for easy setup. Click the “Try It” button to get started now! We’ll also walk you through the step-by-step process of creating this automation flow later in this article.
When an invoice PDF is uploaded to OneDrive, perform OCR and add the itemized (table) information to Microsoft Excel.
■Overview By using the workflow "When an invoice PDF is uploaded to OneDrive, perform OCR and add detail (table) information to Microsoft Excel", you can automatically retrieve table data from files on OneDrive. This reduces manual input into Microsoft Excel, improving work efficiency.
■Recommended for ・Those who manage business data daily by saving files to OneDrive ・Those who want to streamline the process of extracting table data from paper documents or PDFs and transferring it to Microsoft Excel ・Those who spend a lot of time on manual data entry and checks and want to process more quickly ・Those who want to use OCR technology to consolidate data from various file formats into Microsoft Excel ・Those involved in form creation and aggregation tasks in Microsoft Excel ・Those interested in digitizing file data and automating tasks ・Those who want to reduce human errors in data extraction and transfer, improving work accuracy
■Notes ・Please link both OneDrive and Microsoft Excel with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be careful. ・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Branches are a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Due to the app's specifications, there may be cases where the file's creation date and last updated date are not the same, and it may not branch correctly, so please understand.
PDF files arrives in various forms such as email attachments, files stored on online services, and submitted through forms. Below are practical ready-to-use templates that use OCR & Excel with other apps to streamline your workflow. Just click the “Try It” button to get started quickly!
Automatically Add Data from Email Attachments to Excel
Extract data from invoice PDFs attached to emails using OCR and add it to Excel. Recommended for those who want to eliminate manual data entries and checks to avoid input mistakes.
When you receive an invoice PDF in Gmail, use OCR to add the itemized (table) information to Microsoft Excel.
■Overview By using the workflow 'When receiving an invoice PDF in Gmail, perform OCR and add the details (table) information to Microsoft Excel', you can automatically aggregate the file contents after receiving the email. This eliminates the need for manual transcription of table data, making input into Microsoft Excel smoother.
■Recommended for ・Those who use Gmail for business and manage table data from attachments (PDF or image format) from clients or customers ・Those who frequently compile paper documents or PDF form data into Excel and want to streamline data entry tasks ・Those who feel challenged by data transcription errors due to manual input or increased work time ・Those who use Microsoft Excel for sales aggregation or business management and want to always keep the latest data ・Business or back-office personnel who want to accurately and quickly extract table data and reflect it in Microsoft Excel
■Notes ・Please link Gmail and Microsoft Excel with Yoom. ・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・The AI operations for OCR or voice transcription are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview The workflow 'When receiving an invoice PDF in Outlook, perform OCR and add the details (table) information to Microsoft Excel' can extract table data from email attachments. It is automatically added to Excel, reducing the effort of data entry.
■Recommended for ・Those who regularly receive business emails in Outlook and want to manage table data from attached documents or receipts in Microsoft Excel ・Those who want to quickly extract necessary table data from PDFs or image files sent from multiple clients or internally ・Those who are manually entering data and want to reduce work hours and transcription errors ・Those who want to speed up business processes such as sales management, inventory management, and expense reimbursement using Microsoft Excel ・Those in the information systems or general affairs departments who feel challenged by managing a large volume of forms and document data daily ・Those who want to improve work efficiency within their department without outsourcing
■Notes ・Please link both Outlook and Microsoft Excel with Yoom. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・AI operations for OCR or voice transcription are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Automatically Add File Data Received from Forms to Excel
Extract table data from invoice PDFs submitted through Forms applications and add it to Excel. Recommended for those looking to automate data collecting tasks.
Once you receive the invoice PDF via the form, use OCR to add the detailed (table) information to Microsoft Excel.
■Overview By using the workflow "When receiving an invoice PDF via form, add detail (table) information to Microsoft Excel", you can automatically retrieve table data from materials attached to the form. This reduces the effort of transferring data to Microsoft Excel and helps prevent input errors.
■Recommended for ・Those who want to extract and utilize information from document data (PDFs or images) received via forms on a daily basis ・Those considering streamlining operations that collect data from attachments ・Those who use Microsoft Excel in their business flow for aggregation and reporting tasks ・Those interested in information extraction using OCR technology and want to digitize data without effort ・Those who want to quickly database the contents of standard documents for sharing and analysis ・Those responsible for handling a large number of applications or reception processes and need to manage data quickly
■Notes ・Please link Microsoft Excel with Yoom. ・The AI operations for OCR or voice transcription are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview The workflow 'When receiving an invoice PDF via Google Form, add the details (table) information to Microsoft Excel' automates the tedious tasks of data extraction and entry. It captures table information from images and smoothly reflects it in Microsoft Excel.
■Recommended for ・Those who use Google Forms to conduct surveys or accept applications ・Those who manually transcribe tabular data from form attachments into Excel ・Those who find it time-consuming and labor-intensive to aggregate tabular data submitted on paper or PDF ・Those who want to improve the efficiency of data aggregation and management by collecting numerous files from multiple forms ・Those who aim to promote work efficiency and paperless operations, and seek speedy automation of tasks ・Those who want to automate routine data processing tasks, reduce errors, and improve quality
■Notes ・Please integrate Google Forms, Google Drive, and Microsoft Excel with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133 ・The AI operations for OCR or transcribing audio to text are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Automatically Add File Data from Storage Services to Microsoft Excel
Extract data from invoice PDFs uploaded to cloud storage services like OneDrive or Dropbox, using OCR and add it to Excel. Perfect for automating file management and data entry.
When an invoice PDF is uploaded to Dropbox, perform OCR and add the itemized (table) information to Microsoft Excel.
■Overview By using the workflow "When an invoice PDF is uploaded to Dropbox, add the detail (table) information to Microsoft Excel", you can automatically add table data extracted from files on Dropbox to Microsoft Excel. This eliminates the need for manual data entry, streamlining daily operations.
■Recommended for ・Those who manage business data daily by saving files to Dropbox ・Those who find it time-consuming to aggregate or edit tabular data received in paper or PDF format ・Those who want to reduce manual Microsoft Excel input and speed up their workflow ・Teams or departments that share and utilize data files among multiple members ・Those who want to expedite data entry and aggregation tasks ・Those aiming to automate and streamline operations by incorporating OCR technology
■Notes ・Please link both Dropbox and Microsoft Excel 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. ・Branching is a feature (operation) available in plans above the Mini Plan. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・AI operations that perform OCR or transcribe audio are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview By using the workflow "When an invoice PDF is uploaded to OneDrive, perform OCR and add detail (table) information to Microsoft Excel", you can automatically retrieve table data from files on OneDrive. This reduces manual input into Microsoft Excel, improving work efficiency.
■Recommended for ・Those who manage business data daily by saving files to OneDrive ・Those who want to streamline the process of extracting table data from paper documents or PDFs and transferring it to Microsoft Excel ・Those who spend a lot of time on manual data entry and checks and want to process more quickly ・Those who want to use OCR technology to consolidate data from various file formats into Microsoft Excel ・Those involved in form creation and aggregation tasks in Microsoft Excel ・Those interested in digitizing file data and automating tasks ・Those who want to reduce human errors in data extraction and transfer, improving work accuracy
■Notes ・Please link both OneDrive and Microsoft Excel with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be careful. ・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Branches are a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Due to the app's specifications, there may be cases where the file's creation date and last updated date are not the same, and it may not branch correctly, so please understand.
🚀 Let's Create a Flowbot to Extract PDF Data from OneDrive & Save It in Excel
Let's walk through how to create a Flowbot that extracts table data from an invoice PDF uploaded to OneDrive using OCR, and automatically records it to a specific Excel file.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Microsoft Excel & OneDrive
If you do not yet have a Yoom account, register now from this registrationform.
Setup Overview
Register OneDrive & Microsoft Excel in Yoom
Copy the Template
Set Up OneDrive Triggers, OCR, OneDrive & Excel Actions
Activate the Flowbot
⚠️ Note: Some functions (OCR and Branching) used in this Flowbot are only available on Yoom’s paid plans. If you’re using the Free plan, the Flowbot may face errors due to limited access. But don’t worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.
When an invoice PDF is uploaded to OneDrive, perform OCR and add the itemized (table) information to Microsoft Excel.
■Overview By using the workflow "When an invoice PDF is uploaded to OneDrive, perform OCR and add detail (table) information to Microsoft Excel", you can automatically retrieve table data from files on OneDrive. This reduces manual input into Microsoft Excel, improving work efficiency.
■Recommended for ・Those who manage business data daily by saving files to OneDrive ・Those who want to streamline the process of extracting table data from paper documents or PDFs and transferring it to Microsoft Excel ・Those who spend a lot of time on manual data entry and checks and want to process more quickly ・Those who want to use OCR technology to consolidate data from various file formats into Microsoft Excel ・Those involved in form creation and aggregation tasks in Microsoft Excel ・Those interested in digitizing file data and automating tasks ・Those who want to reduce human errors in data extraction and transfer, improving work accuracy
■Notes ・Please link both OneDrive and Microsoft Excel with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be careful. ・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Branches are a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Due to the app's specifications, there may be cases where the file's creation date and last updated date are not the same, and it may not branch correctly, so please understand.
Step 1: Register OneDrive & Microsoft Excel in My Apps
⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for stable connection.
Add OneDrive
In Yoom, go to the My Apps tab, and click the “+ Add” button.
Search for OneDrive from the app list and select it.
Select the account you want to connect to.
Enter your password and click “Sign In”.
Add Microsoft Excel
Click on My Apps and select “+ Add”.
Search for Microsoft Excel from the app list and select it.
Follow the same steps as OneDrive. Click on the account name you want to link.
Enter your password and click "Sign In".
Once both apps are connected, you’ll see them listed under “My Apps”.
Step 2: Copy the Template
Click the “Try it” button to copy the pre-built template into your project.
Click "Try this template".
Click "OK" and give this Flowbot a name to recognize.
This template will be copied to your “My Project”.
Step 3: Set Up the OneDrive Trigger
Click on the trigger step labeled, "When a file is created or uploaded in a specific folder".
For this example, we’ll set up a flow using the PDF invoice data shown below.
Give your trigger a title (anything you like). Select your account, and check the default settings. If there are no issues, click “Next”.
Set your trigger interval (how often you want Yoom to check for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
⚠️ Note: The trigger interval varies on your Yoom plan. Be sure to check your current plan’s limit.
We recommend setting the trigger to the shortest activation interval available for your plan.
Select the Drive ID you want to link, from the displayed options.
Similarly, select the Folder ID from the options.
Then add your invoice PDF test file in the OneDrive folder you selected earlier. Click “Test”. If successful, the data from OneDrive should appear as retrieved values. You’ll use these data in the following steps, so check the details are correct.
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
Step 4: Set Up Branching
Click the "Command Operation".
You can change the action title (optional). For the branch target value, select “When a file is created or updated in a specific folder” action and choose “Creation Date” as the obtained value.
Set the branching condition to compare “creation date” and “ last update date”. Select “Creation Date” “Equals” “Last Update Date”. This will make the flow only proceed when a file is newly created (when the creation and last update dates are the same).
Step 5: Configure OneDrive Action
Click the "Download file" action.
Select your account, and check the default settings. If there are no issues, click “Next”.
Select the Drive ID from the displayed options.
For the file item ID, click "Item ID" from the retrieved values in the trigger step (when a file is created or updated in a specific folder). After the setup is complete, run a test.
If the test is successful, the data should appear as retrieved values. Hit "Save".
Step 6: Set Up Text Recognition (OCR)
Click the "Read text from images/PDFs" action.
Confirm the action is set to "Extract text information from any PDF/Image file (within 4000 characters)." Rename the title if needed and click “Next”.
For file attachment method, select "Use retrieved value" and choose the "Downloaded file" option. Enter the items you want to extract from the PDF information to add to Microsoft Excel. Specify the text or data you want to extract from the PDF. Specify the "AI to Use" and "Language", and click "Test".
If you see correct extraction items in the retrieved value, then save it.
Step 7: Set Up Loop Command (Repeat Process)
Click the "Command Operation" action.
You can change the title of the action if needed. In the previous action (Read text from images/PDFs), you extracted info from PDF. Sometimes this data includes multiple rows for the same type of item (e.g., column “description” listed one after another in the below image). Because these items come as a list, you need an action to process each item individually.
To do this, select "Read text from images/PDFs" as the operation to repeat. Then, specify which fields you want to extract from each row one by one.
📍 Example from the image: Description, Quantity, Unit Price, Amount needs to be processed one by one. If you want to extract more fields, you can add them by clicking “Add Value”.
Once the settings are done, save it.
Step 8: Set Up Excel Action
Before getting into this step, make sure you have prepared an Excel file where the extracted data will be added. Having this ready will ensure a smooth connection and accurate data entry.
Once ready, return to Yoom and click the "Operate Database" action.
Give your action a name (anything you like). Select your account and check the default settings. If there are no issues, click "Next".
Select the Drive ID from the displayed options.
Similarly, select the Item ID of your Excel file you prepared.
Select the worksheet name from the displayed options (where the data should be populated).
Then specify the table range and click “Next”.
📚 Reference: For detailed instructions on how to set the table range, check this help page.
Map the extracted values from the previous step (Command Operation) to fields in Excel.
When business card data is submitted via the form, AI automatically reads the desired information and stores it in Google Spreadsheet, then sends an email.
■Overview By using the workflow "Notify Microsoft Teams by reading documents with OCR when a contract is completed in DocuSign", contract documents completed in DocuSign are immediately processed. The content read by OCR is automatically notified to Microsoft Teams, allowing efficient information sharing.
■Recommended for ・Those who use DocuSign for exchanging and managing contracts ・Those who want to quickly check the content and take the next action when a contract is completed ・Those who want to automatically read the content of documents with OCR and share it internally ・Those who use Microsoft Teams as a communication tool ・Those who want to quickly share important notifications with team members using Microsoft Teams ・Those who currently manually check documents and notifications and want to reduce that effort
■Notes ・Please link both DocuSign and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The AI operations for OCR or transcribing audio to text are functions available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI functions (operations).
■Overview The "Automatically add files added to Dropbox to Airtable using OCR" workflow is an automation process that streamlines document management. It eliminates the hassle of manual data entry and information organization, improving work efficiency.
■Recommended for ・People who use Dropbox regularly ・Those who store a large number of files in Dropbox and find it time-consuming to organize and search the contents ・People who manage data with Airtable ・Those who build databases using Airtable but find manual data entry cumbersome ・Team leaders or managers aiming for work efficiency ・Those who want to improve the overall work efficiency of the team through workflow automation ・People who want to organize information using OCR technology ・Those who want to automatically extract and utilize text information within files
■Notes ・Please link Dropbox and Airtable with Yoom. ・The OCR AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924 ・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
■Overview The flow 'Read files sent on Slack with OCR and execute scripts with Google Apps Script' is a business workflow that automatically analyzes files sent to Slack with OCR and executes Google Apps Script based on the content. When sharing files using Slack in daily operations, manually checking the content and executing scripts is time-consuming and labor-intensive. By introducing this workflow, automatic file analysis and script execution are linked, greatly improving business efficiency.
■Recommended for ・Business users who frequently share files on Slack and want to process the content automatically ・Developers who want to automate routine tasks using Google Apps Script ・Those who want to extract information from images or PDFs using OCR and link it with other apps ・Company personnel who are spending time on manual file processing and want to improve business efficiency ・Those who want to optimize business flows by linking various SaaS apps using Yoom
■Notes ・Please link Slack, Google Sheets, and Google Apps Script with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・AI operations for OCR or voice transcription are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
■Overview Are you manually checking the contents of attachments such as invoices and purchase orders received in Outlook and transcribing them into Microsoft Excel? This routine task not only takes time but can also cause human errors such as input mistakes. By using this workflow, upon receiving specific emails, the attached files are automatically read by the OCR feature and added to Microsoft Excel as data, helping eliminate these data entry issues.
■Who we recommend this template for - People who manually enter the contents of attachments received in Outlook into Microsoft Excel - Accounting or sales operations staff looking to streamline routine data entry tasks such as invoices and purchase orders - Those considering automating tasks that convert information on paper or PDFs into data using OCR
■Notes - Please connect both Outlook and Microsoft Excel with Yoom. - Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. - For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. - The minimum execution interval varies by plan. - The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be lower than 300 MB. - For details on file size limits for the trigger and each operation, please see the link below. https://intercom.help/yoom/en/articles/9413924 - AI operations for OCR or speech-to-text are available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, operations configured in your flow bot will error out. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial, during which you can use restricted apps and AI features (operations). - OCR may not read data exceeding 6,500 characters or text that is very small. - For settings related to operations that manipulate Microsoft Excel databases, please see the link below. https://intercom.help/yoom/en/articles/9003081
This is a flow to store survey results received via Gmail into Microsoft Excel.
■Important Notes ・Please integrate with both Gmail and Microsoft Excel with Yoom. ・You can select the trigger activation interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for personal and general business use (Microsoft365 Business), and authentication may fail if you're not enrolled in the general business plan. ・AI operations are only available in team plans and success plans. If you are on a free plan or mini plan, operations set in the flow bot will result in errors, so please be cautious. ・Paid plans such as team plans and success plans offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview This is a flow that retrieves the budget from Microsoft Excel at a specified time, generates a PDF, and sends it via Outlook. With Yoom, you can easily connect apps without programming, making it easy to implement this flow.
■Recommended for ・Those who regularly share budget usage status as PDFs with stakeholders ・Those who spend a lot of time compiling budget information into a PDF ・Those who want to streamline the process of generating PDFs and sending emails via Outlook
■Notes ・Please link each of Microsoft Excel and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the corporate plan, authentication may fail.
■Overview The flow 'Add file information to Microsoft Excel when a file is stored in Microsoft SharePoint' is a business workflow that streamlines file management and data organization. When saving a large number of files to SharePoint daily, manually entering each file's information into Microsoft Excel is time-consuming and labor-intensive. By using this workflow, file information is automatically written to Microsoft Excel the moment a new file is saved to Microsoft SharePoint, making data management smoother.
■Recommended for ・IT personnel managing a large number of files using Microsoft SharePoint ・Business users spending time manually entering file information into Microsoft Excel ・Team leaders who want to improve work efficiency while maintaining data consistency and accuracy ・Executives who want to automate the process of writing data to Microsoft Excel ・Those who want to optimize business workflows using Yoom
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Excel. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
Now you know how to automatically record table data extracted by OCR into Microsoft Excel without writing a single line of code. Manually entering invoice and form data one by one can be time-consuming and prone to errors. But autmoation with Yoom can make this process smooth and reliable :) Plus, Yoom offers many more templates connecting with other apps and tools, opening up more automation possibilities for you. Setup is easy, and no techincal skills are required.
If you want to
save time on data entry from PDFs and images
reduce mistakes caused by manual work
streamline your invoice or document process
Then the solution we covered in this article is just what you need.
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers.
I'm fascinated by Yoom's revolutionary service of “automating office work.”
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