【No Code Required】How to Integrate Google Docs with OCR to Convert Images to Text

OCR the images received from the form and transcribe them into Google Docs

Accept image file attachments via Google Forms or FormBridge, and when an image is submitted, extract text using OCR and automatically transcribe the content into Google Docs.
For example, you can read amounts and dates from receipt images received through an expense reimbursement application form and automatically record them into a Google Doc summarizing the application details, reducing the effort required for data organization after form submission.

OCR Images Received via Email and Transcribe to Google Docs

This flow involves receiving emails in Gmail or Outlook that meet specific conditions (such as subject, sender, etc.), extracting text from attached image files, and transcribing it to Google Docs.
It streamlines email-based tasks, such as automatically appending the content of order form images received from clients to a Google Doc for order management.
You are freed from the task of checking emails, opening files, and transcribing content!

Let's Create a Flow to OCR Images from Google Drive and Transcribe Them into Google Docs

Here, we will explain the steps to create a flow where, as a representative example, "when an image file is uploaded to Google Drive, text is extracted via OCR and appended to a specified Google Document."
If you do not yet have a Yoom account, please issue one from the registration form here.

Note: OCR (reading text) is available with some paid plans.
For free and mini plans, the operations of the flow bot set will result in an error.
Paid plans offer a 2-week free trial, during which you can use apps and AI functions (operations) that are subject to restrictions.

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‍How to Create the Flow

This time, we will create an automated flow through the following major processes.

• Register My Apps for Google Drive and Google Docs
• Copy the Template
• Set the Trigger (Google Drive) and Actions (OCR, Google Docs)
• Set the Trigger to ON and Check the Operation

Step 1: Flow of My App Registration

First, set up the integration between Yoom, Google Drive, and Google Docs.

Google Drive My App Registration Procedure

After logging into Yoom, click on My Apps and select Add.

Click on Google Drive in the My Apps list.
Using the search box makes it easier to find.

Select "Sign in with Google".

Click on the account you want to integrate.

Click Next.

Select Continue.

This completes the Google Drive My App registration.

Google Docs My App Registration Procedure

After logging into Yoom, click on My Apps and select Add.

In the My Apps list, use the search box and select Google Drive.

Select "Sign in with Google".

Click on the account you want to integrate.

Click Next.

Select Continue.

This completes the Google Docs My App registration.

Step 2: Copy the Template

Next, let's copy the template.
In Yoom, you can also create a flow bot from scratch!
Here, we will introduce a method using a template that allows for easier setup.
Click the banner below.

Select "Try this template".

Click "OK".

Now you have a copy of the template.
The copied template is saved in My Projects.

[ocr-gdrive-to-gdoc]

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### Step 3:

Next, let's proceed to the Flowbot settings.
Click on "When a new file or folder is created in a specific folder" from the template you just copied.

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Select Linked Account and Action

The title is pre-entered, but you can change it.
Check the account information linked with Google Drive.
The trigger action "When a new file or folder is created in a specific folder" is selected.
After checking the settings, click Next.

API Connection Settings for App Trigger

Set the trigger activation interval.
The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Depending on your plan, the shortest interval for setting the trigger may vary, so be sure to check that. 
It is generally recommended to set it to the shortest activation interval for that plan.
Select the folder ID from the options.
Execute the trigger event (create a new file or folder) on Google Drive and click Test.

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Once the information added to Google Drive is retrieved, save it.

Step 4: Set Google Drive Actions

Next, click "Download File".

Select Linked Account and Action

You can change the title.
Check the account information linked with Google Drive.
The action "Download File" is selected.
After confirming the settings, click Next.

API Connection Settings

For the file ID, select "File ID" from the "Retrieved Values" of "When a new file or folder is created in a specific folder".
After setting, click Test.

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Once the information from Google Drive is retrieved, save it.

Step 5: Read Text from Images/PDF

Next, click "Read Text from Images/PDF".

Select Action

You can change the title.
The action "Any PDF/Image File (within 4000 characters)" is selected.
Change according to the number of characters.
After setting, click Next.

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Set Details

For the file attachment method, select "Use Retrieved Values" and "File Retrieved from Google Drive".

Set the items you want to extract from the image and add them to Google Docs.
After setting, click Test.

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Once the information is successfully read from the image, save it.

Step 6: Set Google Docs Actions

This is the final setup step.
Click "Add Text to End of Document".

Select Linked Account and Action

You can change the title.
Check the account information linked with Google Docs.
The action "Add Text to End of Document" is selected.
After confirming the settings, click Next.

API Connection Settings

Select the document ID from the options.

Select the item you want to add to Google Docs from the "Retrieved Values" of "Read Text from Images/PDF".
If you enter it without using the retrieved values here, the same content will continue to be added to Google Docs, so be careful.
After setting, click Test.

Once the information is added to Google Docs, save it.

Finally, turn on the trigger and check the operation!

Now the Flowbot setup is complete.

Other Automation Examples Using Google Docs

By utilizing Google Docs, various business processes can be automated.

Automation Examples Using Google Docs

You can automatically transcribe Google Meet meetings and append them as minutes in Google Docs, or automatically generate quotes and record documents based on messages sent in chat or information from databases.

Summary

In this article, we introduced specific steps to achieve "Integrating Google Docs with OCR to extract text from images" without any coding. By automatically reading text information from images and transcribing it into Google Docs, you can significantly reduce the tedious and cumbersome manual input work, improving the accuracy and speed of your tasks.

<span class="mark-yellow">In addition to the OCR integration introduced this time, Yoom offers a wide range of templates to streamline document creation and information management.</span>
You can use it in various scenarios, such as automatically recording form submissions or summarizing chat content.

If you feel that "transcribing text from images takes too long," "you want to prevent transcription errors," or "you want to make document creation easier," try automating with Yoom's templates. The setup is simple, and you can start right away!

Why not try the templates first and experience their convenience?
👉 Create a free account now