Tired of dealing with input errors and manual copy-pasting when extracting email addresses from PDFs?
Manually checking and transcribing email addresses from PDFs, like invoices, application forms, or survey responses, can be time-consuming and error-prone. Copying them one by one into a spreadsheet is not only tedious but also increases the chance of oversight or data entry mistakes.
This problem becomes even more overwhelming when you're handling large volumes of PDFs, often cutting into time that could be spent on more important tasks.
Imagine a simple workflow that automatically extracts email addresses from PDF files and accurately transfers them to the tools you use, without the need for any manual input. By automating this process, you can eliminate human error, save time, and focus on higher-value work.
In this guide, we’ll show you how to create such an automated workflow using no-code tools. You won’t need any programming experience to set it up, and you can start implementing it right away.
As a practical example, we’ll walk through how to automatically extract email addresses from PDF files and save the data into Microsoft Excel.
Get Started Quickly
Yoom offers ready-made templates to automate the extraction of email addresses from PDF files.
If you’re eager to jump in and see it in action, click the banner below to try automation right away!
Extract email addresses from PDFs received in Gmail using OCR and add them to Microsoft Excel.
■Overview The workflow 'Extract email addresses from received PDFs in Gmail using OCR and add them to Microsoft Excel' automatically extracts email addresses from PDFs and compiles them into a table. This can save manual data entry and improve work efficiency.
■Recommended for ・Those who want to manage email addresses listed in PDFs received in Gmail collectively ・Those who find it cumbersome or time-consuming to manually extract email addresses from PDFs and transfer them to Microsoft Excel ・Those who manage customer information or lists using Microsoft Excel ・Those who want to collect and organize data accurately and quickly ・Those who receive a lot of emails and PDFs daily and feel challenged in organizing information ・Those who want to prevent input errors or omissions due to manual work
■Notes ・Please link both Gmail 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 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 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).
■Overview By using the workflow "Extract email addresses from received PDFs in Outlook using OCR and add them to Microsoft Excel", you can easily collect email address information from received PDF files. This reduces manual input work and makes management in Microsoft Excel easier.
■Recommended for ・Those who want to make effective use of email address information listed in PDFs received in Outlook ・Those who want to quickly perform information extraction tasks from PDFs ・Those who feel time and effort in manually extracting and transcribing email addresses ・Those who manage client or customer lists in Microsoft Excel ・Those who need to update their Microsoft Excel lists daily and want to improve efficiency ・Those who receive many PDF files via email daily and are overwhelmed with organizing email address information
■Notes ・Please link both Outlook 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 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 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).
We provide automation templates designed to streamline business workflows by automatically extracting and recording email addresses from PDF files received through your existing tools.
These templates help eliminate manual data entry errors and save valuable time, making it easy to build mailing lists and organize customer data more efficiently. Interested? Click below to learn more!
Extract Emails from PDFs Attached to Emails
Automatically extract email addresses from PDF attachments in incoming emails (via Gmail or Outlook) and transfer them directly into Microsoft Excel.
This workflow simplifies the process of collecting and managing contact information from inquiry or request emails, allowing your team to respond more quickly and stay organized.
Extract email addresses from PDFs received in Gmail using OCR and add them to Microsoft Excel.
■Overview The workflow 'Extract email addresses from received PDFs in Gmail using OCR and add them to Microsoft Excel' automatically extracts email addresses from PDFs and compiles them into a table. This can save manual data entry and improve work efficiency.
■Recommended for ・Those who want to manage email addresses listed in PDFs received in Gmail collectively ・Those who find it cumbersome or time-consuming to manually extract email addresses from PDFs and transfer them to Microsoft Excel ・Those who manage customer information or lists using Microsoft Excel ・Those who want to collect and organize data accurately and quickly ・Those who receive a lot of emails and PDFs daily and feel challenged in organizing information ・Those who want to prevent input errors or omissions due to manual work
■Notes ・Please link both Gmail 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 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 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).
■Overview By using the workflow "Extract email addresses from received PDFs in Outlook using OCR and add them to Microsoft Excel", you can easily collect email address information from received PDF files. This reduces manual input work and makes management in Microsoft Excel easier.
■Recommended for ・Those who want to make effective use of email address information listed in PDFs received in Outlook ・Those who want to quickly perform information extraction tasks from PDFs ・Those who feel time and effort in manually extracting and transcribing email addresses ・Those who manage client or customer lists in Microsoft Excel ・Those who need to update their Microsoft Excel lists daily and want to improve efficiency ・Those who receive many PDF files via email daily and are overwhelmed with organizing email address information
■Notes ・Please link both Outlook 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 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 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).
■Overview The workflow 'Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel' automatically adds email address information extracted from PDFs to Microsoft Excel. This reduces the effort of manual input and enables more accurate data management.
■Recommended for ・Those who use Google Forms to receive PDFs for business or surveys ・Those who feel that extracting email addresses from received PDFs is time-consuming and labor-intensive ・Those who want to centrally manage extracted email addresses in Microsoft Excel ・Those who want to reduce manual data entry and copy-paste tasks to speed up their workflow ・Those who want to quickly organize and manage necessary information ・Those who want to reduce input errors of email addresses from paper or PDF data and improve work quality
■Notes ・Please link Google Forms 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. ・For how to obtain the response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133 ・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 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).
■Overview The workflow 'Extract email addresses from PDFs received via form using OCR and add them to Microsoft Excel' allows you to automatically extract email addresses from PDF files and manage them. The extraction results are registered in Microsoft Excel, saving you the trouble of manual input.
■Recommended for ・Those who handle a lot of PDF documents or application forms in their work ・Those who manually extract email addresses from PDFs and compile them into a list ・Those who find data conversion tasks time-consuming and want to process them more quickly ・Those who manage data or create lists using Microsoft Excel ・Those who want to efficiently organize and manage extracted email addresses in Microsoft Excel ・Those who want to automate tasks as much as possible to prevent input errors and omissions ・Those who want to work on data sharing and business efficiency in telework or remote work
■Notes ・Please link Microsoft Excel with Yoom. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger 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).
Transfer Email Addresses from PDF Files in Cloud Storage to Excel
You can automatically detect and extract email addresses from PDF files stored in cloud storage platforms like OneDrive or Dropbox and transfer them directly into Microsoft Excel.
This allows you to efficiently pull contact information from archived documents, such as contracts and reports, and build a well-organized, searchable database with minimal effort.
Extract email addresses from PDFs stored in Dropbox using OCR and add them to Microsoft Excel.
■Overview The workflow 'Extract email addresses from PDFs stored in Dropbox using OCR and add them to Microsoft Excel' allows you to automatically extract email addresses from PDFs and manage them. Since the information is added to Microsoft Excel, it reduces the effort of manual input.
■Recommended for ・Those who use Dropbox for document storage and sharing ・Those who handle a large number of PDF files in their work and want to reduce the burden of information extraction ・Those who want to speed up the listing and management of email addresses ・Those who want to efficiently manage internal and external email address lists using Microsoft Excel ・Those who manually transfer data from PDF to Microsoft Excel on a daily basis and want to reduce errors and omissions ・Those responsible for quickly converting customer information and contact details into a database or list ・Those involved in email marketing or customer management who want to significantly reduce the time spent on data collection and organization
■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. ・The AI operation for OCR or voice transcription is only available in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation set in the flow bot 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). ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview By using the workflow 'Extract email addresses from PDFs stored in OneDrive using OCR and add them to Microsoft Excel', you can automatically collect email addresses from PDFs and transfer them to Microsoft Excel. This reduces the effort of manual input, making the task simpler.
■Recommended for ・Those who use OneDrive for business and frequently manage PDF files received from inside and outside the company ・Those who manage email addresses listed in PDFs using Microsoft Excel but find manual input and transcription cumbersome ・Those who want to extract email addresses from a large amount of PDF data and manage them quickly in bulk on Microsoft Excel ・Those aiming to improve work efficiency and reduce manual input errors while maintaining information accuracy ・Those who need to quickly perform data extraction and list creation in their daily work
■Notes ・Please link OneDrive 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 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 transcribing audio to text are only available 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). ・Due to the specifications of the app, there may be cases where the file creation date and last updated date are not the same, and branching may not work correctly, so please understand.
Create an Automated Workflow to Extract Emails from Form-Submitted PDFs and Save to Excel
Let’s walk through how to build a no-code workflow that automatically extracts email addresses from PDF files submitted via Google Forms, using OCR (Optical Character Recognition), and transfers the data into Microsoft Excel.
We’ll be using Yoom to build this workflow. If you don’t have a Yoom account yet, you can get started by signing up here.
How to Build the Workflow
This example involves four main steps:
Connect Apps: Integrate Google Forms, Google Drive, and Microsoft Excel through the “My Apps” section in Yoom
Use a Template: Copy a prebuilt automation template to speed up setup
Set Your Workflow: Configure triggers for Google Forms, and set actions for Google Drive, OCR scanning, and Microsoft Excel output
Activate and Test: Turn on the trigger and verify that your flow runs correctly
Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel.
■Overview The workflow 'Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel' automatically adds email address information extracted from PDFs to Microsoft Excel. This reduces the effort of manual input and enables more accurate data management.
■Recommended for ・Those who use Google Forms to receive PDFs for business or surveys ・Those who feel that extracting email addresses from received PDFs is time-consuming and labor-intensive ・Those who want to centrally manage extracted email addresses in Microsoft Excel ・Those who want to reduce manual data entry and copy-paste tasks to speed up their workflow ・Those who want to quickly organize and manage necessary information ・Those who want to reduce input errors of email addresses from paper or PDF data and improve work quality
■Notes ・Please link Google Forms 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. ・For how to obtain the response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133 ・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 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).
Step 1: Connect Google Forms, Google Drive, and Microsoft Excel in Yoom
Before setting up your Flowbot, you'll need to link Yoom with each required app. Follow the steps below to register Google Forms, Google Drive, and Microsoft Excel under My Apps in Yoom.
Register Google Forms in My Apps
Log in to your Yoom account.
Navigate to My Apps, then click Add.
From the list of available apps, select Google Forms.
Click Sign in with Google.
Choose the Google account you'd like to connect.
Click Continue.
Click Continue.
Google Forms is now connected to Yoom.
Register Google Drive in My Apps
Go to My Apps, then click Add.
Search for and select Google Drive from the list.
Click Sign in with Google.
Choose the Google account you'd like to connect.
Click Continue.
Click Continue.
Google Drive is now registered as one of your apps.
Register Microsoft Excel in My Apps
Note: Microsoft 365 (formerly Office 365) offers both personal and business plans. You’ll need a Microsoft 365 Business account to complete this setup. Authentication may fail with personal plans.
As with the others, go to My Apps and click Add.
Select Microsoft Excel from the app list (use the search bar for faster access).
Click on your Microsoft account to begin the connection process.
Enter your password and click Sign In.
Microsoft Excel is now connected to Yoom.
Step 2: Copy the Template
Start by copying the pre-built template from the Yoom website. While you can also build a Flowbot from scratch, using a template makes setup quicker and easier, perfect for first-time users.
Click the banner below to access the template.
Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel.
■Overview The workflow 'Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel' automatically adds email address information extracted from PDFs to Microsoft Excel. This reduces the effort of manual input and enables more accurate data management.
■Recommended for ・Those who use Google Forms to receive PDFs for business or surveys ・Those who feel that extracting email addresses from received PDFs is time-consuming and labor-intensive ・Those who want to centrally manage extracted email addresses in Microsoft Excel ・Those who want to reduce manual data entry and copy-paste tasks to speed up their workflow ・Those who want to quickly organize and manage necessary information ・Those who want to reduce input errors of email addresses from paper or PDF data and improve work quality
■Notes ・Please link Google Forms 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. ・For how to obtain the response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133 ・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 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).
Find out how to save attachments (like PDFs or images) to Google Drive [here]
Step 4: Set Up File Download from Google Drive
In your Flowbot, click on "Download File" to begin.
Select Linked Account and Action
You may optionally change the title for this step.
Confirm that the correct Google account is selected.
Ensure the action "Download File" is selected.
Review your settings and click Next.
Configure API Settings
For the File ID, select the field that contains the file information retrieved from the Google Form (typically labeled fileid).
Click Test to verify that the connection and file download are working.
If the test is successful, click Save to proceed.
Step 5: Set Up Text Extraction from Images or PDFs (OCR)
Next, set up OCR to extract text, such as email addresses, from the downloaded files.
Note: OCR functionality is only available with certain paid plans.
If you're using a Free or Mini plan, attempting to run this step will result in an error. Paid plans include a 2-week free trial, during which all restricted apps and AI-powered functions can be used.
Select Action
Optionally rename the step for clarity.
Confirm the action "Any PDF/Image File (within 4000 characters)" is selected. (You can adjust this based on the expected text volume, this determines how many OCR tasks will be consumed.)
Click Next to continue.
Configure Details
For the file attachment method, choose:
Use Retrieved Value
Then select File Retrieved from Google Drive
This configuration allows you to extract more than just email addresses if needed.
Set your AI engine and language preferences.
Click Test to verify that the text is successfully extracted from the file.
If the test is successful, click Save to complete this step.
Step 6: Add Records to Microsoft Excel
You're almost done, this is the final setup step!
Click on "Operate Database" to begin configuring the Excel integration.
Database Integration Settings
You may optionally edit the title for this step.
Confirm that your Microsoft Excel account is correctly linked.
Ensure the action "Add Record" is selected.
Choose File and Worksheet Details
Select the file storage location.
Choose the appropriate Drive ID from the list.
Select the Item ID (the specific file you want to update)
Enter or select the worksheet name.
Define the table range (where new records will be inserted).
Once all settings are in place, click Next.
Configure Field Mapping
For each value in the new record, select the corresponding fields from the "Retrieved Value" in the "Read Text from Image/PDF" step.
These values will populate the Excel table automatically.
Click Test to verify the connection and data insertion.
If the data is successfully added to the Excel sheet, click Save.
Step 7: Activate the Trigger
You're almost there!
Turn on the trigger to activate your Flowbot.
Run a quick check to confirm everything is working as expected.
Your Flowbot setup is now complete!.
Bonus: More Automation Ideas Using OCR
OCR isn’t just for extracting email addresses, you can also:
Read and analyze content from image/PDF files
Automatically send extracted data to other tools
Set up custom notifications based on extracted text
By automating these processes, you can reduce manual effort and improve efficiency across your workflows.
Once a health checkup report is uploaded to Box, use OCR to read it and add it to a Google Spreadsheet.
■Overview Using the workflow "When a health checkup report is uploaded to Box, read it with OCR and add it to Google Spreadsheet" makes managing health checkup reports easier. Automation reduces manual workload and improves work efficiency.
■Recommended for ・Those who manage files using Box in their workplace ・HR personnel who manually manage health checkup report data and seek efficiency ・Administrators of medical institutions or companies who handle many health checkup reports and want to quickly organize necessary data ・Those who want to centrally manage multiple data using Google Spreadsheet ・Those who need to quickly digitize and manage report data ・Companies or departments that handle many documents daily and want to improve work efficiency
■Notes ・Please link both Box and Google Spreadsheet 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. ・The AI operation for OCR or transcribing audio is only available 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 or 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 "Notify Discord with OCR when a file is uploaded to Dropbox", you can automatically read the content with OCR just by uploading a file to Dropbox. The content is notified to Discord, making it easy to check.
■Recommended for ・Those who use Dropbox for file management and sharing ・Those who want to use OCR for automatic document reading ・Teams using Dropbox who want to quickly check shared documents ・Those using Discord as a communication tool ・Those who want to quickly share information with members using Discord ・Those who find manual information sharing cumbersome
■Notes ・Please link both Dropbox and Discord 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. ・The 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 flow bot 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 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).
■Overview By using the flow "When a file is stored in Google Drive, read it with OCR and add a new user to Google Workspace", automatic processing starts when a file is uploaded to Google Drive. The content is read with OCR, and a new user is added to Google Workspace, saving the manual effort.
■Recommended for ・Those who manage files using Google Drive ・Those who want to quickly process documents saved in Google Drive ・Those who want to extract text data using OCR technology ・Companies that frequently add new users in Google Workspace ・Those who want to quickly reflect new employee information in the system ・Those who feel the manual effort of adding new users
■Notes ・Please link both Google Drive and Google Workspace 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. ・The OCR function and Google Workspace are only available in the Team Plan and Success Plan. In the case of the Free Plan and 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 functions (operations).
Automating the extraction of email addresses from PDF files and transferring them to Microsoft Excel eliminates the need for tedious manual tasks like copy-pasting and visual verification. This not only reduces the risk of human error, such as input mistakes, but also saves significant time.
By quickly and accurately compiling email lists, you can streamline marketing efforts and improve customer management, ultimately creating new business opportunities.
With the no-code tool Yoom, anyone, even without programming experience, can easily automate workflows by following simple on-screen instructions.
If you're even slightly curious about automation, sign up for a free Yoom account and experience how it can boost your business efficiency today.
Having transitioned from a dental hygienist to the IT industry, I previously worked at a web company where I was involved in tasks such as web page replacements as a director's assistant. Leveraging this experience, I am now fully dedicated to conveying the appeal of Yoom to everyone. With an approach that combines technology and user perspective, I am genuinely committed to helping enhance your operational efficiency through Yoom.
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