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The general flow of the setup is as follows.
- Integrate Yoom and Google Sheets with My Apps
- Copy the template
- Detailed flow settings
- Turn on the trigger and start the flow
No complex programming knowledge is required. Before entering the flow settings, let's start with the preparation.
Note that AI operations (OCR) are only available with certain plans. If your plan is not eligible, the operation of the flowbot you set will result in an error, so please be careful.
Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and AI operations.
[What is Yoom]
Step 1: Integrate Google Sheets with My Apps
As Step 1, let's integrate Google Sheets with Yoom using My Apps.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.
When the "New App Connection" window appears, search for Google Sheets.
Click on the icon that appears in the search results to bring up the screen requesting the connection of Google Sheets to Yoom.
Click "Sign in with Google".
Select the Google account to connect with Yoom.
Next, on the "Sign in to Yoom" screen, if the selected Google account is correct, click "Next".
Click "Continue" on the screen shown in the image above to integrate Yoom with My Apps.
Once integrated, an icon will be added to the My Apps list.
This completes the My Apps integration.
Also, to test the flow settings this time, please prepare a sheet that reflects the health checkup report and information in advance.
The content entered can be temporary, but make sure to create the necessary items on the sheet so that the content of the report can be reflected.
Once the preparation is complete, let's move on to the flow settings.
Click "Try it" from the banner below to copy the template.
Step 2: Set the Form Trigger
First, set up the "Health Check Form Submission Form".
Since this is a form for submitting health checkup reports, set up the necessary items.
Depending on the input content, please also use dropdowns and checkboxes.
For certain input fields, turn on the "Required" option.
You can also set the content of the completion screen displayed after submitting the report.
Once you've entered everything, click "Next".
Next, enter the output for testing the flow.
"Retrieved values" are usually automatically read and reflected from the submitted form.
In this flow, since the form submission is the trigger, enter them manually.
Once entered, click "Save" to complete the trigger settings.
Step 3: Set Data Extraction
Next, set "Read text from images/PDF".
On the first screen, there are no necessary settings other than modifying the title, so click "Next".
On the next page, set the information to be read.
Set the items you want to extract from the health checkup report obtained from the form.
Once entered, click "Test".
The content of the health checkup report attached in the form settings has been reflected and obtained in the output.
Once confirmed, click "Save" to complete the text reading settings.
Step 4: Set to Add to Google Sheets
The final setting is "Add Record".
On the first page, the account information of the Google Sheets integrated with My Apps is reflected.
If necessary, modify the title.
Next, for Google Sheets database integration, select the sheet (tab) where you want to reflect the obtained information from the candidates.
Enter the table range in alphanumeric characters.
Once set, click "Next" to check if it connects correctly to the database.
On the next page, set the content to be reflected in the specified sheet.
Enter the items that match each field from the output.
Once everything is entered, click "Test".
When the test is successful, the same information is automatically reflected in the specified Google Sheets.
Once confirmed, all settings are complete, so click "Save".
Finally, turn on the trigger.
Now, the information from the health checkup report submitted through the form is automatically reflected in Google Sheets.
The flow set this time is as follows.
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