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Do you want to streamline health checkup data management with AI OCR and Google Sheets?
Are you spending too much time organizing and managing medical data? The integration of AI-powered OCR technology with Google Sheets can help automate this process and reduce the risk of human error. By leveraging app integration, you can seamlessly transfer health data into Google Sheets, saving time and ensuring accuracy.
In this article, we will walk you through how to set up this automation without any coding knowledge, along with the benefits it provides for your team and business.
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In this guide, you'll learn the step-by-step process of how to use Yoom to automatically read health reports using OCR and add it to Google Sheets.
Yoom offers ready-made templates 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 in the following section of this article.
■Overview
This is a flow to read health checkup reports using OCR and add them to Google Sheets.
■Recommended for
1. Those managing health checkup report data
・Personnel in the general affairs department responsible for managing employee information
・Those who centrally manage employee health checkup report data in Google Sheets
2. Those digitizing documents using OCR
・Those managing health checkup report data electronically
・Those who want to use digitized data to improve input efficiency
■Benefits of using this template
Tracking employee health checkup report data helps in identifying signs of performance decline. However, health checkup reports contain numerous items, making manual data entry time-consuming and inefficient.
This flow allows you to submit health checkup reports via a form, read the content using OCR, and add it to Google Sheets, thereby streamlining manual tasks. By improving the efficiency of manual tasks, data entry can be performed seamlessly, helping to prevent human errors.
Additionally, efficiently tracking annual data allows for appropriate follow-up tailored to each employee.
■Notes
・Please integrate Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operation of the set flow bot will result in an error, so please be aware.
Let's walk through how to set up a flow that automatically reads health reports using OCR and add it to Google Sheets.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: OCR (reading text) used in this Flowbot is only available in Yoom's certain 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.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Search for "Google Sheets" from the app list and select it.
Click "Sign in with Google."
Select the Google account to link with Yoom.
Click “Continue”.
Click “Continue”.
Now your Google Sheets is connected :)
To test the flow settings, you'll need to prepare a sheet in advance where the health report and related information will be reflected.
While the content entered can be temporary, it’s important to create the necessary columns and fields in the sheet to ensure that the health report data can be properly reflected and processed.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This is a flow to read health checkup reports using OCR and add them to Google Sheets.
■Recommended for
1. Those managing health checkup report data
・Personnel in the general affairs department responsible for managing employee information
・Those who centrally manage employee health checkup report data in Google Sheets
2. Those digitizing documents using OCR
・Those managing health checkup report data electronically
・Those who want to use digitized data to improve input efficiency
■Benefits of using this template
Tracking employee health checkup report data helps in identifying signs of performance decline. However, health checkup reports contain numerous items, making manual data entry time-consuming and inefficient.
This flow allows you to submit health checkup reports via a form, read the content using OCR, and add it to Google Sheets, thereby streamlining manual tasks. By improving the efficiency of manual tasks, data entry can be performed seamlessly, helping to prevent human errors.
Additionally, efficiently tracking annual data allows for appropriate follow-up tailored to each employee.
■Notes
・Please integrate Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operation of the set flow bot will result in an error, so please be aware.
Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Let’s set up the trigger action. Click on the Form trigger item.
Create your form.
You can customize the form's title and description to match your needs.
Set Action for the Question
In this case, we’ll select the "Attachment" action to receive Health report files. You can configure other actions as needed.
⚠️ Note: Please note that some features are available only with paid plans. For more details, refer to the link provided.
Make Questions Mandatory
You can decide if you want to make your questions *required to be answered before submission.
Edit Completion Message
You can customize the completion message displayed after form submission. By default, it says "Submission Complete." (Note: This feature is available only on paid plans)
Hide Yoom-Related Information
If you prefer not to display Yoom-related information on the completion page, you can turn off this setting. (Note: This feature is available only on paid plans)
Once all settings are configured, click Next to proceed.
Set Test "Name"
You can set the test value for "Name" that will be used in the following steps to test the form.
Upload Test "Health Report"
Upload the test "Health Report" that will be used to test the form’s file upload functionality.
Once all items are checked and configured, click Save to finalize the setup.
Next, we will set up to extract texts from images/PDFs. Click on the OCR action item.
Select the action based on the file type relevant to your need.
Select the file type for testing.
Choose between "Use Retrieved Values" or "Upload File."
Since we want to use the file retrieved from the form," we will choose the "Use Retrieved Values" option.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Next, specify which data you want to extract from the health check form. You can add or remove items as needed.
Then, select the AI to use. For this setup, we’ve chosen ChatGPT to process and extract the required data.
Click "Test" to verify that the data is extracted correctly.
When "Test Successful" is displayed, check whether the data in the file has been retrieved correctly. Then click “Save”.
Click on the Google Sheets action item.
On the next screen, give an action a title (optional). Confirm the settings, and click “Next”.
Choose File Location:
Select the Spreadsheet ID from the displayed options.
Select Tab:
Choose the Tab Name where the data will be stored.
Define Table Range (Optional):
You can optionally specify the Table Range where data will be saved.
Once all settings are configured, click Next.
Map the Data:
Click on each item field and assign the corresponding data from the retrieved value to each field.
Test the Setup:
After setting the data, click Test to check if everything is configured correctly.
Once you confirm the test is successful, click "Save".
Toggle the "Trigger On" button to activate your flow!
Copy the Form Link: Click "Copy Form Link" to get the link for the form.
That’s it! 🎉 The Flowbot is now complete!
■Overview
This is a flow to read health checkup reports using OCR and add them to Google Sheets.
■Recommended for
1. Those managing health checkup report data
・Personnel in the general affairs department responsible for managing employee information
・Those who centrally manage employee health checkup report data in Google Sheets
2. Those digitizing documents using OCR
・Those managing health checkup report data electronically
・Those who want to use digitized data to improve input efficiency
■Benefits of using this template
Tracking employee health checkup report data helps in identifying signs of performance decline. However, health checkup reports contain numerous items, making manual data entry time-consuming and inefficient.
This flow allows you to submit health checkup reports via a form, read the content using OCR, and add it to Google Sheets, thereby streamlining manual tasks. By improving the efficiency of manual tasks, data entry can be performed seamlessly, helping to prevent human errors.
Additionally, efficiently tracking annual data allows for appropriate follow-up tailored to each employee.
■Notes
・Please integrate Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operation of the set flow bot will result in an error, so please be aware.
By using Google Sheets and AI, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
This flow reads business card images submitted via Google Forms using OCR and adds the data to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. People who frequently exchange business cards
・Sales representatives who exchange business cards with many people daily and find data entry time-consuming
・Those who often receive a large number of business cards at exhibitions or events
・Marketing personnel who want to quickly share business card information for aggregation and analysis
・Those who want to smoothly proceed with follow-up actions for customers using business card information
2. Managers or administrators aiming to improve the efficiency of business card data management
・Those who want to efficiently manage contact information of leads, customers, and business partners
・Those who want to advance the digitization and database creation of business cards to quickly access necessary contacts
■Benefits of using this template
With this flow, it is possible to automatically add data to a Google Spreadsheet by reading business card images submitted via Google Forms using OCR.
By simply taking a photo or scanning and submitting it through the form, business card information is digitized, reducing the burden on personnel and speeding up information sharing.
It facilitates smooth approaches to leads, marketing analysis, and follow-up with customers.
■Overview
This is a flow that reads business cards uploaded to Google Drive using OCR and adds them to a Google Sheets database.
■Recommended for
1. Sales Representatives
・Those who want to reduce input errors of business card information and improve the accuracy of the customer database
・Those who want to improve work efficiency by utilizing AI-OCR technology
2. HR and General Affairs Personnel
・Those who want to digitize business card information of employees and business partners to reduce management effort
・Those who want to prevent loss or deterioration of business card information
・Those who want to efficiently digitize a large number of business cards
■Benefits of Using This Template
Business card management is an important task in business, but manual data entry is time-consuming, labor-intensive, and prone to errors. Especially when there are a large number of business cards or when information needs to be shared among multiple members, manual management is inefficient.
By using this flow, business card information is automatically databased by simply uploading it to Google Drive using AI-OCR.
This makes it easy to search and manage business card information, greatly improving work efficiency.
Additionally, Google Sheets allows for easy information sharing among team members, strengthening collaboration.
■Notes
・Please integrate with both Google Drive and Google Sheets.
・AI operations are only available with the Team Plan and Success Plan. If you are on 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).
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
■Overview
This is a flow where, upon receiving an email, the attached photo is read using AI's OCR function, and the extracted content is stored in a Google Spreadsheet.
■Recommended for
1. Those who work on extracting content from images for specific items
・Tax accountants or social insurance labor consultants handling year-end adjustment tasks
・Sales assistants or administrative staff who need to digitize business cards
2. Those who want to reduce manual input work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative or office staff with a lot of data entry tasks
・Marketing personnel conducting operations using digital tools
■Benefits of using this template
・It automatically reads text data from photos and inputs the content, eliminating the need for manual entry.
・The entire process is completed automatically, preventing errors from manual input.
■Notes
・Please link Google Spreadsheet with Yoom in advance.
・AI operations are available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
Automatically Update Database When a Row is Added in Google Sheets
When a new row is added to Google Sheets, the data is automatically synced and registered in databases like Notion or Airtable.
■Overview
In this workflow, you can automatically create corresponding records in Notion simply by adding a new row in Google Sheets. This automation eliminates the hassle of manual data entry and double management, ensuring consistency of information.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds a record to SPIRAL when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use SPIRAL for data management
・Marketing personnel using it for campaign creation and data aggregation/analysis
・Sales assistants managing leads
■Benefits of using this template
Google Sheets is an effective tool for sharing information collected by a team.
However, manually re-entering information from Google Sheets into SPIRAL takes away time from core tasks that require focus.
This flow is suitable for those who want to eliminate manual entry and proceed with tasks smoothly.
By automatically adding records to SPIRAL using the registered content in Google Sheets, it eliminates manual work and saves the time spent on data entry.
■Notes
・Please integrate both Google Sheets and SPIRAL with Yoom.
■Overview
The "Create an Airtable record when a row is added in Google Sheets" flow is a business workflow that streamlines daily data management tasks.
For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable.
This integration reduces the effort and errors associated with manual data entry, enabling accurate information sharing.
As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for
■Benefits of using this template
Add Lead Information to Customer Management Apps
When lead information is entered into Google Sheets, it can be automatically transferred to Salesforce, HubSpot, or other CRM systems.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, 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 apps that are subject to restrictions.
■Overview
This is a flow that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a row to a Google Spreadsheet and then adds it to a SendGrid contact list.
■Recommended for
1. Those who want to improve work efficiency using Google Spreadsheets
・Those who manage lead information using Google Spreadsheets
2. Those who want to streamline email distribution using SendGrid
・Those who find it cumbersome to add information to the contact list each time
・Email marketers who want to easily manage new contact lists
■Benefits of using this template
The benefits of using this flow include the following:
Firstly, by integrating with Google Spreadsheets, information is automatically added to the SendGrid contact list, reducing workload and improving work efficiency.
By automating part of the manual work, you will be able to focus on other important tasks.
Additionally, this automated flow improves the accuracy of email marketing.
It becomes easier to maintain the contact list in an up-to-date state, enabling effective campaigns targeted at your audience, which also contributes to improved conversion rates.
■Notes
・Please integrate both Google Spreadsheets and SendGrid with Yoom.
Create Folders in Cloud Storage from Google Sheets
Automatically create a folder in cloud storage (e.g., Google Drive or OneDrive) whenever a new row is added in Google Sheets.
■Overview
This is a flow that creates a folder in Box when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who find manual management cumbersome due to frequent data updates and additions
・Those who want to manage data efficiently
2. Those who use Box as a cloud storage service
・Those who want to automate the process of uploading data to Box
・Those who want to save time organizing folders in Box due to complex folder management
■Benefits of using this template
By utilizing this template, a folder is automatically created in Box when a row is added in Google Sheets.
This provides several benefits.
Firstly, it improves work efficiency. By eliminating the need to manually create folders, you can allocate that time to other important tasks.
Next, it enables centralized information management. With folders automatically created in Box, necessary information is consolidated in one place, making access easier.
Additionally, it reduces the risk of human error. Manual folder creation can lead to mistakes such as incorrect folder names or missing folders, but automation helps avoid such risks.
■Notes
・Please connect both Google Sheets and Box with Yoom.
・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets 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.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Transcribe and Add Audio Data
After a web meeting ends or when audio data is uploaded to Google Drive, AI can transcribe the audio and either add the transcribed content to Google Sheets or send notifications to Slack.
◼️Overview
Automatically transcribe and summarize conversations held on Zoom and record them in a Google Spreadsheet.
This helps avoid missing parts of the conversation and allows you to manage it in Google Spreadsheet, thereby increasing work efficiency.
◼️Notes
・Please integrate Yoom with both Zoom and Google Spreadsheet.
・AI operations are available only with the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operation of the configured Flowbot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow where, when an audio file is uploaded to Google Drive, it is transcribed and a notification is sent to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage audio files
・Those who handle a lot of audio files in their work and find it cumbersome to check the content
・Those who find transcribing audio files tedious and want to automate it
2. Those who use Slack as their main communication tool
・Those who find it cumbersome to share information within the team
・Those who want to efficiently share transcription results with the team
■Benefits of using this template
Transcribing audio files is a task prone to errors when done manually.
With this automation, audio files saved in Google Drive can be transcribed by AI and the content can be notified to Slack.
By completing the entire process automatically, information sharing within the team can be streamlined.
Furthermore, by allocating the time previously spent on manual transcription to other tasks, the progress of work can be made smoother.
■Overview
This is a flow to transcribe audio after a Google Meet meeting and add it to a Google Spreadsheet.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who create audio files during meetings
・Those who transcribe meeting audio files and save them as minutes
・Those who find manual data entry cumbersome and want to transcribe audio files efficiently
2. Those who utilize Google Spreadsheets for business
・Those who use it for centralized data management
・Those who use shared sheets to facilitate smooth information sharing
■Benefits of using this template
The audio files from Google Meet meetings can be used to create minutes, but transcribing that data can be burdensome for employees.
By utilizing this integration, you can transcribe the audio data from Google Meet meetings using AI and automatically add the results to Google Spreadsheets, reducing the workload on the responsible personnel.
With the meeting audio data quickly added to Google Spreadsheets, even members who did not attend the meeting can quickly grasp the content.
As a result, it is expected to improve the overall efficiency of the team.
Extract Text and Add it to Apps or Databases
Using AI, you can automatically extract specific content from messages in chat tools and store it in apps like Trello, Google Sheets, and more.
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This is a flow that registers a card in Trello when a message is posted on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies that use Slack regularly
・Those who use Slack for team communication and want to add tasks directly from message content
2. Companies that manage tasks using Trello
・Those who want to reduce the hassle of manually creating cards
■Benefits of using this template
By using this flow, cards are automatically created in Trello based on Slack notifications.
For those who have been creating cards manually, this reduces the manual effort, thereby improving work efficiency.
By allocating the saved work time to other tasks, productivity can also be expected to improve.
Additionally, automatically adding tasks helps prevent missed tasks.
Simply checking task information in chat may cause it to be buried under other notifications, leading to missed confirmations, but adding it to Trello reduces that risk.
■Notes
・Please connect both Slack and Trello 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.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, 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 restricted apps and AI features (operations).
■Overview
The workflow "Create a page in Notion when a message is posted in Microsoft Teams" is a business workflow designed to streamline communication within a team and centralize information management. By automatically generating a detailed page in Notion when an important message is posted in Microsoft Teams, it prevents information leakage and duplication, facilitating smooth information sharing across the team.
■Recommended for
■Benefits of using this template
Summarize Text
Automatically summarize content received through messaging tools and send notifications, or summarize the information stored in databases.
■Overview
This flow notifies Google Chat by receiving an email in Gmail, extracting and summarizing the content using AI.
By utilizing AI for data extraction, complex regular expression settings are no longer necessary, and the flow bot itself can be shortened.
■Notes
・Please integrate Google Chat with Yoom.
・Refer to the following for how to forward emails from Gmail and activate the email trigger.
https://intercom.help/yoom/ja/articles/7266653
・AI operations are features (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the configured 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).
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
The "Summarize Discord Posts and Notify on Slack" workflow contributes to faster information sharing.
By summarizing the content on Discord and notifying it, the readability of the information is improved.
■Recommended for
■Benefits of Using This Template
By summarizing Discord posts and notifying them on Slack, the entire team can quickly share the latest information.
This ensures that important information is not missed, enabling smooth communication.
Furthermore, the summary feature allows team members to grasp the key points of information concisely, saving effort and time.
Based on the information aggregated on Slack, quick and accurate decision-making becomes possible, improving the speed of project progress.
■Overview
This is a flow that summarizes the contents of meeting minutes registered in the Notion database and notifies Microsoft Teams.
■Recommended for
1. Personnel responsible for creating and managing meeting minutes in Notion
・Those who want to centralize information sharing by linking Notion with Microsoft Teams
2. Meeting participants and stakeholders
・Those who do not want to miss important decisions and tasks through Microsoft Teams notifications
■Benefits of using this template
Notion is a very convenient tool for organizing information, but checking the meeting minutes registered in the database each time is cumbersome and there is a possibility of missing important information.
By utilizing this flow, once the meeting minutes are registered in the Notion database, the contents are automatically summarized and notified to Microsoft Teams, eliminating the hassle of checking the minutes and promoting efficient information sharing and prompt decision-making.
■Notes
・Please link each of Notion and Microsoft Teams with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・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.
Entering hundreds of health reports manually into a database can be extremely time-consuming. With OCR technology integrated with Google Sheets, the data from scanned reports can be quickly extracted. This saves hours of manual work, allowing teams to focus on other tasks. Plus, automating the process reduces the risk of input errors, eliminating the need for re-checking data and saving additional costs.
Searching through paper records for past health results can take a lot of time. With this automation, you can quickly find the information you need by searching for a patient’s name or ID number in Google Sheets. It also becomes much easier to analyze trends by aggregating health results from multiple years, helping teams make faster, data-driven decisions.
Sharing health data with health professionals or other stakeholders can be challenging with paper records. By automating data entry and sharing in Google Sheets, everyone can access the most up-to-date information in real time. This transition to a paperless system improves collaboration, speeds up decision-making, and is especially beneficial for teams working remotely.
By using OCR technology with Google Sheets, you can automate the process of entering health data, reducing the risk of human error and saving valuable time. This integration ensures more accurate management of health data, making it easier to take timely and appropriate actions.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
