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Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Step 3: Set Up Form Trigger Action
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.
Step 4: Set Up OCR Action
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”.
Step 5: Set Up Google Sheets Action
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".
Step 6: Activate the Flowbot
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!
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