Integrating OCR with Microsoft Excel: How to Read Resumes with OCR and Save Them in Microsoft Excel by Category, and Its Benefits

Step 1: Integrate OCR Tool and Microsoft Excel with My App

After logging into Yoom, click "My App" on the left side of the screen.
Next, click "+New Connection".

In the "New Connection for My App" that appears next, search for Microsoft Excel.
Clicking on Microsoft Excel will display the Microsoft login page. Please log in with your Microsoft account.
*Microsoft 365 (formerly Office 365) has a personal plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Next, copy the template.
Click "Try it" on the banner below to copy it.

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If the screen saying "Template copied!" appears, the copy was successful.
Click "OK" to proceed with the flow settings.

Step 2: Set the Trigger

First, we will create a form for applicants to upload their resumes.
Click "Resume Submission Form".

In the form creation screen, you can edit or add content.
Some settings in form creation are only available in certain paid plans. For details, please see here.
① You can edit the form title and description. This time, we set it as "Resume Submission Form".
② You can edit the question title and description. The first question is set as "Name".
③ You can set actions for the question. This time, we selected "Text" and set it to input "Name".
④ You can choose whether this question is mandatory.
⑤ You can check the form you created. You can check it even during editing, allowing you to proceed with settings gradually.

① As before, you can edit the question title and description. This is set as "Resume".
② Set the action for the question. This time, we selected the "Attachment" action to receive resume files.
③ Again, you can choose whether the answer is mandatory.
④ You can add a question section. You can set checkboxes for confirmation items or numerical data as desired.
⑤ You can edit the text of the submit button. Use this if you want text other than "Submit". (This setting is only available in paid plans)
⑥ This is the setting to hide the Yoom logo. The Yoom logo will not be displayed at the bottom of the response form page. (This setting is only available in paid plans)

Scrolling down the screen, you can set the "Completion Page Settings" after form submission.
① You can edit the completion message. The default setting is "Submission Complete". (This setting is only available in paid plans)
② You can add a description to the completion message. You can input supplementary information as desired. (This setting is only available in paid plans)
③ This is the setting section regarding Yoom display. Turning it on will prevent Yoom-related displays on the completion page. (This setting is only available in paid plans)
④ This is the access restriction setting. Use this when you want to use the created response form only within the office. (This setting is only available in the Pro plan)
⑤ This is the flowbot activation setting. You can set whether to activate when the form is submitted or to activate with administrator privileges.
Once each item is set, click "Next".

In the next screen, you will confirm the created page and set test values.
① You can confirm the completed response page and completion page.
② You can set the test "Name" to be used later. This time, we set it as "Resume Taro".
③ Upload the test "Resume" to be used later. This time, we uploaded an image of the resume.
Once each item is confirmed and set, click "Save".

Step 3: Set OCR

Next, set up the OCR.
Click "Read text from images/PDF".

※ AI operations are only available in the Team Plan and Success Plan. In the Free Plan and 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).

You can optionally edit the action title "Read Resume".
Click "Next" without changing the "Action".

Next, configure the detailed settings for reading.
In "File Attachment Method", you can choose between "Use Retrieved Value" or "Upload File".
This time, we selected "Resume" from "Use Retrieved Value" as we will use the attached file sent in the previously set question section "Resume".
In "Additional Items to Extract", you can set additional items you want to extract besides the default readable information. This time, we added "E-mail".
In "AI to Use", you can choose between ChatGPT and Claude. This time, we selected ChatGPT.

Here, let's create an Excel sheet to add resume information.
For Excel sheet settings, please refer to here.
Once each item is set, click "Test".

The test was successful, and the information from the resume read by OCR was displayed in the "Output". If there are no issues, click "Save".

Step 4: Set the Action

Set to add the information from the resume read by OCR to Microsoft Excel.
Click "Add Record".

Edit the title as desired and check the account information.
Do not change the execution action, and scroll down the page.

Proceed with the Microsoft Excel database linkage settings.
For "File Storage Location", select the location where the Excel file to add resume information is saved, from OneDrive or SharePoint.
Next, select "Drive ID". In the case of SharePoint, it is displayed as "Site ID".
Click the blank to select from the candidates.
Similarly, select "Item ID" and "Sheet Name" from the candidates.
"Table Range" allows you to specify the data addition range in the Excel sheet.
Once each item is set, click "Next".

In the next screen, set the values to be added to the connected Excel sheet items.
Click the blank and set each item from "Output".

Once each item is set, click "Test".

When the test is successful, the resume information read by OCR is added to the Excel sheet.
Once confirmed, click "Save".

Click "Turn on Trigger" to prepare for flow operation.

You can copy the response form from the top right of the flowbot settings screen.
Now, when a resume is submitted from the response form, it will be automatically added to the Excel data.

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It eliminates the need for manual data updates and progress reporting, thereby improving work efficiency.

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By eliminating the need to manually manage data every time you publish a blog on WordPress, you can immediately start on your next task.

3. Retrieve Reports from Google Ads Daily and Record in Microsoft Excel

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Accurate data is saved in Excel, contributing to ad analysis.

Summary

By integrating OCR with Microsoft Excel, you can convert resumes into digital data and manage the information automatically.
This eliminates the need for manual data entry, reduces human errors, and improves data accuracy.
Furthermore, saving the data as an Excel file enhances the speed of information retrieval.

Please take advantage of Yoom's app integration to experience improved work efficiency.