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.

Let’s create the form. 

⚠️ Note: Please note that some features are available only with paid plans. For more details, refer to the link provided.You can customize the form's title and description to match your needs.‍

Make Questions Mandatory
You can decide if you want to make your questions *required to be answered before submission.

Preview the Form
You can preview the form while editing it. This allows you to check and adjust the form as needed during the creation process.

Edit Question Title and Description
You can customize the question title and description. For this example, the question is set as "Resume."

Set Action for the Question
In this case, we've selected the "Attachment" action to receive resume files. You can configure other actions as needed.

Edit the Submit Button Text
You can edit the text displayed on the submit button, changing it from the default "Submit" to something more specific. Add text above the submit button if needed. (Note: This feature is available only on paid plans)

Hide the Yoom Logo
If you prefer not to display the Yoom logo at the bottom of the form, you can choose to hide it. (Note: This feature is available only on paid plans)

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)

Add Description to Completion Message
You have the option to add a description or additional information to the completion message. This can help provide additional context or instructions to users after submission. (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)

Set Access Restrictions
If you want to limit access to the form and only allow internal use (e.g., within the office), you can configure access restrictions. (Note: This feature is available only on the Pro plan)

Flowbot Activation
You can configure whether the Flowbot should activate automatically when the form is submitted or if it should require admin privileges to activate.

Once all settings are configured, click Next to proceed.

Preview the Completed Answer and Completion Pages
You can preview the form and the completion page to ensure everything is displayed correctly.

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 "Resume"
Upload the test "Resume" 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 resume. 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.

Enter the items specified in the "Items to Extract" into the Excel sheet where the data will be stored.‍

For setup instructions for Excel, please refer to this guide.

After entering the items, click "Test" to verify that the data is extracted and stored correctly.

Step 5: Set Up Excel Action

Click on the Microsoft Excel action item.

On the next screen, give an action a title (optional). Confirm the settings, and click “Next”.

Select File Storage Location:
Choose either OneDrive or SharePoint. For this setup, SharePoint is selected.

Choose File Location:
For SharePoint, select the Site ID. For OneDrive, it will display as Drive ID.‍

Specify Excel File:
Use the Item ID to specify the target Excel file.‍

Select Sheet:
Choose the Sheet 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!

Check if the Flowbot you set up is working properly.

Copy the Form Link
Click "Copy Form Link" to get the link for the form.

That’s it! 🎉 The Flowbot is now complete! 

💡 Other Automation Examples Using Microsoft Excel

By using Microsoft Excel and AI, you can unlock a wide range of automation possibilities that simplify your workflows. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automatically Add Task Information to Microsoft Excel

When a task is registered, the details are automatically added to Microsoft Excel, reducing the need for manual entry.

Automatically Add Tasks to Microsoft Excel

By setting up automatic task registration, you can eliminate manual input and reduce the risk of human errors.

Read PDF Files and Store Data in Microsoft Excel with OCR

Automatically extract information from PDF files and store it in Microsoft Excel, streamlining data entry and improving accuracy.

Publish and Save Microsoft Excel Sheets as PDF at Scheduled Times

Set up automation to create and save PDFs from Microsoft Excel at specific dates and times, eliminating manual work.

Extract Text from Messages and Add to Microsoft Excel

Automatically extract relevant information from messages and add it to Excel, improving data organization and saving time.

Store Survey Results in Microsoft Excel

Automatically collect and store survey responses in Microsoft Excel for centralized data management, facilitating quick responses and decision-making.

👏 Benefits and Examples of Integrating AI OCR with Microsoft Excel

Benefit 1: Reducing Costs with Digitalized Operations

Using OCR with Microsoft Excel allows you to manage resumes and documents digitally. This not only cuts costs but also minimizes environmental impact due to paperless operation. By eliminating time spent searching for documents, the workflow becomes more efficient, and <span class="mark-yellow">large-scale recruitment activities can see significant savings in both time and money</span>.

Benefit 2: Streamlining Data Entry Tasks

When combined using OCR and Excel, resumes are automatically read and added to Excel, eliminating manual data entry. <span class="mark-yellow">This reduces input errors and prevents overlooked details, ensuring better data accuracy</span>. The time saved on data entry allows teams to focus on other tasks, improving overall productivity. For businesses with high volumes of recruitment, managing applicant resumes becomes faster and more efficient.

Benefit 3: Efficient Search and Filtering of Candidate Data

This automated process makes it easy to search and filter through candidate information. For example, <span class="mark-yellow">you can quickly identify applicants with specific skills or from particular regions</span>. This automation eliminates the need for manual checks and helps speed up recruitment, ensuring the right candidates are found more efficiently.

📖 Summary

By using OCR with Microsoft Excel, you can easily convert resumes into digital data, eliminating the need for manual data entry and reducing errors. This not only improves data accuracy but also speeds up the process of finding information. With this automated solution, you can streamline your workflow and enhance operational efficiency.

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!

👉 Create your free Yoom account now