OCRとMicrosoft Excelの連携イメージ
How to Automate Resume Management in Microsoft Excel Using OCR
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OCRとMicrosoft Excelの連携イメージ
Flowbot Usecases

2025-09-26

How to Automate Resume Management in Microsoft Excel Using OCR

s.miyamoto
s.miyamoto

Are you tired of spending hours manually managing resumes?

Managing a large volume of resumes can be time-consuming. But what if you could manage resumes and automatically organize them in Microsoft Excel using OCR technology? In this article, we’ll show you how to automate resume management, reduce costs, and improve data accuracy. This solution streamlines data entry and optimizes recruitment processes, helping you save valuable time.

Meet Yoom: No-Code Automation

Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.

  • 🌐 Connect with apps like Microsoft Excel and more.
  • 📖 Use automation templates - no technical setup required
  • 📈 Boost productivity and reduce human errors

You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.

👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!

In this guide, you'll learn the step-by-step process of how to use Yoom to automatically extract resume data with OCR and add it to Microsoft Excel.

  • Businesses wanting to go paperless and reduce operational costs
  • Teams looking to improve data entry efficiency and minimize errors
  • Those looking to easily search and analyze candidate information
  • Anyone interested in automating business processes with OCR technology

✔️ For Those Who Want to Try It Now

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 resumes using OCR and add them to Microsoft Excel.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

■Recommended for

1. Those managing HR information

・Those consolidating HR information in Microsoft Excel

2. Those engaged in handling resumes

・Those in the corporate general affairs department

■Benefits of using this template

If you manage resume data as HR information in Microsoft Excel, the task of data entry each time can be a hassle.
Additionally, the items on resumes can vary depending on the format, with differences in the number of items and their positions, making the entry process time-consuming.

This flow is suitable for those who want to efficiently transfer resume data to Microsoft Excel.
By utilizing this flow, you can automatically add resume data submitted through forms to Microsoft Excel.

You can streamline the data entry process into Microsoft Excel, facilitating smooth business operations.

■Notes

・Please integrate Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・AI operations are features available only in the Team Plan and Success Plan. In the case of 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 two-week free trial. During the free trial, you can use restricted apps and AI features (operations).

🚀 Let’s Create a Flow to Simplify Resume Data Management

Let's walk through how to set up a flow that uses OCR to read resumes and input data into Microsoft Excel.

⏱️ Setup time: 10 minutes

🔧 What You’ll Need

  • A free Yoom account
  • Access to Microsoft Excel

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.

⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.

Step 1: Integrate Microsoft Excel with Yoom

After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".

Search for "Microsoft Excel" from the app list and select it.

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Then, sign in with the account you want to use. 

Now your Excel is connected :) 

Step 2: Copy the Template

Click the "Try It" button to copy the pre-built template into your project.


■Overview

This is a flow to read resumes using OCR and add them to Microsoft Excel.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

■Recommended for

1. Those managing HR information

・Those consolidating HR information in Microsoft Excel

2. Those engaged in handling resumes

・Those in the corporate general affairs department

■Benefits of using this template

If you manage resume data as HR information in Microsoft Excel, the task of data entry each time can be a hassle.
Additionally, the items on resumes can vary depending on the format, with differences in the number of items and their positions, making the entry process time-consuming.

This flow is suitable for those who want to efficiently transfer resume data to Microsoft Excel.
By utilizing this flow, you can automatically add resume data submitted through forms to Microsoft Excel.

You can streamline the data entry process into Microsoft Excel, facilitating smooth business operations.

■Notes

・Please integrate Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・AI operations are features available only in the Team Plan and Success Plan. In the case of 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 two-week free trial. During the free trial, you can use restricted apps and AI features (operations).

Click "Try this template".

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Click "OK" and assign a name to the Flowbot for recognition.

The template will be copied to your "My Project".

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Step 3: Set Up Form Trigger Action

Let’s set up the trigger action. Click on the Form trigger item.

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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.

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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)

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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.

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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.

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Step 4: Set Up OCR Action

Next, we will set up to extract texts from images/PDFs. Click on the OCR action item.

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Select the action based on the file type relevant to your need.

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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.

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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.

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

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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.

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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.

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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! 


■Overview

This is a flow to read resumes using OCR and add them to Microsoft Excel.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

■Recommended for

1. Those managing HR information

・Those consolidating HR information in Microsoft Excel

2. Those engaged in handling resumes

・Those in the corporate general affairs department

■Benefits of using this template

If you manage resume data as HR information in Microsoft Excel, the task of data entry each time can be a hassle.
Additionally, the items on resumes can vary depending on the format, with differences in the number of items and their positions, making the entry process time-consuming.

This flow is suitable for those who want to efficiently transfer resume data to Microsoft Excel.
By utilizing this flow, you can automatically add resume data submitted through forms to Microsoft Excel.

You can streamline the data entry process into Microsoft Excel, facilitating smooth business operations.

■Notes

・Please integrate Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・AI operations are features available only in the Team Plan and Success Plan. In the case of 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 two-week free trial. During the free trial, you can use restricted apps and AI features (operations).

💡 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. Here are some examples you can explore for your next automation!

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.


◼️Overview

This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce opportunity object.

When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet.

Please prepare a sheet to manage opportunity information in Excel Online for use.

◼️Notes

・After opportunity information is registered in Salesforce, an event will be registered in Google Calendar 5 to 15 minutes later.

・Integration settings with both Salesforce and Excel Online are required for Yoom.

・Available for use with Excel Online. (Not available for local files.)

・Available with Yoom's Team Plan or higher.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps.

・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.


■Overview

This is a flow bot that integrates Backlog with Microsoft Excel, automatically recording the details of tasks in Excel whenever a task is added in Backlog.

Please use this when managing Backlog tasks in Microsoft Excel. Feel free to change the information and settings of the integrated Microsoft Excel as needed.

■Notes

・Please integrate both Backlog and Microsoft Excel with Yoom.

・This can be used with Excel Online. Please note that it cannot be used with local Excel files.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Automatically Add Tasks to Microsoft Excel

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


■Overview

This is a flow that adds a task to Microsoft Excel when it is registered in Zoho CRM.

■Recommended for

1. Those using Zoho CRM for managing sales activity information

・Sales department personnel who centrally manage customer information with Zoho CRM

・Those managing follow-up tasks according to leads

2. Those utilizing Microsoft Excel for centralized task management

・Project managers managing tasks with Microsoft Excel

・Those adding tasks from Zoho CRM to Microsoft Excel as needed


■Benefits of using this template

Zoho CRM allows for centralized management of customer information and sales activity information, improving the efficiency of sales activities.
However, if tasks are managed within the team using Microsoft Excel, you may find it cumbersome to reflect tasks registered in Zoho CRM each time.

This template automates the addition of tasks to Microsoft Excel when they are registered in Zoho CRM, thus streamlining task management.
By automating the addition of tasks to Microsoft Excel, manual work is eliminated, preventing the occurrence of human errors.

Additionally, by integrating with chat tools, tasks registered in Zoho CRM can be shared with team members.

■Notes

・Please integrate both Zoho CRM and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.


■Overview

This is a flow that adds a record to Microsoft Excel when a task is registered in Asana.

■Recommended for

1. Members of teams using Asana

・Those who want to list and analyze tasks and information managed in Asana in Microsoft Excel

・Those who want to reduce the effort of manually transferring additional information from Asana to Microsoft Excel

・Those who want to always check the latest Asana information in Microsoft Excel

2. Department leaders and managers

・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding team status

・Those who want to process and analyze Asana data in Microsoft Excel to utilize it for business improvement and decision-making


■Benefits of using this template

Asana is a convenient tool for project and task management, but there are often cases where you want to utilize the information in other systems. However, when operating Asana and Microsoft Excel separately, it is necessary to manually transfer task information registered in Asana to Excel, which involves manual work and the possibility of transcription errors or information omissions cannot be denied.

By utilizing this flow, the information linkage between Asana and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing the risk of human error.

■Notes

・Please link both Asana and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.


■Overview

This is a flow that adds tasks registered in ClickUp to Microsoft Excel.

■Recommended for

1. Those who utilize ClickUp for business

・Those who register and manage tasks related to projects

・Those who visualize and check progress

2. Companies that manage business operations with Microsoft Excel

・Those who create sheets for each project and check tasks

■Benefits of using this template

ClickUp is a tool that can be used to visualize tasks and facilitate smooth project progress.
By further utilizing Microsoft Excel, you can manage information related to tasks simultaneously, leading to smooth business operations.
However, manually adding information to Microsoft Excel every time a task is registered in ClickUp takes away time from tasks that should be prioritized.

By using this flow, you can automatically add information to Microsoft Excel when a task is registered in ClickUp.
By eliminating manual work, you can save time and effort, allowing you to focus on more important tasks.
The entire team can concentrate on core tasks and quickly resolve tasks, leading to increased productivity.

■Notes

・Please integrate ClickUp and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

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.


■Overview

Using the responses and file information attached to the form, read the file, generate Excel invoices, and send them via email.

■Preparation

・Prepare the Excel sheet for document issuance in advance.

■Creation Method

① Select the form trigger from the trigger and configure the following settings.

・Each question item: Set questions to configure the recipient, person in charge, and attached files.

・Obtained values: You can enter demo values, so enter and attach demo values and files for the subsequent test execution and save them.

※ Please refer to this for how to set up the form trigger. https://intercom.help/yoom/ja/articles/8009267

② Press the + mark under the trigger, select the operation to read text from images/PDFs, configure the following settings, and test/save.

・Action: Read text information from any image/file (within 6,500 characters) (15 tasks)

・File attachment method: Select "Use obtained values" and set the file attached in the demo from the form in ① from the candidates.

・Items to extract: Specify the items of the strings you want to extract from the file.

Example: Company name, list of items, list of unit prices, list of quantities, etc.

※ Please refer to this for detailed setting methods. https://intercom.help/yoom/ja/articles/8679686

※ Also, please refer to the precautions. https://intercom.help/yoom/ja/articles/8831151

③ Press the + mark, select Excel from the operation to issue documents, configure the following settings, and test/save.

・File storage location: Select OneDrive or SharePoint where the target Excel is stored.

・Drive ID/Site ID: Select the drive ID for OneDrive or the site ID for SharePoint.

・Item ID: Click and select the Excel you want to issue from the candidates.

・File name (optional): If the item is not displayed in the item ID, enter the file name here and select the item ID again.

・Folder ID for storage: Select the folder ID to store after issuing the document from the candidates.

・Folder name for storage (optional): If the item is not displayed in the folder ID, enter the folder name here and select the folder ID again.

・Output file name: Set any file name. You can also embed the values obtained in ① or ②. (Embedding of output)

・String to replace: Embed the values obtained in ② for the corresponding strings.

※ Please refer to this for how to set up the operation to issue documents. https://intercom.help/yoom/ja/articles/8237765

※ Please refer to this for embedding output. https://intercom.help/yoom/ja/articles/8223528

※ If the site ID is not displayed in SharePoint, please refer to this. https://intercom.help/yoom/ja/articles/9003081

④ Select the operation to send an email, select any email tool, configure the following settings, and save.

・To: Embed if the address was obtained in ①.

・Subject, body: Enter each. You can also embed the values obtained in ① or ②.

・Attachment: Select "Use output" and select the issued document as the value.

■Precautions

・Integration with each app is required.

・Please test with actual files to ensure accurate reading of images and files.

・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations of the flow bot set 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 functions (operations).


■Overview

This is a flow where documents attached to a form are OCR processed, records are added to Microsoft Excel, and then sent to Outlook.

* For embedding the output, please refer to here.

* For details on operations involving the Excel database, please refer to here.

Notes

・Please integrate Microsoft Excel and Outlook with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・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 set in the Flow Bot will result in an error, so please be aware.

・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).


■Overview

This flow reads PDF files (such as delivery notes and invoices) attached to the Yoom form using OCR, stores them in Microsoft Excel, and notifies Slack.

There is no need to manually store the information from the obtained PDF data into the Microsoft Excel database, as all processes are automatically performed just by attaching and sending the PDF file through the form.

This not only saves effort but also eliminates management errors such as input mistakes.

■Notes

・Please integrate Yoom with both Microsoft Excel and Slack.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.

・AI operations are functions (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the 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).

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.


■Overview
This flow generates a PDF of the target sheet in Microsoft Excel at a specified date and time and saves it to Box.
It enhances the efficiency of goal management and facilitates smooth data sharing and storage.

■Recommended for

  • Those who manage goals in Excel but find data sharing cumbersome
  • Business professionals who want to regularly create goal reports and share them with their team or supervisors
  • Administrators who want to automate the backup and organization of goal data to improve work efficiency
  • Companies that use Box to manage and share files in the cloud
  • Those who want to simplify Excel and Box operations and save time on daily tasks

■Benefits of using this template
By automatically creating and saving a PDF based on Microsoft Excel content at a specified date and time, it eliminates the need for manual work.
Additionally, since the created PDF is saved to Box, the entire team can easily share and access goal data.
Automatically generating the PDF of the target sheet reduces human errors caused by manual operations.


■Overview
This flow publishes a target sheet as a PDF in Microsoft Excel and saves it to Dropbox at the specified date and time.
By automatically converting the target sheet to a PDF and saving it to Dropbox at the scheduled date and time every month or week, data sharing and backup become smoother.

■Recommended for

  • Business professionals managing goals with Excel
    ・Those who find it cumbersome to convert target sheets to PDF and share them
  • Team leaders who need regular goal reporting
    ・Those who want to automate information sharing with team members and streamline reporting tasks
  • Owners or IT personnel of small and medium-sized enterprises looking to automate operations
    ・Those who want to reduce daily routine work and focus on more important tasks
  • Those seeking secure data backup
    ・Those who want to reduce the risk of data loss by automatically saving goal management data to the cloud

■Benefits of using this template
This flow allows you to automate the publishing of target sheets as PDFs and saving them to Dropbox, thereby streamlining manual tasks.
Additionally, by automating manual tasks, it helps reduce work time and prevent human errors.
Goal management in Excel can be carried out smoothly, eliminating any omissions in saving to Dropbox and enhancing the accuracy of management tasks.

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.


■Overview

This flow extracts text from messages sent in Google Chat using AI and adds it to Microsoft Excel.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

■Recommended for

1. Those who use Google Chat for work

・Teams that handle inquiries or reports in specific Google Chat spaces

・Those who want to efficiently organize and manage information shared in Google Chat


2. Those who use Microsoft Excel for work

・Those who want to efficiently record daily reports, work reports, and inquiries

・Those who want to automatically register meeting minutes

・Those aiming for systematic management of complaints and improvement proposals

・Those who want to reduce the hassle and errors of manual data entry

■Benefits of using this template

If you use specific Google Chat spaces for inquiries or reports, manually transferring that information to Microsoft Excel for accumulation and analysis is not efficient.

By implementing this flow, you can automatically extract necessary information from messages sent in Google Chat and add it to Microsoft Excel.

Only the necessary information, pre-set from reports and inquiries, is automatically synchronized, reducing the time spent on checking, organizing, and transferring messages.

Additionally, it helps prevent human errors such as omissions or duplicate entries.


■Overview

This flow extracts text from messages sent in Microsoft Teams using AI and adds it to Microsoft Excel.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

■Recommended for

1. Those who use Microsoft Teams for work

・Teams that handle inquiries or reports in specific channels on Microsoft Teams

・Those who want to efficiently organize and manage shared information


2. Those who use Microsoft Excel for work

・Those who want to efficiently record daily reports, work reports, inquiries, and meeting minutes

・Those aiming for systematic management of complaints and improvement proposals

・Those who want to reduce the effort and errors associated with manual data entry

■Benefits of using this template

If you use specific channels in Microsoft Teams for inquiries or reports, manually transferring that information to Microsoft Excel for accumulation and analysis is not efficient.

By implementing this flow, you can automatically extract necessary information from messages sent in Microsoft Teams and add it to Microsoft Excel.

It automatically synchronizes only the necessary information set in advance from the content of reports and inquiries, reducing the time spent on message verification, organization, and transcription.

Additionally, it helps prevent human errors such as missed registrations and duplicate entries.


■Overview

This is a flow that extracts text from messages sent on Slack using AI and adds it to Microsoft Excel.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

■Recommended for

1. Those who use Slack for work

・Teams that handle inquiries and reports in specific Slack channels

・Those who want to efficiently organize and manage information shared on Slack


2. Those who use Microsoft Excel for work

・Those who want to efficiently record daily reports, work reports, and inquiries

・Project managers who want to automatically consolidate meeting minutes

・Quality control personnel who want to systematically manage complaints and improvement suggestions

・Those who want to reduce the effort and errors of manual data entry

■Benefits of using this template

If you use specific Slack channels for inquiries and reports, manually transferring that information to Microsoft Excel for accumulation and analysis is not efficient.

By implementing this flow, you can automatically extract necessary information from messages sent on Slack and add it to Microsoft Excel.

Since only the necessary information set in advance is automatically synchronized from the content of reports and inquiries, the time spent on checking, organizing, and transferring messages is reduced.

Additionally, it helps prevent human errors such as omissions or duplicate entries.

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.


■Overview

This is a flow that adds information to a specified Excel file when a survey response is submitted to a Yoom form.

You can centralize the collection of form responses and data accumulation.

The content of the form and the Excel file to which data is added can be freely configured.

※Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

■Recommended for

・Those who want to centrally manage survey responses.
・Those who want to automate email sending or customer database updates based on survey responses.
・Those who want to change the content of emails or notifications based on survey responses.

■Benefits of using this template

By using this flow bot, you can not only centrally manage survey responses but also automate various secondary tasks such as sending emails or integrating with other applications based on the response content.

👏 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 large-scale recruitment activities can see significant savings in both time and money.

Benefit 2: Streamlining Data Entry Tasks

When combined using OCR and Excel, resumes are automatically read and added to Excel, eliminating manual data entry. This reduces input errors and prevents overlooked details, ensuring better data accuracy. 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, you can quickly identify applicants with specific skills or from particular regions. 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.

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About the author
s.miyamoto
s.miyamoto
With approximately five years of experience in the customer success industry at a foreign company, I share valuable content daily based on the challenges faced in various roles, from operators to management. By utilizing Yoom, I aim to provide you with actionable insights to enhance customer experience and deliver practical content that can be applied in the field.
Tags
Automatic
Automation
Integration
Microsoft Excel
OCR