How to integrate Slack with OneDrive to read document data posted on Slack using OCR, update the file name, and store it in OneDrive.

Step 1: Connect Slack and OneDrive to My Apps

First, let's connect the apps used in this flow with Yoom.
After logging into Yoom, click on "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app by name.

Connect Slack to My Apps

To connect Slack to My Apps, you need permission to access the workspace.

Log in and allow access to the workspace you want to connect with Yoom.
Next, add the Yoom app to the channel you want to post to.

Refer to the help page to complete the connection of Slack to My Apps once the app is added.

Connect OneDrive to My Apps

Log in to your Microsoft account.

Enter the Microsoft account information you want to connect, and it will automatically complete the connection with Yoom.
No complicated settings are required.

Note: If you are not subscribed to the general corporate plan (Microsoft 365 Business) for Microsoft 365 (formerly Office 365), authentication may fail.

Once the connection to My Apps is complete, it will be added to the list.

Once you have confirmed up to this point, the connection to My Apps for use in the flow is complete.
Next, move on to the detailed settings of the flow, and copy the template from the "Try it" banner below.

Step 2: Set Up a Trigger in Slack

The initial setting is "When a file is posted to the channel".
Set it up so that the flow activates when a file is posted to the specified Slack channel.

On the first page, the account information of the Slack integrated with My Apps is reflected.

If necessary, make corrections to the title and check the account information before proceeding.

Next, set the trigger activation interval.

The trigger activation interval can be selected from 5 to 60 minutes, but please note that it may not be selectable depending on the Yoom plan.

Select the channel ID from the candidates, upload a test document to the specified channel, and click "Test".

If the test is successful, you can obtain the output as shown above.

After confirming, click "Save" to complete the app trigger setup.

Step 3: Set Up File Download

The next setting is "Download the posted file".
Download the file posted on Slack for text recognition.

On the first page, as before, make corrections to the title and check the account before proceeding.

The output of the "Download Link" obtained in the first setting is reflected, so click "Test" as is.

If the test is successful and the file output is obtained, click "Save" to complete the file download setup.

Step 4: Set Up Text Recognition from Files

Next is the setting for "Read text from images/PDFs".
First, set up the action.

AI operations (transcription) are available only in some paid plans. If your plan is not eligible, the operation of the flow bot you set will result in an error, so please be careful.

Paid plans offer a two-week free trial, during which you can use the restricted AI operations.

In this flow, we used an invoice file for testing, so we selected "Read invoice".

• Read business card
• Read pledge
• Read resume

There are many other actions available, so you can set them according to the file you want to read.

Once the action is set, proceed to the next step.

If there are additional items you want to extract, enter them if they are not default items.
Once set, perform a "Test", and if successful, click "Save" to complete the text recognition setup.

Step 5: Set Up File Upload to OneDrive

The final step is the "File Upload" setting.
On the first page, as with Slack, make corrections to the title and check the account before proceeding.

 Next, set the file storage location in OneDrive.

Select the required items such as Drive ID from the candidates, and set the file name using the output.
The output part will vary depending on the content of the document.

By setting it as "File from {{Issuing Company}}", only the output part changes, and the file name is assigned.

After completing the settings, click "Test" and confirm that the file is created in the specified folder.
Once confirmed, click "Save" to complete the setup.

Finally, turn on the trigger.

With this, when a file is uploaded to Slack, it will automatically read the text and upload the file to OneDrive.
The flow you set is as follows.

Other Automation Examples Using Slack and OneDrive

Upload Files Received on Slack to OneDrive

This flow automatically retrieves files posted on Slack and uploads them to OneDrive. This eliminates the need for manual file organization and allows for centralized information management.

Ideal for those who want to efficiently save important data received on Slack.

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Create a folder in OneDrive on a specific schedule and send a message to Slack

This flow automatically creates a folder in OneDrive on a specified schedule and sends a notification to Slack. This is expected to streamline progress tracking and task management.

Recommended for those who want to streamline regular file management.

Add contracts received via Google Forms to kintone using OCR and notify on Slack

This is a flow where contracts received via Google Forms are analyzed using OCR, the data is added to kintone, and then a notification is sent on Slack. This process is expected to improve the efficiency of contract management and enhance data accuracy.

This flow is recommended for those who want to easily automate contract management.

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Summary

With Yoom, you can easily integrate Slack and OneDrive to streamline document data management.

By utilizing OCR technology, you can achieve automatic updates of accurate file names and data organization without the need for programming. This reduces manual errors and is expected to enhance the productivity of the entire team.
Yoom's intuitive usability makes it easy for beginners to start using it. If you're struggling with daily document management, why not register for Yoom for free and take the first step towards improving work efficiency?

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