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Do you want to streamline document management with Slack and Microsoft SharePoint?
Managing documents with Slack can get too much: downloading files, renaming them, and uploading them to other systems can take up time and lead to input errors. But what if you could automate these tasks for better efficiency and accuracy?
The solution is integrating Slack with Microsoft SharePoint using Yoom. By using OCR technology to automatically read document data posted in Slack, you can update file names and save them directly to SharePoint. This integration can significantly enhance your workflow, reduce manual effort, and ensure accurate file management.
In this article, we’ll explore the powerful capabilities of Slack SharePoint integration and walk you through the simple steps to set this up.
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.
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 connect Slack and SharePoint, to extract, update, and store document data from Slack to Microsoft SharePoint with OCR.
Yoom offers ready-made templates for easy setup in creating an automated file management flow by integrating Slack and SharePoint. 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 flow reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who want to improve work efficiency using Slack
・Those who frequently communicate via Slack and receive document data
2. Those who manage documents using Microsoft SharePoint
・Those who store documents in Microsoft SharePoint and share and manage files within the team
■Benefits of using this template
By utilizing the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint, you can centralize document processing.
This reduces manual document management tasks and improves work efficiency.
Additionally, by introducing the automatic reading function with OCR, the accuracy of the data is improved, allowing for quick searches and references.
■Notes
・Please connect Yoom with both Slack and Microsoft SharePoint.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Let's walk through how to set up a flow that automatically processes Slack documents with OCR, updates names, and saves to SharePoint.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
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.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Search for "Slack" from the app list and select it.
Select the Slack workspace and the channel where messages should be posted.
Click "Allow" to grant permissions and complete the integration.
Now your Slack is connected :)
📚 Reference: For more detailed steps on how to connect Slack, refer to this guide here.
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "Microsoft SharePoint" from the app list and select it.
Log in to your Microsoft account.
Now app registration is complete :)
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This flow reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who want to improve work efficiency using Slack
・Those who frequently communicate via Slack and receive document data
2. Those who manage documents using Microsoft SharePoint
・Those who store documents in Microsoft SharePoint and share and manage files within the team
■Benefits of using this template
By utilizing the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint, you can centralize document processing.
This reduces manual document management tasks and improves work efficiency.
Additionally, by introducing the automatic reading function with OCR, the accuracy of the data is improved, allowing for quick searches and references.
■Notes
・Please connect Yoom with both Slack and Microsoft SharePoint.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Let’s set up the trigger action. Click on the Slack app trigger item.
Give your trigger a title (optional). Check the pre-configured settings, then click “Next”.
Set your trigger interval (how often you want Yoom to check Slack for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Select the Channel ID (where you want to check for updates) from the displayed options.
Once set, send a test message with the attached file. Click “Test”.
If the test succeeds, the retrieved value will be updated. Then, click “Save”.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Let’s set up a download file that was posted to the channel earlier. Click on “Download Posted File”.
On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.
The retrieved value from the previous step, Download Link, is set automatically. If no changes need to be made, click “Test”.
If the test succeeds, the Retrieved Value will get updated. Click "Save" to complete the file download settings.
Next, we will set up to extract texts from images/PDFs. Click on the OCR action item.
Select the file type for testing.
In this case, we selected “Read Invoice” since we are using an invoice file for testing.
You can choose actions for other file types, like business cards or contracts. Simply adjust the selection based on the file type relevant to your business needs.
For the file attachment method, select "Use retrieved value" and choose the "Downloaded file" from Slack.
Enter the items you want to extract from the file.
Specify the text or data you want to extract from the PDF.
Specify the "AI" and "Language", and click "Test".
Once set, perform a "Test".
If you see correct extraction items in the retrieved value, then click "Save".
Click on the Microsoft SharePoint action item.
On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.
Enter the required fields to upload the file.
If you choose to use the retrieved values as the file name, it will be automatically updated for each uploaded file.
For example, if you set the name as "File from {{Issuer Company}}", only the {{}} part will change, and the file name will be assigned accordingly.
Choose a naming format that is clear and easy to understand for your workflow.
Once all settings are configured, click "Test" to verify if the file uploads as expected.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
■Overview
This flow reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who want to improve work efficiency using Slack
・Those who frequently communicate via Slack and receive document data
2. Those who manage documents using Microsoft SharePoint
・Those who store documents in Microsoft SharePoint and share and manage files within the team
■Benefits of using this template
By utilizing the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint, you can centralize document processing.
This reduces manual document management tasks and improves work efficiency.
Additionally, by introducing the automatic reading function with OCR, the accuracy of the data is improved, allowing for quick searches and references.
■Notes
・Please connect Yoom with both Slack and Microsoft SharePoint.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
By integrating Slack and SharePoint, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Create a Folder in Microsoft SharePoint When Information is Registered
Automatically create a folder in Microsoft SharePoint whenever new information is registered. This can reduce the manual effort in creating folders each time and saving valuable time.
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a client is registered in Notion.
■Recommended for
1. Sales representatives who primarily use Notion
・Those who want to smoothly share information with clients by utilizing Microsoft SharePoint's file sharing features
・Those who want to manage more detailed information by linking client information in Notion with Microsoft SharePoint
2. Back-office staff who primarily use Microsoft SharePoint
・Those who want to automatically grasp client information registered in Notion through Microsoft SharePoint
・Those who want to improve the efficiency of customer management by linking Notion and Microsoft SharePoint
■Benefits of using this template
Notion is a convenient tool for customer management and information sharing, but manually creating a folder in Microsoft SharePoint every time a client is registered can be time-consuming and cumbersome, potentially leading to complicated information management and missed folder creation.
By utilizing this flow, when a client is registered in Notion, the necessary folder is created in Microsoft SharePoint, allowing for more efficient file management and enabling you to quickly find the information you need.
■Notes
・Please link both Notion and Microsoft SharePoint with Yoom.
・Microsoft365 (formerly Office365) has both 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 creates a folder in Microsoft SharePoint when a client is registered in Airtable.
■Recommended for
1. Companies using Airtable as a data management tool
・Those managing client data using Airtable
・Those who create a new folder for clients in Microsoft SharePoint after registering them in Airtable
2. Those managing files in Microsoft SharePoint
・Those who centrally manage documents for each client in Microsoft SharePoint
・Those who feel it's a hassle to create a folder every time a new client is added
■Benefits of using this template
Many people manage documents by creating a folder for each client in Microsoft SharePoint.
However, creating a folder every time a new client is registered is a time-consuming and labor-intensive task.
By utilizing the [Create a folder in Microsoft SharePoint when a client is registered in Airtable] template, you can significantly reduce the workload and improve operational efficiency. Since folders are automatically created in Microsoft SharePoint in conjunction with Airtable information, those who previously created folders manually can save time. The time saved can be used for other tasks, contributing to increased productivity.
■Notes
・Please link both Airtable and Microsoft SharePoint with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This flow creates a folder in Microsoft SharePoint for each account registered in Zoho CRM.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.
■Recommended for
1. Those who use Zoho CRM for business
・Those who want to quickly organize related documents and share them with team members after registering account information
2. Those who use Microsoft SharePoint for file management
・Those who want to reduce the effort required for document management and improve business efficiency
・Those aiming for faster file sharing among multiple sales representatives and centralized management of customer information
■Benefits of using this template
With this flow, folders in Microsoft SharePoint are automatically created based on the information registered in Zoho CRM.
This eliminates the need for manual folder creation, preventing human errors such as forgetting to create or creating duplicates, and allows for smooth document management.
Additionally, folder naming conventions are standardized, enabling the establishment of a consistent document management system.
This allows easy access to organized related materials, forms, contracts, etc., for each account.
■Notes
・Please integrate Yoom with both Zoho CRM and Microsoft SharePoint.
・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.
Use OCR to Read and Store Documents in Microsoft SharePoint
Use OCR to automatically read document data, update file names, and store them in SharePoint, improving data accuracy and making searches quicker and easier.
■Overview
The "Automatically Store Form Attachments in Microsoft SharePoint" workflow is a business workflow that automatically saves files uploaded to a form in SharePoint.
Manually saving files attached to forms in Microsoft SharePoint is time-consuming and labor-intensive.
This manual task can significantly reduce efficiency, especially when handling large amounts of data.
By automatically storing form attachments in Microsoft SharePoint, you can streamline business processes and centralize management.
This allows for smoother handling of complex tasks.
■Recommended for
■Benefits of using this template
Since form attachments are automatically stored in Microsoft SharePoint, the need for manual transfer is eliminated, saving a significant amount of time.
Additionally, by centrally managing files, you can quickly access the necessary information, making the overall workflow smoother.
This allows for unified management of all attachments in Microsoft SharePoint, making searching and sharing easier and strengthening team collaboration.
■Overview
This is a flow to upload attachments received in Outlook to Microsoft SharePoint.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Outlook as their email tool
・Those who manually upload received attachments to other tools
2. Those who manage files with Microsoft SharePoint
・Those who want to efficiently upload files to Microsoft SharePoint
■Benefits of using this template
Managing files attached to emails with Microsoft SharePoint streamlines file searching.
However, downloading files attached to emails each time and uploading them to Microsoft SharePoint is inefficient.
With this flow, you can automatically upload attachments received in Outlook to Microsoft SharePoint, thus streamlining manual tasks.
Since you can consolidate attachments received in Outlook into Microsoft SharePoint, it allows for smooth file verification and searching.
Additionally, it prevents file storage omissions, thereby improving the accuracy of file management.
Automatically Store Email and Form Attachments in Microsoft SharePoint
Automatically store attachments received via email or forms in SharePoint, streamlining your workflow and centralizing document management.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in Microsoft SharePoint.
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 manage Gmail attachments with file management tools
・Those who want to streamline manual management tasks
■Benefits of using this template
In document data management, missing storage can hinder business operations.
This flow automates the renaming and storage of files upon receiving emails with attachments, enhancing the accuracy of file management.
■Notes
・Please integrate Yoom with both Gmail and Microsoft SharePoint.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・Branching is a feature available in plans above the Mini Plan. In the case of the Free Plan, the operation of the configured flow bot will result in an error.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・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.
■Overview
This flow reads document data received in Outlook using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily integrate between apps without programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to improve the management efficiency of received invoices, quotes, contracts, etc.
2. Those who use Microsoft SharePoint for business
・Those aiming for centralized management and rapid sharing of document data
・Those who want to standardize naming conventions when uploading files to improve search efficiency
■Benefits of using this template
Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in Microsoft SharePoint.
Systematic file management becomes possible, making file searches easier.
■Notes
・Please integrate Yoom with both Outlook and Microsoft SharePoint.
・Branches are available from the mini plan and above, and AI operations are available only in the team plan and success plan. Operations set in other plans will result in errors, so please be careful.
・Yoom's paid plans offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).
・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.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
Receive Notifications for Specific Content
Set up automatic notifications in Slack for messages containing specific keywords. You no longer need to manually review and can ensure important messages don't get missed.
■Overview
The flow "Receive an email containing specific keywords and send a DM notification to the person in charge on Slack" is a business workflow to ensure important emails in Gmail are not missed and can be responded to promptly.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Notify Slack when a message with specific conditions is posted on Google Chat" facilitates seamless information integration between different communication tools.
For example, when a message containing specific keywords is posted on Google Chat, a notification is automatically sent to Slack.
This enhances the efficiency of information sharing across the team, ensuring that important messages are not missed.
■Recommended for
■Benefits of using this template
Since messages with specific conditions posted on Google Chat are automatically notified on Slack, it eliminates the hassle of manual information sharing.
It ensures that messages with specific conditions received on Google Chat are reliably notified, reducing the risk of missing important interactions.
Automation prevents human error in information sharing, making business processes smoother.
Automatically Add Content Posted on Slack
Streamline the process of recording information by automatically adding content posted on Slack to your database, reducing manual data entry and minimizing the risk of input errors.
■Overview
The flow "Create a folder in Box based on a specific post in Slack" is a business workflow that automates the necessary folder creation through the integration of Slack and Box.
By utilizing this workflow, a folder is automatically created in Box when a message containing specific keywords is posted in Slack, enabling efficient file management.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a card in Trello when a message containing a specific keyword is posted in Slack" is a business workflow that seamlessly integrates communication and task management. For example, when a message containing important project-related keywords is posted in Slack, a card is automatically created in Trello, preventing missed information and overlooked tasks. By utilizing this workflow, information sharing and task management within the team are centralized, leading to improved operational efficiency.
■Who should use this template
■Benefits of using this template
Since a card is automatically created in Trello when a message containing a specific keyword is posted in Slack, you can eliminate the hassle of manually adding tasks.
Cards are added based on the content posted in Slack, maintaining the accuracy of information.
Additionally, by creating important information as cards, you can centralize information and make management easier.
Automation prevents human errors in task creation, enabling efficient task management.
■ Overview
The flow "Automatically create an issue in GitLab when a message containing a specific keyword is received in Slack" is a business workflow that generates issues directly from team communication. This allows important information to be quickly reflected in the project management tool, preventing work omissions and delays.
By automatically creating issues from daily chats, efficient task management is achieved.
■ Recommended for
■ Benefits of using this template
Since issues are automatically created in GitLab when a message containing a specific keyword is received in Slack, the hassle of manual issue registration is eliminated.
Additionally, since issues are created directly in GitLab from Slack messages, centralized information management is possible.
Automation prevents human errors in issue creation and maintains a stable issue management process.
Create Tasks Automatically from Slack Messages with Specific Keywords
Automatically create tasks in response to Slack messages containing designated keywords, ensuring an efficient task management process.
■Overview
This is a flow where document data posted on Slack is read by OCR, the file name is updated, and stored in Box.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Slack for internal communication and file sharing
・Those who want to quickly process posted documents and focus on other important tasks
2. Companies that use Box for file management and sharing
・Those who use Box for centralized file management but find it cumbersome to manually organize many documents
■Benefits of using this template
By using this template, you can read document data posted on Slack with OCR, update the file name, and store it in Box.
This provides several benefits.
Firstly, document processing and management are streamlined, reducing manual effort.
This reduces errors and omissions in document management and improves data accuracy.
Additionally, as file names are unified and organized, it becomes easier to quickly search and access necessary documents, improving work efficiency.
■Notes
・Please connect Yoom with both Slack and Box.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as 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 is a flow where document data posted on Slack is read by OCR, the file name is updated, and stored in Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who communicate using Slack
・Those who share information using Slack in a team but find document management cumbersome
2. Those who manage files using Dropbox
・Those who want to efficiently organize document data and improve work efficiency
■Benefits of using this template
By using the flow where document data posted on Slack is read by OCR, the file name is updated, and stored in Dropbox, there are many benefits.
First, since the handling of document data is automated, manual work of storing in Dropbox is no longer necessary, improving work efficiency.
This allows you to focus on other tasks with the saved time.
Additionally, errors due to manual input are reduced, improving data accuracy.
■Notes
・Please connect Yoom with both Slack and Dropbox.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as 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 is a flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Google Drive.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Slack for document sharing and communication
・Those who want to efficiently manage documents and avoid missing important files
2. Those who use Google Drive for cloud-based file management
・Those who use Google Drive but find manual file organization and uploading time-consuming
■Benefits of using this template
By using the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Google Drive, there are several benefits.
Firstly, it reduces the hassle of manual document organization and file name changes, improving work efficiency.
This allows more time to focus on other important tasks, enhancing overall productivity.
Additionally, by utilizing OCR technology, accurate reading and management of document content is possible, reducing the risk of human error.
■Notes
・Please connect Yoom with both Slack and Google Drive.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set 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 and AI features (operations).
You no longer need to switch between tools after integrating Slack with SharePoint. For example, instead of manually downloading a file from Slack, renaming it, and uploading it to SharePoint, these tasks can now be automated into one seamless process. This not only saves time but also reduces the risk of human error, allowing you to focus more on valuable work.
Using OCR in combination with Slack SharePoint integration enhances the accuracy of file management. It becomes much easier to find and access files later, improving your overall work efficiency. For example, including document details like dates or IDs in the file name ensures that files are organized and searchable, helping to streamline your workflow.
Files stored in SharePoint are accessible to all team members, making collaboration smoother. Automation ensures that once a file is posted in Slack, it is automatically processed and stored in the correct location. For example, when a contract is shared within the sales team via Slack, the file is automatically renamed and saved in the appropriate folder, making it easier for team members to review and track the latest updates.
By integrating Slack with Microsoft SharePoint using Yoom, you can automate document data management and sharing, all without needing any coding knowledge. This saves you time, reduces errors, and enhances overall work efficiency. With the added power of OCR technology, data accuracy improves, making file management and search processes much easier.
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!
