Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Salesforce
Google Forms
Google Drive
Read business card images submitted through Google Forms using OCR and register them as contacts in Salesforce.
The flow involves reading business card images submitted via Google Forms using OCR and registering them as contacts in Salesforce. This leads to a reduction in workload and faster information sharing, allowing for smoother customer approaches and follow-ups.
Salesforce
Microsoft Outlook
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending thank-you emails via Outlook. This reduces workload and allows for smoother customer approach and follow-up.
Salesforce
Microsoft Outlook
Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
The flow involves reading business card images received in Outlook using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.
Salesforce
Gmail
Microsoft Outlook
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Outlook. This reduces the workload and allows for smoother customer approach and follow-up.
Salesforce
Gmail
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Gmail. This reduces the workload and allows for smoother customer approaches and follow-ups.
kintone
Gmail
Microsoft Outlook
Read business card images received in Gmail using OCR, add the data to kintone, and send a thank-you email with Outlook.
The flow involves reading a business card image received in Gmail using OCR, adding the data to kintone, and sending a thank-you email via Outlook. Smooth sharing of business card information leads to more effective lead approaches, marketing analysis, and quicker follow-ups with customers.
Salesforce
Gmail
Read business card images received in Gmail using OCR and register them as contacts in Salesforce.
The flow involves reading business card images received in Gmail using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.
Gmail
kintone
Read business card images received in Gmail using OCR and add the data to kintone.
This is a flow where business card images received in Gmail are read by OCR and data is added to kintone. It not only reduces the burden on the person in charge but also leads to faster approaches to leads, marketing analysis, and follow-ups with customers.
Salesforce
Read business card data using OCR and store it in Salesforce.
When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.
Microsoft Excel
Read business card data using OCR and store it in Microsoft Excel.
When you submit business card data through the input form, AI automatically reads the information from the business card and stores it in a designated Excel file. You can use this for managing business cards in Excel. You can also take a picture of the business card with your smartphone and upload it directly from your smartphone to the form.‍
Salesforce
Read business card data using OCR and register it as a contact in Salesforce.
When you submit business card data through the form, AI automatically reads the information from the business card and registers it as a contact in Salesforce. Additionally, the image of the business card is uploaded and linked to the record. You can also take a picture of the business card with a smartphone and upload it directly from your smartphone to the form.
Google Sheets
Read business card data using AI-OCR and store it in Google Sheets.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card, stores it in a Google Spreadsheet, and sets up a workflow to automatically send an email to the specified recipients.‍
Microsoft Excel
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
DeepL
Slack
Read articles posted on Slack using OCR, translate them with DeepL, and notify on Slack.
This is a flow where articles posted on Slack are read using OCR, translated with DeepL, and then notified on Slack. By utilizing OCR functionality, the manual task of transcribing text into translation tools is eliminated, making the translation process more efficient.
Google Sheets
Read a health checkup report using OCR and add it to Google Sheets.
This is a flow to read health checkup reports using OCR and add them to Google Sheets. By streamlining manual tasks, data entry can be performed seamlessly, which also helps prevent human errors. Additionally, follow-ups can be conducted as needed based on the situation.
Google Sheets
Read a PDF sent via Gmail using OCR and add it to Google Sheets.
This is a workflow that reads PDFs sent via Gmail using OCR and automatically adds the data to a Google Spreadsheet. You can quickly extract data from PDFs received by email and manage it efficiently.
Trello
Gmail
Read Gmail attachments using OCR and register them in Trello.
The workflow automatically reads attachments received in Gmail using OCR and registers them as Trello cards. This eliminates the need for manual organization and enables smooth information management.
Gmail
Box
Read Gmail attachments using OCR and automatically save them to Box.
This is a flow that reads Gmail attachments using OCR and automatically saves them to Box. By automatically sorting and saving the attachments received in Gmail to Box, you can efficiently manage your files. Additionally, it prevents any omissions in saving files to Box.
Microsoft Excel
Gmail
OCR
Read Gmail attachments using OCR and add them to Microsoft Excel.
This is a business workflow that reads Gmail attachments using OCR and automatically adds them to Microsoft Excel. It reduces the time spent on manual organization and streamlines data management.
Microsoft Excel
Once you receive the invoice PDF via the form, use OCR to add the detailed (table) information to Microsoft Excel.
The workflow involves extracting table data from files attached to the form using OCR and adding it to Microsoft Excel. This enhances data processing efficiency and reduces human error.
Microsoft Excel
Microsoft OneDrive
Once the file is stored in OneDrive, read it with OCR and add it to Microsoft Excel.
When a file is uploaded to OneDrive, an OCR process is automatically performed, and data is added to Microsoft Excel. This reduces manual data entry tasks and improves the efficiency and accuracy of operations.
Google Drive
Google Workspace
Once the file is stored in Google Drive, read it with OCR and add a new user to Google Workspace.
Once files are stored in Google Drive, this business workflow reads the information using OCR and automatically registers new users in Google Workspace. It reduces manual input and duplicate tasks, thereby improving operational efficiency.
DocuSign
Microsoft Teams
Once the contract is completed in DocuSign, read the document with OCR and notify Microsoft Teams.
This is a business workflow where "once a contract is completed in DocuSign, the document is automatically read by OCR and a notification is sent to Microsoft Teams." This facilitates smooth sharing of contract information and enables the entire team to respond quickly.
Microsoft Excel
Microsoft SharePoint
Once files are stored in Microsoft SharePoint, read them with OCR and add them to Microsoft Excel.
This is a business workflow that automatically adds files uploaded to SharePoint to Excel by reading them with OCR. It reduces manual data entry and improves operational efficiency.