When a file is uploaded to Dropbox, read the file contents with OCR and add them to Microsoft Excel.
Dropbox Microsoft Excel

When a file is uploaded to Dropbox, read the file contents with OCR and add them to Microsoft Excel.

Yoom's Dropbox &  Microsoft Excel  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow that reads the contents of a file using OCR when a file is uploaded to Dropbox 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 want to manage documents uploaded to Dropbox in Microsoft Excel

・Those who want to improve work efficiency by automatically reading the contents of documents uploaded to Dropbox using OCR and adding them to Microsoft Excel

2. Those who are working to improve work efficiency by linking Dropbox and Microsoft Excel

・Those who want to eliminate the hassle of data entry, reduce human error, and improve work efficiency

■Benefits of using this template

Dropbox is a tool that can be used for file management in business to enhance accessibility to information.
However, manually handling file information added to Dropbox each time is cumbersome and poses a risk of human error.

By utilizing this flow, you can significantly reduce time by eliminating manual input tasks.
Additionally, automatic reading through OCR can reduce transcription and input errors.

■Notes

・Please integrate both Dropbox and Microsoft Excel with Yoom.

・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.

・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.

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

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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About the Apps You Use
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About the apps you use
Dropbox
Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.
see details
Templates

This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.

This is a flow that compresses form images via RPA and saves them to DropBox. By using this flow, images can be automatically compressed and saved to DropBox. This reduces clerical work, thereby reducing workload and improving operational efficiency.
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
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A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

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API Actions That can be No-Code
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Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    Get File List in Folder
    Search Files (Team Folder)
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    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    Get File List in Folder
    Search Files (Team Folder)
    Get File List in Folder (Team Folder)
    Move File to Specified Folder
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
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