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

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■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.

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■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

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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

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■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.

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■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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What is Yoom hyperautomation?

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.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

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.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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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.

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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.

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