Receive document data in Outlook, read it with OCR, update the file name, and store it in Google Drive.

No items found.

■Overview

This is a flow that reads document data received in Outlook 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 Outlook for business

・Those who want to streamline the management of document data such as invoices, quotes, and contracts received via email

2. Those who use Google Drive for file management

・Those aiming for centralized management and quick sharing of document data

・Those who want to standardize naming conventions when uploading files to prevent decreased 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 Google Drive.

By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.

‍

■Notes

・Please connect both Outlook and Google Drive with Yoom.

・Branching is available in the Mini Plan or higher, and AI operations are available only in the Team Plan and Success Plan. In other plans, the set operations will result in an error, so please be careful.

・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

・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.

・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.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Send an email from the Yoom database using Outlook

Automatically send emails in Outlook using information from the Yoom database. You can freely customize the recipient address, sender name, body, and subject.

See details

Forward emails received in Outlook to Chatwork

This is a flow bot that forwards emails received in Outlook to Chatwork. By forwarding emails from Outlook to the email address created with Yoom, you can link the content of the email to Chatwork. Feel free to change the talk room and notification content as you like.‍

See details

Receive Outlook emails and notify on LINE WORKS

When a new email is received in Outlook, the content is extracted and summarized using AI, and a notification is sent to LINE WORKS. By having AI automatically summarize important emails and notify LINE WORKS, you can prevent missing any important messages.

See details

When a record is created in the Yoom database, send an email in Outlook.

When a new record is created in the Yoom database, an email is automatically sent using Outlook. The recipient's address, sender's name, subject, and body can all be customized freely.

See details

Extract information from Outlook emails using AI and notify via Google Chat.

When a new email arrives in Outlook, this flow extracts information using AI and notifies the extracted content in Google Chat. It can be used by forwarding emails from Outlook, Gmail, etc., or by sending emails directly to Yoom's email address.

See details

When an event is registered in the Outlook calendar, add a record to kintone.

This is a flow bot that automatically adds a record to kintone when an event is registered in a specified Outlook calendar. A record will be added to kintone 5 to 15 minutes after the event is registered in Outlook.

See details

See all templates

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.

Learn more about Yoom

About the Apps You Use

Microsoft Outlook

Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.

Related apps

Microsoft Outlook

Templates using

View all related templates

Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

Related apps