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

■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.

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‍■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

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■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.

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■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.