■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in Google Drive.
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 use Gmail for business operations
・Those who manually check received files and move them to folders
2. Those who use Google Drive
・Those who manage files centrally using Google Drive
■Benefits of using this template
Sorting files received via email and moving them to folders is a hassle.
If you use email regularly for business operations, the number of files you receive will increase, which may lead to decreased productivity.
With this flow, you can streamline the process of checking file contents and moving them, eliminating the need for manual file operations and enabling smoother business operations.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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