Read the document data received in Outlook using OCR, update the file name, and store it in Microsoft SharePoint.
Read the document data received in Outlook using OCR, update the file name, and store it in Microsoft SharePoint.
Launch this workflow to connect
Microsoft Outlook &
Microsoft SharePoint
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■Overview
This flow reads document data received in Outlook using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily integrate between apps without programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to improve the management efficiency of received invoices, quotes, contracts, etc.
2. Those who use Microsoft SharePoint for business
・Those aiming for centralized management and rapid sharing of document data
・Those who want to standardize naming conventions when uploading files to improve 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 Microsoft SharePoint.
Systematic file management becomes possible, making file searches easier.
■Notes
・Please integrate Yoom with both Outlook and Microsoft SharePoint.
・Branches are available from the mini plan and above, and AI operations are available only in the team plan and success plan. Operations set in other plans will result in errors, so please be careful.
・Yoom's paid plans offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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Microsoft Outlook
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Microsoft Outlook
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No-Code API Actions
Executable API actions
Flowbot triggers
When a specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
When a Task is Created
When an email is received
When Item is Added or Updated in List
When a file is created or updated in a specified folder within the site
When a folder is created or updated in a specified folder within the site
Flowbot operations
Register Event in Own Calendar
Create Calendar
Register Event in Specified User's Calendar
Get email attachment information
Download email attachments
Delete an event from a specified user's calendar
Update an event in a specified user's calendar
Delete an event from your calendar
Update an event in your calendar
タスクを作成する（リマインド設定対応）
タスクを作成する（リマインド設定非対応）
Search My Calendar Events
Search Specified User's Calendar Events
Find meeting times
Get calendar view
Get email messages
Move message
Get a specific message
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search My Calendar EventsSearch Specified User's Calendar EventsFind meeting timesGet calendar viewGet email messagesMove messageGet a specific message
Flowbot triggers
When Item is Added or Updated in ListWhen a file is created or updated in a specified folder within the siteWhen a folder is created or updated in a specified folder within the site
Flowbot operations
Upload fileCreate folderSearch folders/filesCopy fileSet values in document custom columnsGet item detailsDownload fileCreate folder in drive rootGet list detailsGet item access count and unique users (all time)Get item access count and unique users (last 7 days)Delete File / FolderMove File to Another FolderAdd Item to ListUpdate List ItemUpdate List Item (Multiple Choice)Get folders and files in a specific folderGet the initial delta link for a listGet incremental changes for list itemsSearch folders and files (for next page)More inspiration for you
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