Read the document data received in Outlook using OCR, update the file name, and store it in 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.

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‍■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

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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 Microsoft SharePoint.

Systematic file management becomes possible, making file searches easier.

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■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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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.

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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.

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Microsoft Outlook

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Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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