Read the document data received in Outlook using OCR, update the file name, and store it in Dropbox.
Read the document data received in Outlook using OCR, update the file name, and store it in Dropbox.
Launch this workflow to connect
Microsoft Outlook &
Dropbox
!
■Overview
This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in Dropbox.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to improve the efficiency of managing document data such as invoices, quotes, and contracts received by email
2. Those who use Dropbox for file management
・Those who want to centralize document data management and speed up sharing
・Those who aim to improve search efficiency by standardizing naming conventions when uploading files
■Benefits of using this template
Document data received in Outlook is automatically uploaded to a specified folder in Dropbox with a file name that matches the content.
By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.
■Notes
・Please connect both Outlook and Dropbox with Yoom.
・Branches are available from the mini plan and above, and AI operations are features available only in the team plan and success plan. Operations set in other plans 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 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 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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Dropbox
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About the apps you use
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 a file is created or updated in a specific folder
When a file is created or updated in a specific folder (Team folder)
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 events in my calendar
Search events in a specified user’s calendar
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 events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific message
Flowbot triggers
When a file is created or updated in a specific folderWhen a file is created or updated in a specific folder (Team folder)
Flowbot operations
Upload FileCreate folderDuplicate fileDownload fileUpload file (team folder)Download file (team folder)Create folder (team folder)Copy file (team folder)Search filesList files in folderSearch files (team folder)List files in folder (team folder)Move file to specified folderCreate shared linkDelete folderDownload file (file ID)Get more file search resultsGet more folder listing resultsMore inspiration for you
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