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

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■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.

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‍■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

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■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.

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■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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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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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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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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Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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