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

■Overview

This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in OneDrive.

By using Yoom, you can easily integrate between apps without the need for 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 via email

2. Those who use OneDrive for file management

・Those aiming for centralized management and quick sharing of document data

・Those who want 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 renamed according to its content and automatically uploaded to a specified folder in OneDrive.

By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.

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■Notes

・Please integrate Outlook and OneDrive 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 plans for home and general business (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, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.