Read the document data submitted via Gmail using OCR, update the file name, and store it in Box.

■Overview

This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in Box.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

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‍■Recommended for

1. Those who frequently exchange files via Gmail

・Those who manage received files with Box

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2. Those who use Box

・Those who find renaming files or moving files to be cumbersome

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■Benefits of using this template

If you are manually moving and managing files sent via Gmail to Box, you might find the repetitive tasks cumbersome.
Additionally, if the file naming convention is not standardized, it may cause confusion when searching for files.

When an email with an attached file is received in Gmail, the flow is triggered, allowing for standardized file naming conventions and improving the efficiency of file search and management.

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■Notes

・Please connect Gmail and Box with Yoom.

・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.

・Branching is a feature available with the Mini Plan or higher. Operations set in the flow bot will result in an error with the Free Plan.

・AI operations are only available with the Team Plan and Success Plan. Operations set in the flow bot will result in an error with the Free Plan and Mini Plan, so please be careful.

・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).