Read the document data posted on Gmail using OCR, update the file name, and store it in Microsoft SharePoint.

■Overview

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

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

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‍■Recommended for

1. Those who manage Gmail attachments with file management tools

・Those who want to streamline manual management tasks

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■Benefits of using this template

In document data management, missing storage can hinder business operations.

This flow automates the renaming and storage of files upon receiving emails with attachments, enhancing the accuracy of file management.

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■Notes

・Please integrate Yoom with both Gmail and Microsoft SharePoint.

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

・Branching is a feature available in plans above the Mini Plan. In the case of the Free Plan, the operation of the configured flow bot will result in an error.

・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the configured flow bot will result in an error, 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).

・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.