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

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■Overview

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

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

■Recommended for

1. Those who frequently exchange files via Gmail

・Those who check and rename received document data

■Benefits of using this template

If you find it cumbersome to check and rename stored files each time in Dropbox file management, this flow can help.

In this flow, document data attached to Gmail is read using OCR, and the file name is renamed based on the read content before being stored in Dropbox.
Since the file name can be renamed based on the content of the document data, manual checking and renaming of files is no longer necessary, allowing for more efficient file management.

■Notes

・Please integrate Gmail and Dropbox 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. If you are on the Free Plan, the operation of the configured flow bot will result in an error.

・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the configured flow bot will result in an error, so please be aware.

・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).

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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.
Don't Just Connect Apps—Automate Everything
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.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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About the Apps You Use
Gmail
Gmail
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Dropbox
Dropbox
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Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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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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