Read the document data posted on Gmail using OCR, update the file name, and store it in Dropbox.
■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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This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
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This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.
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