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

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

Yoom's Dropbox &  Gmail  are ready to use! Automate tasks instantly—just copy the template!

■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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What is Yoom hyperautomation?
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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This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

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.

This is a flow that compresses form images via RPA and saves them to DropBox. By using this flow, images can be automatically compressed and saved to DropBox. This reduces clerical work, thereby reducing workload and improving operational efficiency.
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This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

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.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
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    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    Get File List in Folder
    Search Files (Team Folder)
    Get File List in Folder (Team Folder)
    Move File to Specified Folder
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    Get File List in Folder
    Search Files (Team Folder)
    Get File List in Folder (Team Folder)
    Move File to Specified Folder
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
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