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

■Overview

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

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

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‍■Recommended for

1. Those who manage files on OneDrive

・Those who manually rename files attached to Gmail and store them in OneDrive

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■Benefits of using this template

If you manage files manually, storing them in the wrong location can take time to find them.

This flow allows you to standardize file names and storage locations, preventing errors in renaming and storage locations, thereby enhancing the accuracy of management tasks.

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■Notes

・Please integrate Gmail and OneDrive with Yoom.

・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 with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error.

・AI operations are a feature available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set 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 business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.