Read document data posted on Slack using OCR, update the file name, and store it in Microsoft SharePoint.
■Overview
This flow reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who want to improve work efficiency using Slack
・Those who frequently communicate via Slack and receive document data
2. Those who manage documents using Microsoft SharePoint
・Those who store documents in Microsoft SharePoint and share and manage files within the team
■Benefits of using this template
By utilizing the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint, you can centralize document processing.
This reduces manual document management tasks and improves work efficiency.
Additionally, by introducing the automatic reading function with OCR, the accuracy of the data is improved, allowing for quick searches and references.
■Notes
・Please connect Yoom with both Slack and Microsoft SharePoint.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as 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 a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.
This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.
The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.