Read document data posted on Slack using OCR, update the file name, and store it in Microsoft SharePoint.

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■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.

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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.

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About the Apps You Use
Slack
Slack
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Microsoft SharePoint
Microsoft SharePoint
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Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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Microsoft SharePoint
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
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