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

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

Yoom's Microsoft OneDrive &  Slack  are ready to use! Automate tasks instantly—just copy the template!

■Overview

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

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. People who use Slack regularly

・Those who want to efficiently manage document data posted on Slack

2. People who use OneDrive for document management

・Those who centralize file management in OneDrive but find manual file renaming and organizing cumbersome

■Benefits of using this template

By utilizing the flow of reading document data posted on Slack with OCR, updating the file name, and storing it in OneDrive, the effort of manual file management is reduced.
Implementing this flow allows for automatic processing of document data, improving work efficiency.

Furthermore, by using OCR technology, handwritten characters and scanned data can be accurately read, enhancing the precision of digitization.
As a result, the hassle of file management is reduced, allowing staff to focus on other important tasks.

■Notes

・Please connect both Slack and OneDrive with Yoom.

・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. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-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.

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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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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.

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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 folder is created or updated in a specific folder
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a stamp is added to a message (Webhook)
    When mentioned in a channel
    When a message containing specified text is posted to a channel
    When the Slack app is mentioned (Webhook)
    When mentioned in a channel (multiple users specified)
    When a message containing the specified text is posted to the channel (specified by regular expression)
    New Channel Created (Webhook)
    When a message is posted in a thread (Webhook)
Flowbot operations
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
    Send Message to Channel
    Send a direct message
    Send a file (Support ended on 11/12)
    Get Member IDs in Channel
    Create Channel
    Invite Members to Channel
    List User Groups
    Send a message to a thread
    Archive a channel
    Retrieve Thread Messages
    Retrieve a list of public channels
    Remove a member from a private channel
    Search User by Email
    Retrieve user information
    Retrieve Specific Message
    Get Message Link
    Delete Message
    List users in a user group
    Get List of Reactions for a Specific Message
    Create User Group
    Send a file to a thread (Support ended on 11/12)
    Get channel message history
    Send a message with attachments to a channel
Flowbot triggers
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
Flowbot triggers
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a stamp is added to a message (Webhook)
    When mentioned in a channel
    When a message containing specified text is posted to a channel
    When the Slack app is mentioned (Webhook)
    When mentioned in a channel (multiple users specified)
    When a message containing the specified text is posted to the channel (specified by regular expression)
    New Channel Created (Webhook)
    When a message is posted in a thread (Webhook)
Flowbot operations
    Send Message to Channel
    Send a direct message
    Send a file (Support ended on 11/12)
    Get Member IDs in Channel
    Create Channel
    Invite Members to Channel
    List User Groups
    Send a message to a thread
    Archive a channel
    Retrieve Thread Messages
    Retrieve a list of public channels
    Remove a member from a private channel
    Search User by Email
    Retrieve user information
    Retrieve Specific Message
    Get Message Link
    Delete Message
    List users in a user group
    Get List of Reactions for a Specific Message
    Create User Group
    Send a file to a thread (Support ended on 11/12)
    Get channel message history
    Send a message with attachments to a channel
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