Read the business card image submitted through the form using OCR, add the data to Microsoft Excel, and send a thank-you email via Outlook.

■Overview

This flow reads business card images submitted through a form using OCR, adds the data to Microsoft Excel, and sends a thank-you email via Outlook.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who frequently exchange business cards

・Sales department personnel who exchange many business cards daily and spend a lot of time on data entry tasks

・Event organizers who receive a large number of business cards at exhibitions or events and face challenges in processing the information

・Marketing personnel who want to quickly share and utilize business card information

・Customer support personnel who want to smoothly proceed with follow-ups using business card information

2. Managers or administrators who want to streamline business card data management

・Those who want to streamline the management of contact information for new business partners or customers

・Those who want to promote the digital management of business card information

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■Benefits of using this template

This flow automates the OCR reading of business card images submitted through a form, the addition of data to Microsoft Excel, and the sending of thank-you emails to the email addresses listed on the business cards.

By simply capturing or scanning an image and submitting it through the form, business card information is digitized, reducing the workload of personnel and enabling smooth lead approaches, marketing analysis, and customer follow-ups.