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

■Overview

This is a flow that reads business card images submitted via Google Forms 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 any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who frequently exchange business cards

・People who exchange business cards with many contacts daily and find data entry time-consuming

・Those who often receive a large number of business cards at exhibitions or events

・Those who want to quickly share business card information for aggregation and analysis

・Those who want to smoothly follow up with customers using business card information

2. Managers or administrators aiming for efficient business card data management

・Those who want to improve the efficiency of managing contact information for leads, customers, and business partners

・Those who are advancing the digitization and database creation of business cards

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■Benefits of using this template

This flow allows for the automation of OCR reading of business card images submitted via Google Forms, adding data to Microsoft Excel, and sending thank-you emails to those you exchanged business cards with.

By simply taking a photo or scanning and submitting it through the form, business card information is digitized, reducing the burden on staff and speeding up information sharing.

It enables smooth lead approaches, marketing analysis, and customer follow-ups.