Read the business card image submitted through the form using OCR, add the data to Google Sheets, 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 a Google Spreadsheet, 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 apps.

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‍■Recommended for

1. Those who frequently exchange business cards

・Sales department personnel who exchange many business cards daily and find data entry tasks cumbersome

・Event organizers facing challenges in processing large volumes of business cards received at exhibitions or events

・Marketing personnel who want to utilize received business card information for aggregation and analysis

・Customer support team members who wish to expedite follow-ups using business card information

2. Managers or administrators aiming to streamline business card data management

・Those who want to efficiently manage contact information for new business partners or customers

・Those responsible for promoting 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 a Google Spreadsheet, and the sending of thank-you emails via Outlook to the email addresses listed on the business cards.

By simply taking or scanning an image and submitting it through the form, business card information is digitized, reducing the workload of the person in charge and facilitating smooth lead approaches, marketing analysis, and customer follow-ups.