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.
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.
Launch this workflow to connect
Google Sheets &
Microsoft Outlook
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■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.
■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
■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.
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About the Apps
Templates using
Google Sheets
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Templates using
Microsoft Outlook
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
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Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
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Microsoft Outlook
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No-Code API Actions
Executable API actions
Flowbot triggers
When a row is added
When a row is updated
When a specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
When a Task is Created
When an email is received
Flowbot operations
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get sheet names
Apply a formula to a range
Enter values in a range
Embed an image in a cell
Sort by specific column
Hide a sheet
Add a note to the specified cells
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search My Calendar EventsSearch Specified User's Calendar EventsFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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