OCR images in Box and add them to Google Sheets
OCR images in Box and add them to Google Sheets
Launch this workflow to connect
Box &
Google Sheets
!
■Overview
Do you spend too much time manually reviewing invoice and receipt images uploaded to Box and transferring the data by hand? With this workflow, when a specific image file is uploaded to Box, the OCR feature automatically extracts the text and adds the information to Google Sheets. This automates routine data entry and helps improve operational accuracy and productivity.
■Who Should Use This Template
- Anyone facing challenges with manual data transfer between Box and Google Sheets
- Anyone looking to efficiently digitize text from image files such as invoices, receipts, and business cards
- Back-office teams exploring workflow automation with OCR and looking for practical examples
■Benefits of This Template
- Automatically extract and transfer text from images uploaded to Box with OCR, reducing the time spent on manual data entry.
- Eliminate manual data transfer to help prevent human errors such as incorrect entries and missing fields, keeping your data accurate.
■Workflow Overview
- First, connect Box and Google Sheets to Yoom.
- Next, select Box as the trigger and configure the workflow to start when a file is uploaded.
- Then, configure the Box file download action and specify the file detected by the trigger.
- Next, configure the OCR action, “Extract text from images and PDFs,” to extract text from the downloaded file.
- Finally, configure the Google Sheets “Add a row” action and add the data extracted by OCR to the specified sheet.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
- In the Box trigger settings, specify the folder ID where an upload will trigger the workflow.
- In the Box operation settings, specify the content ID of the file to download based on the information obtained by the trigger.
- In the OCR operation, you can add any fields you want to extract from the image, such as company name, amount, and date.
- In the Google Sheets operation, specify the spreadsheet ID where you want to add the data and the range of the table where you want to write it.
■Notes
- Connect Box and Google Sheets to Yoom.
- The OCR AI operation is available only on the Team and Success Plans. Please note that on the Free and Mini Plans, the configured operation in the workflow will result in an error.
- Paid plans such as the Team and Success Plans include a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
- Please note that OCR may not be able to read data exceeding 6,500 characters or text that is too small.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a File Is Uploaded to a Folder
When a Comment Is Created
When a File Name Is Changed
When a Comment Is Updated
When a Selected Event Occurs
When a File in a Folder Is Deleted
When a Row Is Added
When a Row Is Updated
Flowbot operations
Download File
Get List of Items in Folder
Create Folder
Search Content in Specific Folders
Copy File
Upload File
Get File Information
Upload File Version
Create New User
Add User to Group
Delete Registered Webhook
Rename Folder
Move Folder
Get Folder Information
Get List of Collaboration Information for a Specific Folder
Update Collaboration
Get Collaboration Information
Rename File
Flowbot triggers
When a File Is Uploaded to a FolderWhen a Comment Is CreatedWhen a File Name Is ChangedWhen a Comment Is UpdatedWhen a Selected Event OccursWhen a File in a Folder Is Deleted
Flowbot operations
Download FileGet List of Items in FolderCreate FolderSearch Content in Specific FoldersCopy FileUpload FileGet File InformationUpload File VersionCreate New UserAdd User to GroupDelete Registered WebhookRename FolderMove FolderGet Folder InformationGet List of Collaboration Information for a Specific FolderUpdate CollaborationGet Collaboration InformationRename FileMove FileCopy FolderCreate CollaborationSearch ContentAdd Shared Link to FolderAdd or Update File TagsGet File Tag InformationCreate a Shared Link for a FileCreate Metadata Instance on FileUpdate File Metadata InstanceGet File Metadata InstanceDelete File Metadata InstanceGet Group ListDelete File
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 ColumnsAdd RowsMore inspiration for you
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