Read files added to Dropbox using OCR and automatically add them to Airtable.

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■Overview

The "Automatically Add Files Added to Dropbox to Airtable via OCR" workflow is an automation process that streamlines document management.
It eliminates the hassle of manual data entry and information organization, thereby improving work efficiency.

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■Who Should Use This Template

People who use Dropbox regularly
- Those who store a large number of files in Dropbox and find it time-consuming to organize and search the contents
People who manage data with Airtable
- Those who build databases using Airtable but find manual data entry cumbersome
Team leaders or business owners aiming for operational efficiency
- Those who want to enhance the overall work efficiency of their team through workflow automation
People who want to organize information using OCR technology
- Those who want to automatically extract and utilize text information from files

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■Benefits of Using This Template

When a new file is uploaded to Dropbox, the OCR function extracts the text and automatically registers the data in Airtable.
With the OCR function and automatic data synchronization, data entry tasks are eliminated, preventing errors from manual operations.
Additionally, the contents of the files are promptly reflected in Airtable, allowing for smooth information organization.

It is useful for managing a variety of data, such as standardized internal documents, contracts and forms with business partners, business cards, and receipts.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

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Dropbox

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

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Airtable