Read Gmail attachments with OCR and add them to Google Docs
Read Gmail attachments with OCR and add them to Google Docs
Launch this workflow to connect
Google Docs &
Gmail
!
■Overview
Are you spending time manually checking and retyping the contents of attachments—like invoices and purchase orders—sent to Gmail by your partners each time? This manual work is not only time-consuming but also a common source of human errors such as typos. With this workflow, when a specific Gmail arrives, attachments are automatically OCR-processed and the extracted text is appended to Google Docs, solving these issues and streamlining your operations.
■Who this template is for
- Finance team members who find managing invoice attachments received in Gmail cumbersome
- Sales representatives who manually retype PDF purchase orders sent by partners
- Anyone who wants to digitize information from paper documents or PDFs and centralize it in Google Docs
■Benefits of this template
- Automatically OCR and convert attachments received in Gmail to text, reducing the time previously spent on manual checks and retyping.
- Eliminate manual retyping to prevent human errors such as typos or misreads, improving data accuracy.
■Flowbot steps
- Connect Gmail and Google Docs with Yoom.
- In the trigger, select Gmail and set the trigger action "When an email matching specific keywords is received."
- In an operation, configure branching so subsequent processing differs based on conditions such as whether attachments exist.
- In an operation, set the OCR action "Read any image or PDF" to read files attached to the email.
- In an operation, set Google Docs "Append text to the end of the document" to add the OCR'd text to the document.
※ "trigger": the action that starts the flow; "operation": the action that runs within the flow after the trigger fires
■Customization points for this workflow
- In the Gmail trigger settings, freely set subject/body keywords that will start the flow.
- In branching, set conditions such as whether attachments exist to split subsequent processing.
- In OCR, fine-tune extraction to capture only specific fields (e.g., invoice amount, company name).
- When appending text to Google Docs, specify the destination document file.
■Notes
- Connect Gmail and Google Docs with Yoom.
- You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes.
- The shortest available interval varies by plan.
- Branching is an operation available on the Personal plan and above. On the Free plan, Flowbot operations that use branching will return an error.
- Paid plans such as the Personal plan offer a 14-day free trial. During the trial, you can use apps and features (operations) that are otherwise limited. For details, see the Pricing plans page.
- OCR may fail to read data longer than 6,500 characters or very small text.
Check Out Similar Templates!
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Slack to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted to a specific channel in Microsoft Teams to a Google Document.
This is a flow that adds content posted to a specific channel in Microsoft Teams to a Google Document. By centrally managing the content posted to a specific channel in Google Document, it can be organized in chronological order.
Generate a document in Google Docs based on the content of a resume received in Gmail.
The workflow automatically analyzes resumes received in Gmail and creates documents in Google Docs. It eliminates the need for manual data entry, supporting efficient recruitment operations through accurate and swift document creation.
Automatically read received resumes using AI, create a subcontract agreement, and send it via Gmail.
The flow involves automatically reading the received resumes with AI, creating a subcontract agreement, and sending it via Gmail. This entire process is automated, significantly reducing the need for manual input and greatly improving operational efficiency. There are no input errors on the document creation side.
See more
About the Apps
Google Docs
Related apps
Templates using
Google Docs
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Gmail
Related apps
Templates using
Gmail
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
About the apps you use
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
see detailsTemplates
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted in a specific room on Slack to a Google Document.
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
No-Code API Actions
Executable API actions
Flowbot triggers
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Append Text to Document
Replace Text
Create a New Document
Get Document Content
Insert Image into Document
Add Document Tab
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Flowbot triggers
There is no action.
Flowbot operations
Append Text to DocumentReplace TextCreate a New DocumentGet Document ContentInsert Image into DocumentAdd Document Tab
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
