Once files are stored in Microsoft SharePoint, read them with OCR and add them to Microsoft Excel.
Microsoft Excel Microsoft SharePoint

Once files are stored in Microsoft SharePoint, read them with OCR and add them to Microsoft Excel.

Yoom's Microsoft Excel &  Microsoft SharePoint  are ready to use! Automate tasks instantly—just copy the template!

■Overview

By using the flow "When a file is stored in Microsoft SharePoint, read it with OCR and add it to Microsoft Excel," you can automatically perform OCR processing on files stored in Microsoft SharePoint.
The read content is added to Microsoft Excel, making data management easier.

■Recommended for

  • Those who manage documents using Microsoft SharePoint
  • Those who want to quickly analyze and organize documents stored in Microsoft SharePoint
  • Those who want to automatically extract and utilize data from documents using OCR technology
  • Those who perform data aggregation and analysis using Microsoft Excel
  • Those who want to perform data entry quickly and effortlessly
  • Those who want to streamline operations and optimize business processes with automation tools

■Benefits of using this template

There are numerous benefits to implementing the flow of reading files with OCR and adding them to Microsoft Excel when they are stored in Microsoft SharePoint.
Firstly, this flow eliminates the hassle of reading file contents and adding them to Microsoft Excel, improving work efficiency.
Since data entry can be performed quickly, you can allocate time to other tasks, enhancing overall productivity.

Moreover, the risk of manual input errors is reduced, ensuring data accuracy and reducing management burdens.
This automated flow also facilitates smooth information sharing among members. Since everyone in the organization can quickly access the necessary information, the speed of decision-making will also increase.

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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.
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.

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About the Apps You Use
Microsoft Excel
Microsoft Excel
Templates using

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Microsoft SharePoint
Microsoft SharePoint
Templates using

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.

The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
Templates

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Microsoft SharePoint
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
see details
Templates

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.

The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
Flowbot triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
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