Read Gmail attachments using OCR and register them in Trello.
Gmail Trello

Read Gmail attachments using OCR and register them in Trello.

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■Overview
The "Read Gmail Attachments with OCR and Register in Trello" workflow is an automated process designed to digitize documents received via email and utilize them for project management.
By using this workflow, you can automatically read attachments received in Gmail with OCR and register them as Trello cards, allowing you to efficiently organize and manage information.

■Recommended for

  • Business professionals who use Gmail regularly and handle numerous attachments
  • Team leaders who utilize Trello for project management and aim to centralize information
  • Administrative staff who spend time organizing attachments manually
  • Those who want to digitize paper-based information using OCR technology

■Benefits of using this template

  • Time-saving: Automatically processes Gmail attachments with OCR and registers them in Trello, eliminating the need for manual data entry.
  • Centralized data management: By consolidating information in Trello, it becomes easier to check project progress and review documents.
  • Prevention of human error: Automation reduces mistakes during manual entry, enabling accurate data management.
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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.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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About the Apps You Use
Gmail
Gmail
Templates using

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.

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.
Trello
Trello
Templates using

This is a business workflow that automatically closes GitHub issues in response to Trello card status updates. It links task management and development management to save effort and support efficient project operations.

A business workflow that automatically generates expired Trello card information as Confluence pages. It supports the streamlining of project management, centralization of information, and reduction of manual tasks.

The workflow automatically creates a card in Trello based on the information entered in the form and sends a notification via Gmail. It promotes centralized data management and information sharing within the team, supporting the efficiency of daily operations.
About the apps you use
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 details
Templates

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.

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.
Trello
Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.
see details
Templates

This is a business workflow that automatically closes GitHub issues in response to Trello card status updates. It links task management and development management to save effort and support efficient project operations.

A business workflow that automatically generates expired Trello card information as Confluence pages. It supports the streamlining of project management, centralization of information, and reduction of manual tasks.

The workflow automatically creates a card in Trello based on the information entered in the form and sends a notification via Gmail. It promotes centralized data management and information sharing within the team, supporting the efficiency of daily operations.
Templates
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Related apps
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When a card is newly created (Webhook)
    When card information is updated (Webhook)
    When card information is updated (Webhook)
    When card information is created or updated (Webhook)
    When a file is added to a card (Webhook)
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Get List of Board Lists
    Create New Card
    Get List of Labels
    Get List of Members
    Archive Card
    Change Card List
    Invite Members to Board
    Get Cards from Specific List
    Get Card Information
    Change Card Cover Color
    Retrieve List of Card Custom Field Information
    Retrieve Dropdown Custom Field Information
    Retrieve Specific Custom Field Configuration Information
    Retrieve Card Custom Field Items
    Update Card
    Search Cards
    Retrieve Information of Files Attached to Card
    Download File
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a card is newly created (Webhook)
    When card information is updated (Webhook)
    When card information is updated (Webhook)
    When card information is created or updated (Webhook)
    When a file is added to a card (Webhook)
Flowbot operations
    Get List of Board Lists
    Create New Card
    Get List of Labels
    Get List of Members
    Archive Card
    Change Card List
    Invite Members to Board
    Get Cards from Specific List
    Get Card Information
    Change Card Cover Color
    Retrieve List of Card Custom Field Information
    Retrieve Dropdown Custom Field Information
    Retrieve Specific Custom Field Configuration Information
    Retrieve Card Custom Field Items
    Update Card
    Search Cards
    Retrieve Information of Files Attached to Card
    Download File
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