When a receipt is uploaded to Box, extract it with OCR and add it to Google Sheets

■Overview

Do you spend too much time manually reviewing and transcribing receipts and expense reports uploaded to Box? With this workflow, simply upload receipt image files to Box, and AI OCR will automatically read the contents and record them in Google Sheets. Eliminate tedious data entry and streamline your expense reporting process.

■Who This Template Is For

• Accounting professionals who manually transcribe receipt details uploaded to Box
• Anyone who manages expenses with Box and Google Sheets and wants to streamline data entry
• Teams looking to automate the processing of paper receipts and expense reports and move toward a paperless workflow

■Benefits of This Template

• From OCR processing to data entry, everything runs automatically once a file is uploaded to Box, reducing the time previously spent on manual work.
• Prevent human errors such as transcription mistakes and missed entries caused by visual checks and manual data entry, helping improve data accuracy.

■Workflow

1. First, connect Box and Google Sheets to Yoom.
2. Select Box as the trigger, then use the “When a file is uploaded to a folder” action to specify the folder where receipts are saved.
3. Set up Box’s “Download a file” action to retrieve the uploaded file.
4. Next, use the AI feature’s “Extract text from images and PDFs” action to extract text information from the downloaded receipt image.
5. Finally, use Google Sheets’ “Add a record” action to add the extracted information as a row to the specified spreadsheet.

■Customization Options

• The “Extract text from images and PDFs” AI operation at the core of this workflow is available only on the Team and Success plans. Please note that it is not available on the Free or Mini plans.
• Yoom’s paid plans—the Team and Success plans—include a two-week free trial, allowing you to try all apps and features, including OCR, during the trial period.