Extract insurance card details from Box using OCR and add them to Google Sheets

■Overview

Do you manually review and transcribe information from documents such as insurance cards uploaded to Box, one by one? This process is time-consuming and can also lead to human errors such as data entry mistakes. This workflow streamlines these routine tasks by automatically extracting text from images of insurance cards uploaded to Box using OCR and seamlessly adding the information to Google Sheets.

■Who Is This Template For?

• Anyone who manually transcribes information from documents such as insurance cards uploaded to Box
• Anyone who wants to streamline the transcription of text from paper documents or image files using OCR
• General affairs and HR teams looking to automate information management in Google Sheets

■Benefits of Using This Template

• Automate the entire process—from extracting text to adding it to Google Sheets when a file is uploaded to Box—and reduce the time spent on manual transcription.
• Eliminate manual data entry to prevent human errors such as incorrect entries and missing fields, helping maintain data accuracy.

■How the Flow Works

1. First, connect Box and Google Sheets to Yoom.
2. Next, select Box as the trigger and set the “When a file is uploaded to a folder” action.
3. Then, set the Box “Download a file” action as an operation to retrieve the file detected by the trigger.
4. Next, set the OCR “Extract text from an image or PDF” action as an operation to extract text from the downloaded file.
5. Finally, set the Google Sheets “Add a record” action as an operation to add the information extracted by OCR to the specified sheet.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• In the Box trigger settings, specify the folder where files such as insurance cards will be uploaded.
• With the OCR feature, you can freely specify which fields to extract from the insurance card image, such as the symbol, number, and name, as well as the area to scan.
• In Google Sheets, you can specify the destination spreadsheet and sheet, and flexibly customize which information extracted by OCR is added to each column.

■Important Notes

• Connect both Box and Google Sheets to Yoom.
• AI operations for OCR and audio transcription are available only on the Team and Success Plans. Please note that operations in configured flows will result in an error on the Free and Mini Plans.
• Paid plans, including the Team and Success Plans, offer a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise subject to plan restrictions.