When a copy of a bankbook is uploaded to Box, extract the data with OCR and add it to Google Sheets

■Overview

Manually downloading and reviewing copies of bankbooks uploaded to Box, then transcribing the information, is time-consuming and prone to data entry errors. With this workflow, simply uploading a file to Box automatically triggers OCR to extract the text and add the data to Google Sheets. Streamline these routine tasks and maintain accurate data records.

■Who Should Use This Template

• Anyone who manages deposits and withdrawals in Box and Google Sheets and wants to reduce manual data entry
• Accounting and finance professionals who want to automate text extraction from images and PDFs, such as copies of bankbooks
• Anyone who wants to streamline routine data entry and free up more time to focus on core tasks

■Benefits of Using This Template

• Automatically handle everything from data extraction to transcription when a file is uploaded to Box, reducing the time spent on manual work.
• Eliminate manual data transcription to reduce the risk of human errors, such as incorrect entries and missed checks.

■How the Flowbot Works

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

※ “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 Content ID of the folder you want to monitor.
• In the OCR settings, you can choose how to attach the file you want to read and specify the fields to extract, such as the date, amount, and business partner name. You can also select the AI model and language to use.
• For the Google Sheets “Add a record” action, you can freely configure the destination spreadsheet ID, tab name, and table range for writing data. You can also specify which OCR results should be added to each column.

■Notes

• Connect both Box and Google Sheets to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• AI operations for OCR and audio transcription are available only on the Team and Success Plans. On the Free and Mini Plans, operations configured in your Flowbot will result in an error.
• 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.