Use OCR to extract resumes stored in Box and add them to Google Sheets

■Overview

Managing job candidates can be time-consuming when you have to review resumes stored in Box one by one and manually transfer the information to Google Sheets. With this workflow, simply adding a resume file to Box triggers OCR to automatically read its contents and add the information to Google Sheets. Automate routine candidate management tasks and create an environment where you can focus on recruiting.

■Recommended for

• HR and recruiting professionals who manage candidate information in Box and Google Sheets
• Anyone who spends too much time transferring information from resumes and cannot focus on core recruiting tasks
• Anyone who wants to eliminate manual data entry errors and improve the accuracy of candidate management

■Benefits of this template

• Automate the entire process—from uploading a file to Box, to extracting information with OCR, to adding it to Google Sheets—reducing the time spent on manual work.
• Eliminate manual data entry to prevent human errors such as incorrect or missing candidate information and maintain data accuracy.

■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 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 information from the resume file.
5. Finally, set the Google Sheets “Add a record” action to add the extracted information 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

• With the OCR feature, you can choose which fields to extract from resumes, such as name, contact information, education, and work history. Customize the workflow to retrieve only the information you need.
• When adding a record to Google Sheets, you can freely map the information read by OCR to specific columns and also enter fixed values, such as the application date.

■Notes

• Connect both Box and Google Sheets to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please 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 the 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.