Extract prescription details from files uploaded to Box using OCR and add them to Google Sheets

■Overview

Are you spending too much time manually entering prescription data from files uploaded to Box into Google Sheets? This task is not only time-consuming but can also lead to human errors such as data entry mistakes. With this workflow, whenever a prescription file is uploaded to Box, the OCR feature automatically reads its contents and adds the data to Google Sheets, helping you resolve these challenges with ease.

■Who This Template Is For

• Anyone managing prescription data in Box and Google Sheets who wants to reduce manual data entry
• Anyone looking to reduce the time spent reading prescriptions and entering data so they can focus on more important tasks
• Anyone who wants to automate the data extraction process from paper documents or PDFs using OCR

■Benefits of Using This Template

• Automate the entire process, from reading files with OCR to adding data to Google Sheets, as soon as a file is uploaded to Box. This helps reduce the time spent on manual work.
• Eliminate manual data transfer to reduce the risk of human errors such as incorrect entries and missing fields, improving data accuracy.

■Flowbot Steps

1. First, connect Box and Google Sheets to Yoom.
2. Select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Set the Box “Download a file” action as an operation to retrieve the file detected by the trigger.
4. Next, set the OCR “Read any image or PDF” action as an operation, select the downloaded prescription file, and extract its contents.
5. Finally, set the Google Sheets “Add a record” action as an operation to add the information read by OCR to a specific sheet.

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

■Customizing This Workflow

• In the Box trigger settings, you can specify the folder to monitor for uploaded prescriptions.
• In the OCR settings, you can customize the fields to extract from prescription files, such as names, dates, and medication names.
• In the Google Sheets action settings, specify the spreadsheet and sheet where you want to add the data.

■Important Notes

• Connect both Google Sheets and Box to Yoom.
• The AI operations for OCR and audio transcription are available only on the Team and Success Plans. Please note that configured Flowbot operations 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.