When an invoice PDF is uploaded to OneDrive, perform OCR and add the itemized (table) information to Microsoft Excel.
Microsoft Excel Microsoft OneDrive

When an invoice PDF is uploaded to OneDrive, perform OCR and add the itemized (table) information to Microsoft Excel.

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■Overview

By using the workflow "When an invoice PDF is uploaded to OneDrive, perform OCR and add the detailed (table) information to Microsoft Excel," you can automatically retrieve table data from files on OneDrive.
This reduces the manual input into Microsoft Excel, thereby improving work efficiency.

■Recommended for

  • Those who save files to OneDrive and manage business data on a daily basis
  • Those who want to streamline the process of extracting table data from paper documents or PDFs and transferring it to Microsoft Excel
  • Those who find manual data entry and checking time-consuming and want to process more quickly
  • Those who want to use OCR technology to consolidate data from various file formats into Microsoft Excel at once
  • Personnel or teams involved in form creation and aggregation tasks in Microsoft Excel
  • Those interested in digitizing file data and automating business processes
  • Those who want to reduce human error from data extraction and transcription, and enhance business accuracy

■Benefits of using this template

By utilizing the OCR function to add table data from files within OneDrive to Microsoft Excel, data import tasks proceed quickly.
This reduces the burden of inputting data from paper or PDFs, supporting the swift progress of tasks.
As manual transcription decreases, the risk of input errors is also minimized, improving data accuracy.

Additionally, data management and analysis in Microsoft Excel become easier, further streamlining subsequent tasks.

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About the Apps You Use
Microsoft Excel
Microsoft Excel
Templates using

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

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Microsoft OneDrive
Microsoft OneDrive
Templates using

Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

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About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
Templates

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
see details
Templates

Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    List sites
    List drives in site
    Get worksheet information (SharePoint)
    Get a specific cell value (SharePoint)
    Get a column range (SharePoint)
    Get range by row (SharePoint)
    Add sheet (SharePoint)
    Rename sheet (SharePoint)
    List tables (SharePoint)
    Add table (SharePoint)
    Enter a formula in a cell (SharePoint)
    Enter a value in a cell (SharePoint)
    Delete worksheet (SharePoint)
    Sort a specified range in ascending or descending order (SharePoint)
    Unprotect worksheet (SharePoint)
    Create Excel Session (SharePoint)
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    List sites
    List drives in site
    Get worksheet information (SharePoint)
    Get a specific cell value (SharePoint)
    Get a column range (SharePoint)
    Get range by row (SharePoint)
    Add sheet (SharePoint)
    Rename sheet (SharePoint)
    List tables (SharePoint)
    Add table (SharePoint)
    Enter a formula in a cell (SharePoint)
    Enter a value in a cell (SharePoint)
    Delete worksheet (SharePoint)
    Sort a specified range in ascending or descending order (SharePoint)
    Unprotect worksheet (SharePoint)
    Create Excel Session (SharePoint)
Flowbot triggers
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
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