When you receive an invoice PDF via Google Forms, use OCR to add the itemized (table) information to Microsoft Excel.
Google Drive Google Forms Microsoft Excel

When you receive an invoice PDF via Google Forms, use OCR to add the itemized (table) information to Microsoft Excel.

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■Overview

The workflow "Receive invoice PDFs via Google Forms, perform OCR, and add the detailed (table) information to Microsoft Excel" automates the tedious tasks of data extraction and entry.
You can capture table information from images and seamlessly reflect it in Microsoft Excel.

■Recommended for

  • Those who use Google Forms to conduct surveys or accept applications
  • Those who manually transfer tabular data from form attachments to Microsoft Excel
  • Those who find it time-consuming and labor-intensive to aggregate tabular data submitted on paper or PDF
  • Those who want to streamline data aggregation and management by handling numerous files from multiple forms
  • Those who aim to promote operational efficiency and paperless processes, and seek speedy automation of tasks
  • Those who want to automate routine data processing tasks to reduce errors and improve quality

■Benefits of using this template

By utilizing this automation flow that extracts table data via OCR from Google Form attachments and adds it to Microsoft Excel, you can significantly streamline the task of entering table data.
Traditionally, manual data entry required checking each item visually and transcribing it, but with this flow, you can quickly capture data.
As a result, you can reduce the time spent on tasks and allocate more time to other activities.

Additionally, as the opportunity for manual input decreases, it becomes easier to prevent errors during data entry.
With data directly reflected in Microsoft Excel, subsequent aggregation and analysis tasks can also proceed smoothly.

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Flowbot triggers
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Flowbot triggers
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    When a new file or folder is created in a specific folder
    Specific File Created or Updated
Flowbot operations
    Create Folder
    Copy File
    Search Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets file
    Download Google Slides file
    Download Google Docs document
    List files and folders in a specific folder
    Rename File
    Get File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    List permissions for a file or folder
    Update description for a file or folder
    Move file to a different folder
    Create a shortcut to a file
    Configure download and copy permissions
    List folders in a specific folder
    Convert a file to Google Docs
    Download a Google Sheet (specify sheet)
    Change sharing to "Anyone with the link"
    Search files and folders in a specific folder (excluding Trash)
    Convert a presentation file to Google Slides
    Convert a PDF file to Google Docs
    Grant file or folder permissions to a specific organization
    Update a specific file
    Remove permissions from a file or folder
    Create a shared drive
    Search shared drives
    Copy File
Flowbot triggers
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    Create a new form
    Update form visibility settings
    Add a short/paragraph question (title and description)
    Add a choice question (radio, checkbox, or dropdown)
    Add a grid question (multiple-choice grid / checkbox grid)
    Add a question title and description (Date/Time)
    Add a question title and description (Linear scale)
    Add a question title and description (Image + text)
    Add a question title and description (Image + choice)
    Add a question title and description (Choices with images)
Flowbot triggers
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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)
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