フォームで受信したPDFをデータ変換し、Microsoft Excelでレコードを追加する

No items found.

■概要

このワークフローでは、フォームで受信したPDFをデータ変換し、Microsoft Excelでレコードを追加することが可能です。これにより、手動でのデータ入力作業を削減し、業務の効率化を図ります。
Yoomを利用すると、プログラミング不要で簡単にアプリ同士を連携することができます。

■このテンプレートをおすすめする方

  • フォームからPDF形式でデータを受信している事務担当者の方
  • PDFデータをMicrosoft Excelに手動で変換・入力している方
  • データ入力作業の自動化を検討している企業の管理者
  • 業務プロセスの効率化を目指している経営者の方
  • データ管理におけるヒューマンエラーを減らしたい方

■このテンプレートを使うメリット

  • 作業時間の短縮
    ・PDFからExcelへの変換を自動化することで、手動入力にかかる時間を削減します。
  • エラー防止
    ・RPA機能により、データ入力時のヒューマンエラーを防ぎ、正確なデータ管理を実現します。
  • 業務の一元管理
    ・ワークフロー全体を一元管理できるため、業務プロセスの透明性と効率性が向上します。
  • 柔軟なカスタマイズ
    ・Yoomの多彩なAPI連携により、他のSaaSアプリとも簡単に連携可能です。
How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
Extract information from the body of the email and store it in Microsoft Excel.
Extract arbitrary information from the body of an email using AI and store the information in Excel.‍
Analyze the content of the application email using AI, create a quotation in Microsoft Excel, and send it via Outlook.
When a response is submitted to the application form, data is extracted using AI to create a quotation from a Microsoft Excel template, which is then sent via Outlook email. This flow significantly reduces the time spent manually creating and sending quotations, thereby improving operational efficiency.
Add the content answered in the form to a Microsoft Excel sheet, and simultaneously add it to another sheet.
This flow adds the responses from the Yoom form to a Microsoft Excel sheet and simultaneously adds them to another sheet. It allows you to organize data in a separate sheet while collecting it and extract only the necessary information to another sheet.
Store responses in a Microsoft Excel database when they are entered and submitted in a Google Form.
This is a flow that adds new responses from Google Forms to a Microsoft Excel database (table). By linking Google Forms with Microsoft Excel, when a form response is submitted, the response content can be added to Microsoft Excel without any omissions or missing information. Additionally, depending on the settings, it is possible to branch the route according to the form response content and add information to another Microsoft Excel based on the response content.‍
Store form responses in an Excel database.
Automatically store the responses from input forms created with Yoom into an Excel database (table). Feel free to modify the form fields and the destination Excel file as needed.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Microsoft Excel
Microsoft Excel
 Templates using
Related apps
No items found.
Templates using
No items found.
Related apps
No items found.
Templates using
No items found.
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
templates
No items found.
Similar apps
No items found.
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details