When a PDF file is submitted through Google Forms, convert it to a Microsoft Excel file and save it to Google Drive
When a PDF file is submitted through Google Forms, convert it to a Microsoft Excel file and save it to Google Drive
Launch this workflow to connect
Google Forms &
Google Drive
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■Overview
Do you find it time-consuming to manually enter PDF quotes and invoices received from business partners into Microsoft Excel for analysis and management? This workflow uses AI to automatically read data from PDF files received through Google Forms, convert them to Microsoft Excel format (convert pdf to excel), and store them in a specified Google Drive folder—automating the entire process and reducing manual inefficiencies.
■Who Should Use This Template
- Those who want to automate routine tasks for converting PDF content into Microsoft Excel
- Those who collect files such as forms through Google Forms and want to streamline the subsequent processing
- Those who want to reduce issues such as input errors and missed responses caused by manually transferring data
■Benefits of Using This Template
- Automate the entire process of opening PDF files, copying their contents, and entering them into Microsoft Excel to reduce the time spent on manual work
- Reduce the risk of human errors such as incorrect entries and missing fields, which commonly occur during manual data transfer, and improve data accuracy
■Flowbot Steps
- First, connect Google Forms and Google Drive with Yoom
- Next, select Google Forms as the trigger and set the “When a response is submitted to the form” action
- Next, set Google Drive’s “Download a file” action as an operation and specify the PDF file attached to the form
- Next, set the RPA feature’s “Operate the browser” action as an operation
- Next, set the AI feature’s “Extract data from text” action as an operation and extract the necessary data from the PDF file
- Finally, set Google Drive’s “Upload a file” action as an operation and store the converted Microsoft Excel file in the specified folder
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the Google Forms trigger settings, specify the form you want to use to start this workflow
- For the Google Drive file download and upload actions, you can specify the target file ID and destination folder as needed
- In the RPA feature settings, you can freely customize the URL of the web page you want to operate and the text you want to retrieve to suit your business needs
- For text extraction using the AI feature, you can specify information obtained in a previous operation as the source file and configure the fields you want to extract as needed
■Notes
- Connect Google Forms and Google Drive with Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- For information on how to retrieve responses when using Google Forms as a trigger, see “How to Retrieve Responses with the Google Forms Trigger.”
- Files up to 300 MB can be downloaded. Note that the limit may be less than 300 MB depending on the app specifications.
- For details on the file size limits supported by triggers and individual operations, see “File Size Limits.”
- The browser operation feature is available only on the Success Plan. On the Free, Personal, Mini, and Team Plans, operations configured in the Flowbot will result in an error.
- Paid plans, such as the Success Plan, include a two-week free trial. During the free trial, you can use restricted apps and browser operation features. For details, see the Plans and Pricing page.
- For instructions on configuring browser operations, see “How to Configure “Operate the Browser”.”
- Customize browser operations to match the website you use.
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Google Forms
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About the apps you use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
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Google Drive
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Form Response Is Submitted
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
Flowbot operations
Get Response List
Retrieve a Specific Response
Get Response List (Specify Response Period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
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)
Create Folder
Duplicate File
Flowbot triggers
When a Form Response Is Submitted
Flowbot operations
Get Response ListRetrieve a Specific ResponseGet Response List (Specify Response Period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a New FormUpdate Form Visibility SettingsAdd 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
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload 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 SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and FoldersMore inspiration for you
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