When a TXT file is submitted through a form, convert it to PDF with an online tool and save it to Google Drive
When a TXT file is submitted through a form, convert it to PDF with an online tool and save it to Google Drive
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Google Drive
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■Overview
Do you find yourself repeatedly searching for ways to manually convert TXT files generated in your daily work into PDFs? Uploading files to an online tool and saving them to the right location may seem simple individually, but these tasks can become a significant burden when repeated. With this workflow, simply submit a TXT file through a form to automatically convert it to a PDF and save it to Google Drive, streamlining the manual work involved in file format conversion.
■Recommended for
- Anyone looking to streamline recurring TXT-to-PDF conversion tasks
- Anyone who finds manual file conversion and saving to Google Drive time-consuming or prone to errors
- Anyone exploring ways to use RPA or similar tools to convert file formats and automate the process
■Benefits of this template
- Automatically converts and saves TXT files as PDFs when a form is submitted, reducing the time previously spent on manual tasks
- Prevents human errors such as missed file conversions and saving files outside the designated folder, improving file management accuracy
■Flowbot steps
- First, connect Google Drive to Yoom
- Next, select the Form Trigger feature as the trigger and create a form for uploading TXT files
- Then, select the RPA feature in Operations and configure the “Operate a browser” action. Access an online file conversion tool and record the steps for converting the TXT file received through the form into a PDF
- Next, configure the “Replace data using regular expressions” action under Data Transformation in Operations to prepare the information used for the saved file name
- Finally, configure Google Drive’s “Upload a file” action in Operations to save the converted PDF file to the designated folder
※“Trigger”: An action that starts a flow. “Operation”: An action that performs a process within a flow after the trigger starts.
■Customization options
- With the Form Trigger, you can freely configure optional questions and response formats in addition to the file upload field
- For browser operations in the RPA feature, you can freely customize the URL of the online conversion tool you use and the actions performed on the website
- When uploading files to Google Drive, you can freely set the destination folder ID and a file name that includes the form responses
■Notes
- Connect Google Drive to Yoom.
- The Form feature is available on the Mini plan and above. On the Free and Personal plans, configured Flowbot operations and Data Connects will result in errors.
- The “Operate a browser” operation is available only on the Success plan. On the Free, Personal, Mini, and Team plans, configured Flowbot operations will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans offer a two-week free trial. During the free trial, you can use restricted apps and browser operations. For details, see the pricing plans page.
- For instructions on configuring the “Operate a browser” operation, see How to configure “Operate a browser”.
- Customize the “Operate a browser” operation to match the website you use.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits for triggers and individual operations, see File size limits.
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Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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