When a file that meets specific conditions is saved to Google Drive, use OCR to read it and add a row to Superhuman Docs.
When a file that meets specific conditions is saved to Google Drive, use OCR to read it and add a row to Superhuman Docs.
Launch this workflow to connect
Google Drive &
Coda
!
■Overview
Do you manually copy details from files like invoices stored in Google Drive into a Superhuman Docs table every time? Identifying file types and extracting only the required information is not only tedious but also prone to errors. This workflow automates Coda and Google Drive integration: simply place a file into a specific Google Drive folder, and it will read the contents via OCR and automatically add a row to a Superhuman Docs table—freeing you from manual data entry.
■Who should use this template
- Anyone who uses Coda and Google Drive daily and finds manual data syncing burdensome
- Anyone who wants to centrally manage file information (e.g., invoices) saved in Google Drive within Superhuman Docs
- Anyone who wants to automate routine data exchange between Coda and Google Drive to streamline daily work
■Benefits of using this template
- Automatically adds rows to Superhuman Docs when files are stored in Google Drive, reducing time previously spent on manual entry.
- Eliminates manual transfers to prevent input mistakes and missed updates, maintaining data accuracy.
■Workflow steps
- First, connect Google Drive and Superhuman Docs to Yoom.
- Next, in the trigger, select Google Drive and set the action "When a new file/folder is created in a specific folder".
- Then, add a branching operation so that the flow proceeds only when specific conditions (e.g., file name) match.
- Next, add the Google Drive "Download file" operation to download the matched file.
- After that, add the AI "Extract text with OCR" operation to extract text from the downloaded file.
- Finally, add Superhuman Docs "Add row to table" to automatically add the extracted data to a Coda table.
※ "trigger": the action that starts the flow; "operation": the action that runs within the flow after the trigger fires
■Customization points for this workflow
- In the branching step, set any conditions for files you want to automate. For example, run the process only when the file name contains the keyword "Invoice".
- When adding a row to Superhuman Docs, configure which extracted OCR text goes into which column of the Superhuman Docs table.
■Notes
- Connect both Google Drive and Superhuman Docs with Yoom.
- You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes.
- The minimum interval varies by plan.
- Branching is available on the Personal plan or higher (operation). On the Free plan, the configured Flowbot operation will result in an error.
- Paid plans like the Personal plan offer a 2-week free trial. During the trial, you can use restricted apps and features (operations). For details, see the Pricing plans page.
- OCR may fail when the text exceeds 6,500 characters or is very small.
- Downloadable file size limits vary by operation and app.
- For details on file size limits in the trigger and each operation, see 「About file size limits」.
Check Out Similar Templates!
Create a record in Notion when a new file is added to Google Drive.
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
Read files stored in Google Drive using OCR, verify the content, store it in a Google Sheets database, and notify via Google Chat.
Analyze images using AI-OCR for files stored in Google Drive, add the data to a Google Sheets database, and notify via Google Chat. By including a request for a person in charge during the process, more reliable data addition is made possible.
See more
About the Apps
Templates using
Google Drive
Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Coda
Related apps
Templates using
Coda
Automatically create a task in Todoist when a new row matching specific conditions is added to a table in Superhuman Docs. Save time on manual entry, prevent missed or incorrect registrations, and improve task management accuracy.
Create a customer in Square when a row matching specific conditions is created in Superhuman Docs
When a row that meets the specified conditions is added to Superhuman Docs, Yoom automatically registers the customer information in Square. Eliminate manual data entry, prevent input errors, and improve customer data accuracy.
Add a record to Salesforce when a row matching specific conditions is created in Superhuman Docs
Automatically add records to Salesforce when rows are added in Superhuman Docs based on specified conditions. Reduce manual entry and prevent input errors.
About the apps you use
Google Drive
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.
see detailsTemplates
Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.
Convert files containing specific keywords created in Google Drive into Google Slides
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
Create a record in Notion when a new file is added to Google Drive.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Add files to Google Drive using form responses and register leads in Salesforce.
Coda
Yoom allows you to integrate with Coda's API without any code, enabling you to automate tasks using Coda via the API. For example, you can link information to Google Sheets or Excel when a new record is added to a Coda database, or automatically create a Coda page.
see detailsTemplates
Automatically create a task in Todoist when a new row matching specific conditions is added to a table in Superhuman Docs. Save time on manual entry, prevent missed or incorrect registrations, and improve task management accuracy.
Add a task to Todoist when a row matching specific conditions is created in Superhuman Docs
Create a customer in Square when a row matching specific conditions is created in Superhuman Docs
When a row that meets the specified conditions is added to Superhuman Docs, Yoom automatically registers the customer information in Square. Eliminate manual data entry, prevent input errors, and improve customer data accuracy.
Create a customer in Square when a row matching specific conditions is created in Superhuman Docs
Add a record to Salesforce when a row matching specific conditions is created in Superhuman Docs
Automatically add records to Salesforce when rows are added in Superhuman Docs based on specified conditions. Reduce manual entry and prevent input errors.
Add a record to Salesforce when a row matching specific conditions is created in Superhuman Docs
No-Code API Actions
Executable API actions
Workflow triggers
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
When a Row Is Created in the Table
When a Row Is Updated in the Table
Workflow operations
Create Folder
Duplicate File
Search for Files and Folders in a Specific Folder
Delete File
Upload File
Download File
Download Google Sheets File
Download Google Slides
Download Google Docs File
Retrieve a List of Files and Folders in a Specific Folder
Rename File
Retrieve 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
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
Workflow 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
Workflow 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 Folders
Workflow triggers
When a Row Is Created in the TableWhen a Row Is Updated in the Table
Workflow operations
Add Row to TableUpdate Table RowSearch Table RowsGet Table RowDelete Table RowCreate PageAdd PermissionMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
