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When a file is saved to Dropbox, read it with OCR and add a row to Superhuman Docs.

When a file is saved to Dropbox, read it with OCR and add a row to Superhuman Docs.

Launch this workflow to connect Dropbox & Coda !
■ Overview
Are you manually entering file details—like invoices and contracts saved in Dropbox—into Superhuman Docs tables every time? This repetitive work is time-consuming and prone to copy-and-paste mistakes or missing entries. This workflow connects Superhuman Docs with Dropbox so that when a file is placed in a specified folder, AI OCR reads the text in the file and automatically adds a row to a Superhuman Docs table. Automate routine tasks around file management to achieve more accurate and efficient information management.

■ Who this template is for
  • People who manage file information stored in Dropbox in Superhuman Docs and want to eliminate manual data entry
  • Teams that want to centralize files and related information via the Superhuman Docs–Dropbox integration to streamline operations
  • Back-office staff who receive invoices in Dropbox and want to automatically transfer their contents to Superhuman Docs

■ Benefits of this template
  • Simply add a file to Dropbox and a row is automatically added to Superhuman Docs, reducing the time previously spent on manual data entry
  • Prevent human errors such as input mistakes or omissions and help maintain data accuracy

■ Workflow steps
  1. First, connect Dropbox and Superhuman Docs to Yoom
  2. Next, in the trigger, select Dropbox and set the action 「When a file is created or updated in a specific folder」
  3. Next, in an operation, set Dropbox’s 「Download file」 action and download the file detected by the trigger
  4. Next, in an operation, set the AI feature’s 「Extract text with OCR」 action and read the required text data from the downloaded file
  5. Finally, in an operation, set Superhuman Docs’ 「Add row to table」 action and add the extracted information and file name to a chosen table
※「trigger」:The action that initiates the flow. 「operation」:The action that runs within the flow after the trigger fires.

■ What you can customize in this workflow
  • When extracting text with OCR using the AI features, configure which information in the file to read
  • When adding a row to Superhuman Docs, configure which columns in which table the OCR-extracted information and file name should map to

■ Notes‍
  • Connect Yoom with both Dropbox and Superhuman Docs.
  • The trigger can run at intervals of 5, 10, 15, 30, or 60 minutes.
  • The minimum polling interval varies by plan.
  • OCR may fail to read data if it exceeds 6,500 characters or if the text is small.
  • The maximum downloadable file size varies by the operation and app specifications.
  • For details on allowable file sizes for the trigger and each operation, see 「About file size limits」.
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About the apps you use
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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.

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No-Code API Actions
Executable API actions
Workflow triggers
    When a File Is Created or Updated in a Specific Folder
    When a File Is Created or Updated in a Specific Folder (Team Folder)
    When a Row Is Created in the Table
    When a Row Is Updated in the Table
Workflow operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    List Files in Folder
    Search Files (Team Folder)
    List Files in Folder (Team Folder)
    Move File to Specified Folder
    Create Shared Link
    Delete Folder/File
    Download File (File ID)
    Get More File Search Results
    Get More Folder Listing Results
    Retrieve Shared Links
    Retrieve More Shared Links
    Add Row to Table
    Update Table Row
    Search Table Rows
    Get Table Row
    Delete Table Row
    Create Page
    Add Permission
Workflow triggers
    When a File Is Created or Updated in a Specific Folder
    When a File Is Created or Updated in a Specific Folder (Team Folder)
Workflow operations
    Upload File
    Create Folder
    Duplicate File
    Download File
    Upload File (Team Folder)
    Download File (Team Folder)
    Create Folder (Team Folder)
    Copy File (Team Folder)
    Search Files
    List Files in Folder
    Search Files (Team Folder)
    List Files in Folder (Team Folder)
    Move File to Specified Folder
    Create Shared Link
    Delete Folder/File
    Download File (File ID)
    Get More File Search Results
    Get More Folder Listing Results
    Retrieve Shared Links
    Retrieve More Shared Links
Workflow triggers
    When a Row Is Created in the Table
    When a Row Is Updated in the Table
Workflow operations
    Add Row to Table
    Update Table Row
    Search Table Rows
    Get Table Row
    Delete Table Row
    Create Page
    Add Permission