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Add a row to Superhuman Docs when a file matching specific conditions is saved to Dropbox, using OCR to read it.

Add a row to Superhuman Docs when a file matching specific conditions is saved to Dropbox, using OCR to read it.

Launch this workflow to connect Dropbox & Coda !
■Overview
Are you manually checking each invoice or contract saved in Dropbox and retyping it into Superhuman Docs? This takes time and increases the risk of human errors like typos or missed follow-ups. This workflow connects Superhuman Docs with Dropbox so that when a file is added to a specific Dropbox folder, it reads the file’s contents and automatically adds a row to a table in Superhuman Docs. Eliminate the inefficiency of manual data management.

■Recommended for
  • Teams managing files, tasks, and other information with Dropbox and Superhuman Docs
  • Anyone manually copying information from files in Dropbox into Superhuman Docs
  • Teams that want to automate the Superhuman Docs–Dropbox connection to improve overall efficiency

■Benefits of this template
  • Use a file being saved to Dropbox as a trigger to auto-add a row in Superhuman Docs, reducing time spent on manual re-entry
  • Remove manual input to prevent human errors—like typos or missed follow-ups—and maintain operational accuracy

■Workflow steps
  1. First, connect Dropbox and Superhuman Docs to Yoom
  2. Then, in the trigger, select Dropbox and set the “When a file is created or updated in a specific folder” action
  3. Next, add a branching operation to route subsequent steps based on conditions such as the file name
  4. If conditions match, add Dropbox’s “Download file” action
  5. Then configure OCR with AI to extract the required text from the downloaded file
  6. Finally, add the Superhuman Docs “Add row to table” operation and automatically insert the OCR-extracted data into your Superhuman Docs table
※「trigger」:the action that initiates the flow、「operation」:the actions executed within the flow after the trigger fires

■Customization options for this workflow
  • Set branching conditions to match your process—for example, only proceed when the file name contains the string 「Invoice」
  • Choose which fields OCR extracts and which Superhuman Docs columns to populate; configure them to match the items you manage

■Important notes‍
  • Connect Yoom to both Dropbox and Superhuman Docs.
  • You can choose a trigger interval of every 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, operations configured in your Flowbot will return 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 to read data if it exceeds 6,500 characters or if the text is very small.
  • The maximum downloadable file size varies by operation and app specifications.
  • For details on allowable file sizes for the trigger and each operation, see 「File size limits」.
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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