When a file is added to Google Drive, use an AI worker to perform OCR and summarization, then add the results to Google Docs
When a file is added to Google Drive, use an AI worker to perform OCR and summarization, then add the results to Google Docs
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Google Drive &
Google Docs
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■Overview
As the number of meeting notes and documents stored in Google Drive grows, does reviewing and organizing their contents take up more and more of your time? This workflow uses OCR to extract text whenever a new file is added to a specified Google Drive folder, then has AI automatically summarize the content and record it in a new Google Document. Automate AI-powered file summarization in Google Drive and reduce the effort required to manage information.
■Who This Template Is For
- Anyone who wants to use AI to summarize documents stored in Google Drive and streamline information sharing
- Team leaders who need to quickly review large volumes of files, such as meeting notes and reference materials
- Business professionals who spend too much time manually reviewing files and creating summaries, leaving less time for their core responsibilities
■Benefits of Using This Template
- Summaries are generated automatically whenever a file is added, reducing the time required to review and organize content
- AI automatically summarizes files in Google Drive, helping prevent information from being overlooked and inconsistencies in summary quality, which supports standardized workflows
■Flow
- First, connect Google Drive and Google Docs to Yoom
- Next, select Google Drive as the trigger and set the action to “When a new file or folder is created in a specific folder”
- Finally, select AI Worker as the operation and create a manual (instruction) to “read images and PDFs added to Google Drive using OCR, automatically generate summaries, and organize them in a new Google Document”
※ “Trigger”: An action that initiates a flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the Google Drive trigger settings, specify the ID of the folder you want to include in the automation
- With AI Worker, you can freely customize the manual (instructions) based on your needs, including file analysis criteria, summary length, format, and Google Document title
■Notes
- Connect both Google Drive and Google Docs to Yoom. You must also connect the tools (apps) used in AI Worker through My Apps.
- For basic AI Worker settings, see [AI Worker] How to Configure Basic Settings.
- The number of concurrent AI Worker executions, the number of AI Workers you can create, and the AI models available to you vary depending on your plan.
- The apps and operations available in AI Worker are subject to the same usage restrictions as Flow Bots.
- AI Worker consumes tasks during test runs just as it does during production runs. For details, see [AI Worker] How Task Execution Counts Are Calculated.
- AI Worker is more likely to process tasks correctly when you provide detailed instructions. For details, see [AI Worker] How to Create a Manual.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- When using files in triggers or operations, see File Size Limits.
- Please note that OCR may not be able to read data containing more than 6,500 characters or text that is too small.
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No-Code API Actions
Executable API actions
Flowbot 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
Flowbot 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
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 Folders
Flowbot triggers
There is no action.
Flowbot operations
Append Text to DocumentReplace TextCreate a New DocumentGet Document ContentInsert Image into DocumentAdd Document TabMore inspiration for you
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