Automatically read the payroll report with AI and store it in Google Sheets.

■Overview

‍This workflow automatically reads payroll report data submitted via a form using AI and stores the information in a Google Spreadsheet.

You can add the contents of the payroll report to the database quickly and accurately without manual input.

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■Setup Instructions

・Integrate Google Spreadsheet with Yoom. (My App Integration)

・Create a form with a form trigger that allows you to attach payroll report data.

・In the "Read text from images/PDF" operation, set the items you want to extract using the "Read text information from PDF or image files" action.

・In the "Request response from person in charge" operation, include a human check before storing the read information.

・Set the extraction items configured in the "Read text from images/PDF" operation in the input form.

・Add the obtained information to the spreadsheet using the "Add record" action in the "Operate database" operation.

・Configure the settings to match the columns set in the spreadsheet with the read items.

・In the Slack "Send message to channel" action, configure the desired message and destination channel settings.

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■Notes‍

・Feel free to configure the extraction items and spreadsheet items as you like.

・Ensure that the columns in the spreadsheet correspond appropriately with the extracted information.

・AI operations are available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flowbot will result in an error, so please be aware.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).