■Overview
This is a workflow that automatically reads purchase order data submitted through a form using AI and stores that information in a Google Spreadsheet.
You can add the contents of the purchase order to the database quickly and accurately without manual input.
■Setup Instructions
1.Connect Google Spreadsheet with Yoom. (My App Integration)
2. Create a form trigger to create a form where purchase order data can be attached.
3. In the "Read text from images/PDF" operation, set the items you want to extract in the "Read text information from PDF or image files" action.
4. In the "Request action from person in charge" operation, include a human check before storing the read information.
5. Set the extraction items configured in the "Read text from images/PDF" operation in the input form.
6. In the "Operate database" operation, add the obtained information to the spreadsheet using the "Add record" action.
7. Configure the settings to match the columns set in the spreadsheet with the read items.
8. In Slack's "Send message to channel" action, configure the desired message and destination channel settings.
■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.