■Overview
This is a workflow that automatically reads receipt data submitted through a form using AI and stores the information in a Google Spreadsheet.
You can add the contents of the receipt to the database quickly and accurately without manual input.
■Setup Instructions
1. Connect Google Spreadsheet and Yoom. (My App Integration)
2. Create a form with a form trigger that allows you to attach receipt data.
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 the 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 the database" operation, add the obtained information to the spreadsheet using the "Add record" action.
7. Match the columns set in the spreadsheet with the read items and configure them accordingly.
8. In the Slack "Send a message to a channel" action, configure the desired message and the destination channel.
■Notes
・You are free to set the extraction items and spreadsheet items as you like.
・Ensure that the columns in the spreadsheet and the extracted information are appropriately matched.