■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. Integrate Google Spreadsheet, Slack, Google Drive, and Yoom. (My App Integration)
2. Create a form trigger to create a form where receipt 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 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 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 the Google Drive "Upload file" action, configure the file storage location and file name.
9. In the Slack "Send message to channel" action, configure the desired message and destination channel settings.
■Notes
・You are 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 only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・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).
.avif)
.avif)
