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When a file is added to a Trello card, use OCR and add it to Google Sheets

When a file is added to a Trello card, use OCR and add it to Google Sheets

Launch this workflow to connect Trello & Google Sheets & OCR !
■Overview
When managing tasks in Trello and handling files such as invoices and meeting notes, manually transferring their contents to a separate to-do list created in Google Sheets can be time-consuming. With this workflow, simply attaching a file to a Trello card triggers OCR to automatically read the text in the file and add it as a row to the specified Google Sheet. This streamlines data entry and keeps task management running smoothly.

■Who is this template for?
  • Anyone looking to streamline file management in Trello and data entry into other tools
  • Anyone who wants to automate the consolidation of information into a to-do list created in Google Sheets
  • Anyone who wants to use OCR to easily convert text from images and PDF files into data

■Benefits of using this template
  • From extracting text with OCR to adding it to Google Sheets, everything is handled automatically once you add a file to Trello, reducing the time spent on manual data entry.
  • Reducing manual data entry helps prevent human errors, such as typos and missing fields, and maintains data accuracy.

■Workflow steps
  1. First, connect Trello and Google Sheets to Yoom.
  2. Next, select Trello as the trigger and set the action to “When a file is added to a card.”
  3. Next, configure the Trello operations to “Get information about files attached to a card” and “Download the file.”
  4. Next, configure the OCR operation to extract text from the downloaded file.
  5. Finally, select Google Sheets as the operation and configure it to add the extracted text as a row to the specified sheet.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customize this workflow
  • In the Trello trigger settings, select the board and list you want to include in the automation.
  • In the OCR operation, specify which parts of the file to extract and which fields to assign the extracted text to.
  • In the Google Sheets operation, select the spreadsheet and sheet where you want to add the row.

■Notes
  • Connect both Trello and Google Sheets to Yoom.
  • Please note that OCR may not be able to read data containing more than 6,500 characters or text that is too small.
  • The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
  • For details on the file size limits supported by the trigger and each operation, see File Size Limits.
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About the Apps
Trello
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Trello

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OCR
Templates using
OCR
About the apps you use
Trello
Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.
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This is a business workflow that automatically closes GitHub issues in response to Trello card status updates. It links task management and development management to save effort and support efficient project operations.

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Google Sheets
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Templates

Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.

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OCR
もちろんです。以下が翻訳されたテキストです。 --- ``` <!DOCTYPE html> <html lang="ja"> <head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>サンプルページ</title> </head> <body> <header> <h1>ようこそ</h1> <nav> <ul> <li><a href="#home">ホーム</a></li> <li><a href="#about">私たちについて</a></li> <li><a href="#contact">お問い合わせ</a></li> </ul> </nav> </header> <main> <section id="home"> <h2>ホーム</h2> <p>これはサンプルのホームページです。</p> </section> <section id="about"> <h2>私たちについて</h2> <p>私たちはウェブ開発を専門としています。</p> </section> <section id="contact"> <h2>お問い合わせ</h2> <p>お問い合わせはメールでお願いします。</p> </section> </main> <footer> <p>著作権 &copy; 2023 サンプル会社</p> </footer> </body> </html> ``` --- この翻訳でHTML構造はそのままに、テキストのみを英語に変換しました。
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No-Code API Actions
Executable API actions
Flowbot triggers
    When a Card Is Created (Webhook)
    When a Card Is Updated (Webhook)
    When a Card Is Moved to the Specified List (Webhook)
    When a Card Is Created or Updated (Webhook)
    When a File Is Added to a Card (Webhook)
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Get Lists on a Board
    Create a New Card
    Get Labels List
    Get Board Members
    Archive Card
    Move Card to Another List
    Invite Member to Board
    Get Cards in a Specific List
    Get Card Information
    Change Card Cover Color
    Get List of Card Custom Field Information
    Get Dropdown Custom Field Information
    Get Specific Custom Field Settings
    Get Card Custom Field Items
    Update Card
    Search Cards
    Get Information on Files Attached to a Card
    Download File
    Create List
    Add Comment to Card
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
Flowbot triggers
    When a Card Is Created (Webhook)
    When a Card Is Updated (Webhook)
    When a Card Is Moved to the Specified List (Webhook)
    When a Card Is Created or Updated (Webhook)
    When a File Is Added to a Card (Webhook)
Flowbot operations
    Get Lists on a Board
    Create a New Card
    Get Labels List
    Get Board Members
    Archive Card
    Move Card to Another List
    Invite Member to Board
    Get Cards in a Specific List
    Get Card Information
    Change Card Cover Color
    Get List of Card Custom Field Information
    Get Dropdown Custom Field Information
    Get Specific Custom Field Settings
    Get Card Custom Field Items
    Update Card
    Search Cards
    Get Information on Files Attached to a Card
    Download File
    Create List
    Add Comment to Card
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
Flowbot triggers
    There is no action.
Flowbot operations
    There is no action.