Read business card data using AI-OCR and store it in Excel.

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■Overview

‍When you upload business card data to the form, AI operations automatically extract the necessary information from the business card and store it in Excel.

After that, a workflow is set up to automatically send emails to the specified recipients.

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■Setup Method

‍1. Set up a form to collect business card data.

2. Configure the items you want to extract with the "Read Business Card Information" action.

3. Automatically store the read data in Excel using the "Operate Database" operation.

4. Set up the email content.

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■Notes

‍・Please prepare the business card data.

・Integration settings with Excel and Yoom are required.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・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 two-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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About the Apps You Use

Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

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