■Overview
The image data of business cards answered in the form will be analyzed, added to the database, and notifications will be sent to the chat.
By adding a person in charge request in the middle, more reliable data addition is made possible.
■Preparation
Set the column names of the invoice information you want to add to the Yoom database in advance.
※Column names refer to items like these.
※"Company Name", "Name", "Department/Position", "Address", "Phone Number", "Email Address" etc.
■Creation Method
① Select the form trigger from the trigger.
② Prepare a file-type question for answering business card data and a text-type question for entering the email address of the form respondent in the form's question items.
③ In the next screen, store and input demo business card data and address as a sample and save it.
④ Press the + mark under the trigger and select the operation to read text from images/PDFs.
⑤ Select "Read business card information" from the action and proceed to the next step.
⑥ In the file attachment method, select "Use the obtained value" and set the response item to store the business card data set in the form trigger from the candidates.
⑦ For additional items you want to extract, the following are obtained by default. If you want to add other values, please enter the items additionally.
※"Company Name", "Name", "Department/Position", "Address", "Phone Number", "Email Address"
※If the above default items are not included in the business card, they will be obtained with values like empty or Not Provided.
※Please refer here for detailed setting methods. https://intercom.help/yoom/ja/articles/8679686
⑧ Conduct a test, confirm whether the values can be obtained, and save it.
⑨ Press the + mark and select the operation to request a response from the person in charge.
⑩ Set any person in charge, click the message field, and embed the values obtained in the test of ⑧ as they are, like {{Company Name}}.
By doing this, the obtained values will be displayed as they are in the person in charge request.
※Please refer here for dynamically changing values using output. https://intercom.help/yoom/ja/articles/8223528
※It is also possible to specify the person in charge with the email address in the person in charge item (external users can be specified), and dynamically embed the email address obtained in the trigger test of ③,
By doing this, the respondent themselves can confirm whether the business card information analyzed by the image is correct.
⑪ Click Add Form and enter the item names obtained in ⑧ as they are. By doing this,
It is possible to carry over the output obtained in ⑧ as it is or use the values corrected by the person in charge.
※Please refer here for output carryover. https://intercom.help/yoom/ja/articles/6780877
⑫ Press the + mark, select Yoom from Operate Database, then select the pre-prepared table and set the action to add a record.
⑬ On the next page, the pre-set column names will be displayed, so click the field of each column name,
Enter the items obtained in the operation to request a response from the person in charge of ⑪ into the corresponding column name.
※AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations of the flow bot being set will result in an error, so please be careful.
※Paid plans such as the Team Plan and Success Plan can have a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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