■Overview
・The image data of receipts answered in the form is analyzed and added to the database, and notifications are sent to the chat.
・By adding a request to the person in charge in the middle, more reliable data addition is made possible.
■Preparation
・Set the column names of the information in the receipts you want to add to the spreadsheet in advance.
※Column names refer to items like these: "Company Name", "Name", etc.
※Here is an example of an actual spreadsheet▼
■Creation Method
①Select the form trigger from the trigger.
②Prepare a file type question to attach receipt data and various questions such as name and address in the form's question items.
③In the next screen, store and input a demo receipt image and various questions as a sample and save them.
④Press the + mark under the trigger and select the operation to read characters from images/PDFs.
⑤Select "Read Qualified Invoice" from the action and proceed to the next step.
⑥In the file attachment method, select "Use Retrieved Value" and set the receipt file set in the form from the candidates.
⑦For additional items to extract, the following are obtained by default. If you want to add other values such as the receipt date, please input additionally.
※"Issuer's Name", "Issuer's Registration Number", "Transaction Details", "Amount Subject to 10%", "Consumption Tax Subject to 10%", "Amount Subject to 8%", "Consumption Tax Subject to 8%", "Subtotal", "Total"
※If the above default items are not included in the invoice, they will not be obtained.
※Please refer to the detailed setting method here. https://intercom.help/yoom/ja/articles/8679686
⑧Conduct a test, confirm if the values can be obtained, and save.
⑨Press the + mark and select the operation to request a response from the person in charge.
⑩Set an arbitrary person in charge, click the message field, and embed the values obtained in test ⑧ like "Business Name: {{Issuer's Name}}". By doing this, the obtained values are displayed as they are in the request to the person in charge.
※Please refer here for dynamically changing values using output. https://intercom.help/yoom/ja/articles/8223528
※You can also specify the person in charge by email address (external users can be specified) in the person in charge item, and dynamically embed the email address obtained in trigger test ③. By doing this, the respondent can check whether the receipt information analyzed by the image is correct.
⑪Click Add Form and directly input the item names obtained in ⑧ into the items. By doing this, it is possible to inherit the output obtained in ⑧ or use the values modified by the person in charge.
※Please refer here for output inheritance. https://intercom.help/yoom/ja/articles/6780877
⑫Press the + mark, select the spreadsheet from "Operate Database", then select the prepared spreadsheet and set the action to add a record.
⑬On the next page, the pre-set column names will be displayed, so click each column name field and input the items obtained in the operation to request a response from the person in charge in ⑪ into the corresponding column names.
⑭Press the + mark, select LINE WORKS from "Integrate with App", and choose the action to send a message to the talk room.
⑮On the next page, set the BotID and talk room ID, and complete the setting by providing any content in the message content.
※Please refer here for detailed settings of LINE WORKS. https://intercom.help/yoom/ja/articles/6228178
※AI operations are available only in the Team Plan and Success Plan. In the Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
※Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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