Perform OCR on PDF data stored in Google Drive, review the content, add it to YoomDB, and notify LINE WORKS accordingly.

■Overview

‍Analyze PDF files stored in Google Drive, add them to the database, and notify the chat.

By adding a request to the person in charge during the process, more reliable data addition is enabled.

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■Preparation

・Set the column names of the information in the PDF that you want to add to the Yoom database in advance.

*Column names refer to items like these: "Company Name," "Name," "Email Address," etc.

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■Creation Method

‍① Select the app trigger from the trigger and choose Google Drive.

② Select the action where files/folders are stored in a specific folder, and set the activation interval and target folder ID on the next page.

③ Store a PDF in the specified folder as a test in the same format you want to retrieve, return to Yoom, perform a trigger test, and save it once retrieval is confirmed.

④ Press the + mark under the trigger and select Google Drive from the operations that integrate with the app.

⑤ Set the action to download image/PDF files, click the file ID field on the next page, select the trigger from the displayed output, and embed the file ID obtained by the trigger like {{FileID}}. This allows you to use the retrieved file ID dynamically.

*Refer here for dynamically changing values using output. https://intercom.help/yoom/ja/articles/8223528

⑥ Press the + mark and select the operation to read text from images/PDFs.

⑦ Select "Read image/PDF file" from the action and proceed to the next step.

⑧ In the file attachment method, select "Use retrieved value" and set the file obtained in step ⑤ from the options.

⑨ Enter the item name of the string obtained from the PDF for any additional items you want to extract.

*Please note that due to AI specifications, complex retrievals such as entire file strings or multiple lines may not work well.

*Refer here for detailed setting methods. https://intercom.help/yoom/ja/articles/8679686

⑩ Perform a test, confirm if the value is retrieved, and save it.

⑪ Press the + mark and select the operation to request a response from the person in charge.

⑫ Set any person in charge, click the message field, and embed the value obtained in step ⑩ like {{●●}}. This allows you to display the retrieved value directly in the request to the person in charge, similar to step ⑤.

⑬ Click "Add form" and directly enter the item name obtained in step ⑩ in the field. This allows you to carry over the output obtained in step ⑩ or use the value modified by the person in charge.

*Refer here for output carryover. https://intercom.help/yoom/ja/articles/6780877

⑭ Press the + mark, select Yoom from "Operate database," choose the pre-prepared table, and set the action to add a record.

⑮ On the next page, the pre-set column names will be displayed, so click each column name field and enter the items obtained in the operation to request a response from the person in charge in step ⑬ in the corresponding column name.

⑯ Press the + mark, select LINE WORKS from "Integrate with app," and choose the action to send a message to the talk room.

⑰ On the next page, set the BotID and talk room ID, and complete the settings by providing any content for the message.

*Refer here for detailed settings of LINE WORKS. https://intercom.help/yoom/ja/articles/6228178