Extract specific strings from the PDF filled out in the form, create an invoice in Excel, and send it via email.

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■Overview

Using the responses and file information attached to the form, read the file, generate Excel invoices, and send them via email.

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■Preparation

・Prepare the Excel sheet for document issuance in advance.

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■Creation Method

① Select the form trigger from the trigger and configure the following settings.

・Each question item: Set questions to configure the recipient, person in charge, and attached files.

・Obtained values: You can enter demo values, so enter and attach demo values and files for the subsequent test execution and save them.

※ Please refer to this for how to set up the form trigger. https://intercom.help/yoom/ja/articles/8009267

② Press the + mark under the trigger, select the operation to read text from images/PDFs, configure the following settings, and test/save.

・Action: Read text information from any image/file (within 6,500 characters) (15 tasks)

・File attachment method: Select "Use obtained values" and set the file attached in the demo from the form in ① from the candidates.

・Items to extract: Specify the items of the strings you want to extract from the file.

Example: Company name, list of items, list of unit prices, list of quantities, etc.

※ Please refer to this for detailed setting methods. https://intercom.help/yoom/ja/articles/8679686

※ Also, please refer to the precautions. https://intercom.help/yoom/ja/articles/8831151

③ Press the + mark, select Excel from the operation to issue documents, configure the following settings, and test/save.

・File storage location: Select OneDrive or SharePoint where the target Excel is stored.

・Drive ID/Site ID: Select the drive ID for OneDrive or the site ID for SharePoint.

・Item ID: Click and select the Excel you want to issue from the candidates.

・File name (optional): If the item is not displayed in the item ID, enter the file name here and select the item ID again.

・Folder ID for storage: Select the folder ID to store after issuing the document from the candidates.

・Folder name for storage (optional): If the item is not displayed in the folder ID, enter the folder name here and select the folder ID again.

・Output file name: Set any file name. You can also embed the values obtained in ① or ②. (Embedding of output)

・String to replace: Embed the values obtained in ② for the corresponding strings.

※ Please refer to this for how to set up the operation to issue documents. https://intercom.help/yoom/ja/articles/8237765

※ Please refer to this for embedding output. https://intercom.help/yoom/ja/articles/8223528

※ If the site ID is not displayed in SharePoint, please refer to this. https://intercom.help/yoom/ja/articles/9003081

④ Select the operation to send an email, select any email tool, configure the following settings, and save.

・To: Embed if the address was obtained in ①.

・Subject, body: Enter each. You can also embed the values obtained in ① or ②.

・Attachment: Select "Use output" and select the issued document as the value.

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■Precautions

・Integration with each app is required.

・Please test with actual files to ensure accurate reading of images and files.

・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations of the flow bot set will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).

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