Read the PDF file attached to the form using OCR and add the information to Excel.

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◼️Overview‍

This is a flow bot that reads document files attached to a form using OCR and extracts specific text items.

The extracted information is then written into an Excel file.

Please upload any PDF files such as invoices, purchase orders, or contracts for use.

The items to be extracted by OCR can be freely changed in the settings.

Please prepare the Excel file where the information will be written and change the settings as needed.

◼️Notes‍

・Integration with each application is required.

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

・Prepare the Excel sheet for accumulating information in the online version of Excel in advance.

※ For embedding the output, please refer to here.

※ For details on operations that manipulate the Excel database, please refer to here.

・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the configured 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).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

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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.

Learn more about Yoom

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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