OCR the document file attached to the form, add records to Microsoft Excel, and send it via Outlook.
OCR the document file attached to the form, add records to Microsoft Excel, and send it via Outlook.
Launch this workflow to connect
Microsoft Outlook &
Microsoft Excel
!
■Overview
This is a flow where documents attached to a form are OCR processed, records are added to Microsoft Excel, and then sent to Outlook.
* For embedding the output, please refer to here.
* For details on operations involving the Excel database, please refer to here.
■Notes
・Please integrate Microsoft Excel and Outlook with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・AI operations are features (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the Flow Bot will result in an error, so please be aware.
・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 features (operations).
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No-Code API Actions
Executable API actions
Flowbot triggers
When a specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
When a Task is Created
When an email is received
Flowbot operations
Register Event in Own Calendar
Create Calendar
Register Event in Specified User's Calendar
Get email attachment information
Download email attachments
Delete an event from a specified user's calendar
Update an event in a specified user's calendar
Delete an event from your calendar
Update an event in your calendar
タスクを作成する（リマインド設定対応）
タスクを作成する（リマインド設定非対応）
Search events in my calendar
Search events in a specified user’s calendar
Find meeting times
Get calendar view
Get email messages
Move message
Get a specific message
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific message
Flowbot triggers
There is no action.
Flowbot operations
Get worksheet informationGet a specific cell valueGet range by columnGet range by rowAdd worksheetRename sheetGet table listAdd TableEnter Formula in CellEnter Value in CellGet item IDDelete SheetSort a specified range in ascending or descending orderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList sitesList drives in siteGet worksheet information (SharePoint)Get the value of a specific cell (SharePoint)Get range by column (SharePoint)Get range by row (SharePoint)Add worksheet (SharePoint)Rename worksheet (SharePoint)Get table list (SharePoint)Add table (SharePoint)Set formula in cell (SharePoint)Set value in cell (SharePoint)Delete sheet (SharePoint)Sort a specified range in ascending or descending order (SharePoint)Unprotect worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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