OCR the document file attached to the form, add records to Microsoft Excel, and send it via Outlook.

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■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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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.

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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.

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