■Overview
This flow reads PDF files (such as delivery notes and invoices) attached to the Yoom form using OCR, stores them in Microsoft Excel, and notifies Slack.
There is no need to manually store the information from the obtained PDF data into the Microsoft Excel database, as all processes are automatically performed just by attaching and sending the PDF file through the form.
This not only saves effort but also eliminates management errors such as input mistakes.
■Notes
・Please integrate Yoom with both Microsoft Excel and Slack.
・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.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
・AI operations are functions (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 two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
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