Read the PDF file attached to the form using OCR, store it in Microsoft Excel, and notify via Slack.
Read the PDF file attached to the form using OCR, store it in Microsoft Excel, and notify via Slack.
Launch this workflow to connect
Microsoft Excel &
Slack
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■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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Microsoft Excel
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Templates using
Slack
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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.
see detailsTemplates
A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.
Add records to Microsoft Excel based on Tally's responses.
The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see detailsTemplates
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Activate the flow bot at the end of each month and notify Slack.
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Add a comment to a Wrike task when a post is made in a Slack channel.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a message is posted to a channel
When a file is posted to a channel
When a message is posted to a channel (Webhook)
When a reaction is added to a message (Webhook)
When a user is mentioned in a channel
When a message containing specified text is posted to a channel
When your Slack app is mentioned (Webhook)
When mentioned in a channel (multiple users)
When a message containing specified text is posted to a channel (Regular expression)
When a new channel is created (Webhook)
When a message is posted in a thread (Webhook)
When mentioned in a channel (multiple users & user groups)
When a reaction is removed from a message (Webhook)
Flowbot operations
Get worksheet information
Get a specific cell value
Get range by column
Get range by row
Add worksheet
Rename sheet
Get table list
Add Table
Enter Formula in Cell
Enter Value in Cell
Get item ID
Delete Sheet
Sort a specified range in ascending or descending order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List sites
List drives in site
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)
Flowbot triggers
When a message is posted to a channelWhen a file is posted to a channelWhen a message is posted to a channel (Webhook)When a reaction is added to a message (Webhook)When a user is mentioned in a channelWhen a message containing specified text is posted to a channelWhen your Slack app is mentioned (Webhook)When mentioned in a channel (multiple users)When a message containing specified text is posted to a channel (Regular expression)When a new channel is created (Webhook)When a message is posted in a thread (Webhook)When mentioned in a channel (multiple users & user groups)When a reaction is removed from a message (Webhook)
Flowbot operations
Send message to channelSend direct messageGet member IDs in a channelCreate channelInvite members to channelGet user group listPost message to threadArchive channelGet messages in a threadList public channelsRemove a member from a private channelFind user by email addressGet user infoGet a specific messageGet message linkDelete messageGet users in a user groupGet reactions for a messageCreate a user groupList channel messagesSend a message to a channel with attachmentsList rows in a listCreate listUpdate listGet a specific list rowRemove list accessMore inspiration for you
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