Read the PDF file attached to the form using OCR, store it in Microsoft Excel, and notify via Chatwork.

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■Overview

‍This flow reads PDF files (such as invoices and delivery notes) attached to the Yoom form using OCR, stores them in Microsoft Excel, and notifies Chatwork.

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 in 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 Chatwork.

・Microsoft365 (formerly Office365) has 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 contains more than 6,500 characters or if the text is 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 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).

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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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