Read the PDF files such as slips attached to the form using OCR, store them in Microsoft Excel, and notify in Talknote.

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■Overview

This is a flow where PDF files (such as invoices and delivery notes) attached to the Yoom form are read by OCR, stored in Microsoft Excel, and notified in Talknote.

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.

Therefore, it not only saves effort but also eliminates management errors such as input mistakes.

■Notes

・Please integrate Yoom with both Microsoft Excel and Talknote.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・AI operations are functions (operations) that are only available with the Team Plan and Success Plan.

・In the case of the Free Plan or Mini Plan, the operations of the flow bot you have set 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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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.

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Talknote

Yoom allows you to integrate with Talknote's API without any code, automating operations in Talknote. For example, you can notify messages to a Talknote thread or automatically post to a Talknote note when an email is received or an event occurs in another service.

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