Read files stored in Google Drive using OCR and store them in YoomDB.
■Overview
This is a flow that reads files stored in Google Drive using AI-OCR and stores them in the Yoom database.
You can add the contents of the files to the database quickly and accurately without manual input.
Additionally, by adding a request to the person in charge during the process, it is possible to ensure reliable data addition.
※ For a flowbot template that includes a request to the person in charge, please refer to here.
■Notes
・Please link Google Drive with Yoom.
・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 flowbot will result in an error, so please be careful.
・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 functions (operations).
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In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
After a meeting ends on Zoom, this flow retrieves the recording file and uploads it to a specified folder in Google Drive. The file is automatically stored after the meeting, reducing manual effort.