Read files stored in Google Drive using OCR, verify the content, store it in a Google Sheets database, and notify via Google Chat.
■Overview
This is a flow that reads files stored in Google Drive using AI-OCR, stores them in a Google Sheets database, and notifies Google Chat.
You can add the contents of the files to the database quickly and accurately without manual input.
By adding a person in charge request in the middle, more reliable data addition is possible.
■Notes
・Please integrate Google Drive, Google Sheets, and Google Chat with Yoom.
・AI operations are functions (operations) available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set for the 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 functions (operations).
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
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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.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.