Use AI to digitize email attachments and notify Slack
Use AI to digitize email attachments and notify Slack
Launch this workflow to connect
Slack
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■Overview
Do you spend too much time manually checking and transcribing information from attachments such as invoices and purchase orders sent by email from business partners?
Manual processing can lead to missed details and data entry errors.
With this workflow, AI automatically reads attachments when a specific email is received, extracts the text, converts it into a digital document, and notifies Slack—all in one automated process.
Manual processing can lead to missed details and data entry errors.
With this workflow, AI automatically reads attachments when a specific email is received, extracts the text, converts it into a digital document, and notifies Slack—all in one automated process.
■Recommended for
- Accounting and finance teams overwhelmed by processing attachments such as invoices and receipts received by email
- Sales teams that share purchase orders and other documents from business partners in Slack and want to reduce the effort of manual transcription
- Operations improvement teams looking to use AI-OCR to automatically digitize information from paper documents and PDFs
■Benefits of using this template
- Automate everything from receiving emails and extracting text from attachments to sending notifications in Slack, reducing the time spent on manual checks and data entry.
- Prevent human errors such as transcription mistakes and missed important emails, improving operational accuracy.
■Flowbot steps
- First, connect Slack to Yoom.
- Next, select the email function as the trigger and set the “When an email is received” action.
- Then, select the OCR function as an operation and set the “Read any image or PDF” action to process the attachment from the received email.
- Finally, set Slack’s “Send a message to a channel” action as an operation and notify any channel with the information extracted by the OCR function.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- In the OCR settings, specify the text fields you want to extract from the attached images or PDF files, such as invoice numbers, dates, and amounts.
- Customize the Slack notification settings to fit your workflow, including the destination channel, mentions, and message content.
■Notes
- Connect Slack to Yoom.
- Please note that OCR may not be able to read data exceeding 6,500 characters or text that is too small.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits supported by the trigger and each operation, see File size limits.
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Slack
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About the apps you use
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
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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 the 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 Message Reaction Is Removed (Webhook)
When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to Channel
Send Direct Message
Get Member IDs in a Channel
Create Channel
Invite Members to Channel
Get User Group List
Post Message to Thread
Archive Channel
Get Messages in a Thread
List Public Channels
Remove a Member from a Private Channel
Find User by Email Address
Get User Info
Get a Specific Message
Get Message Link
Delete Message
Get Users in a User Group
Get Reactions for a Message
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 the 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 Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (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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