When a business card is uploaded to Google Drive, read it with OCR and add it to a Google Spreadsheet.

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■Overview

This is a flow that reads business cards uploaded to Google Drive using OCR and adds them to a Google Sheets database.

■Recommended for

1. Sales Representatives

・Those who want to reduce input errors of business card information and improve the accuracy of the customer database

・Those who want to improve work efficiency by utilizing AI-OCR technology

2. HR and General Affairs Personnel

・Those who want to digitize business card information of employees and business partners to reduce management effort

・Those who want to prevent loss or deterioration of business card information

・Those who want to efficiently digitize a large number of business cards

■Benefits of Using This Template

Business card management is an important task in business, but manual data entry is time-consuming, labor-intensive, and prone to errors. Especially when there are a large number of business cards or when information needs to be shared among multiple members, manual management is inefficient.

By using this flow, business card information is automatically databased by simply uploading it to Google Drive using AI-OCR.
This makes it easy to search and manage business card information, greatly improving work efficiency.

Additionally, Google Sheets allows for easy information sharing among team members, strengthening collaboration.

■Notes

・Please integrate with both Google Drive and Google Sheets.

・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot 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 features (operations).

・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.

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Google Sheets
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Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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