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🤖 How to Set Up "Extract Text from Images/PDFs"

As of Aug 8, 2024

Written by Yoom Customer Service

📝 Overview

Yoom's AI-powered OCR feature allows you to extract text from images and PDFs. You can extract from various file formats, such as invoices, business cards, and documents.

📌 Important Notes:

  • Each extraction action has different capabilities and task consumption.

  • The setup process is the same across all actions.


💡 Plans Available for Use

  • Available plans:
    This feature is available on all plans.

  • AI models:
    Free plan users have access to limited AI models. The paid plans have access to all available AI models.


🧾 Example Configuration: Extract Text from an Invoice (5 tasks)

1️⃣ Add the OCR Action

Click the + button on the Flowbot edit screen.

Click "OCR."

2️⃣ Set Up the Extraction Settings

Enter a title, and select Extract Invoice.

Click Next.

3️⃣ Upload or Attach the File

Attach the image or PDF file.

(Optional) If you need additional text fields, specify them in the Additional Extraction Items field.

Run a test. If the text is extracted successfully, save your changes.

📌 How to Attach Files:

✔️ Use Retrieved Values: Uses the value from previous steps in the Flowbot.

✔️ Upload File: Directly upload the file from your device.

📌 Default Extraction Settings:

✔️ For files with a fixed format like invoices and business cards, default text extraction fields are already set.

✔️ If you need extra fields, enter them manually.

📌 Example: Additional Fields to Extract

✔ Bank information
✔ Invoice title

☝️ Note:

For the best result, make sure your images are clear and high-resolution. Handwritten or very small fonts may decrease extraction accuracy.


📚 Related Guides

  • What You Can & Cannot Do with the "Read Text from Images/PDFs" Operation - View Guide Here

Related Keywords

PDF, file, reading, OCR, reading PDF or images, transcription, extraction, text extraction, text, data extraction

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