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How to set up the "Data Extraction" action using AI
How to set up the "Data Extraction" action using AI
Yuki Omori avatar
Written by Yuki Omori
Updated this week

📝 Overview

One of Yoom's AI-powered features is "Data Extraction," which allows you to automatically extract specific information from text.

🧐 Why use AI-based data extraction?

  • No need to use regular expressions

  • Extract multiple items at once

  • Works even if the text has no fixed pattern


🤷 AI vs. Regular Expressions: What's the Difference?

Feature

AI-Based Extraction

Regular Expressions

Extract multiple items at once

👏 Yes

😑 No (one at a time)

Works even if the text has no pattern

👏 Yes

😑 No

Requires knowledge of regular expression

👏 No

😑 Yes

Ensures 100% accuracy

😑 No

👏 Yes

(if there's a pattern)

📌 Use AI when:

The text has no fixed format and you want to extract multiple values at once.

📌 Use Regular Expressions when:

You need high accuracy for structured text (e.g., invoices, IDs).

👉 Learn more about Regular Expressions - View Guide Here


✨ Use Cases

✔️ Extracting Application Emails & Transferring to Other Tools

  • Automatically extract name, email, and application details from emails.

  • Save the data to Google Sheets.

✔️ Processing Inquiry Emails & Notifying a Chat Tool

  • Extract inquiry details from emails.

  • Send an automatic notification to Slack, Microsoft Teams, or other chat tools.

📌 Result? Faster responses & fewer missed inquiries! 🚀


⚙️ How to Set Up AI-Based Data Extraction

Step 1: Obtain a Text Value

You need a text-based value from a trigger or action.

Example: Using an Gmail trigger to extract the email body.

Step 2: Add the Data Extraction Operation

Open the Flowbot edit screen and click the + button.

In the action type selection, choose "Text Extraction".

Enter a title and click Next.

Step 3: Configure & Test

Target Text: Select the text output (e.g., email body).

Items to Extract: List the values you want to extract (separated by commas).

Click Test to verify the extraction.

If correct, Save the configuration.

⚠️ Note: Changing the item names may affect what gets extracted!

⚠️ Important Notes

  • Task consumption: each extraction consumes 2 tasks, even if it fails.

  • Test Limitations: the number of test runs is limited for AI features.

  • Empty Values: If the target does not contain an item, it will not be extracted.

📚 Related Guides

Related Keywords

Data extraction, AI Extraction, Text extraction, AI feature, Automation, Yoom AI feature

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