OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA

OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA



Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser les tâches manuelles et répétitives. Résultat : vos équipes peuvent se concentrer sur des missions à plus forte valeur ajoutée.
Au cœur de Zoho RPA, on trouve les "flows" – des processus automatisés composés d’un déclencheur (trigger) et d’une ou plusieurs actions. Par exemple, vous pouvez créer un flow qui s’exécute chaque jour : il récupère les données de votre application de gestion de stock, les insère dans un fichier Excel, puis vous l’envoie par email. Tout cela, sans aucune intervention humaine. La plateforme est no-code, ce qui signifie que vous n’avez pas besoin de compétences en programmation. Il suffit de glisser-déposer des éléments pour créer vos automatisations en quelques clics. En bref : Zoho RPA vous aide à automatiser intelligemment sans complexité technique.

Ce que peut faire Zoho RPA

  • Automatisation des applications Windows - Zoho RPA permet d’automatiser les applications Windows. Le robot peut effectuer des clics, saisir du texte ou encore extraire des données depuis des fenêtres Windows, exécutant ainsi les tâches avec une précision et une rapidité remarquables.
  • Automatisation web - Avec Zoho RPA, vous pouvez automatiser des tâches dans les navigateurs web. En enregistrant vos interactions (clics, saisies de texte, etc.), l’outil les transforme en une séquence d’actions que vous pouvez intégrer dans vos workflows.
  • Automatisation de Microsoft Excel - Zoho RPA offre un ensemble complet d’actions pour Excel. Vous pouvez lire des données depuis des feuilles de calcul, en saisir de nouvelles ou encore créer des feuilles. L’un de ses avantages clés est sa capacité à transférer facilement ces données vers des applications cloud, réduisant ainsi les saisies manuelles.
  • Automatisation des fichiers et dossiers - Grâce à Zoho RPA, vous pouvez gérer vos fichiers et dossiers de manière automatisée : création de dossiers, copie ou déplacement de fichiers/dossiers, récupération de fichiers depuis un dossier, etc.
  • Enregistreur RPA - Zoho RPA dispose d’un enregistreur performant pour Windows et le web. Il enregistre vos interactions (clics, saisies de texte…) et les convertit en actions pour générer automatiquement des flux de travail, sans avoir besoin de faire glisser les tâches manuellement. Vous pouvez facilement modifier ou supprimer des actions, voire réenregistrer certaines étapes si nécessaire.
  • Intégration avec les applications cloud - La plateforme est compatible avec plus de 800 applications cloud, facilitant ainsi l’intégration de vos processus automatisés à votre écosystème numérique.
  • Déclencheurs de flux RPA - Les flux peuvent être déclenchés via un appel webhook provenant d’un service tiers, planifiés pour s’exécuter à une heure ou une fréquence définie, ou encore être lancés à partir d’un événement sur le poste de travail. Plusieurs déclencheurs sont disponibles : raccourcis clavier, lancement ou fin d’un processus Windows, ou encore événements sur des fichiers/dossiers (comme la création d’un nouveau fichier).
  • Fonctions personnalisées avec Deluge - Vous pouvez écrire votre propre logique métier grâce aux fonctions personnalisées, en utilisant le langage propriétaire Deluge.

Grande nouveauté : Zoho RPA évolue

Que vous utilisiez Windows, macOS ou Linux, votre outil d’automatisation s’adapte à votre environnement et monte en puissance. Voici ce que vous pouvez attendre de cette mise à jour :

Zoho RPA est désormais intégré à Zoho One

Cela signifie que vous pouvez automatiser tous vos flux de travail, directement depuis l’environnement Zoho. Que ce soit pour traiter des commandes clients dans Zoho CRM ou classer automatiquement des pièces jointes dans Zoho Mail, tout devient plus simple.
Voici ce que vous y gagnez :
  • Une communication fluide entre vos apps Zoho et outils internes, même sans API
  • Un outil d’enregistrement sans code pour capturer vos processus métier
  • Un tableau de bord unique pour tout gérer : bots, statuts, performances

Utilisateurs Windows : OCR optimisé + meilleure gestion des PDF


Pour les utilisateurs Windows, Zoho RPA bénéficie d’une mise à jour majeure avec l’intégration native de l’OCR (reconnaissance optique de caractères) et de fonctions avancées d’automatisation des PDF.
Parmi les nouveautés :
  • Lecture et extraction de données à partir de factures, reçus ou formulaires numérisés
  • Automatisation des flux de validation, de classement et d’archivage de documents
  • Conversion de texte scanné en données exploitables, en toute simplicité
C’est une avancée décisive pour des secteurs comme la finance la logistique, où la gestion documentaire fait partie du quotidien. Voici un exemple:

Traitement automatisé des factures avec OCR

  • Problématique
    • Une enseigne de distribution reçoit chaque mois des centaines de factures numérisées et saisit manuellement les données dans Zoho Books.
  • Solution
    • Un bot Zoho RPA surveille en continu un dossier pour détecter de nouveaux fichiers PDF.
    • À chaque nouveau document, il utilise l’OCR pour extraire le numéro de facture, la date et le montant.
    • Il vérifie ensuite ces informations en les comparant aux bons de commande ouverts dans Zoho Books.
    • Enfin, il enregistre la facture dans Zoho WorkDrive et met à jour automatiquement l’enregistrement correspondant dans Zoho Books.

Utilisateurs Mac et Linux : l’automatisation web est désormais disponible !


Les utilisateurs Mac et Linux peuvent désormais profiter d’une automatisation web complète grâce à Zoho RPA.

Ce que ça change

  • Automatisation des tâches courantes dans le navigateur : remplissage de formulaires, extraction de données, tests web.
  • Compatibilité étendue avec les navigateurs Ulaa, Chrome, Edge et Firefox.
  • Bots capables de fonctionner sans accroc sur toutes vos sessions de navigation.
Quel que soit votre système d’exploitation, donnez vie à vos processus web sans changer d’outil ni de plateforme. Voyons ensemble un nouvel exemple d’utilisation :

Récupération automatisée de prospects depuis des portails web

  • Problématique
    • L’équipe commerciale SaaS B2B saisit manuellement les prospects provenant d’une plateforme tierce dans Zoho CRM.
  • Solution proposée
    • Le bot Zoho RPA se connecte quotidiennement au portail.
    • Extrait les nouveaux leads et formulaires.
    • Puis crée automatiquement les prospects dans Zoho CRM et envoie une notification à l’équipe de vente via Zoho Cliq.
Cette innovation marque un tournant majeur dans la mission de Zoho : rendre l’automatisation accessible à tous les utilisateurs d’entreprise.
Prêt à libérer tout le potentiel de l’automatisation ? Commencez dès maintenant sur zoho.com/rpa ou depuis votre tableau de bord Zoho One !

L'équip Zoho France !

    • Sticky Posts

    • Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

      Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne

    • Découvrez Zoho Workplace

      Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,

    • Découvrez Zoho Learn

      Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète

    • Recent Topics

    • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

      Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

    • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

      Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

    • Is this a SCAM email or is it really Zoho?

      L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

    • Is it possible to use HTML formatting in SMS messages sent from Zoho?

      Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

    • an issue in Zoho CRM where the workflow rule is not triggering

      H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • Email Parser Not Extracting Fields Correctly with Certain Label Formats

      I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

    • How do I import Connected Records for a Deal?

      Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

    • File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM

      Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When

    • Zoho Training

      Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client

    • Detailed list of scoring rules in Zoho CRM

      Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based

    • How to create a summary document from Projects details

      Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer

    • Host in US Data Centre

      I humble apply to be registered on US Data centre

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

      Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com

    • Resource Management System built using Zoho CRM, Creator, Projects, and People:

      In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes

    • Dynamic Remaining Quantity in Lookup During Allocation

      Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside

    • connect zoho creator with google drive

      Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

    • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

      Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

    • Uploaded files are not included when using "Include user submitted data" in Email Notification

      In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

    • kanban view for client portal

      Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they

    • Credit Card Pre-Authorization with later Capture/Settlement

      We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Zoho Sign 2025–2026: What's new and what's next

      Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Izettle or Sumup Integration for Zoho Books.

      The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.

    • Train Zoho Answer Bot Based on Customer

      Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have

    • Trying to access records in a custom module in Zoho Desk and not having luck

      I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function

    • Composite items inside of composite items; bill of materials needed

      Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

    • ZOHO Books Smart Accounting Software for Travel Agency

      Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF   

    • 452 Mailbox delivery restricted by policy error

      We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending

    • Send Email reply on behalf of Agent

      Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an

    • Sharing Tickets to a team within a department

      Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a

    • Removing To or CC Addresses from Desk Ticket

      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

    • Do not use isnull()

      Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.

    • Organization wide Account and Contacts Visibility/Sharing Capabilities?

      Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

    • Is there a way to configure dark mode for Campaigns emails that go out to customers?

      I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other

    • When Does WorkDrive integrate with Books?

      When Does WorkDrive integrate with Books?

    • FSM integration with Books

      Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

    • How to close an estimate ?

      Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

    • Next Page