Automatic File Saving
It is possible to automatically upload and save files obtained from emails and web forms to Box.
This is useful for collecting files from the web or cloud and saving them for purposes such as research or backup.
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Cloud storage services allow you to store and share files online.
The use of cloud storage services has been on the rise, driven by the spread of remote work since the COVID-19 pandemic.
Among these cloud storage services, Box is widely used around the world.
With Box, storage capacity is unlimited with certain plans, so there's no need to worry about dividing storage locations or adjusting the number of saved files.
Additionally, you can set access permissions up to seven levels, which helps limit viewers and editors, reducing the risk of information leaks.
One of the advantages of Box is the ability to share files with people outside the company through invitation and shared link features.
With permission and password settings for each file or folder, you can share only the necessary information with the necessary parties.
Integrating Box with other apps can make it even more useful.
You can automate folder creation and file uploads with specified naming settings, or send notifications automatically when files are saved.
By using no-code tools, integration and automation can be easily achieved without specialized knowledge.
This time, we will introduce examples of business automation through the integration of Box and other apps using the no-code tool "Yoom"!
Register with Yoom and try automating your file management workflows.
By using Box's API, you can automate various business tasks.
All can be used with simple settings, so if you're interested, please give them a try!
By integrating Box with other apps using Yoom, you can automatically create folders with names based on information from other apps.
You can freely select necessary information such as employee names, customer names, or project names registered in other apps like databases, HR systems, or CRM, and set them as folder names.
Additionally, by using AI tools, you can determine folder names based on information obtained from emails and create folders accordingly.
It is possible to automatically upload and save files obtained from emails and web forms to Box.
This is useful for collecting files from the web or cloud and saving them for purposes such as research or backup.
By integrating with chat tools or email, you can automatically send notifications when uploading files to Box.
Additionally, using AI tools, you can summarize or extract necessary information from the text contained in images or PDF files and notify that content.
You can additionally upload newly saved files in Box as attachments to the contract documents registered on the electronic contract service.
Use this feature to save attachments such as meeting minutes leading up to the contract conclusion, reference materials, supplementary documents, and notices related to the contract documents.
If you are using Box in conjunction with other cloud storage services, integration allows you to save files uploaded to Box to other storage as well.
If you need to save the same files for purposes such as dealing with clients or backups, please give it a try.
In daily file management, it is desirable for the folder names where files are saved to be appropriate and clearly indicative of their contents.
With automated workflows, information is directly reflected, minimizing the potential for transcription errors or information omissions.
Having folder names that align with their contents may reduce the time and effort needed to search for files.
If data is managed with incorrect folder or file names, there is a possibility that necessary data cannot be retrieved during information extraction or analysis.
By integrating Box, you can also synchronize data, making it easier to organize information.
If you set up the storage of regularly received reports and documents in advance, you can save the effort of checking emails and saving files.
Within automated workflows, there are flow bots that automatically notify communication tools like chat tools.
By incorporating automatic notification flows, you can quickly access necessary files by viewing notifications, allowing you to promptly deliver necessary information to team members.
This is expected to facilitate smooth communication of client information and subsequent sales activities and information analysis.
If there are requests or instructions related to file uploads, you can set notification messages accordingly, potentially shortening the time required in the sharing process.
By integrating Box with other apps, you can automate folder creation and file uploads, send automatic notifications upon file saving, and automatically upload files to other cloud storage services.
In addition to the examples introduced, there are many more automation flows that can be set with Yoom, such as automatic creation of files to be uploaded and automatic database updates of file information after upload!
Use Yoom to integrate with other apps used in your work and advance the automation of file management-related tasks.
By automating routine tasks, you should be able to focus on other important tasks.
Be sure to utilize Yoom to aim for increased efficiency in your daily operations.
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