How to Utilize AI Operations

2025-02-03

How to integrate Box with AI translation functionality to receive emails, extract specific text, and create a folder in Box

r.suzuki

In modern business, there is an increasing demand for efficiency and automation.
Do you ever feel like you spend too much time on email correspondence and file organization in your daily tasks?
This time, we will introduce a method to automatically create folders in Box based on the content of received emails.
By reducing manual work, you can expect improved work efficiency!
Here, we will introduce a method that can be easily integrated with no code.
We will also explain the actual benefits and setup procedures, so please take a look!

Benefits of Integrating AI Operations with Box

Benefit 1: Improved Work Efficiency

By automating the process of checking emails and creating folders manually, you can expect a reduction in work burden.
Especially when handling a large volume of emails, automation can reduce work time, allowing you to allocate time to other important tasks.
This can lead to overall improved work efficiency.
For example, if the sales department receives emails from customers and creates folders for each case, automation can reduce the time sales representatives spend checking emails and creating folders.
The time saved can be used to focus on sales activities and customer interactions.

Benefit 2: Reduction of Human Errors

When creating folders manually, errors due to human flow, such as input mistakes or duplicate folders, are inevitable.
By automating this process, it is possible to prevent errors.
This is especially beneficial when there is a need to create a large number of folders or manage multiple projects simultaneously.
For example, when contracts or legal documents are frequently exchanged, folders are needed for each specific case.
Creating folders manually can lead to mistakes in folder names or misplacement, but automation ensures that documents are always organized in the correct folders, reducing the risk of losing important contracts.

[What is Yoom]

How to Create a Flow for Integrating AI Operations with Box

First, access the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Issuance Page

Step 1: Integrate Box with My Apps

1) Once logged into your Yoom account, register the app you will use.
Click "My Apps" and select "New Connection."


2) Select the app you want to register and log in with the account you use for each app.

3) Once registered, an icon will appear in My Apps.
Check if the icon of the registered app is displayed.

* AI Operations is a feature available only in the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
List of Feature Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)

* Paid plans such as Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use restricted apps and AI features (operations).
What You Can Do and How to Start with a Free Trial | Yoom Help Center (intercom.help)

This time, we are creating a flow of [Creating a folder in Box by retrieving specific text when an email is received].
Since the folder name can be automatically created based on the email content, it saves the trouble of manual work.
Since it is automated, it also prevents duplication or omission of manual storage.
Let's automate these tedious tasks!

Step 2: Select and Copy the Template

1) Open the template above and click on the "Try this template" icon.

2) The following display will appear.

Click the icons with "!" on the right in order to set up the operations.
The title and details can be edited by clicking on them, so please change them as needed.


Step 3: Set the Trigger

Click on "Email Trigger: When an email is received".



1) Create an address to receive the trigger email.
When an email arrives at that address, the flow bot will start.
Once you have entered it, click "Next".


2) Send an email that meets the conditions to the address you set earlier and click "Test".
Once the test is successful, click "Save".

Step 4: Set AI Operations

1) Return to the flow and click on the "Extract data from text" icon.


2) Set the action to "Extract data from text" and select the conversion type as "Data Extraction (2 tasks)", then click "Next".


3) Enter the required fields.
You can use the output information to input the target text.
Once the input is complete, click "Test" and after a successful test, click "Save".

Step 5: Set Box Actions

1) Return to the flow and click on the "Integrate with app: Create folder" icon.


2) Select the action "Create folder" and click "Next".


3) You can use the output information to input the folder name.
Once the input is complete, click "Test" and after a successful test, click "Save".


This completes the flow of [Receive an email, extract specific text, and create a folder in Box].

Step 6: Test and Verify

 Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

Here is the template used this time

Other Automation Examples Using Box

Yoom also offers other automation templates using Box, which we would like to introduce.
Please utilize the templates according to the tasks you want to automate or in combination with the apps you are currently using.

1. Store Files Attached to Emails in Box
Automatically store files attached to emails in a specified folder in Box.
You can specify any folder or file name for the storage location.‍
Since the attachments are automatically stored, it not only saves you the trouble of manual work but also ensures smooth data management.

2. When a file is uploaded to Box, register the file information as a record in kintone
This is a flow to register a record in kintone when a new file is uploaded to Box.
You can automatically detect when a file is uploaded without having to access Box, and register it as a record in kintone.
This reduces the need for manual upload tasks and is expected to improve work efficiency.

3. Send a message to the LINE WORKS chat room when a file is uploaded to Box
This flow automatically sends a message to the LINE WORKS chat room when a file is uploaded to Box.
This eliminates the need for manual notification tasks and is expected to improve work efficiency.

Summary

By integrating AI operations with Box, it becomes possible to extract specific text from incoming emails and automatically create folders in Box.
Implementing this flow allows for automatic folder creation, which can lead to improved project management and reduced time spent on creating large numbers of folders, thereby enhancing work efficiency.
Additionally, automation helps prevent human errors such as duplication or omissions that can occur with manual creation, leading to more accurate information organization.

With Yoom, you can easily integrate apps without the need for programming, so please use this article as a reference and try integrating your apps!

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Box
Integration
Automation
Automatic
Related Apps
App integration
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