IT personnel in companies looking to further utilize Notion and Box
Team leaders aiming to improve efficiency in project and document management
Those who want to enhance team collaboration using integration tools
Those who want to easily implement business automation to reduce workload
Organizations looking to improve centralized data management and information sharing accuracy
Benefits and Use Cases of Integrating Notion and Box
1. Improved Search Efficiency through Centralized Information Management
Every time a project or task page is created or updated in Notion, a folder is automatically created in Box, allowing for centralized management of related files and materials. For example, a new folder is created in Box for each project page in Notion, where related files are collectively stored, enabling a quick understanding of where necessary materials are located.
This centralizes information management and reduces the effort required for searching.
2. Reliable File Storage and Enhanced Information Sharing within the Team
When a new page related to a project or task is added in Notion, a folder is automatically generated in Box, reducing the risk of file storage omissions or duplicate storage.
This integration ensures that documents and materials related to projects are securely stored in Box, making it easier for team members to access the latest files. Additionally, updates and information additions in Notion are reliably reflected in Box, facilitating smooth information sharing among members.
3. Reduced Workload through Automation of Business Processes
The setting to automatically create a folder in Box when a new page is created or updated in Notion promotes business automation.
This integration eliminates the need to manually create folders, naturally advancing the organization of information as the project progresses. Moreover, the creation of appropriate folders in Box facilitates easier file management, providing an environment where team members can smoothly reference and update materials. This leads to improved efficiency and accuracy in operations, and is expected to speed up projects.
How to Create a Notion and Box Integration Flow
Here, we will introduce an example of how to create a business flow that integrates Notion and Box using the no-code tool "Yoom". By using the no-code tool Yoom, you can easily perform app integrations and automate business flows. This is a method of integration and automation through no-code, which can be done without any programming expertise, so please give it a try.
The flow we will introduce this time is "Create a folder in Box when a page is created or updated in Notion". When a page is created or updated in Notion, a folder is automatically added in Box, eliminating the manual effort of creating new folders and preventing folder creation omissions or duplicate creations. There are also templates available as shown below, so please refer to them.
How to Create a Folder in Box When a Page is Created or Updated in Notion
Let's go through the specific steps.
[About Yoom]
Step 1: Connect Notion and Box to My Apps
1. First, log in to Yoom, select "My Apps" from the left menu, and click "+ New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select Notion and Box, which will be used this time, and connect the apps.
※1. For Notion connection, the following caution will appear.
Click "Select a page," check the necessary items, and choose "Allow access."
※2. For Box connection, the following caution will appear. Choose "Allow Box access."
Step 2: Set a Trigger to Activate When a Notion Page is Created or Updated
3. From the project list, select any project of your choice.
4. Select "+Create New" and click "Create from Scratch".
5. Enter any title you like and select "When a specific app event is received" as the trigger condition for activating the Flowbot.
6. Select Notion from the list of apps.
7. Configure the "Select Linked Account and Action" settings.
・App Trigger Title: Set it as you like. (For example, in the image below, it is set as "When a page is created or updated.") ・Account Information Linked with Notion: Set any account you like. ・Trigger Action: Select "When a page is created or updated."
8. Click "Next".
9. Configure the API connection settings for the app trigger. For the trigger activation interval, set an appropriate time according to your business needs.
10. Conduct a test, confirm success, and click "Save". ※ If the creation or update information of the Notion page is not reflected in the test, open the relevant page in Notion and configure the connection settings from the right menu.
※ If there is information you want to use when creating a Box, the "Output" setting is helpful. If additional items are needed, select them from "Add Values to Retrieve".
Step 3: Set an Action to Create a Folder in Box
11. Click the "+" button below the app trigger created in Step 2.
12. Select "Integrate with App" from the operation type.
13. Select Box from the list of apps.
14. Configure the "Select Linked Account and Action" settings. ・Title: Set it as you like. (Example: "Create a Folder") ・Account Information Linked with Box: Select any account you like.
15. Click "Next".
16. Configure the API connection settings. ・Folder Name: Set it as you like. You can use information obtained from Notion using the output feature. ※ In this case, it is set to refer to "Page Title" from the output. ・Parent Folder Content ID: Open the relevant parent folder in Box and enter the last number sequence from the URL.
17. Conduct a test, confirm success, and click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it. This completes the flow of "How to create a folder in Box when a page is created or updated in Notion".
Other Examples of Automation Using Notion
There are many other examples of automation using Notion available on Yoom, so here are a few introductions.
1. Yoom is integrated with almost all types of chat services, allowing you to notify your preferred chat tool of changes or additions made on Notion.
2. By using Yoom, you can combine other apps along the way, allowing you to achieve tasks like "summarize and then save" without any code.
3. It seems that task management can also be automated by integrating with the Notion database.
Summary
By effectively utilizing the integration and automation of Notion and Box, you can enhance project management, document management efficiency, and team communication.
As introduced in the benefits and business automation examples, integrating Notion and Box allows you to streamline even more tasks beyond the business flow templates provided. In particular, leveraging centralized file management and automatic notification features can prevent oversights in tasks and improve the work efficiency of not only yourself but the entire team. Let's continue to advance the automation of business flows using Yoom and achieve smooth business management!
The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry.
The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs.
We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom...
I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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