Flowbot Templates

Use OCR to extract ASM reports stored in Dropbox, calculate risks with AI, and consolidate the results in Google Sheets. Reduce manual data entry and evaluator inconsistencies to streamline ASM management.

Automatically create a folder in Box when a new contact is added to Close. Save time by eliminating manual folder creation, prevent naming errors and missed folders, and keep customer management running smoothly.

Automatically create a corresponding folder in Dropbox whenever a new lead is added in Close. Prevent missing information and duplicate records, reduce time spent managing materials, and stay focused on selling.

AI analyzes POS data uploaded to Box and automates everything from developing improvement strategies to creating reports in Google Docs and sending Slack notifications. Reduce analysis time and streamline information sharing to quickly move from identifying operational challenges to taking action—ideal for busy store managers and on-site leaders.

Use OCR to extract text from invoices and meeting minutes added to Dropbox, summarize them with AI, and automatically log the results in Microsoft Excel. Reduce time spent on manual data entry and reviews while preventing input errors.

Automatically convert AMR audio files added to Dropbox to MP3 and save them in the same folder. Eliminate the need to search for conversion tools each time, standardize your conversion process, save time, and streamline team sharing.

Automatically create a corresponding Dropbox folder when a task is added in ClickUp. Prevent missed steps and naming errors, streamline folder creation, organize file management, and stay focused on your core work.

Automatically extract business card details uploaded to Dropbox using Yoom’s AI and OCR, then add them to a Notion database. Reduce manual entry and errors while keeping your sales team aligned.

When an AIFF file is uploaded to Dropbox, Yoom automatically uses RPA to convert it to WAV and save it to a specified folder. Reduce manual conversion time and saving errors, so you can spend more time editing audio.

Simply place an AIFF file in Dropbox, and Yoom’s RPA automatically converts it to MP3 and saves it to a specified folder. Eliminate time spent on manual conversions and misplaced files for smoother audio file management.

When you add an audio file to Dropbox, AI transcribes and summarizes it, then sends a notification to Slack. Reduce manual transcription work and mishearing, streamline record sharing, and automate the process.

Automatically create a matching folder in Dropbox whenever a task is created in Capsule CRM. Reduce manual folder setup and naming errors while keeping your team’s file management consistent.

Automatically create a Dropbox folder when a new customer is added to Capsule CRM. Reduce manual folder creation and data entry errors while keeping customer information and related files organized.

Automatically extract invoice data from Dropbox using OCR and save it to Microsoft SharePoint. Reduce manual data entry and file transfers while preventing input errors and missed uploads.

Upload receipts to Dropbox, extract data with OCR, and automatically log it in Google Sheets. Reduce manual entry and errors to streamline expense management.

This flow uses Yoom’s AI OCR to read invoice images added to Dropbox and send the extracted text to Slack. Reduce manual data entry and prevent input errors or missed checks.

Create a folder in Box when a Thing is created in Bubble. This flow automatically creates a folder whenever new data is added in Bubble, helping you reduce administrative work.

Retrieve files submitted through Google Forms from Google Drive, convert them to WebP with RPA, and automatically store them in Box. Reduce manual conversion and sorting to save time and minimize human error.

Use Google Forms submissions to trigger Yoom to convert WAV files and store them in Box. Reduce manual uploads, downloads, and renaming to manage audio files more efficiently and accurately.

Use OCR to extract data from quotes uploaded to Box and automatically update opportunity amounts in Salesforce. Eliminate manual entry, prevent transcription errors and missed updates, and help your team stay productive and focused on sales.

Use OCR to extract data from invoice and receipt images uploaded to Box, then automatically add it to Google Sheets. Reduce manual entry and errors to streamline back-office operations.

Extract text from international documents uploaded to Box with OCR, translate it with AI, save the results to Google Sheets, then send them back to Box. Reduce copy-and-paste work and transcription errors while saving time on translation tasks.

This flow automatically backs up files to another folder whenever they are added to a specified Box folder. Prevent missed copies and incorrect save locations, streamline daily backup tasks, and improve file management reliability.

Automatically add new files uploaded to Box to a Google Sheet. Streamline file management and data organization while reducing manual work and errors.