Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
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Box
Microsoft Outlook
Create an Outlook task when a new file is added to Box
Automatically create an Outlook task whenever a new file is added to Box. Reduce manual entry and centralize file and task management.
Gamma
Box
When the web meeting ends, turn the transcript into meeting notes with Gamma and save them to Box
When a web meeting ends, this flow converts the transcript into meeting minutes with Gamma and automatically saves them to Box. Eliminate manual formatting and sharing to save time, prevent transcription errors, and stay focused on following up on discussions.
Box
Twist
Create a message in Twist when a file is uploaded to a Box folder
Detect file uploads to Box and automatically create and share messages in Twist. Prevent missed updates and forgotten notifications while keeping team communication real-time, accurate, and consistent.
Box
Tumblr
When a file is uploaded to a Box folder, extract text with OCR and create a blog post on Tumblr
Add files to a specified Box folder to extract their content with OCR and post it to Tumblr. Reduce manual transcription, prevent posting errors and omissions, and save time on daily publishing.
Microsoft Excel
Box
When a receipt is uploaded to Box, use AI to identify the expense category and add it to Microsoft Excel
When a receipt is uploaded to Box, AI automatically identifies the appropriate expense category and records it in Microsoft Excel. Reduce manual entry and inconsistencies in category selection to save time and minimize errors in expense reporting.
Perplexity AI
Box
Notion
When an audio file is added to Box, transcribe it, summarize it with Perplexity, and add it to Notion
Automatically transcribe audio uploaded to Box, summarize it with Perplexity, and save the results to Notion. Reduce manual work for meeting notes and interview summaries while sharing information smoothly without transcription errors.
Box
When an audio file is uploaded to Box, convert it to MP3 with RPA and save it
Simply upload an audio file to Box, and Yoom will automatically convert it to MP3 and save it back to Box. Streamline the entire process—from upload and conversion to storage—while reducing the time, effort, and errors involved in using conversion tools and managing save locations.
Box
Google Docs
When an audio file is uploaded to Box, transcribe it and add the results to a new Google Doc
Simply upload an audio file to Box, and Yoom will transcribe it and export the text to Google Docs. Reduce manual transcription effort and errors, and streamline post-meeting or interview summaries.
DeepSeek
OCR PDFs stored in Box, analyze them with DeepSeek, and send notifications to Slack
When a PDF is added to Box, OCR extracts the text, DeepSeek summarizes it, and the results are sent to Slack. Reduce manual review and transcription errors, streamline document reviews, and improve team-wide efficiency.
Gmail
Box
Remove blank rows from a CSV file stored in Box and send the edited file via Gmail
Automatically remove blank rows from CSV files uploaded to Box, then share the processed files via Gmail. Reduce manual edits and sending errors while saving time on daily file processing.
Box
Microsoft Excel
Extract data from CSV files stored in Box and add it to Microsoft Excel
Simply place a CSV file in a Box folder to automatically extract its contents and write them to Microsoft Excel. Reduce manual copying time and data entry errors while streamlining daily data updates.
Slack
When a document is added to Box, use OCR and AI to check for patent infringement and notify Slack
Upload documents to Box to extract text with OCR, use AI to assess potential patent infringement, and automatically send the results to Slack. Save time on daily reviews and reduce the risk of oversight.
Box
Salesforce
When a new contract is uploaded to Box, add the file information to the Salesforce opportunity record
Upload contracts to Box and automatically attach them to Salesforce opportunity records. Eliminate manual uploads and record searches while preventing missing registrations and incorrect associations for smarter contract management.
Notion
Box
Generate AI-powered FAQ content drafts from files uploaded to Box and add them to Notion
Each time a new file is uploaded to Box, AI extracts its content, generates FAQ drafts, and adds them to Notion. Reduce missing information and inconsistent wording while cutting the time spent updating FAQs.
Zoho CRM
Dropbox
Create a folder in Dropbox when a lead is created in Zoho CRM
Automatically create a dedicated Dropbox folder whenever a new lead is added to Zoho CRM. Prevent missed folder creation and inconsistent naming, streamline document organization, and help your team stay focused on selling.
Google Sheets
Box
When a form is uploaded to Box, extract data with OCR and add it to Google Sheets
Use OCR to extract data from forms uploaded to Box and automatically add it to Google Sheets. Reduce manual entry and transcription errors while saving time on review and corrections.
Google Sheets
Box
When a copy of a bankbook is uploaded to Box, extract the data with OCR and add it to Google Sheets
When a bankbook image is added to Box, Yoom uses OCR to extract the information and automatically transfer it to Google Sheets. Reduce manual review and data entry errors while freeing up time for your accounting team.
Gmail
Box
Automatically review contracts uploaded to Box and send notifications via Gmail
Automatically read contracts uploaded to Box using AI and OCR, then share them via Gmail. Automate review email creation to prevent manual checks, incorrect recipients, and missed sends—reducing time spent and human error.
Google Sheets
Box
When a business card is uploaded to Box, extract it with OCR and add it to Google Sheets
Use OCR to extract data from business card images uploaded to Box and automatically add it to Google Sheets. Reduce manual entry, prevent transcription errors, and quickly put captured contact information to work in your sales activities.
Box
Gmail
Read business cards with AI when they’re uploaded to Box, then send notifications via Gmail
Use AI OCR to read business cards uploaded to Box and automatically notify relevant stakeholders of the extracted information via Gmail. Prevent manual data entry and missed sharing, reduce the time needed to register and review business card details, and lighten your team’s workload.
Notion
Box
When a video file is uploaded to Box, extract the audio, transcribe it, and add it to Notion
Extract audio from meeting videos uploaded to Box with Yoom and automatically save it to Notion. Reduce manual transcription and data entry errors, save time on record creation, and make it easy to search and share later.
Box
When a video file is uploaded to Box, convert it to MP4 using an online tool and save it to another folder
Automatically retrieve videos uploaded to Box, convert them to MP4 through browser automation, and save them to a specified folder. Eliminate the need to find conversion software, reduce manual errors, and speed up editing and sharing.
Box
When a video is uploaded to Box, convert it to MP3 with RPA and save it
Upload a video to Box, and the RPA automatically converts the audio to MP3 and saves it to a designated folder. Save time on manual conversion, prevent file management errors, and make it easier to use meeting recordings—so you can focus on your core work.
Google Docs
Box
Transcribe and summarize audio files added to Box, then add the results to an existing Google Doc
Automatically transcribe and summarize audio files in Box with Yoom, then append the results to Google Docs. Reduce manual transcription and errors while sharing meeting insights faster.