Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
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Box
Zendesk
Attach a file to a Zendesk ticket comment when a specific file is uploaded to Box
Automatically attach files uploaded to Box to Zendesk tickets by monitoring a specific folder. Reduce missed attachments and save time, so you can handle customer inquiries accurately and efficiently.
Confluence
Gemini
When a page is created in Confluence, summarize the content with Gemini and send an email notification
Trigger Yoom to summarize new Confluence pages with Gemini and send the summary by email. Prevent notification delays and missed updates to keep team communication running smoothly.
AI Worker
Gmail
Google Drive
Salesforce
Slack
Use an AI worker to select and send the most relevant materials based on Google Forms responses
Automate lead creation in Salesforce, AI-powered content selection, and Gmail delivery based on Google Forms responses. Respond quickly to customer needs, improve sales speed and accuracy, prevent missed follow-ups, and keep customer management on track.
Box
Toggl
OCR business cards uploaded to Box and create clients in Toggl
Use OCR to extract contact details from business cards uploaded to Box, then create clients in Toggl through Yoom. Reduce manual entry and transcription errors, streamline project setup, and manage customers more efficiently.
Box
Adobe Experience Cloud
When a specific file is uploaded to Box, extract text with OCR and create a subscriber in Drip
Use Yoom to OCR business card images uploaded to Box and automatically add them to Drip. Reduce manual entry and errors, and start engaging leads faster.
Box
Slack
Notify Slack when a specific file is uploaded to Box
Automatically notify Slack when files are uploaded to a specific Box folder. Route files by type to eliminate manual updates, prevent missed shares, and keep your team aligned.
Google Sheets
Extract prescription details from files uploaded to Box using OCR and add them to Google Sheets
Use OCR to extract data from prescription images and PDFs uploaded to Box, then automatically add it to Google Sheets. Reduce manual entry and transcription errors while streamlining data management in healthcare settings.
Microsoft Excel
Convert date information from files stored in Box to text and add records in Microsoft Excel
This flow uses AI to extract dates from files uploaded to Box and transfer them to Microsoft Excel. Reduce manual entry and errors, streamline data management, and keep your monthly reporting list up to date.
Box
Knack
OCR
When a handwritten image file is uploaded to Box, extract the text with OCR and create a record in Knack
Use OCR to extract handwritten documents uploaded to Box and automatically register them in Knack. Reduce manual data entry time and errors, ease workload for your team, and digitize paper-based information seamlessly.
Google Sheets
Extract data from driver's licenses uploaded to Box using OCR, then add it to Google Sheets
Upload a driver’s license to Box, and OCR automatically extracts the information and adds it to Google Sheets. Reduce manual entry and transcription errors to streamline identity verification workflows.
Box
Stripe
When a file matching specific conditions is uploaded to a Box folder, extract text with OCR and create a product in Stripe
Use OCR to extract data from application forms and purchase orders uploaded to Box, then automatically register it in Stripe product data. Simply upload the relevant files to reduce manual entry and errors while streamlining product registration.
Microsoft Teams
When an order data file is added to Box, extract it with OCR, manage production with AI, and notify Microsoft Teams
Use OCR and AI to extract order data from Box and share it with Microsoft Teams. Eliminate manual reviews and data entry, reduce input errors, and speed up information sharing.
Box
Shopify
When a file matching specific conditions is uploaded to a Box folder, extract data with OCR and register customer information in Shopify
Upload purchase orders to a Box folder, and OCR extracts the details to automatically create customer records in Shopify. Eliminate manual data entry, reduce omissions and errors, and maintain service quality and an up-to-date customer database.
Google Sheets
Extract insurance card details from Box using OCR and add them to Google Sheets
Use OCR to read insurance card images uploaded to Box and automatically add the data to Google Sheets. Reduce manual data entry, prevent input errors and missing fields, and manage information accurately.
Box
Google Calendar
When a file matching specific conditions is uploaded to a Box folder, extract text with OCR and create a Google Meet meeting
Use OCR to extract data from files and documents uploaded to Box, then automatically create Google Meet meetings based on specified conditions. Reduce meeting setup time, input errors, and missed follow-ups to keep work moving smoothly.
GitHub
Canva
Create a folder in Canva when a specific issue is created in GitHub
Automatically create a corresponding folder in Canva when a GitHub issue is created. Reduce manual folder creation, prevent naming errors and missed folders, and streamline collaboration between development and design.
Box
Copper
When a file matching specific conditions is uploaded to a folder in Box, extract text with OCR and create a person in Copper
Upload business cards and documents to Box, extract text with OCR, and automatically create contacts in Copper. Reduce manual entry, data errors, and missed registrations while streamlining customer information management.
Google Sheets
Use OCR to extract mill sheet data uploaded to Box and add it to Google Sheets
Automatically extract mill sheet data uploaded to Box with AI OCR and add it to Google Sheets. Eliminate manual entry and verification to prevent errors and save time.
Box
Close CRM
Extract text with OCR when a file matching specific conditions is uploaded to a Box folder, then create a contact in Close
Automatically extract data from business card images uploaded to Box using OCR and register it in Close. Reduce manual data entry and prevent transcription errors to help your sales team manage customer information more accurately and efficiently—while accelerating your business.
Box
Google Chat
Add a shared link and notify Google Chat when a file is uploaded to a folder in Box
Trigger a flow when a file is uploaded to a Box folder to generate a shared link and notify Google Chat. Reduce manual effort, missed notifications, and link creation errors to share information quickly and reliably.
WooCommerce
Add customer information to WooCommerce when a form response is submitted
Automatically register customers in WooCommerce when a Yoom form is submitted. Reduce manual data entry, minimize errors and missed registrations, and simplify customer management.
Box
Apollo
When a file matching specific conditions is uploaded to a Box folder, extract it with OCR and create a contact in Apollo
Extract information with OCR when a new file is uploaded to Box, then automatically add it to Apollo. Reduce manual entry time, minimize input errors and missed registrations, and lighten the workload for sales and marketing teams.
Box
OCR-process files uploaded to Box and automatically enter data into your browser with RPA
Use Yoom to OCR documents uploaded to Box, then automatically enter the extracted data into your browser with RPA. Reduce manual entry and transcription errors, and free up time for more important work.
ChatGPT
Slack
Organize form questions with ChatGPT and notify Slack
Summarize incoming form submissions with ChatGPT and send Slack notifications to a specified channel. Quickly understand and share inquiry details with your team to reduce delayed responses and missed follow-ups.