Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
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Box
Mem.ai
When a file is uploaded to a folder in Box, extract its contents with OCR and save them to Mem
Use OCR to extract data from contracts, invoices, and other documents uploaded to Box, then automatically save it to Mem. Reduce manual data entry and errors while keeping your knowledge up to date effortlessly.
Box
Salesforce
Automatically add files uploaded to a Box folder to Salesforce records
Detect customer files uploaded to Box, create records in Salesforce, and automatically attach the files. Eliminate manual entry and linking to prevent missed registrations and reduce the workload for sales and support teams.
LINE Official Account
Square
Create a customer in Square when a LINE message contains a specific keyword
When a specific message is received on your LINE Official Account, AI extracts details such as the customer’s name and automatically registers them in Square. Eliminate manual entry and transcription errors while streamlining inquiry management. Ideal for store staff.
Box
Mem.ai
Create a note in Mem when a file is uploaded to a folder in Box
When a file is added to Box, Yoom retrieves its content and automatically creates a note in Mem. Reduce manual transcription and missed entries while ensuring no notes are overlooked, making team knowledge sharing seamless.
Google Drive
Box
Create a backup in Google Drive when a file is uploaded to a folder in Box
Automatically back up files to Google Drive when they’re uploaded to Box. Reduce manual copying and missed backups, ease team workload, and support secure, continuous data protection.
PDF.co
Use OCR to extract text from files uploaded to Box and add it to the files with PDF.co
This flow detects uploads to Box, extracts invoice and contract details with AI OCR, and automatically adds them to PDF.co. Reduce manual entry and typing errors while keeping document management running smoothly.
Box
Stripe
When a file is uploaded to a folder in Box, extract text with OCR and create a product in Stripe
Upload purchase orders to a designated Box folder, and OCR automatically extracts product names and prices to create products in Stripe. Reduce manual entry and transcription errors while ensuring every item is registered accurately and efficiently.
ClickUp
GitLab
Create a GitLab issue when a task matching specific conditions is created in ClickUp
Automatically create a GitLab issue in Yoom the moment a specific task is created in ClickUp. Reduce manual entry and errors, streamline information sharing across your development team, and stay focused on the work that matters.
Box
Microsoft Teams
Read files uploaded to Box with OCR and create events in the Microsoft Teams calendar
Use OCR to read invoices and other files uploaded to Box, then automatically add events to your Microsoft Teams calendar based on the extracted information. Reduce review and entry work while preventing transcription errors and missed follow-ups.
Box
Microsoft Outlook
Microsoft Teams
Use OCR to read files uploaded to Box, create events in the Microsoft Teams calendar, and send notifications through Outlook
Automatically extract invoices and contracts uploaded to Box with OCR and add key dates to your Microsoft Teams calendar. Eliminate manual data entry, prevent input errors and missed payment or renewal dates, and give your accounting team peace of mind.
Box
Microsoft Excel
Microsoft Teams
Extract text from files uploaded to Box with OCR, create events in the Microsoft Teams calendar, and add them to Microsoft Excel
Use OCR to read documents uploaded to Box and automatically add the information to Microsoft Teams Calendar and Microsoft Excel. Eliminate manual data entry, prevent transcription errors and missed appointments, and streamline your workflow.
Box
Shopify
When a file is uploaded to a Box folder, extract data with OCR and create a customer in Shopify
Use Yoom to OCR application forms uploaded to Box and automatically register customer information in Shopify. Reduce manual data entry and prevent input errors to streamline operations.
ChatGPT
Discord
Moderate messages posted to Discord with ChatGPT and post a warning to Discord if an issue is detected
Retrieve messages posted to Discord with Yoom, use ChatGPT to detect inappropriate content, and send warnings automatically. Reduce the need for constant moderator monitoring while enabling faster, more consistent community responses.
Box
Google Meet
When a file is uploaded to a folder in Box, extract text with OCR and create a Google Meet meeting
Extract event details from documents uploaded to Box using OCR, then automatically create Google Meet events based on the detected date, time, and attendee information. Reduce manual data entry and invitation setup, streamline meeting preparation, and prevent human errors.
Microsoft Teams
Box
Read files uploaded to Box with OCR and send them to Microsoft Teams
Extract text from invoices and application forms uploaded to Box using OCR, then automatically notify Microsoft Teams. Reduce manual entry and sharing, minimize input errors, and streamline review workflows.
Box
Copper
When a file is uploaded to a folder in Box, extract text with OCR and create a Person in Copper
When a business card image is added to Box, Yoom’s OCR extracts the information and automatically registers it in Copper. Reduce manual entry and transcription errors so you can focus on customer engagement.
Tally
Hunter.io
Create a lead in Hunter when a specific response is submitted in Tally
Automatically add leads to Hunter when a Tally response is submitted. Reduce manual data entry, prevent missed or incorrect registrations, and speed up your outreach.
Box
Close CRM
When a file is uploaded to a folder in Box, extract text with OCR and create a contact in Close
Use OCR to extract data from business cards and contracts uploaded to Box, then automatically add it to Close. Reduce manual entry and transcription errors while keeping customer information organized.
Airtable
Box
Use OCR to extract data from files uploaded to Box and add it to Airtable
Automatically extract data from invoices and application forms uploaded to Box using OCR, then add it to Airtable. Reduce manual entry time and errors while supporting paperless workflows and simplifying review tasks.
Box
Apollo
When a file is uploaded to a Box folder, extract text with OCR and create a contact in Apollo
Add business card images to a designated Box folder to extract information with OCR and create contacts in Apollo. Reduce manual entry and transcription errors so your team can focus on sales.
Box
Mastodon
Create a status on Mastodon when a file is renamed in Box
Automatically post a status to Mastodon via Yoom when a file name changes in Box. Reduce missed updates and manual notifications while ensuring everyone receives the latest information.
Box
Streak
Create a Box in Streak when a file is stored in Box
Automatically create a new Box in Streak when a file is uploaded to a Box folder. Reduce manual entry, prevent duplicates and missed records, and streamline sales onboarding and information sharing.
Brevo
Slack
Notify Slack when a transactional email is clicked in Brevo
Detect clicks on transactional emails sent via Brevo and automatically notify Slack through Yoom. Save time on manual checks and never miss a click.
AI Worker
Google Sheets
Slack
Analyze inside sales activity data with an AI worker and post KPI reports to Slack
Automatically pull inside sales activity data from Google Sheets, analyze it with AI, and post KPI reports to Slack. Automate data visualization and analysis to enable faster decision-making and stronger information sharing—reducing reporting effort so your team can focus on sales strategy.