Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Microsoft Outlook
Box
When you receive an email with a file in Outlook, upload it to Box.
This is a business workflow that automatically saves emails with attachments received in Outlook to Box. This makes file management easier and improves work efficiency.
Notion
Dropbox
When there is a response to the form, upload it to Dropbox and add the text data to Notion.
This is a flow where responses submitted to the Yoom form are uploaded to Dropbox and text data is added to Notion. The type of files to be stored can be flexibly customized. By integrating Notion and Dropbox, the upload of files and addition of text data are automatically processed without manually entering the response content of the Yoom form, eliminating any gaps or omissions in information management. You can also create this by changing the Yoom form trigger to a Google form trigger. Please refer to the following for how to obtain response content when using Google Forms as a trigger.
Notion
Dropbox
When the status is updated in Notion, create a folder in Dropbox.
This is a business workflow that automatically creates a folder in Dropbox in accordance with status updates in Notion. It eliminates the hassle of creating folders due to status changes, enabling efficient project and file management.
Salesforce
Dropbox
When the status is changed in Salesforce, save the file to Dropbox.
This is a flow that saves files to Dropbox when the status is changed in Salesforce. The person in charge is freed from the hassle of saving files and can quickly find the necessary files.
Salesforce
Box
When the status is changed in Salesforce, save the file to Box.
This is a flow that saves files to Box when the status is changed in Salesforce. It eliminates the hassle of saving files and allows you to quickly find the necessary files. Additionally, file version management is automated, ensuring you always have access to the latest files.
Amazon Seller Central
Google Sheets
Dropbox
When order information is created on Amazon, create an invoice and save it to DropBox.
When an order is created on Amazon, Yoom's operational workflow automatically generates a PDF and saves it to Dropbox. This improves operational efficiency and simplifies data management.
Microsoft Excel
Box
When content, including a file, is submitted from the form, add the information to Microsoft Excel and upload the file to Box.
This is a business workflow that adds data to Microsoft Excel and uploads files to Box upon form submission. This reduces the effort required for data entry and file management, thereby enhancing operational efficiency.
Dropbox
Slack
When audio data is uploaded to Dropbox, transcribe it and notify Slack.
When audio data is uploaded to Dropbox, it is automatically transcribed and a notification is sent to Slack. This workflow allows the entire team to quickly share the content.
Dropbox
Google Docs
When audio data is uploaded to Dropbox, transcribe it and add it to Google Docs.
When you upload audio data to Dropbox, Yoom automatically transcribes it and adds it to a Google Document as part of the workflow. This reduces manual transcription work and enables efficient documentation.
Dropbox
Microsoft Teams
When an invoice file is uploaded to Dropbox, notify Microsoft Teams.
When invoice information is entered into the input form, the invoice file is uploaded to Dropbox and a notification is sent to Microsoft Teams. This flow eliminates the manual tasks of creating, saving, and notifying about invoice files, significantly improving operational efficiency.
Dropbox
Slack
When an invoice file is stored in Dropbox, notify in Slack.
When the invoice information is entered into the input form, the invoice file is stored in Dropbox and a notification is sent to Slack. This ensures that the invoice file is securely saved in Dropbox, maintaining data consistency and accuracy, and facilitating smooth accounting operations and information management.
Microsoft Excel
Dropbox
When an invoice PDF is uploaded to Dropbox, perform OCR and add the itemized (table) information to Microsoft Excel.
This is a business workflow that extracts table data from files saved in Dropbox using OCR and automatically adds it to Microsoft Excel. It eliminates the need for manual input and copy-pasting, supporting more efficient data management. Ideal for handling large volumes of documents.
Dropbox
When an image is saved in DropBox, compress it via RPA and store it in a different folder.
When an image is saved in DropBox, this flow compresses it via RPA and stores it in a separate folder. By using this flow, images can be automatically compressed and saved in DropBox. This reduces clerical work, thereby decreasing workload and improving operational efficiency.
Box
ChatGPT
When an image file is uploaded to the Box folder, summarize it with ChatGPT and send an email.
When an image file is uploaded to the Box folder, it can be summarized by ChatGPT and sent via email. This eliminates the need for manual transcription of image files, thereby improving work efficiency.
Box
Google Calendar
When an event is updated in Google Calendar, update the file name in Box.
The workflow automatically updates the file name in Box when an event in Google Calendar is changed. This automatic update of the file name in Box upon event changes helps reduce manual work time.
Dropbox
Google Workspace
When an employee is registered in Google Workspace, create a folder for each employee in Dropbox.
When an employee is registered in Google Workspace, a folder for each employee is created in Dropbox. By utilizing this flow, you can eliminate the manual effort and time required for folder creation, thereby streamlining the workflow.
Salesforce
When an account object is registered in Salesforce, issue a contract and store it in Box.
When you register an account in Salesforce, a contract is automatically created and saved in Box. This helps reduce manual work, streamline management, and prevent errors.
Zoho CRM
Box
When an account is registered in Zoho CRM, create a folder for each account in Box.
This is a flow to create a folder for each account in Box when an account is registered in Zoho CRM. It prevents forgetting to create or creating duplicates, allowing for smooth document management. By standardizing folder naming conventions, it is possible to establish a consistent document management system.
Salesforce
Dropbox
When an account is registered in Salesforce, create a folder in Dropbox.
When a record is registered in the Salesforce Account object, a folder is automatically created in Dropbox, and the folder's URL is added to Salesforce. This flow enables prompt response and effective resource management, which is expected to improve overall business productivity.
Box
Salesforce
When an account is registered in Salesforce, automatically create a folder for each account in Box.
When an account is registered in Salesforce, this flow automatically creates a folder for each account in Box. By using this flow, folders for each account are automatically created, reducing the burden of administrative tasks. This contributes to increased productivity by shortening the working time of the person in charge.
Dynamics 365 Sales
Dropbox
When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Dropbox.
When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Dropbox. By using this flow, folders for each account can be automatically created, reducing the burden of administrative tasks.
Dropbox
Microsoft Excel
When a work report is uploaded to Dropbox, use OCR to read it and register the data in the Microsoft Excel work management sheet.
When a work report is uploaded to Dropbox, the data is read using OCR and registered in the Microsoft Excel work management sheet. This flow allows the entire process to be completed simply by uploading a file to Dropbox, thereby improving work efficiency.
Zendesk
Dropbox
When a ticket is created in Zendesk, create a folder in Dropbox.
When a ticket is created in Zendesk, this business workflow automatically generates a folder in Dropbox. This makes it easier to manage and share documents, reducing the need to manually create folders and organize files.
Box
Asana
When a task is added to a specific project in Asana, create a folder in Box.
When a task is added to Asana, a folder is automatically created in Box as part of the business workflow. This eliminates the hassle of organizing files and centralizes information, streamlining project progress.