Flowbot Templates
Discover ready-made automation templates!
Office & General Administration
Create a folder in Dropbox when a row matching specific conditions is created in Coda
Automatically create a corresponding Dropbox folder when a new row meeting specific conditions is added to a Coda table. Streamline file management by eliminating manual entry, folder naming errors, and missed folder creation.
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When a specific message is received in Gmail, retrieve order information from Amazon Seller Central and send a notification for each record
Automatically retrieve order details in Yoom when Gmail receives Amazon Seller Central order notification emails, then share them with relevant stakeholders by email. Prevent manual checks and data entry errors while reducing response time.
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When you receive a file in Gmail, convert it to a PDF on an online site and save it to Google Drive
Convert files received in Gmail to PDFs using an online tool, then save them to Google Drive. Yoom’s RPA handles browser actions for you, reducing manual conversion and filing work while saving time and minimizing errors.
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When a specific message is received in Gmail, retrieve order information from Amazon Seller Central and send a notification
Automatically retrieve Amazon Seller Central order information when a Gmail email is received, then share it with your team. Reduce manual checks and prevent missed notifications or processing errors.
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Add customer information to WooCommerce when customer information is created in Square
Automatically add customer information registered in Square to WooCommerce. Eliminate duplicate data entry, prevent errors and missed registrations, and manage customers across your store and online shop in one place.
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Add a row to Smartsheet when a file matching specific conditions is added to Box
Automatically extract contracts and reports uploaded to Box based on conditional logic, then register them in Smartsheet. Reduce manual data entry and missed updates while improving the efficiency and accuracy of file management.
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When a file matching specific conditions is stored in Box, extract text with OCR and add a row to Coda
Use OCR to extract data from invoices and contracts uploaded to Box, then automatically add it to a Coda table. Reduce manual data entry and transcription errors while streamlining information management for accounting and sales operations.
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Create a Box in Streak when a file matching specific conditions is added to Box
Automatically create a Streak Box based on file content as soon as a file is uploaded to a specified Box folder. Prevent duplicate data entry and missed Box creation, and streamline file-driven customer management—without manual data transfer.
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When a file is uploaded to Box, extract text with OCR, summarize it with AI, and add it to Notion
Use OCR to extract text from contracts and meeting minutes stored in Box, summarize them with AI, and add them to Notion. Reduce manual transcription and input errors, organize information faster, and keep your database reliable.
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Notify Slack when an advisory client company’s employee information is updated to meet the required conditions
Detect employee information updates in the Yoom database and notify Slack automatically. Eliminate manual checks and missed communications, enabling your team to respond quickly. Keep everyone informed and help prevent human errors.
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Retrieve data from Microsoft Excel at a specified time, summarize it with AI, and copy it to Google Sheets
This workflow regularly retrieves data from Microsoft Excel, summarizes it with AI, and transfers it to Google Sheets. Reduce manual migration, inconsistent summary quality, and transcription errors.
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Automatically add production planning information submitted through Google Forms to a Notion management page
Use this Yoom workflow to automatically add Google Form responses to a Notion database. Reduce manual data entry and prevent errors to streamline production plan updates and sharing.
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Convert PNG files received via Google Forms to JPEG and save them to Google Drive
Automatically convert PNG attachments to JPEG and save them to Google Drive when a Google Form is submitted. Reduce manual file conversions and missed saves while simplifying image management and minimizing errors.
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Update Shopify product information when Airtable product information is updated
Keep Shopify product information in sync whenever it’s updated in Airtable. Automatically update Shopify when product details change in Airtable to maintain consistent, accurate information across both platforms.
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