Flowbot Templates

Flowbot Templates

Discover ready-made automation templates!
Flowbot Templates
Category
Popular Templates
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.
Microsoft Teams
Slack
Translate Microsoft Teams posts, create reports, and notify Slack
Automatically translate and summarize Microsoft Teams posts with AI, then notify Slack. Reduce manual translation, information transfer, and human errors to keep global teams aligned.
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.
OpenAI
Google Sheets
Inoreader
Perplexity AI
When content is published to a specified Inoreader feed, create an article with Perplexity and OpenAI, then add it to Google Sheets
Use Inoreader updates to trigger a flow that summarizes content with Perplexity, drafts articles with OpenAI, and saves them to Google Sheets. Reduce manual entry and copy-pasting while improving speed and consistency from research to writing.
SendGrid
Calendly
When an event is scheduled in Calendly, automatically send an email with the event details via SendGrid
Automatically send detailed emails via SendGrid when events are scheduled in Calendly. Reduce manual sending, recipient errors, and input mistakes while keeping participants informed smoothly.
Calendly
Automatically send an email when a Calendly event is marked as a no-show
Detect meetings marked as no-shows in Calendly and automatically send follow-up emails with Yoom. Reduce manual email tasks, prevent missed follow-ups, and save time.
Trello
Microsoft Outlook
Archive a Trello card when a specific email is received in Outlook
When a specific email arrives in Outlook, AI analyzes its content, finds the relevant Trello card, and archives it automatically. Reduce manual email checks and card management while staying focused on your tasks.
GitHub
ChatGPT
When a specific issue is created in GitHub, analyze its content with ChatGPT and add a comment
When a new issue is created in GitHub, this flow uses Yoom to have ChatGPT automatically summarize the content and add a comment. Reduce the time spent reviewing and handling initial responses while ensuring consistent, complete issue management.
Zoho CRM
Teamleader
Sync contacts to Teamleader when they are created in Zoho CRM
When you add a contact in Zoho CRM, this workflow instantly syncs the information to Teamleader via Yoom. Eliminate duplicate customer data entry, reduce missed updates and input errors, and keep your sales operations running smoothly.
ChatGPT
Generate ChatGPT responses to inquiries submitted through Tally and send them via automated email
Use ChatGPT to generate replies to inquiries submitted through Tally, then automatically send them via Gmail. Respond instantly, prevent missed or inaccurate replies, and reduce your team’s workload.
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.
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.
Telegram
Square
Create Square customer records from Telegram posts
Extract customer information from messages received in Telegram and automatically add it to Square via Yoom. Reduce manual entry and transcription errors while speeding up inquiry responses.
Airtable
Add to Airtable when a form response is submitted
This flow automatically creates an Airtable record when a form response is received. Eliminate manual copy-and-paste, reduce entry time and errors, and centrally manage inquiry and application data with accuracy.
Calendly
Microsoft Teams
Notify Microsoft Teams when an event is scheduled in Calendly
Automatically notify a designated Microsoft Teams channel as soon as a Calendly event is scheduled. Reduce manual sharing and missed notifications to keep your team aligned on upcoming events.
Google Sheets
Mem.ai
Create a new note in Mem when a row is added in Google Sheets
When a row is added to Google Sheets, Yoom automatically creates a memo in Mem and updates the sheet. Reduce manual data entry and input errors while saving time and improving data accuracy.
Chargebee
Xero
Create contacts in Xero when customers are created in Chargebee
Automatically create or update contacts in Xero when new customers are registered in Chargebee. Keep customer and accounting data up to date while reducing manual entry and preventing input errors.
Google Sheets
Google Docs
Slack
Create an invoice and notify Slack when a Google Sheets row is updated
Use Google Sheets updates to trigger invoice creation in Google Docs and deliver them to Slack. Reduce manual entry and missed sharing to streamline your invoicing process.
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.
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.
AI Worker
Salesforce
Slack
When an opportunity is lost in Salesforce, use an AI worker to perform BANT analysis and suggest improvements in Slack
Trigger this flow bot when a Salesforce opportunity is updated to Closed Lost. AI automatically analyzes the deal based on BANT criteria and suggests improvements in Slack. Once approved, it automatically updates the Salesforce record—making it easy to standardize high-quality lost-deal analysis while reducing manual input.
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.
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.
AI Worker
Slack
When a draft is posted to Slack, use an AI worker to check for typos and optimize the content
Trigger AI-powered proofreading and copy optimization from a Slack post. Reduce manual editing time, prevent oversights, and ensure consistently high-quality content for everyone.