Box Microsoft Excel
Save the target sheet as a PDF in Box using Microsoft Excel at the specified date and time.
Try this Template
  1. Top
  2. Flowbot Templates
  3. Save the target sheet as a PDF in Box using Microsoft Excel at the specified date and time.
Box Microsoft Excel

Save the target sheet as a PDF in Box using Microsoft Excel at the specified date and time.

Yoom's Box ＆  Microsoft Excel  are ready to use! Automate tasks instantly—just copy the template!
Try this Template

■Overview
This flow generates a PDF of the target sheet in Microsoft Excel at a specified date and time and saves it to Box.
It enhances the efficiency of goal management and facilitates smooth data sharing and storage.

■Recommended for

  • Those who manage goals in Excel but find data sharing cumbersome
  • Business professionals who want to regularly create goal reports and share them with their team or supervisors
  • Administrators who want to automate the backup and organization of goal data to improve work efficiency
  • Companies that use Box to manage and share files in the cloud
  • Those who want to simplify Excel and Box operations and save time on daily tasks
    ‍

■Benefits of using this template
By automatically creating and saving a PDF based on Microsoft Excel content at a specified date and time, it eliminates the need for manual work.
Additionally, since the created PDF is saved to Box, the entire team can easily share and access goal data.
Automatically generating the PDF of the target sheet reduces human errors caused by manual operations.

Here are some Similar Templates!
Microsoft Excel
Add records to Microsoft Excel based on Tally's responses.
A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.
See details
Microsoft Excel
Jotform
Microsoft Outlook
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.
See details
Microsoft Excel
Microsoft Teams
Microsoft Outlook
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
See details
Microsoft Excel
Microsoft Outlook
Slack
Add tasks to Microsoft Excel and Outlook based on Slack posts.
This is a business workflow that automatically adds tasks to Microsoft Excel and Outlook based on Slack posts. It reduces manual input and improves the efficiency and accuracy of task management.
See details
Microsoft Excel
Microsoft Outlook
Google Forms
Add tasks to Microsoft Excel and Outlook based on responses from Google Forms.
Based on the responses from Google Forms, this business workflow automatically adds tasks to Microsoft Excel and Outlook. It eliminates the need for manual input, streamlining data management and task management.
See details
Microsoft Excel
Microsoft Teams
Aggregate data from Microsoft Excel daily and post reports to Microsoft Teams.
This is a business workflow that automatically aggregates Microsoft Excel data daily and posts reports to Microsoft Teams. It reduces manual workload and errors, supporting efficient data sharing.
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Box
Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.
Related apps
Box
Templates using
Add files added to Box to Google Drive™
Try it
By simply adding files to Box, they are automatically uploaded to Google Drive™, creating a business workflow. This streamlines file management across multiple clouds and eliminates the need for manual tasks.
View details Try it
Add file information stored in Box to Notion
Try it
The workflow automatically adds file information stored in Box to Notion. It facilitates smooth information sharing and reduces the hassle of management tasks.
View details Try it
Create a folder in Box based on the content posted in Microsoft Teams.
Try it
This is a business workflow that automatically generates Box folders based on content posted in Microsoft Teams. It streamlines file organization and access management, achieving centralized information and rapid sharing.
View details Try it
View all related templates
Learn more about Yoom
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
Related apps
Microsoft Excel
Templates using
Add records to Microsoft Excel based on Tally's responses.
Try it
A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.
View details Try it
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
Try it
The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.
View details Try it
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
Try it
This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
View details Try it
View all related templates
Learn more about Yoom
About the apps you use
Box
Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.
see details
Templates
Add files added to Box to Google Drive™
Try it
By simply adding files to Box, they are automatically uploaded to Google Drive™, creating a business workflow. This streamlines file management across multiple clouds and eliminates the need for manual tasks.
View details Try it
Add files added to Box to Google Drive™
Add file information stored in Box to Notion
Try it
The workflow automatically adds file information stored in Box to Notion. It facilitates smooth information sharing and reduces the hassle of management tasks.
View details Try it
Add file information stored in Box to Notion
Create a folder in Box based on the content posted in Microsoft Teams.
Try it
This is a business workflow that automatically generates Box folders based on content posted in Microsoft Teams. It streamlines file organization and access management, achieving centralized information and rapid sharing.
View details Try it
Create a folder in Box based on the content posted in Microsoft Teams.
Similar apps
Amazon S3
Dropbox
Fileforce
Files.com
Google Drive
Microsoft OneDrive
Microsoft SharePoint
PDF-app.net
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
Templates
Add records to Microsoft Excel based on Tally's responses.
Try it
A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.
View details Try it
Add records to Microsoft Excel based on Tally's responses.
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
Try it
The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.
View details Try it
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
Try it
This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
View details Try it
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
Similar apps
Apps Script
Canva
ChatGPT
Claude
Coda
Cohere
DeepL
DeepSeek
Dify
Garoon
Gemini
Gmail
see details
Templates
No items found.
Related apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
Box
Microsoft Excel
Flowbot triggers
    When a file is uploaded to a folder
    When a comment object is created
    When a file name is changed
    When a comment object is edited
    When a selected event occurs
    When a File in a Folder Is Deleted
Flowbot operations
    Download File
    List Items in a Folder
    Create Folder
    Search Content in Specific Folder
    Copy File
    Upload File
    Retrieve File Information
    Upload File Version
    Create New User
    Add User to Group
    Delete Registered Webhook
    Rename Folder
    Move Folder
    Retrieve Folder Information
    Retrieve Collaboration Information List for Specific Folder
    Update Collaboration Information
    Get Collaboration Information
    Rename File
    Move File
    Copy Folder
    Create Collaboration Info
    Search Content
    Add Shared Link to Folder
    Add or Update File Tags
    Retrieve File Tag Information
    Create a Shared Link for a File
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
Flowbot triggers
    When a file is uploaded to a folder
    When a comment object is created
    When a file name is changed
    When a comment object is edited
    When a selected event occurs
    When a File in a Folder Is Deleted
Flowbot operations
    Download File
    List Items in a Folder
    Create Folder
    Search Content in Specific Folder
    Copy File
    Upload File
    Retrieve File Information
    Upload File Version
    Create New User
    Add User to Group
    Delete Registered Webhook
    Rename Folder
    Move Folder
    Retrieve Folder Information
    Retrieve Collaboration Information List for Specific Folder
    Update Collaboration Information
    Get Collaboration Information
    Rename File
    Move File
    Copy Folder
    Create Collaboration Info
    Search Content
    Add Shared Link to Folder
    Add or Update File Tags
    Retrieve File Tag Information
    Create a Shared Link for a File
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a specified range in ascending or descending order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
Tab 1
Tab 2
Tab 3
List of Related Blog Posts
I'm explaining in detail how to automate work using the app I used this time!
How to Register Google Form Responses in Microsoft Excel
2025/07/17
How to Integrate Applications
How to Register Google Form Responses in Microsoft Excel
t-nakaya
t.nakaya
How to Add a Registered ToDo Object in Salesforce to Microsoft Excel
2025/07/17
How to Integrate Applications
How to Add a Registered ToDo Object in Salesforce to Microsoft Excel
k-ohshiro
k.ohshiro
How to Add a Post to Microsoft Excel When It Is Published on WordPress
2025/07/17
How to Integrate Applications
How to Add a Post to Microsoft Excel When It Is Published on WordPress
t-aizawa
t.aizawa
Work Smarter 
with Yoom
Get started in
30 sec!
Try for free now!
Try for free now!
Learn More
Explore Apps Pricing Blog
Products
Action Requests Summarization Chrome Extension Database
App Integration Email AI-OCR Documents
Forms Data Management Data Conversion Browser Automation
Templates
Database Flowbot
Terms of use Privacy Policy Security Policy
©️ Yoom Inc.
Learn More
Apps Pricing Blogs
Functions
App Integration Form AI-OCR Summarization Database Chrome Extension
Email Action Requests Data Management Data Conversion Browser Automation Documents
Templates
Database Flowbot
Terms of use Privacy Policy Security Policy
©️ Yoom Inc.