Send an email when a file is uploaded to Box

■Overview

When a specific file is uploaded to Box, do you find it time-consuming to check the contents and email the relevant stakeholders each time? Manual notifications can lead to delays and missed communications. With this workflow, you can automatically send a preconfigured email whenever a file is uploaded to Box, helping you resolve these challenges smoothly.

■Who This Template Is For

• Anyone who frequently shares files through Box and finds it time-consuming to manually email relevant stakeholders
• Anyone who wants to quickly share uploaded files with relevant stakeholders and streamline collaboration
• Anyone who wants to prevent human errors such as missed or delayed sharing of important files

■Benefits of Using This Template

• Because an email is sent automatically when a file is uploaded to Box, you can reduce the time previously spent manually checking and sending notifications.
• Prevent human errors such as missed notifications and incorrect recipients, ensuring that important information is shared reliably.

■Workflow Overview

1. First, connect Box to Yoom.
2. Next, select Box as the trigger, set the “When a file is uploaded to a folder” action, and specify the folder that will trigger the notification.
3. Finally, set the “Send an email” action under the email operation, specify the subject, body, recipients, and other details, and send the notification email.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization Options

• In the Box trigger settings, you can specify any folder you want to monitor for notifications. Configure it based on your needs, such as a shared folder for all departments or a folder for a specific project.
• You can also configure the workflow to start only when specific file types, such as PDFs, Word documents, or Excel files, are uploaded.
• You can freely edit the email recipients (To, Cc, and Bcc), subject, and body. You can also include information such as the uploaded file name and folder name in the subject or body.

■Notes

• Connect Box to Yoom.