Use OCR to extract text from files uploaded to Box and add it to the files with PDF.co

■Overview

Do you find it time-consuming to review the contents of invoices, contracts, and other files uploaded to Box and manually add information?
Manual work not only takes time but can also lead to human errors such as data entry mistakes.
With this workflow, OCR reads the contents of files as soon as they are uploaded to Box, and PDF.co automatically adds text, helping you eliminate these challenges and streamline your operations.

■Who Should Use This Template

• Anyone who manually reviews files uploaded to Box and adds information
• Anyone looking to automate document processing using OCR and PDF.co
• Anyone responsible for reducing human errors and improving efficiency in file management

■Benefits of Using This Template

• Automate everything from OCR-based text extraction to adding text with PDF.co when a file is uploaded to Box, reducing the time spent on manual work.
• Prevent human errors such as misreading text, entering incorrect information, or forgetting to add text, improving operational accuracy.

■Flowbot Steps

1. First, connect Box and PDF.co with Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Then, set the Box “Download a file” action as an operation and specify the file detected by the trigger.
4. Set the AI feature “Extract text from images and PDFs” as an operation to read the downloaded file.
5. Finally, set PDF.co’s “Add text to a PDF file” action as an operation and add the extracted text and other information to the file.

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

■Customization Options

• For the Box trigger and file download action, specify the folder or file you want to target.
• When extracting text with the AI feature, you can customize how to specify the target file, the items to extract, the language, and more.
• When adding text with PDF.co, specify the target PDF file, the text position (X and Y coordinates), the content, and more.

■Notes‍

• Connect both PDF.co and Box with Yoom.
• AI operations for OCR and audio transcription are available only on the Team and Success Plans. If you are on the Free or Mini Plan, operations using these features will result in an error.
• Paid plans, including the Team and Success Plans, come with a two-week free trial. During the free trial, you can use apps and AI features (operations) that are subject to plan restrictions.