When a file is uploaded to Box, upload a file version and notify Outlook
Launch this workflow to connect
Box &
Microsoft Outlook
!
■Overview
Do you manually update file versions in Box and notify relevant stakeholders after each update? These repetitive tasks are not only time-consuming but can also lead to human errors, such as missed updates or forgotten notifications. With this workflow, uploading a file to Box automatically updates its version and sends a notification via Outlook to your specified recipients. Eliminate tedious manual work and manage your files more accurately.
■Recommended for
- Anyone who wants to automate version updates and stakeholder notifications for files managed in Box
- Anyone who wants to prevent missed updates and communication errors caused by manual file handling and email notifications
- Anyone who regularly uses Box and Outlook and wants to improve operational efficiency
■Benefits of this template
- Automatically handle everything from uploading a file to Box and updating its version to sending a notification via Outlook, reducing the time spent on manual tasks.
- Prevent human errors such as manual version management mistakes and missed stakeholder notifications, creating a reliable file-sharing process.
■Flowbot steps
- First, connect Box and Outlook to Yoom.
- Next, select Box as the trigger and configure the workflow to start when a file is uploaded to a specific folder.
- Select Box as an operation and configure it to upload a new version of a specific file.
- Finally, configure Outlook's “Send email” action as an operation to notify stakeholders that the file has been updated.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that runs within the workflow after the trigger is activated.
■Customization options
- In the Box trigger settings, specify the ID of the folder you want to monitor.
- When uploading a new file version in the Box operation, specify the ID of the target file.
- Customize the subject and body of the email sent via Outlook. Including details such as the file name in the message helps recipients quickly understand its contents.
■Notes
- Connect both Box and Outlook to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and organizations (Microsoft 365 Business). Authentication may fail if you are not subscribed to an organizational plan.
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Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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