Remove blank rows from a CSV file stored in Box and send the edited file via Gmail
Launch this workflow to connect
Gmail &
Box
!
■Overview
Do you find it time-consuming to open CSV files stored in Box each time, delete blank rows, attach them to an email, and send them? This series of tasks is also prone to manual errors. With this workflow, blank rows are automatically deleted as soon as a CSV file is uploaded to Box, and the edited file can be shared with the relevant parties via Gmail, helping you streamline and resolve these challenges.
■Who Should Use This Template
- Those looking to streamline routine tasks using Box and Gmail
- Those looking to reduce errors and manual effort when editing and sharing CSV files
- Those looking to focus on core tasks by eliminating repetitive file processing and reporting work
■Benefits of Using This Template
- Automating the process from uploading a file to Box through sending it via Gmail reduces the time previously spent editing CSV files and composing emails.
- Preventing errors such as accidentally deleting the wrong CSV rows or entering incorrect email recipients or attaching the wrong file improves operational accuracy.
■Workflow Steps
- Connect Box and Gmail with Yoom.
- Select Box as the trigger and set the trigger action to “When a file is uploaded to a folder.”
- Set Box’s “Download a file” action as an operation to retrieve the file detected by the trigger.
- Set the “Process CSV” action as an operation to delete blank rows from the downloaded CSV file.
- Set Gmail’s “Send an email” action as an operation to attach the processed CSV file and send it to the specified recipients.
※“Trigger”: An action that initiates a workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Workflow Customization Options
- For the Box trigger, you can specify any folder to monitor.
- For the “Process CSV” operation, edit the prompt to process data according to your needs.
- For the Gmail operation, freely configure the recipients’ email addresses, subject, message body, and other details to match your actual workflow.
■Notes
- Connect both Box and Gmail with Yoom.
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