Convert date information from files stored in Box to text and add records in Microsoft Excel

■Overview

Do you spend too much time manually transferring date information from files stored in Box every day to Microsoft Excel? With this workflow, uploading a file to Box triggers AI to automatically read the date information inside it and add it as a record to Microsoft Excel. Automate the entire process to reduce manual data entry and errors.

■Who This Template Is For

• Anyone who manually transfers date information from files stored in Box to Microsoft Excel
• Anyone looking to streamline file management and data entry while reducing work time
• Anyone looking to reduce human error in routine data entry and improve operational quality

■Benefits of Using This Template

• Automate everything from uploading files to Box to recording them in Microsoft Excel, freeing up time for other tasks.
• Prevent manual transcription errors and missing entries, and improve data reliability by accurately storing information in Microsoft Excel.

■How the Flowbot Works

1. Connect Box and Microsoft Excel with Yoom.
2. Select the Box feature as the trigger, set the action to “When a file is uploaded to a folder,” and specify the target folder.
3. Set the Box action “When a file is uploaded to a folder” as an operation to retrieve information about the file uploaded by the trigger.
4. Set the Box action “Download a file” as an operation to download the target file to Yoom.
5. Set the AI action “Read text from an image or PDF” as an operation to extract date information from the downloaded file.
6. Set the Microsoft Excel action “Add a record” as an operation to add a record containing the extracted date information to the specified worksheet in Microsoft Excel.

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

■Customization Options

• For integration with Microsoft Excel, Yoom requires authentication with an account on a Microsoft 365 business plan, such as Microsoft 365 Business. Please note that authentication may fail if you use a personal or family plan.
• When configuring the Box trigger, specify the folder to monitor based on your environment.
• When using the AI feature to read text, date information may not be extracted as expected depending on the file format and content. Test the workflow in advance and, if necessary, adjust the settings to improve extraction accuracy or narrow down the date information using specific keywords.
• When using the action to add a record to Microsoft Excel, make sure to specify the destination file, worksheet, and columns correctly.