OCR-process files uploaded to Box and automatically enter data into your browser with RPA

■Overview

Manually processing OCR and entering data into systems after uploading files to Box can be time-consuming and prone to errors. This workflow helps resolve these challenges by automating the entire process—from triggering the workflow when a file is uploaded to Box, through OCR processing, to automatically entering the extracted information into a browser via RPA integration. Streamline repetitive daily tasks and free up time for more creative work.

■Who Is This Template For?

• Anyone who uses Box, manually processes uploaded documents with OCR, and enters the information into another system
• Operations teams overwhelmed by repetitive data entry and unable to focus on core responsibilities
• DX teams looking for practical ways to automate workflows by integrating RPA with various SaaS applications

■Benefits of This Template

• Automate everything from uploading files to Box and processing them with OCR to entering the extracted information into a browser, freeing up time for other tasks.
• Eliminate manual data transfers and entry to help prevent human errors such as incorrect inputs and missed checks.

■Flowbot Steps

1. First, connect Box to Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.” This automatically starts the flow whenever a new file is added to the specified Box folder.
3. Then, set the Box “Download a file” action as an operation to retrieve the file detected by the trigger.
4. Next, set the AI “Extract text from images and PDFs” action as an operation to extract text from the downloaded file.
5. Finally, set the RPA “Operate a browser” action as an operation to automatically enter the extracted text into the specified browser screen.

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

■Customization Options

• For the Box trigger, enter the content ID of the folder you want to automate. Specify a folder associated with a particular project or process to enable more targeted automation.
• For the AI text extraction settings, customize the file type to process and the specific fields to extract, such as invoice numbers, dates, and amounts.
• For the RPA browser operation settings, customize the URL, input fields, and actions in detail to match your workflow, such as entering information into specific fields or clicking buttons.

■Notes

• Connect Box to Yoom.
• Note that the shortest execution interval varies by plan.
• AI operations for OCR and audio transcription are available only on the Team and Success plans. On the Free and Mini plans, the configured flowbot operation will result in an error.
• Browser operation features are available only on the Success plan. On the Free, Mini, and Team plans, the configured flowbot operation will result in an error.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise subject to plan restrictions.
• See the instructions below for configuring browser operations.
  How to configure browser operations