When a file is uploaded to Box, move the folder and notify Microsoft Teams

■Overview

Manually moving important files uploaded to Box every day to the right folders can be time-consuming.
Notifying relevant stakeholders of business progress via Microsoft Teams also takes time and can sometimes lead to missed updates.
With this workflow, files are automatically moved to a designated folder when they are uploaded to Box.
You can also seamlessly send the necessary information to Microsoft Teams, helping streamline your operations.

■Who This Template Is For

• Anyone who finds it time-consuming to organize files uploaded to Box and notify relevant departments
• Anyone looking to streamline file management and share information quickly across their team
• Anyone who regularly uses Box and Microsoft Teams and is interested in automating workflows by connecting them

■Benefits of Using This Template

• File transfers after uploading to Box and notifications to Microsoft Teams are automated, freeing up time previously spent on manual tasks for other work.
• Reduce the risk of human error, such as moving files to the wrong location or missing Microsoft Teams notifications, while promoting reliable information sharing and standardized business processes.

■Workflow Steps

1. First, connect Box and Microsoft Teams to Yoom.
2. Next, set the Box trigger action, “When a file is uploaded to a folder,” and specify the target folder.
3. Then, configure the Box action, “Move a folder,” and specify the destination folder for the uploaded file.
4. Finally, configure the Microsoft Teams action, “Send a message to a channel,” to notify the specified channel that the file has been moved, along with the relevant information.

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

■Customization Options

• For Microsoft Teams notifications, you can specify the channel where notifications are sent based on your workflow.
• Customize notification messages with clear, detailed content by flexibly inserting information such as file names and folder names retrieved by the trigger or preceding operations as variables.

■Notes

• Connect both Box and Microsoft Teams to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.