When a TXT file is uploaded to Box, convert it to PDF using an online tool and save it to another folder

■Overview

Manually converting TXT files generated through daily operations into PDFs can be time-consuming and tedious. This is especially true when handling a large number of files, as repetitive tasks can become a significant burden. With this workflow, simply upload a TXT file to a specified Box folder, and it will be automatically converted to PDF and saved in another folder. Automate routine file conversion tasks and improve operational efficiency.

■Who Should Use This Template

• Those who use Box and find manual file conversion challenging
• Those who want to streamline the recurring task of converting TXT files to PDFs
• Those who want to automate file-saving tasks associated with format conversion and focus on core operations

■Benefits of This Template

• Reduce the time spent on manual tasks by completing the entire process—from conversion to saving—with a simple file upload to Box
• Prevent human errors such as selecting the wrong file or saving it in the wrong location, improving operational accuracy

■Flow Bot Workflow

1. First, connect Box with Yoom
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder”
3. Then, set the Box “Download a file” action in the operation to retrieve the uploaded TXT file
4. Next, select “Operate the browser” using the RPA feature in the operation to automate actions in an online PDF conversion tool
5. Use the data conversion feature, “Replace data using regular expressions,” to format the information used in the saved file name
6. Finally, set the Box “Upload a file” action to save the converted PDF file to the specified folder

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

■Customization Options

• In the Box trigger settings, you can specify any folder ID as the target folder for detecting file uploads
• With the RPA feature (browser operation), you can freely customize the online tool you access and the actions performed in the browser
• When uploading the converted PDF file to Box, you can set the destination folder ID and file name as desired

■Important Notes

• Connect Box with Yoom.
• The browser operation feature is available only on the Success Plan. Please note that operations in configured flow bots will result in errors on the Free, Mini, and Team Plans.
• Paid plans, including the Success Plan, offer a two-week free trial. During the free trial, you can use restricted apps and browser operation features.
• For instructions on configuring browser operations, see here.
• Customize browser operations to suit the website you use.