Create a folder in Canva when a file is uploaded to Box

‍■Overview

Creating folders manually in Canva to manage related design assets every time you upload a file to Box is time-consuming. Manually applying folder naming conventions based on file names or customer names can also lead to errors.
Use this workflow to connect Box and Canva and automatically create a folder in Canva whenever a file is uploaded to Box. This helps eliminate inefficient manual tasks.

■Who is this template for?

• Anyone who frequently creates designs in Canva using assets managed in Box
• Anyone who finds it time-consuming to manually create folders and manage files between Canva and Box
• Anyone looking to standardize their team’s design process and reduce reliance on individual team members

■Benefits of this template

• Automatically create a folder in Canva simply by uploading a file to Box, reducing the time spent manually creating folders
• Prevent human errors such as missed folder creation and incorrect naming conventions, helping improve file management accuracy

■Workflow

1. First, connect Box and Canva to Yoom
2. Next, select Box as the trigger, set the “When a file is uploaded to a folder” action, and specify the target folder
3. Then, set the AI feature’s “Extract data from text” action as an operation to extract the information to use as the folder name from the uploaded file name
4. Finally, set Canva’s “Create a folder” action as an operation to create a folder based on the information extracted in the previous step

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

■Customizing this workflow

• With the AI text extraction feature, you can specify which part of the file name to extract as data
• Canva’s folder creation action offers flexible settings, such as adding fixed text to the folder name or inserting values obtained in previous steps

■Notes

• Connect both Box and Canva to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan. Please note this when configuring the workflow.