Convert and save PDFs uploaded to Box as Google Docs
Launch this workflow to connect
Google Drive &
Box
!
■Overview
Do you download PDF files uploaded to Box every time and manually convert them to Google Docs to review or edit their contents?
This workflow automatically transfers PDF files uploaded to a specific Box folder to Google Drive, converts them into editable Google Docs, and saves them. Automate the manual PDF-to-Google Docs conversion process and streamline document creation and sharing.
■Who Should Use This Template
- Anyone who uses both Box and Google Drive and finds PDF conversion time-consuming
- Anyone who wants to streamline the conversion of PDFs to Google Docs when handling contracts, invoices, and other documents
- Anyone who wants to standardize the document creation process for team use and reduce reliance on individual employees
■Benefits of Using This Template
- Once a file is uploaded to Box, the PDF is automatically converted to a Google Doc and saved, reducing the time spent on manual tasks.
- By eliminating the need to manually download, upload, and convert files, this workflow helps prevent human errors such as missed conversions and saving files to the wrong location.
■Flowbot Steps
- First, connect Box and Google Drive to Yoom.
- Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
- Next, set the Box “Download a file” action as an operation to retrieve the uploaded PDF file.
- Next, set the “Replace data using regular expressions” action in the Data Transformation feature to format the file name for saving as a Google Doc.
- Next, set the Google Drive “Upload a file” action as an operation and upload the downloaded PDF.
- Finally, set the Google Drive “Convert a PDF file to a Google Doc” action to save the uploaded file in Google Docs format.
※ “Trigger”: An action that starts the flow. “Operation”: An action that runs within the flow after the trigger is activated.
■Customization Options
- In the Box trigger settings, you can specify which folder to monitor for uploaded files.
- For each Google Drive operation, you can specify the destination folder and file name when uploading the PDF and converting it to a Google Doc.
■Notes
- Connect both Box and Google Drive to Yoom.
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Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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