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Convert and save PDFs uploaded to Box as Google Docs

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

  1. First, connect Box and Google Drive to Yoom.
  2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
  3. Next, set the Box “Download a file” action as an operation to retrieve the uploaded PDF file.
  4. 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.
  5. Next, set the Google Drive “Upload a file” action as an operation and upload the downloaded PDF.
  6. 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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Templates
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No-Code API Actions
Executable API actions
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
    When a File Is Uploaded to a Folder
    When a Comment Is Created
    When a File Name Is Changed
    When a Comment Is Updated
    When a Selected Event Occurs
    When a File in a Folder Is Deleted
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
    Download File
    Get List of Items in Folder
    Create Folder
    Search Content in Specific Folders
    Copy File
    Upload File
    Get File Information
    Upload File Version
    Create New User
    Add User to Group
    Delete Registered Webhook
    Rename Folder
    Move Folder
    Get Folder Information
    Get List of Collaboration Information for a Specific Folder
    Update Collaboration
    Get Collaboration Information
    Rename File
    Move File
    Copy Folder
    Create Collaboration
    Search Content
    Add Shared Link to Folder
    Add or Update File Tags
    Get File Tag Information
    Create a Shared Link for a File
    Create Metadata Instance on File
    Update File Metadata Instance
    Get File Metadata Instance
    Delete File Metadata Instance
    Get Group List
    Delete File
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
Flowbot triggers
    When a File Is Uploaded to a Folder
    When a Comment Is Created
    When a File Name Is Changed
    When a Comment Is Updated
    When a Selected Event Occurs
    When a File in a Folder Is Deleted
Flowbot operations
    Download File
    Get List of Items in Folder
    Create Folder
    Search Content in Specific Folders
    Copy File
    Upload File
    Get File Information
    Upload File Version
    Create New User
    Add User to Group
    Delete Registered Webhook
    Rename Folder
    Move Folder
    Get Folder Information
    Get List of Collaboration Information for a Specific Folder
    Update Collaboration
    Get Collaboration Information
    Rename File
    Move File
    Copy Folder
    Create Collaboration
    Search Content
    Add Shared Link to Folder
    Add or Update File Tags
    Get File Tag Information
    Create a Shared Link for a File
    Create Metadata Instance on File
    Update File Metadata Instance
    Get File Metadata Instance
    Delete File Metadata Instance
    Get Group List
    Delete File