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When a file is uploaded to Box, rename it and save it to OneDrive

When a file is uploaded to Box, rename it and save it to OneDrive

Launch this workflow to connect Box & Microsoft OneDrive !

■Overview

When using Box and OneDrive together, do you find it time-consuming to move or copy files manually?
In many cases, inconsistent file names also make it difficult to find the right files later. With this workflow, when a file is uploaded to Box, AI automatically renames it and saves it to a designated OneDrive folder. Eliminate inefficient manual file management and enable seamless data transfer between OneDrive and Box.

■Who Should Use This Template

  • Those who use Box and OneDrive together and find manual file transfers time-consuming
  • Those who want to standardize file naming conventions in OneDrive and Box to streamline file management
  • Those who want to automate backups and information sharing across multiple cloud storage services

■Benefits of Using This Template

  • Automate the entire process from uploading a file to Box to saving it in OneDrive, reducing the time spent moving and renaming files manually.
  • Prevent human errors such as incorrect file names and missed uploads to OneDrive, improving the accuracy of file management.

■Flow Bot Workflow

  1. First, connect Box and OneDrive 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 Box’s “Download a file” action as an operation to retrieve the file uploaded by the trigger.
  4. Next, set the AI feature’s “Generate text” action as an operation and enter instructions (a prompt) to generate a new file name.
  5. Finally, set OneDrive’s “Upload a file” action as an operation, then specify the downloaded file and the file name generated by AI to save the file.

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

■Customization Options

  • In the Box trigger settings, choose the folder you want to monitor.
  • With the AI feature, you can freely customize the prompt to automatically generate file names using any naming convention, such as “【Upload date】_Original file name.”
  • In the OneDrive upload settings, you can specify a fixed destination folder or set information retrieved in a previous operation as a variable.

■Notes

  • Connect both Box and OneDrive 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 select a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Note that the shortest available trigger interval varies by plan.
  • The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
  • See below for details on the file sizes supported by triggers and individual operations.
    See details on supported file sizes
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About the Apps
Box
Templates using
Box

By simply adding files to Box, they are automatically uploaded to Google Drive™, creating a business workflow. This streamlines file management across multiple clouds and eliminates the need for manual tasks.

The workflow automatically adds file information stored in Box to Notion. It facilitates smooth information sharing and reduces the hassle of management tasks.

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Microsoft OneDrive
Templates using
Microsoft OneDrive

Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

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About the apps you use
Box
Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.
see details
Templates

By simply adding files to Box, they are automatically uploaded to Google Drive™, creating a business workflow. This streamlines file management across multiple clouds and eliminates the need for manual tasks.

The workflow automatically adds file information stored in Box to Notion. It facilitates smooth information sharing and reduces the hassle of management tasks.

This is a business workflow that automatically generates Box folders based on content posted in Microsoft Teams. It streamlines file organization and access management, achieving centralized information and rapid sharing.
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
see details
Templates

Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
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No-Code API Actions
Executable API actions
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
    When a File Is Created or Updated in a Specific Folder
    When a Folder Is Created or Updated in a Specific Folder
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
    Search Folders and Files
    Get a List of Files in a Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Sharing Link
    Delete File/Folder
    Move File to Another Folder
    Download File as PDF
    Get Top-level Folder List
    Get Subfolders of a Specific Folder
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
Flowbot triggers
    When a File Is Created or Updated in a Specific Folder
    When a Folder Is Created or Updated in a Specific Folder
Flowbot operations
    Search Folders and Files
    Get a List of Files in a Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Sharing Link
    Delete File/Folder
    Move File to Another Folder
    Download File as PDF
    Get Top-level Folder List
    Get Subfolders of a Specific Folder