When a file is uploaded to Box, extract text with OCR and create a subscriber in Drip

■Overview

Are you spending too much time manually transferring information from business cards, application forms, and other files uploaded to Box into the marketing automation tool Drip? These routine data entry tasks are not only time-consuming but also prone to human error. With this workflow, you can seamlessly automate the integration between Box and Drip. When a file is added to Box, OCR automatically extracts the text and registers it as a Subscriber in Drip, streamlining the manual entry of customer information and ensuring accurate data management.

■Who should use this template

• Marketing professionals who manually register customer information stored in Box in Drip
• Anyone who wants to connect Drip and Box and quickly reflect lead information collected at events and other activities
• Anyone looking to prevent data entry errors and missed registrations when manually entering information from files

■Benefits of using this template

• Automate the entire process, from detecting a file upload to extracting information with OCR and registering it in Drip, reducing the time spent on manual tasks
• Prevent human errors such as incorrect entries and missing fields that often occur when transferring data manually, since the system processes everything automatically

■Flowbot steps

1. First, connect Box and Drip to Yoom
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder”
3. Then, set Box’s “Download a file” action as an operation to retrieve the uploaded file
4. Next, select the OCR feature as an operation and use the “Read any image or PDF” action to extract text from the file
5. Finally, set Drip’s “Create Subscriber” action as an operation to create a Subscriber based on the information extracted by OCR

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

■Workflow customization options

• In the Box trigger settings, specify the folder ID where you want to detect file uploads
• For the OCR action, freely choose which text information to extract based on the type of file being read
• When creating a Subscriber in Drip, map the values extracted by OCR to the Drip fields of your choice

■ Important notes

• Connect both Box and Drip to Yoom.
• AI operations for OCR and audio transcription are available only on the Team and Success Plans. Please note that configured Flowbot operations will result in an error on the Free and Mini Plans.
• Paid plans, including the Team and Success Plans, come with a two-week free trial. During the free trial, you can use apps and AI features (operations) that are subject to plan restrictions.
• OCR may not be able to read data containing more than 6,500 characters or text that is too small. Please take note.