Run OCR on files uploaded to Box and add a comment in Front

■Overview

Manually reviewing the contents of files such as invoices and application forms uploaded to Box and entering the information into Front is time-consuming and prone to human error, including transcription mistakes. This workflow solves these challenges by connecting Front and Box. When a file is uploaded to a specific folder in Box, its contents are automatically read using OCR and added as a comment to the relevant conversation in Front, reducing the time required for review and data entry while enabling faster, more accurate responses.

■Who This Template Is For

• Teams that review and respond to customer-related files stored in Box through Front
• Teams that manually share information between Box and Front and want to prevent input errors and missed responses
• Teams that want to automate file content review and comment entry in Front to improve the quality and speed of their responses

■Benefits of This Template

• From uploading a file to Box to reading its contents and adding a comment in Front, the entire process is automated, reducing the time previously spent on manual work
• Prevent human errors such as missed file reviews and transcription mistakes when entering information into Front, helping improve operational accuracy

■Flow Bot Steps

1. First, connect Box and Front to Yoom
2. Select Box as the trigger and set the “When a file is uploaded to a folder” action to automatically detect files added to a specific folder
3. Next, set Box’s “Download File” action as an operation to download the file detected by the trigger
4. Then, set the OCR feature’s “Extract Text from Images and PDFs” action as an operation to extract text information from the downloaded file
5. Finally, set Front’s “Add Comment to Conversation” action as an operation to add the extracted text as a comment to any conversation

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

■Customization Options

• In the OCR settings, you can customize which parts of the file to extract text from
• When adding a comment to Front, you can flexibly configure the displayed content by embedding information read by OCR as variables, combining it with fixed text, and more

■Notes

• Connect both Box and Front to Yoom.
• AI operations for OCR and audio transcription are available only on the Team and Success plans. On the Free and Mini plans, configured flow bot operations will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
• Please note that OCR may not be able to read data exceeding 6,500 characters or text that is too small.
• Downloadable files are limited to a maximum of 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
• For details on the file size limits for triggers and individual operations, see below.
  See the file size limits