When a specific file is uploaded to Box, analyze it with Gemini and save the results

■Overview

Manually loading files such as invoices and meeting minutes uploaded to Box into Gemini each time to review and analyze their contents can be time-consuming. This manual process can be a major challenge, especially for those looking to streamline operations by integrating Gemini with Box. With this workflow, when a file is uploaded to a specific Box folder, Gemini automatically analyzes its contents and saves the results in a Google Sheets spreadsheet. Free yourself from routine file analysis tasks and improve operational accuracy and speed.

■Who This Template Is For

• Anyone manually reviewing and analyzing large volumes of documents managed in Box
• Anyone looking to integrate Gemini with Box to automate file summarization and information extraction
• Anyone looking to streamline routine file analysis tasks and focus on higher-value work

■Benefits of Using This Template

• Automating the process from uploading a file to Box through analyzing it with Gemini and saving the results reduces the time previously spent on manual work
• Eliminating manual file handling and data entry helps prevent human errors such as selecting the wrong file or entering information incorrectly

■Flowbot Workflow

1. First, connect Box, Gemini, and Google Sheets to Yoom
2. Next, select Box as the trigger and set it to “When a file is uploaded to a folder”
3. Set up branching in the operation and divide subsequent processes based on conditions such as the file name
4. Next, use Box’s “Download File” action to retrieve the uploaded file
5. Then, use Gemini’s “Upload File” and “Generate Content (Use File)” actions to analyze the file contents
6. Use the operation “Extract Data Using Regular Expressions” to extract the required information from the Box file name
7. Select Google Sheets in the document generation feature and write the extracted data to the designated sheet
8. Finally, use Box’s “Upload File” action to save the Google Sheets spreadsheet containing the analysis results to the designated folder

※“Trigger”: An action that starts a flow. “Operation”: An action that runs within the flow after the trigger is activated.

■Customization Options for This Workflow

• In the Box trigger settings, specify the folder you want to monitor. You can also freely set the folder where the analysis results will be uploaded
• With the branching feature, you can flexibly customize the conditions for dividing subsequent processes based on information obtained in previous steps, such as the file name and type
• You can freely edit the prompt provided to Gemini and include dynamic information such as the file name to request more accurate analysis
• When extracting specific information from Gemini’s analysis results, you can use regular expressions to specify the items you want to extract in detail
• In the document generation feature, you can freely configure the Google Sheets template used as the output destination and specify which information should be written to each cell

■Notes

• Connect Box, Gemini, and Google Sheets to Yoom.
• The maximum downloadable file size is 300 MB. Please note that this limit may be lower than 300 MB depending on the app specifications.
• For details on the file size limits for triggers and individual operations, see below.
  File size limits
• Branching is a feature (operation) available on the Mini plan and higher. On the Free plan, operations configured in your Flowbot will result in an error. Please note this limitation.
• Paid plans, including the Mini plan, offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.