Transfer files uploaded to Airtable to Box

■Overview

Do you manually transfer and back up important files uploaded to Airtable in Box later? This repetitive task is time-consuming and increases the risk of human error, such as missed transfers. This workflow automates the integration between Airtable and Box. Whenever a file is added to an Airtable record, it is automatically transferred to a designated Box folder. Eliminate duplicate file management and improve operational accuracy and efficiency.

■Who Is This Template For?

• Anyone who manually transfers and backs up files managed in Airtable to Box
• Anyone looking to automate and streamline file management by connecting Airtable and Box
• Anyone who wants to eliminate the effort of managing files in two places and prevent human errors such as missed transfers

■Benefits of Using This Template

• Files are automatically transferred to Box when added to Airtable, reducing the time previously spent moving files manually
• Eliminating manual file transfers helps prevent human errors such as missed uploads and saving files to the wrong destination

■Workflow Overview

1. First, connect Airtable and Box with Yoom
2. Next, select Airtable as the trigger, set the action to “When a record is updated,” and specify the target table and other details
3. Then, configure a branching operation so that subsequent steps run only when an attachment is present
4. Next, configure Airtable’s “Download Record File” action as an operation to retrieve the file from the record obtained by the trigger
5. Finally, configure Box’s “Upload File” action as an operation to upload the downloaded file to the designated folder

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

■Customization Options

• In Airtable, select the table you want to use as the starting point for the integration and the field containing the attached file
• When uploading files to Box, you can select the destination folder. You can also freely set the file name based on information from Airtable

■Notes

• Connect both Airtable and Box with Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
• 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.
• For details on the file size limits for triggers and individual operations, see this page.
• For information on how to retrieve Airtable record details, see this page.