When a file is uploaded to a folder in Box, extract text with OCR and create a product in Stripe

■Overview

Do you find it time-consuming to manually create products in Stripe based on information from purchase orders or application forms uploaded to Box? This workflow automatically reads the contents of files uploaded to a specific Box folder using OCR, then registers the extracted information as product details in Stripe. By automating the integration between Box and Stripe, it eliminates tedious manual data entry and helps improve operational accuracy and speed.

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■Who Is This Template For?

• Anyone who manually creates products in Stripe based on information managed in Box
• Anyone looking to prevent data entry errors and missed registrations when transferring data between Box and Stripe
• Anyone who wants to automate routine product registration tasks and spend more time on higher-value work

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■Benefits of This Template

• Products are automatically created in Stripe as soon as a file is uploaded to Box, reducing the time previously spent on manual data entry
• By eliminating manual data transcription, this workflow helps prevent human errors such as incorrect product names or prices and keeps your data accurate

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■Flowbot Steps

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

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■Customizing This Workflow

• In the Box trigger settings, specify the content ID of the folder you want to monitor
• In the operation that creates a product in Stripe, choose which text extracted by OCR to assign to each field, such as the product name and description

* “Trigger”: An action that starts the flow. “Operation”: An action performed within the flow after the trigger starts

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■Notes

• Connect both Box and Stripe to Yoom.
• 【Stripe】is available only on the Team and Success plans. On the Free and Mini plans, operations and data connections in configured Flowbots will result in errors.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• AI operations for OCR and audio transcription are available only on the Team and Success plans. On the Free and Mini plans, operations in configured Flowbots will result in errors.
• Paid plans, including the Team and Success plans, offer 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 containing more than 6,500 characters or text that is too small.