Create a card in Miro when a file matching specific conditions is added to Box

■Overview

Do you find it time-consuming to manually create cards when managing files stored in Box on a Miro board? Repetitive tasks like these can take time away from the creative work that deserves your focus. This workflow automates the integration between Box and Miro, automatically creating a card in Miro whenever a specific file is uploaded to Box. Streamline the process from file management to task organization and improve operational efficiency.

■Who Should Use This Template

• Anyone who manages tasks in Miro based on files uploaded to Box
• Anyone who wants to connect Miro and Box to streamline team file sharing and review processes
• Anyone who wants to eliminate manual data entry and focus on creative work

■Benefits of Using This Template

• A card is automatically created in Miro when a file is stored in Box, reducing the time previously spent manually transferring information.
• Eliminating manual work helps prevent human errors such as missed card creation and incorrect file information, improving operational accuracy.

■Flowbot Workflow

1. First, connect Box and Miro to Yoom.
2. Next, select Box as the trigger and set the “When a file is uploaded to a folder” action.
3. Then, configure the branching feature in the operation settings so that subsequent steps run only when specific conditions, such as the file name, are met.
4. Finally, select Miro in the operation settings and configure the “Create a card on a board” action to create a card on the target board.

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

■Customization Options

• Use the branching feature to define custom trigger conditions so that the workflow runs only when a file matching specific criteria, such as its name or format, is uploaded.
• You can freely include information retrieved by the Box trigger, such as the file name and shared link, in the title and description of the card created in Miro.

■Important Notes‍

• Connect both Box and Miro to Yoom.
• Branching is an operation available on the Mini Plan and above. On the Free Plan, operations configured in the Flowbot will result in an error.
• Paid plans, including the Mini Plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.