When a file matching specific conditions is uploaded to a folder in Box, extract text with OCR and create a person in Copper

■Overview

Do you find it time-consuming to manually transfer information from business cards and other documents uploaded to Box into Copper, your CRM tool? This manual process not only takes time but can also lead to human errors such as data entry mistakes. By integrating Copper with Box, this workflow automates the process of using OCR to automatically read text information when a file is uploaded to a specific folder and registering it as a new Person (contact) in Copper.

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■Who Should Use This Template

• Anyone looking to integrate Copper with Box and streamline customer data entry
• Sales professionals who want to automate data entry into Copper from business cards and documents stored in Box
• Team leaders who want to eliminate manual data transfers and prevent data entry errors or missed registrations

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■Benefits of Using This Template

• Automate everything from OCR scanning to registration in Copper when a file is uploaded to Box, reducing the time spent on data entry
• Eliminate manual data transfers to help prevent human errors such as incorrect contact information and missed registrations

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■Workflow Steps

1. First, connect Copper and Box to Yoom
2. Next, select Box as the trigger and set it to “When a file is uploaded to a folder”
3. Configure a branching operation so that subsequent steps run only when specific conditions, such as the file name, are met
4. Next, configure Box’s “Download a file” action to retrieve the uploaded file
5. Then, configure the OCR “Extract text with OCR” action to extract text information from the downloaded file
6. Finally, configure Copper’s “Create Person” action to create a new Person (contact) based on the extracted information

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

■Workflow Customization Options

• In the Box trigger settings, enter the content ID of the specific folder you want to automate
• You can set any conditions for the branching operation, such as the file name or file format. For example, you can configure the workflow to run only when the file name contains a specific string

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■Notes

• Connect both Box and Copper to Yoom.
• AI operations for OCR and audio transcription are available only on the Team and Success plans. On the Free and Mini plans, the configured operations in the workflow will result in an error.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise subject to plan restrictions.
• Please note that OCR may not be able to read data containing more than 6,500 characters or text that is too small.
• 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 supported by the trigger and each operation, see here.
• Branching is an operation available on the Mini plan and higher. On the Free plan, the configured operation in the workflow will result in an error.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.