When a specific file is uploaded to Box, perform OCR and create an issue in Taiga

■Overview

Do you spend too much time reviewing invoices and purchase orders uploaded to Box and manually creating Issues in Taiga? Although this process is routine, it takes time to review and enter information and can lead to transcription errors. This workflow connects Taiga and Box, automatically reads the contents of uploaded files using OCR, and creates Issues in Taiga, helping you streamline these tasks.

■Who This Template Is For

• Anyone who manually transfers the contents of files uploaded to Box to Taiga
• Team leaders considering connecting Taiga and Box to improve project management efficiency
• Anyone looking to automate Issue creation with OCR

■Benefits of This Template

• Automate the entire process, from reading files with OCR to creating Issues in Taiga, triggered by a file upload to Box, and reduce time spent on manual work.
• Eliminate manual data entry to help prevent human errors such as incorrect input and missed checks.

■Workflow

1. First, connect Box and Taiga with Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Then, configure the “Branch” feature to route subsequent processes based on conditions such as the file type.
4. Next, set Box’s “Download a file” action as an operation.
5. In the operation after branching, set the OCR feature to “Read any image or PDF” and extract text from the downloaded file.
6. Finally, set Taiga’s “Create Issue” action as an operation and create an Issue based on the extracted information.

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

■Customization Options

• In the Box trigger settings, specify the content ID of the folder you want to monitor. Specify the content ID in the same way when downloading a file.
• With the Branch feature, you can set conditions for routing subsequent operations using information obtained in previous steps, such as the file name.
• With the OCR feature, you can specify which fields from the file you want to transfer to the Taiga Issue.
• When creating an Issue in Taiga, you can assign OCR-extracted information, fixed text, and other values to fields such as the subject and description.

■Notes

• Connect both Box and Taiga with Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow will result in errors.
• 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 restricted.
• 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 sizes supported by triggers and each operation, see below.
  See below for details.
• AI operations for OCR and audio transcription are available only on the Team and Success plans. On the Free and Mini plans, operations configured in the workflow will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
• OCR may not be able to read data containing 6,500 or more characters or text that is too small.