OCR files uploaded to Box and create clients in Keeping

■Overview

Manually transferring information from documents such as invoices and contracts uploaded to Box into Keeping can be time-consuming and prone to input errors. Many teams also struggle to focus on their core work because routine tasks like these take up valuable time.

With this workflow, uploading a file to Box triggers OCR to automatically read the document information and register the client details in Keeping. Automate the integration between Keeping and Box to streamline manual data entry.

■Who Should Use This Template

• Teams that use both Box and Keeping and want to eliminate duplicate data entry
• Teams that want to prevent manual input errors when registering clients in Keeping
• Teams that want to streamline their operations by connecting Box-based data management with Keeping’s client management

■Benefits of This Template

• Create a client in Keeping simply by uploading a file to Box, reducing the time spent on manual data entry
• Improve data accuracy by using OCR-based text extraction and automatic registration to prevent human errors such as transcription mistakes and missing entries

■Flowbot Steps

1. First, connect Box and Keeping to Yoom
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder”
3. Then, set the Box “Download File” action as an operation to download the file detected by the trigger
4. Next, set the “Run OCR” action using the OCR operation to extract the required information from the downloaded file as text
5. Finally, set Keeping’s “Create Client” action as an operation to create a client based on the information extracted by OCR

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

■Customization Options

• In the OCR operation, you can customize which parts of the file to extract text from
• In the operation that creates a client in Keeping, you can customize each setting by entering fixed text or dynamically inserting values such as the company name retrieved by the preceding OCR operation

■Notes

• Connect both Box and Keeping to Yoom.