Add tags based on the file name and notify Slack when a file is uploaded to Box
Add tags based on the file name and notify Slack when a file is uploaded to Box
Launch this workflow to connect
Box &
Slack
!
■Overview
Managing files in Box—especially adding tags manually—can be time-consuming, and file search may become dependent on individual users. Missed tags and inconsistent naming can also undermine your carefully defined rules.
With this workflow, whenever a file is uploaded to Box, AI automatically assigns appropriate tags based on the file name, streamlining file management. Automate tagging in Box and make your files easier to find.
■Who Should Use This Template
- Anyone who uses Box and finds manually tagging files time-consuming
- Team leaders who want to standardize file management rules in Box and automate the tagging process
- IT administrators who want to improve file searchability and increase operational efficiency across their teams
■Benefits of Using This Template
- When a file is uploaded to Box, everything from tagging to notifying relevant stakeholders happens automatically, reducing the time spent on manual tasks
- Because AI assigns tags based on the file name, it helps prevent missed tags and inconsistent naming, maintaining consistent file management quality
■Flowbot Steps
- First, connect Box and Slack to Yoom
- Next, select Box as the trigger, set the “When a file is uploaded to a folder” action, and retrieve the relevant file information
- Then, configure the AI feature as an operation to generate appropriate tags based on the retrieved file name
- Next, configure Box’s “Add or update file tags” action as an operation and apply the AI-generated tags to the file
- Finally, configure Slack’s “Send a message to a channel” action as an operation to notify stakeholders that tagging is complete
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customizing This Workflow
- In the Box trigger settings, specify the ID of the folder you want to monitor
- In the AI feature operation, freely customize the prompt to define the tags you want to generate from the file name
- In the operation that adds tags to Box, you can configure any fields you like, such as combining AI-generated tags with fixed tags
- In the Slack notification operation, freely set the notification channel and message body, and embed the file name and added tags as variables
■Notes
- Connect both Box and Slack to Yoom.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a File Is Uploaded to a Folder
When a Comment Is Created
When a File Name Is Changed
When a Comment Is Updated
When a Selected Event Occurs
When a File in a Folder Is Deleted
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
Flowbot operations
Download File
Get List of Items in Folder
Create Folder
Search Content in Specific Folders
Copy File
Upload File
Get File Information
Upload File Version
Create New User
Add User to Group
Delete Registered Webhook
Rename Folder
Move Folder
Get Folder Information
Get List of Collaboration Information for a Specific Folder
Update Collaboration
Get Collaboration Information
Rename File
Flowbot triggers
When a File Is Uploaded to a FolderWhen a Comment Is CreatedWhen a File Name Is ChangedWhen a Comment Is UpdatedWhen a Selected Event OccursWhen a File in a Folder Is Deleted
Flowbot operations
Download FileGet List of Items in FolderCreate FolderSearch Content in Specific FoldersCopy FileUpload FileGet File InformationUpload File VersionCreate New UserAdd User to GroupDelete Registered WebhookRename FolderMove FolderGet Folder InformationGet List of Collaboration Information for a Specific FolderUpdate CollaborationGet Collaboration InformationRename FileMove FileCopy FolderCreate CollaborationSearch ContentAdd Shared Link to FolderAdd or Update File TagsGet File Tag InformationCreate a Shared Link for a FileCreate Metadata Instance on FileUpdate File Metadata InstanceGet File Metadata InstanceDelete File Metadata InstanceGet Group ListDelete File
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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