Have AI Workers create monthly financial statements and reports from Box invoices each month
Have AI Workers create monthly financial statements and reports from Box invoices each month
Launch this workflow to connect
Box &
Google Sheets &
Slack
!
■Overview
Monthly closing tasks occur every month and often involve a great deal of manual work, such as reviewing invoices, compiling data, and preparing reports. In addition to being time-consuming, these routine tasks are prone to human error, such as data entry mistakes. By using this workflow, AI automatically reads invoice data in Box at the specified date and time, automates everything from updating the monthly closing statement to preparing a report, and helps streamline these processes.
■Who should use this template
- Accounting professionals who spend significant time on monthly closing tasks and want to improve efficiency
- Those who want to use AI in their operations to improve productivity across back-office functions
- Those who face challenges with manually transferring or updating data managed in Box or Google Sheets
■Benefits of using this template
- AI automatically creates monthly closing statements and reports based on invoices in Box, reducing the time required for data entry and document preparation.
- By reducing manual tasks such as transferring and compiling invoice data, this workflow helps prevent human errors such as data entry and calculation mistakes.
■How the Flowbot works
- First, connect Box, Google Sheets, and Slack to Yoom.
- Next, select a schedule trigger and set the date and time when you want the workflow to start.
- Finally, select AI Worker in the operations and create instructions for retrieving invoices from Box, updating the monthly closing statement in Google Sheets, preparing a report based on the results, and sending a notification to Slack.
※“Trigger”: An action that starts a workflow. “Operation”: An action performed within the workflow after the trigger starts.
■Customization options
■Customization options
- With the schedule trigger, set the start time to match your operations, such as a specific day or time each month.
- You can customize the instructions for the AI Worker and the Box, Google Sheets, and Slack accounts you connect to match your actual operations.
- Set the financial statement to be updated and the Google Sheets file used as the report template to any files you choose.
- Set the Slack channel for sending analysis reports to any channel where the intended recipients, such as the accounting team or management, are present.
■Notes
- Connect Box, Google Sheets, and Slack to Yoom. The tools (apps) used within the AI Worker also require My Apps connections.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be lower than 300 MB.
- For details on the file size limits for triggers and each operation, see File Size Limits.
- For basic AI Worker setup, see [AI Worker] Basic Setup Guide.
- The number of AI Workers that can run simultaneously, the number of AI Workers you can create, and the AI models available to you vary by plan.
- The apps and operations available within AI Workers are subject to the same usage limits as Flowbots.
- AI Workers consume tasks during test runs just as they do during production runs. For details, see [AI Worker] How Task Execution Counts Are Calculated.
- AI Workers are more likely to perform the appropriate actions when their instructions are configured in detail. For details, see [AI Worker] How to Create Instructions.
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About the Apps
Box
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Box
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Google Sheets
Related apps
Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Templates using
Slack
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
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About the apps you use
Box
Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.
see detailsTemplates
By simply adding files to Box, they are automatically uploaded to Google Drive™, creating a business workflow. This streamlines file management across multiple clouds and eliminates the need for manual tasks.
Add files added to Box to Google Drive™
The workflow automatically adds file information stored in Box to Notion. It facilitates smooth information sharing and reduces the hassle of management tasks.
Add file information stored in Box to Notion
This is a business workflow that automatically generates Box folders based on content posted in Microsoft Teams. It streamlines file organization and access management, achieving centralized information and rapid sharing.
Create a folder in Box based on the content posted in Microsoft Teams.
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see detailsTemplates
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Activate the flow bot at the end of each month and notify Slack.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
Add a comment to a Wrike task when a post is made in a Slack channel.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
Add inquiry content from Slack to Google Sheets
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 Row Is Added
When a Row Is Updated
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)
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 Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
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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