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Box Google Docs Slack
When POS data is saved to Box, an AI worker analyzes improvement opportunities, creates a report, and sends a Slack notification
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Box Google Docs Slack

When POS data is saved to Box, an AI worker analyzes improvement opportunities, creates a report, and sends a Slack notification

Launch this workflow to connect Box & Google Docs & Slack !
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■Overview
Analyzing the POS data accumulated each day is essential for managing store sales, but finding the time to compile the results into a report and share it with staff can be a major burden. At many stores, analysis is put off, causing improvements to be delayed. With this workflow, simply upload POS data to Box, and AI will analyze the “sales trends” behind the numbers, automatically create a Google Docs report summarizing the “next steps to take,” and notify and share the report summary in Slack. By automating the entire POS data analysis process, this workflow helps stores quickly move from identifying operational challenges to taking concrete improvement actions on-site. 

■Who This Template Is For
  • Store managers and on-site supervisors who are busy with daily store operations and don’t have enough time for detailed POS data analysis or report creation
  • Those who want to use POS data to explore ways to improve sales while reducing the workload involved in analysis and improving store operations efficiently
  • Team leaders who want to use AI to quickly share objective, data-driven improvement actions with stakeholders through Slack and other tools

■Benefits of Using This Template
  • Simply save POS data to Box, and AI will automatically analyze it and suggest improvements, reducing the time spent on manual analysis and report creation.
  • Reports are automatically shared in Slack, ensuring that store challenges and improvement strategies reach stakeholders quickly and supporting speedy decision-making on-site.

■Flowbot Steps
  1. First, connect Box, Google Docs, and Slack to Yoom.
  2. Next, set the trigger to the Box action “When a file is uploaded to a folder.”
  3. Then, create a manual for the AI worker to analyze POS data and develop improvement strategies, and set Google Docs’ “Create a new document” action and Slack’s “Send a message to a channel” action as the tools to use.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing This Workflow
  • When configuring the Box trigger, specify the exact folder ID where the POS data is stored.
  • You can improve the accuracy of the analysis by describing in detail the perspectives you want the AI worker to use when analyzing POS data and developing improvement strategies, such as average spend per customer, sales by time of day, and inventory status.
  • Set the Slack notification channel and the Google Docs destination folder as needed to match your store or team’s operations.

■Notes
  • Connect each of Box, Google Docs, and Slack to Yoom. The apps used within the AI worker must also be connected under My Apps.
  • For basic AI worker configuration, see “[AI Worker] How to Configure Basic Settings.”
  • The number of concurrent AI worker executions, the number of AI workers you can create, and the AI models available to you vary depending on your plan.
  • The apps and operations available within AI workers are subject to the same usage restrictions as Flowbots.
  • Please note that 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 processing when the manual is configured in detail. For details, see “[AI Worker] How to Create a Manual.”
  • The maximum file size available for download is 300 MB. Depending on the app specifications, the limit may be less than 300 MB, so please take note.
  • For details on the file size limits for triggers and individual operations, see “About File Size Limits.”
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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.
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No-Code API Actions
Executable API actions
All
Box
Google Docs
Slack
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)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (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
    Move File
    Copy Folder
    Create Collaboration
    Search Content
    Add Shared Link to Folder
    Add or Update File Tags
    Get File Tag Information
    Create a Shared Link for a File
    Create Metadata Instance on File
    Update File Metadata Instance
    Get File Metadata Instance
    Delete File Metadata Instance
    Get Group List
    Delete File
    Append Text to Document
    Replace Text
    Create a New Document
    Get Document Content
    Insert Image into Document
    Add Document Tab
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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
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
    Move File
    Copy Folder
    Create Collaboration
    Search Content
    Add Shared Link to Folder
    Add or Update File Tags
    Get File Tag Information
    Create a Shared Link for a File
    Create Metadata Instance on File
    Update File Metadata Instance
    Get File Metadata Instance
    Delete File Metadata Instance
    Get Group List
    Delete File
Flowbot triggers
    There is no action.
Flowbot operations
    Append Text to Document
    Replace Text
    Create a New Document
    Get Document Content
    Insert Image into Document
    Add Document Tab
Flowbot triggers
    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)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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