Notes from a folder into a tidy table

The scenario reads your exported notes from a storage folder and lays them out as rows in a table — easy to search and filter.

  • Reads every note file in the folder
  • Skips archived notes
  • Lays the data into columns
  • Gathers it all into one table
Set it upScriptera

How it works

To move data from Box to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Test workflow’
  2. Then: Search in "Keep" folder
  3. Check: Loop every 10 items
  4. Check: If extension is json
  5. Then: Download the files
  6. Then: Extract from File
  7. Check: Filter
  8. If yes: If is archived is false
  9. If yes: Put some AI treatment here if you need it
  10. Then: Set the fields for export
  11. Then: Add to google sheet
  12. Then: OpenAI Chat Model

You can launch this Box + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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