Box and ClickUp automations

Ready-made scenarios where Box and ClickUp work for you: pick one — a copy appears in your account and runs on its own.

116 scenarios

Files mirrored between two storage services
Text from chat photos, straight into a sheet
Contacts from CSV — as cards in ClickUp
Meeting recordings — into your storage and a shared log
Client onboarding: folder, record and team alert, automatically
Product delivery and an upsell right after payment
Cleaning and standardizing CSV before import — automatically
Generating images from a description and archiving them
Auto-saving reels to storage, with a log and an alert
Images from an idea in your messenger — AI polishes the prompt
Multi-tab Excel report in one run
Invoices from email — to storage and a log automatically
Receipt data into ClickUp — from a chat photo
A monthly AI-spend report — emailed automatically
Receipt tracking from a messenger photo — AI-powered
A food diary from meal photos — in ClickUp
Ad creative variations for A/B testing
Receipts from your inbox — into a spreadsheet and storage
User interviews — turned into a table of findings
Invoices from a folder become rows in a table
Image generation from a description, with storage and a log
A social carousel from a single topic
Save social videos to your own storage, from a link
Job matches with a ready cover letter
Contacts from business cards into a spreadsheet — by photo
Images from prompts into Box with cost tracking
Migrate automation blueprints from another platform
AI clips on current short-video trends
Everything from the chat, filed: notes, files, images
Course applications are evaluated and answered automatically
Downloading video from any platform to the cloud by link
A full write-up on your topic — delivered as a document
Natural voice-over from a text form
Supplier invoices — into a sheet, PDFs — filed by year
A skills matrix from resumes — automatically into a spreadsheet
Invoice processing from a messenger: data to a table, file to storage
Invoice data — straight into a sheet after upload
A presentation from a link — straight into your cloud
Resume screening with candidate ratings — automated
Cut the moments you need out of long recordings — with a library and an email
A song from a text description — automatically
Data from PDFs and faxes — straight into ClickUp
New client onboarding — folder, tasks, channel, and email in a minute
Automatic resume scoring and candidate screening
Voice notes to text, with the recording saved and logged in a table
Audio from a video — straight to your cloud
A card photo becomes a contact in your sheet
Notes from a folder into a tidy table
A personal AI assistant with a personality
Bulk video generation from a sheet — clips build themselves
Short videos with voiceover, from a single topic
Employee expense reimbursement — automatically
A video from a link — into your storage, with a log entry
Watermark-free clips — straight to your cloud
Access audit of your Box files — as a report by email
Resume screening for a vacancy — with a score for each
An expense claim — from receipts
Onboard a new hire from one form: emails, access, documents
Event photos sorted by content — automatically
Short videos on autopilot — generated and saved for you
End-to-end client onboarding from one form
The recording, emailed to everyone who missed the meeting
A spinning product video from one photo
Short UGC-style videos — from a single request
Reports from diagnosis emails — as PDF, straight to the recipients
Payment receipts: sending, archive and ledger — automatically
Marketplace product images from ordinary photos
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Document photos into a spreadsheet — from chat or email
Resumes from your inbox into a scored candidate table
Resume screening with a candidate score — inbox to table
Incident response — ticket, alert, and report in seconds
A cinematic clip from a form description
Take and screen CVs from Telegram into a sheet
Publish short videos from a table — with a ready caption
Client onboarding from a single form: project, tasks, contract, channel
Resume screening and interview scheduling — automatically
Launch ad creative tests straight from a folder
Short videos from a form request — to a finished file
IT tickets by voice from Telegram — straight into ClickUp
M365 employee onboarding — folders, channel and email in one step
Save music from a link to the cloud — logged in a table
A personalized financial plan from a questionnaire — PDF to the client's inbox
SEO keyword analysis and filtering
Automated research reports on any topic
Data subject requests: searched, reported and reviewed before release
Automatic scenario check with an error report
Portfolio entries from a site link — with a screenshot and copy
Every invoice from your inbox — into one table
Tasks from your meeting recording, straight into the tracker
Handwritten notes from photos into a categorized sheet
An end-of-day report — written by AI and sent for you
All your mail with attachments in your own database
Document sync between storages
A quality audit of all your scenarios, with a report
Emails with attachments, turned into a short digest
Voice notes → a daily journal and a task list
A breakdown of every channel video, into a table
Job matching from your resume — automatically
Listing marketing: images and video from a short idea