How to integrate Airtable with Google Drive to automatically create a folder in Google Drive when a client is registered in Airtable

In this article, we will introduce how to automate folder creation when registering a client by integrating Airtable with Google Drive.
This automation will save you the hassle of manually creating folders, making data management easier.
As a result, the storage location of files will be unified, reducing the risk of data loss.
This time, we will explain specific methods and benefits to streamline your operations.

Benefits of Integrating Airtable and Google Drive

Benefit 1: Easier Folder Search

By integrating Airtable with Google Drive, the storage location of files is unified, allowing for smooth data search.
For example, when you register a new client in Airtable, you can automatically generate a folder in Google Drive.
Especially when working in a team, if the storage location of client data is not determined, the risk of data loss increases.
However, by utilizing this automation, you can ensure a storage location for client data and prevent data loss.
Additionally, since all team members can smoothly access client data, multiple projects can proceed without issues.

Benefit 2: Saves Time by Eliminating the Need to Create Folders

By automatically creating folders for each client, the person in charge is freed from the burden of manually creating folders.
Sales representatives can save time by not having to create folders every time a new client is registered.
As a result, sales representatives can utilize the freed-up time for high-priority sales activities.
Moreover, by utilizing automation, you can prevent input errors in folder names and duplicate registrations, which can also improve operational efficiency.

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How to Create an Integration Flow between Airtable and Google Drive

This time, we will introduce the setting method for the following template: "Create a folder in Google Drive when a client is registered in Airtable."
By using this template, there is no need to set up automation from scratch, which is convenient.

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

Register Airtable and Google Drive as My Apps
Set a trigger to activate when a record is registered in Airtable
Set an action to create a folder in Google Drive
Verify the automation of Airtable and Google Drive

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If you are already using Yoom, please log in.

Step 1: Register Airtable and Google Drive as My Apps

Please register Airtable and Google Drive as My Apps to connect them to Yoom.
Registering as My Apps first will make the automation setup smoother.

First, register Airtable as My App.
Please refer to the Yoom Help Page for instructions on how to register.

Next, register Google Drive as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Google Drive from the app list or search from "Search by App Name".

The following screen will be displayed, so please log in to Google Drive.

If Airtable and Google Drive are displayed in My Apps, registration is complete.

Step 2: Set a Trigger to Activate When a Record is Registered in Airtable

To set up automation, click "Try it" on the banner below.

Check the screen display below and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click the relevant section to edit.
First, to proceed with the Airtable settings, click "When a record is registered".

The following screen will be displayed, so please check the settings.

"Title" → Change if necessary
"Account information linked with Airtable (OAuth)" → Verify if correct
"Trigger Action" → When a record is registered

When the following screen is displayed, set it up.

"Trigger Interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes
*Please note that the interval varies depending on the plan.
"Base ID", "Table ID", "Field name of Created Time" → Check the description and set

After setting, click "Test" → "Test Successful" → "Save".

Step 3: Set up an action to create a folder in Google Drive

Next, to proceed with the Google Drive settings, click "Create a folder".
When the following screen is displayed, check the settings.

"Title" → Change if necessary
"Account information linked with Google Drive" → Verify if correct
"Action" → Create a folder

When the following screen is displayed, use the Airtable output to enter the "Folder Name".
Click the arrow within the red frame to use the output and set it to "{{Record ID}}".

Scroll down, check the description, and set the "Destination Folder ID".
After setting, click "Test" → "Test Successful" → "Save".

Step 4: Verify the automation between Airtable and Google Drive‍

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts correctly.

Other examples of automation using Airtable and Google Drive

1. This is a flow that automatically creates a record in Airtable when a row is added in Google Sheets.
This automation is recommended for those who want to prevent double data entry or input errors.
It is effective for those who feel that manual entry is cumbersome due to a large amount of data to register.

2. This flow searches Airtable records and automatically sends an email via Gmail when the specified schedule is reached.
This automation might make your daily routine tasks a bit easier.
It is recommended for preventing missed notifications and confirmations.

3. This is a flow where the URL of a file uploaded to Google Drive is automatically added to a Notion database.
This makes data sharing easier and is expected to improve the work efficiency of the entire team.
It eliminates the hassle of manually sharing Google Drive URLs and makes data verification easier.

Summary

We introduced a method to automate folder creation when registering clients by integrating Airtable with Google Drive.
By implementing this automation, you can save the hassle of folder creation and smoothly search for client information.
Additionally, eliminating manual tasks reduces the risk of creation errors and duplicate creations, allowing sales representatives to focus on their sales activities.

Yoom's app integration and automation do not require complex code input.
Be sure to implement Yoom's automation to improve work efficiency.
If you would like to try it out, please register for free here.