Tried automating file management and notifications by integrating Microsoft Teams and OneDrive!

Preparation

■Log in to Yoom

If you do not have a Yoom account, please create one from the Yoom registration page. You can register in 30 seconds!
After registration, log in to Yoom.

■Create a OneDrive Folder

Create a folder to save files attached to emails.

1. Log in to OneDrive.

2. After logging in, click "Folder" from "+Add new" on the left side of the screen.

3. Enter a folder name and color of your choice, and click "Create" to complete the folder creation!
This time, the folder name is "Test_0711".

Flowbot Creation Procedure

■App Integration

1. Integrate Microsoft Teams and OneDrive apps. Select the app from "Add" in My Apps.

2. Sign in with the account you will use.

3. Once registered, an icon will appear in My Apps.
Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

■Create New Project and Flowbot

1. You can create a new project from the + button in the project list. Enter a project name of your choice and save it.

2. Click "+Create New" in "Flowbot" and select "Create from Template Gallery".

3. Search for the template and click "Try this Template".

The new creation of the flowbot is complete!

Now, let's start setting up the contents of the flowbot.

■Trigger Settings

1. Enter a title and description of your choice, then select the trigger "Email".

2. On the email trigger condition setting page, enter a title of your choice and enter any text in the receiving access creation field.

Proceed to the next step.

3. Send an email with an attachment to the address set on the previous page.

4. Run the test. If you see the success message, save it.

■OneDrive Settings

1. Click the + button and select "OneDrive" from "Integrate with App".

2. On the page to select the integration account and action, enter a title of your choice and select "Upload File" as the action.

Proceed to the next step.

3. On the API connection settings page, make the following settings:
・Drive ID: Click the field and select the drive name where the file will be stored
・Destination Folder Name: Enter the folder name or part of the folder name created in the preparation
・Destination Folder Item ID: Click the field and select the folder name created in the preparation
・File Name: Click the field and select "Attachment File 1" from the trigger
・File Attachment Method: Select "Use Retrieved Value" from the dropdown and select the email attachment (this time "Attachment File 1")

4. Run the test. If you see the success message, save it.

■Microsoft Teams Settings

1. Click the + button and select "Microsoft Teams" from "Integrate with App".

2. On the page to select the integration account and action, enter a title of your choice and select "Send Message to Channel" as the action.

Proceed to the next step.

3. On the API connection settings page, make the following settings:
・Team ID: Click the field and select the team name of your choice
・Channel ID: Click the field and select the channel name of your choice
・Message: Enter a message of your choice *You can also click the field and use the retrieved values.

4. Run the test. If you see the success message, save it.

The flowbot is now complete!

Thank you for your hard work!

Other Automation Examples Using Microsoft Teams and OneDrive

In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Microsoft Teams and OneDrive.

If you find something interesting, please give it a try!

Automation Examples Integrating Microsoft Teams and OneDrive

It is possible to create a folder in OneDrive based on messages posted in Microsoft Teams or save documents received via Google Forms to OneDrive and notify Microsoft Teams. Additionally, you can automatically create and rename file copies on a specified schedule.

Automation Example with Microsoft Teams Integration

Send a message to Microsoft Teams when a task is added to the task management tool

Automatically notify Microsoft Teams when a task is registered in Trello or Asana.

Notify Microsoft Teams when a record is added to the database

Automatically notify Microsoft Teams when a record is added to databases like Airtable or Notion.

Notify Microsoft Teams of information submitted via forms

Information submitted via Google Forms, HubSpot, etc. is automatically notified to Microsoft Teams.

Example of Automation with OneDrive Integration

Create a folder in OneDrive for each client when a client is registered in the app

When a client is registered in Salesforce, Microsoft Dynamics365 Sales, or similar, a folder for each client is automatically created in OneDrive.

Save files stored in other cloud storage to OneDrive

Automatically save files stored in Google Drive, Box, etc. to OneDrive.

Save files received via email to OneDrive

Automatically save files received in Outlook or Gmail to OneDrive.

Benefits of Integrating Microsoft Teams and OneDrive

1. Centralized File Management‍

By setting up automatic saving of files shared in Microsoft Teams channels to OneDrive, you can achieve centralized file management.
Even if files are shared when you're busy, automating the saving to OneDrive means you don't have to manually save them, making it easier.
Centralizing file management also helps prevent issues like loss or misplacement of files.‍

2. Automation of Information Sharing

With the integration of Microsoft Teams and OneDrive, you can share information in real-time.
If you set it up so that when a file is saved to OneDrive, a message and the file are sent to Microsoft Teams, the entire team can immediately check it.
This makes the workflow smoother and allows for quick feedback and revisions.

3. Lightweight Storage

By setting up automatic saving of files shared in Microsoft Teams to OneDrive, you can store a large number of files without burdening your device's local storage.
When you temporarily save files to your desktop and manually save them to OneDrive, you might find your desktop cluttered even after the saving process is complete.
Working on a tidy desktop without unnecessary files helps prevent mistakes in sending files.

Conclusion

This time, we introduced a flow for "automatically uploading email attachments to OneDrive and notifying Microsoft Teams."
By integrating Microsoft Teams and OneDrive, you can automate file storage and prevent missing emails.
Furthermore, combining it with other features of Yoom expands the possibilities for document creation, translation, and more.

Please try out various features!