Click "Try this template".

Click "OK" and give the Flowbot a name to recognize.

The template will be copied to your "My Project".

Step 3: Set Up Email Trigger

Click on the trigger action with the email icon. 

Create a unique email address for the trigger.

Define the conditions for activating the Flowbot.

On the next screen, send a test email to the created email address.

Make sure the email matches the trigger conditions.

Then click “Save”. 

📚Reference: To learn more on how to set up email trigger, check this guide. 

Step 4: Upload File to OneDrive

Click on the action item with the OneDrive icon. 

Set up the required fields. 

Drive ID:

• Click the field and select where you want to store the file

Destination Folder Name:

• Enter a folder name that was created during the preparation

Destination Folder Item ID: 

• Click the field and select the folder name from the preparation

File Name: 

• Click the field and select “Attachment File 1” from the retrieved value

File Attachment Method: 

• Choose “Use Retrieved Value” from the dropdown and select the email attachment 
• In this case, we choose “Attachment File 1”. 

📚 Reference: For more details on retrieved values and how to set them up, see the guide here.

Then click “Test”. 

If the test succeeds, click “Save”. 

Step 5: Send Message to Teams

Click on the action item with the Microsoft Teams icon. 

On the next screen, configure the following items:

• Team ID and Channel ID: Select where you want to post the message from the displayed options.
• Message: Create a message to send to Teams. This section can be freely adjusted by combining texts and retrieved values.

When you run a test, the summarized result will be sent to Teams.
If the message is sent correctly, click “Save”.

Step 6: Activate the Flowbot

Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.

That’s it! 🎉 The Flowbot is now complete!

💡 Other Automation Examples Using Microsoft Teams and OneDrive

By using Microsoft Teams and OneDrive, you can unlock a wide range of automation possibilities that simplify your workflows. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automation Examples Integrating Microsoft Teams and OneDrive

Automation Examples Using Microsoft Teams

Automatically Notify via Microsoft Teams of New Tasks Created

Automatically Notify via Microsoft Teams When Data is Added to Database Apps

Automatically Notify via Microsoft Teams When Forms Are Submitted

Automation Examples Using OneDrive

Automatically Create Folders in OneDrive When Clients or Accounts Are Registered

Automatically Sync Files

Automatically Upload Email Attachments to OneDrive

👏 Benefits of Integrating Microsoft Teams and OneDrive

Benefit 1. Centralized File Management‍

Automating the process of saving files received in emails directly to OneDrive ensures all your files are stored in one central location. <span class="mark-yellow">This eliminates the need for manually saving the files every time and reduces the risk of misplacing or losing important files</span>. Centralized storage makes file management easier and more efficient. 

Benefit 2. Streamlined Information Sharing

With Microsoft Teams and OneDrive integration, you can share information instantly. With this automation, a message with the file is automatically sent to Microsoft Teams. <span class="mark-yellow">This ensures the whole team can access it quickly, facilitating quick feedback and revisions</span>. 

Benefit 3. Free Up Local Storage

Automatically saving files in email to OneDrive helps keep your device’s local storage free. <span class="mark-yellow">Instead of cluttering your desktop with files that need to be manually saved to OneDrive, this integration ensures a clean workspace, reducing the risk of mistakes and making it easier to stay organized</span>. 

📖 Summary

In this article, we showed how to automatically upload email attachments to OneDrive and notify via Microsoft Teams. By integrating these two apps, you can automate file management, ensuring no important emails or attachments are missed. 

Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now