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Do you find it tiring to manually upload email attachments to OneDrive?
By integrating email, OneDrive, and Microsoft Teams, you can automatically save email attachments to OneDrive and notify your team via Microsoft Teams. This automation can help streamline file management and improve information sharing.
In this article, we’ll show you how to set up this integration without any coding :)
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In this guide, you'll learn the step-by-step process of how to use Yoom to automatically save email attachments in OneDrive and share it via Microsoft Teams.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
Let's walk through how to set up a flow that automatically saves email attachments to OneDrive and sends notifications to Microsoft Teams.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.
1. Log into OneDrive.
2. Then, click “+Add new” and select “Folder”.
3. Enter a folder name and color of your choice, and click "Create" to complete the folder creation. For this example, we created a folder “Test_0711”.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Search for "OneDrive" from the app list and select it.
Log in using your Microsoft account.
Now your OneDrive is connected :)
Since OneDrive and Microsoft Teams are both part of the Microsoft Office ecosystem, they can be integrated using the same procedure. Therefore, you can follow the same steps to integrate Microsoft Teams as well.
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
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.
Click on the action item with the OneDrive icon.
Set up the required fields.
Drive ID:
Destination Folder Name:
Destination Folder Item ID:
File Name:
File Attachment Method:
📚 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”.
Click on the action item with the Microsoft Teams icon.
On the next screen, configure the following items:
When you run a test, the summarized result will be sent to Teams.
If the message is sent correctly, click “Save”.
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!
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
By using Microsoft Teams and OneDrive, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
The "Upload Form Attachments to OneDrive and Notify Microsoft Teams" workflow automatically saves attachments received from forms to OneDrive and notifies the team in Microsoft Teams. This streamlines file management and sharing, facilitating smoother team communication.
■Recommended for
■Benefits of using this template
Automatically Notify via Microsoft Teams of New Tasks Created
■Overview
This is a flow that notifies Microsoft Teams when a new card is created in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to be aware of card additions to Trello in real-time
・Those who want to quickly share Trello updates with team members
2. Team leaders and managers
・Those who want to keep track of Trello updates to aid in team progress management
・Those who do not want to miss important card additions to specific boards or lists in Trello
・Those who want to easily check Trello information by receiving notifications in Microsoft Teams
■Benefits of using this template
Trello is a convenient tool for team task management, but there are times when you may not notice that a new card has been created, leading to delayed responses. It is even more challenging to constantly check Trello boards when team members are handling different tasks.
By utilizing this flow, team members can immediately recognize when a new card is created through Microsoft Teams notifications, allowing for prompt responses and smoother progress of the overall project.
Additionally, Microsoft Teams' notification feature can be used regardless of time or location, enabling team members to always stay updated on the latest task information, no matter where they are.
■Notes
・Please integrate Trello and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
When a new task is added in Asana, a notification is automatically sent to the specified Microsoft Teams channel.
The content of the notification and the destination Microsoft Teams channel can be freely customized.
■Notes
・It is necessary to configure account integration settings for both Asana and Microsoft Teams.
・Microsoft365 (formerly Office365) has both personal and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that sends notifications to Microsoft Teams when an issue is created on GitHub.
■Notes
・Integration settings with Yoom are required for both GitHub and Microsoft Teams.
・Microsoft365 (formerly Office365) has a consumer plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Automatically Notify via Microsoft Teams When Data is Added to Database Apps
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Microsoft Teams when information is registered in Airtable.
■Recommended for
1. Those responsible for data entry tasks
・Those who regularly register data in Airtable
・Those who use data aggregation and analysis to improve business operations
2. Those who share information via Microsoft Teams
・Those who share Airtable data from Microsoft Teams
・Those who want to streamline manual operations in Microsoft Teams
■Benefits of using this template
Airtable is a tool that allows for web-based data management, enabling collaborative editing with team members regardless of location.
However, sharing data registered in Airtable via chat tools or other means can be cumbersome due to the manual sharing required each time.
This flow allows for automatic notifications to Microsoft Teams when information is registered in Airtable, streamlining manual tasks.
Even when collaborating on Airtable in a remote work setting, notifications to team members are automated, enhancing operational efficiency.
By streamlining information sharing, you can prevent task duplication and omissions.
■Notes
・Please integrate both Airtable and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
◼️Overview
This is a flow that notifies Teams when information is added to any Notion database.
◼️Notes
・It is necessary to set up account information for integration in the operation of each app.
・Please perform the following processing on the above text.
・Use tags to add line breaks at appropriate places.
・Use tags for the headings.
・Insert two tags between sentences.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
Automatically Notify via Microsoft Teams When Forms Are Submitted
■Overview
This is a flow that notifies Microsoft Teams of information submitted via Google Forms.
■Recommended for
1. Those who use Microsoft Teams as their main communication tool
・Those who want to share submitted content on Microsoft Teams to promote quick responses and information sharing
2. Those who are streamlining their work by integrating Google Forms and Microsoft Teams
・Those who want to improve work efficiency by eliminating the hassle of manual transcription
■Benefits of using this template
Google Forms is a convenient tool for information gathering.
However, having the person in charge check each submission and share the content with team members on Microsoft Teams might feel cumbersome due to potential input errors and time consumption.
By integrating Google Forms with Microsoft Teams, you can reduce manual tasks, thereby preventing human errors such as input mistakes and omissions.
■Notes
・Please integrate both Google Forms and Microsoft Teams with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that sends a notification to Microsoft Teams when a form is submitted in HubSpot.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to track form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with their team to strengthen collaboration
・Those who use Microsoft Teams regularly and want to receive notifications on Microsoft Teams
2. Sales professionals using HubSpot
・Those who want to respond quickly to inquiries from prospects
・Those who want to create business opportunities based on form submission information
・Those who want to collaborate with their team on Microsoft Teams to efficiently handle leads
■Benefits of using this template
・Notifications are sent to Microsoft Teams immediately after a form is submitted in HubSpot, allowing for quick response to leads.
・You can freely customize the notification content and the channel to which notifications are sent, allowing for flexible adaptation to your company's operations.
■Notes
・Please integrate Yoom with both HubSpot and Microsoft Teams.
・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that notifies Microsoft Teams when a form is submitted on Wix.
■Recommended for
1. Those who utilize Wix for business
・Those who use it for building websites
・Those who handle inquiries on the site
2. Those who use Microsoft Teams as their main communication tool
・Those who use it for information sharing and communication
■Benefits of using this template
Wix is a tool that can be used for smooth business operations, from website creation to management.
By setting up a form on the site, it leads to smooth customer service operations.
However, manually entering and notifying the submission of a form on Wix to Microsoft Teams can negatively impact the productivity of the entire team.
With this flow, you can automatically notify Microsoft Teams of the details when a form is submitted on Wix.
By automating notifications, you can prevent human error and maintain the accuracy of information shared within the team.
Additionally, quick information sharing allows for faster response to the content of the form, leading to improved customer satisfaction.
■Notes
・Please integrate Wix and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Automatically Create Folders in OneDrive When Clients or Accounts Are Registered
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a CRM tool
・Companies that centrally manage customer information in Salesforce
2. Those using OneDrive for file management
・Those who want to streamline file management
■Benefits of using this template
By using this template, a folder is automatically created in OneDrive when an account is registered in Salesforce.
Those who previously created folders manually will save time.
The time saved can be allocated to other tasks, increasing the amount of work that can be done in a day.
Additionally, reducing manual tasks decreases human errors.
It reduces the chances of forgetting to create a folder or creating duplicates, enabling accurate file management.
■Notes
・Please connect both Salesforce and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
This is a flow that creates a folder in OneDrive when a client is registered in Notion.
■Recommended for
1. Those who manage clients in Notion
・Sales representatives who manage information about clients and business partners in Notion
・Those who utilize Notion for data management
2. Those who manage documents by organizing them into folders
・Those who manage documents in OneDrive
・Those who want to automatically generate folders for each business partner
■Benefits of using this template
Since OneDrive is a cloud storage service, it is a suitable tool for managing business partner documents with team members.
However, manually creating folders in OneDrive increases the risk of human error.
This template is suitable for those who want to automate folder creation in OneDrive.
When a business partner is added in Notion, a folder is automatically created in OneDrive, preventing the occurrence of human errors.
Documents can also be stored quickly, allowing for improved work efficiency.
■Notes
・Please connect both Notion and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Microsoft Dynamics365 Sales.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customers with Microsoft Dynamics 365 Sales and manage customer information and related files with OneDrive
・Those who want to automate the process of creating folders in OneDrive to improve work efficiency
2. Those who manage files with OneDrive
・Those who store documents for each account in OneDrive for centralized management
・Those who feel it is cumbersome to create a folder every time a new account is added
■Benefits of using this template
Many people create folders for each account in OneDrive to manage documents.
However, creating a folder every time a new account is registered is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each account in OneDrive when an account is registered in Microsoft Dynamics365 Sales], you can streamline customer information management and make sales activities smoother.
You can use the saved time for other tasks, which is expected to improve productivity.
■Notes
・Please connect both Microsoft Dynamics365 Sales and OneDrive with Yoom.
・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.
Automatically Sync Files
■Overview
This is a flow bot that integrates box and OneDrive, uploading files to OneDrive that have been uploaded to a specific folder in box.
Please use it when you want to store files in both box and OneDrive.
■Recommended for
1. Those who use both box and OneDrive
2. Those who want to improve efficiency with box and OneDrive
3. Those who have tasks that require storing the same files in both box and OneDrive
■Benefits of using this template
・Once a file is placed in box, it can be automatically uploaded to OneDrive, reducing the effort of uploading files to both tools.
・Automatically uploading files reduces omissions and errors.
■Notes
・Integration with Yoom is required for both box and OneDrive apps.
・Feel free to change the settings for the folder ID in box and the destination folder in OneDrive as needed.
■Overview
The flow "Backup to OneDrive when a file is uploaded to Google Drive" is a business workflow that enables smooth data management between clouds.
Files saved in Google Drive are automatically backed up to OneDrive, making it easy to achieve dual storage of important data.
This enhances data security while improving daily work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The flow "Store files saved in OneDrive also in Dropbox" is a workflow that streamlines file management between cloud storage services.
By utilizing this workflow, files saved in OneDrive are automatically updated in Dropbox as well, reducing manual effort and ensuring that the latest data is always maintained.
■Recommended for
■Benefits of using this template
Automatically Upload Email Attachments to OneDrive
■Overview
This is a flow that automatically uploads attachments received in Outlook to OneDrive.
It can be used for the automatic saving of files such as invoices and purchase orders.
Feel free to change the folder location in OneDrive as needed.
■Recommended for
1. Those who use both Outlook and OneDrive
2. Those who save files received via email
3. Those who receive invoices or purchase orders via email
4. Those looking to improve efficiency with Outlook and OneDrive
■Benefits of using this template
・It can automatically save files by triggering based on specific subjects such as invoices and purchase orders, reducing the hassle of downloading and uploading.
■Notes
・Integration with both Outlook and OneDrive is required for Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow to save files received in Gmail to OneDrive.
■Recommended for
1. Those who use Gmail and OneDrive for business
・Personnel who use Gmail for communication with clients
・Personnel who use OneDrive for file management
・Those considering efficiency improvements by integrating Gmail and OneDrive
2. Those who want to reduce manual file saving tasks and automate them
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with many manual tasks
■Benefits of using this template
・By automatically saving files received in Gmail to OneDrive, you can improve business efficiency.
・Automatically saving files to OneDrive helps prevent human errors.
・You no longer need to perform file saving tasks from Gmail, allowing you to allocate time to other important tasks.
・By customizing the flow bot, you can also send notifications to communication tools after saving files to OneDrive.
■Notes
・Please integrate both Gmail and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・For forwarding processing when using Gmail as a trigger by integrating Gmail with Yoom, please refer to the following:
Automating the process of saving files received in emails directly to OneDrive ensures all your files are stored in one central location. This eliminates the need for manually saving the files every time and reduces the risk of misplacing or losing important files. Centralized storage makes file management easier and more efficient.
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. This ensures the whole team can access it quickly, facilitating quick feedback and revisions.
Automatically saving files in email to OneDrive helps keep your device’s local storage free. 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.
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!
