Enhance file sharing efficiency with Outlook and OneDrive integration!

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

Step 2: Set a trigger to activate when an email is received in Outlook

※ If you copied the template, proceed to "7".

3. Select any project from the project list.

4. Select "+Create" and click "Create from Scratch".

5. Enter any title and select "Trigger from an app event" as the trigger condition for starting the flow bot.

6. Select Outlook from the app list.

7. Configure "Select Your Account".
　・App Trigger Title: Set it as you like. (Example: "When mail is received")
　・Account information connected to Outlook: Set any account.
　・Trigger Action: Select "When an email is received".

8. Set the trigger interval and mail folder ID, then perform a test.
Once confirmed successful, click "Save".
※ The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. The shortest trigger interval varies depending on the plan. Generally, a shorter setting is recommended.

Step 3: Set an action to retrieve information from email attachments

9. Click the "+" button below the app trigger created in Step 2.

10. Search for Outlook.

11. Select Outlook.

12. Configure "Select Linked Account and Action".
　・Title: Set it as you like. (Example: "Get Email Attachment Information")
　・Linked Account: Select as you like.
　・Action: Select "Get Email Attachment Information".

13. Click "Next".

14. Configure API connection settings.
　・Email ID: Refer to the retrieved value from Step 2 - Procedure 8 as noted.

‍15. Perform a test and if successful, click "Save".

Step 4: Set an action to download email attachments

16. Click the "+" button below the operation created in Step 3.

17. Search for Outlook.

18. Select Outlook from the app list.

19. Configure "Select Linked Account and Action".
　・Title: Set it as you like. (Example: "Download Email Attachments")
　・Account information to integrate with Outlook: Select as you like.
　・Action: Select "Download Email Attachments".

20. Click "Next".

21. Configure API connection settings.
　・Email ID: Refer to the retrieved value from Step 2 - Procedure 8 as noted.
　・File ID: Refer to the retrieved value from Step 3 - Procedure 15 as noted. (Assuming there is one attachment here)

‍22. Perform a test and if successful, click "Save".

Step 5: Set an action to upload files to OneDrive

23. Click the "+" button below the operation created in Step 4.

24. Search for OneDrive.

25. Select OneDrive from the app list.

26. Configure "Select linked Account and Action".
　　・Title: Set it as you like. (Example: "Upload File")
　　・Linked Account: Select as you like.
　　・Action: Select "Upload File".

27. Click "Next".

28. Configure API connection settings.
　・Drive ID: Select from the options. (This is an identifier that cannot be obtained on OneDrive.)
　・Destination Folder Name: Select from the options.
　　※ If the folder name is not in the options, enter it directly.
　・Destination Folder Item ID: Select from the options.
　　※ The options will change if you enter the above "Destination Folder Name".
　・File Name: Set it as you like.
　　※ It can be referenced from the retrieved value of Step 3 - Procedure 15.
　・File Attachment Method: Select "Use retrieved value" and "Downloaded Files".

29. Perform a test and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "Automatically uploading attachments received in Outlook to OneDrive".

Other Automation Examples Using Outlook and OneDrive

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Outlook and OneDrive.

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

‍‍Automation Examples Integrating Outlook and OneDrive

You can read document data received in Outlook using OCR, update the file name, and store it in OneDrive.
Additionally, it is possible to set up integrations where a file added to OneDrive triggers an email notification with the file attached in Outlook, or where updates to a file in OneDrive are notified in Outlook.

Automation Example Using Outlook

Save Received Messages and Document Contents in a Database with Outlook

Automatically save the contents of messages and attachments received in Outlook to Microsoft Excel, Notion, etc.

Send emails in Outlook based on customer management tool information

Automatically send emails to customers based on registration information from Salesforce, HubSpot, etc.

Notify Chat Tools When Receiving Emails in Outlook

Automatically notify Microsoft Teams, Slack, etc., when receiving emails in Outlook.

Automation Example Using OneDrive

Upload Files to OneDrive Once Document Signing is Complete

Automatically upload documents that have been signed using services like Docusign to OneDrive.

Create a Folder in OneDrive Based on Form Responses

Automatically create a folder in OneDrive based on responses from forms like Jotform or Typeform.

Save files stored in other cloud storage to OneDrive

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

Benefits of Integrating Outlook and OneDrive and Examples of Automation

Improved Work Efficiency

By integrating these two tools, you can automatically save email attachments received in Outlook to OneDrive.
Setting up automatic saving to a specific folder can help you secure time for important tasks even in busy situations!

Enhanced File Management Accuracy

When managing files manually, you might forget to save files, leading to loss, or you might lose track of where they are saved.
With automation, if files are saved in designated folders, accurate file management becomes possible.
This can also reduce the time spent searching for files.

Conclusion

Integrating Outlook and OneDrive leads to more efficient and accurate file management.

Additionally, if you are using other tools for project management, integrating those tools can further streamline file management.
At Yoom, you can integrate with various tools without coding, so feel free to utilize them according to the tools you use and the tasks you perform!