Enhance file sharing efficiency with Outlook and OneDrive integration!

When you receive a lot of emails every day, do you ever feel that saving attachments is a hassle?
Many people probably feel stressed due to accumulated mistakes such as missing saves or saving to the wrong location.

In such cases, let's implement a system that automatically saves files received in Outlook to OneDrive!
This will not only free you from manually saving files and improve work efficiency, but also enable accurate file management.

Here, we will explain in detail how to integrate Outlook and OneDrive without any coding.
You can easily set it up even without programming knowledge, so please give it a try!

Recommended for

• Those considering improving work efficiency with Outlook and OneDrive.
• Those who save files received in Outlook to OneDrive.
• Those who want to integrate Outlook and OneDrive to prevent missing or incorrect file saves.

For those who want to try it immediately

In this article, we introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start immediately from the template below, so please give it a try!

[What is Yoom]

Here, we will explain in detail how to create a workflow for "automatically uploading attachments received in Outlook to OneDrive".

How to Automatically Upload Attachments Received in Outlook to OneDrive

Before You Start

If you do not have a Yoom account, please issue an account from the Yoom account issuance page.

Step 1: Connect Outlook and OneDrive to My Apps

1. First, log in to Yoom, select "My Apps" from the left menu, and click "+ Add" on the right side of the screen.

2. From the App list in My Apps, select both Outlook and OneDrive, and connect both apps.
　※Microsoft 365 (formerly Office365) has plans for home use and general business use (Microsoft 365 Business).
　　If you are not subscribed to the general business plan, authentication may fail.

Once you sign in to both Outlook and OneDrive accounts, registration in My Apps is complete.

Next, copy the template to My Projects and create a flow bot.
Please copy the flow bot template from below.

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.

When a document is signed in Docusign, store the document in OneDrive.

Try it

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■Overview

This is a flow where, once a document is executed in Docusign, the certificate is downloaded and stored in OneDrive.

‍

■Recommended for

1. Those who frequently need to manage and store contracts

• Legal or contract management personnel
• Sales representatives or sales managers
• Business owners or business development personnel

2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation

• Small business owners aiming for business automation and efficiency
• Personnel who want to efficiently organize and store contracts

3. Those who use DocuSign and OneDrive regularly

• Legal teams using DocuSign for contract execution
• Personnel using OneDrive for data storage and sharing

‍

■Benefits of using this template

・Manual management and downloading of certificates are no longer necessary, as certificates are automatically saved to OneDrive, making management easier.

・By using OneDrive, members can access certificates anytime and anywhere.

‍

■Notes

‍・Please integrate Yoom with both DocuSign and OneDrive.

See details Try it

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.

When a file is uploaded to Google Drive, back it up to OneDrive.

Try it

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■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

• IT personnel of companies using both Google Drive and OneDrive
• Business professionals who do not want to spend time on data backup tasks
• Team leaders who want to streamline file management across multiple cloud services
• Executives who want to reduce the risk of data loss
• Those who want to optimize business processes by utilizing automation tools

‍

■Benefits of using this template

• Enhanced data protection: Files in Google Drive are automatically backed up to OneDrive, providing peace of mind in the event of data loss.
• Improved work efficiency: Eliminates the need for manual backup tasks, saving time and effort.
• Centralized cloud management: Facilitates smooth data integration between multiple cloud services, organizing business workflows.
  

See details Try it

Upload files to Box and also sync them with OneDrive.

Try it

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■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.

See details Try it

Store files saved in OneDrive in Dropbox as well.

Try it

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■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

• Business users who use both OneDrive and Dropbox and find file management cumbersome
• IT personnel who want to automate data synchronization between multiple cloud storage services
• Small business owners who want to efficiently back up files
  ‍

■Benefits of using this template

• Reduction in work time: Eliminates the need to manually move files, saving time.
• Maintaining data consistency: Automatic updates between OneDrive and Dropbox ensure that the latest files are always saved in both.
• Prevention of error risks: Prevents mistakes due to manual operations, ensuring accurate data synchronization.
  

See details Try it

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!