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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!
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".
If you do not have a Yoom account, please issue an account from the Yoom account issuance page.
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.
※ 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.
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".
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".
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".
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!
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.
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.
Upload Files to OneDrive Once Document Signing is Complete
Automatically upload documents that have been signed using services like Docusign to OneDrive.
■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
2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation
3. Those who use DocuSign and OneDrive regularly
■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.
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.
■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
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.
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!
