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When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the trouble of missing file saves or saving files in the wrong folder, making it difficult to find them later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to achieve.
You can start right away with the template below, so be sure to give it a try!
■Overview
This is a flow to upload attachments received in Gmail to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of attachments via email for business purposes and find manual organization time-consuming
・Those who want to efficiently save and manage attachments in cloud storage
2. Those who use Dropbox for file sharing and management
・Those who want to save files collectively in Dropbox but find manual uploading cumbersome
・Those who want to automate file management by linking Gmail and Dropbox
■Benefits of using this template
By uploading attachments received in Gmail to Dropbox, you can enjoy the following benefits.
Firstly, the task of manually downloading and uploading files is eliminated.
This improves work efficiency and allows you to dedicate valuable time to other important tasks.
This is especially effective in tasks that frequently handle files.
Furthermore, automation reduces missed files and errors, achieving accurate data management.
This reduces future troubles and verification tasks, ensuring smooth business operations.
■Notes
・Please connect both Gmail and Dropbox with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
[What is Yoom]
Now, let's explain how to use the no-code tool Yoom to "Upload attachments received in Gmail to Dropbox".
You can automate the process by receiving attachments from Gmail via API and uploading them using Dropbox's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily done without programming knowledge.
The integration flow is created through the following main processes:
If you are not using Yoom yet, please register for free here.
If you are already using Yoom, please log in.
Let's register Gmail and Dropbox as My Apps to connect them with Yoom.
By completing the My Apps registration first, the automation setup will be smoother.
First, register Gmail as a My App.
Click "My Apps" → "Add" on the left side of the Yoom screen.
Search for Gmail in the search bar or select it from the list.
The following screen will be displayed, so log in to Gmail.
Next, register Dropbox as a My App.
Similarly, search for Dropbox in the search bar or select it from the list.
Once the following screen is displayed, log in to Dropbox.
Once Gmail and Dropbox are displayed in My Apps, the registration is complete.
To set up the automation, click "Try it" on the banner below.
■Overview
This is a flow to upload attachments received in Gmail to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of attachments via email for business purposes and find manual organization time-consuming
・Those who want to efficiently save and manage attachments in cloud storage
2. Those who use Dropbox for file sharing and management
・Those who want to save files collectively in Dropbox but find manual uploading cumbersome
・Those who want to automate file management by linking Gmail and Dropbox
■Benefits of using this template
By uploading attachments received in Gmail to Dropbox, you can enjoy the following benefits.
Firstly, the task of manually downloading and uploading files is eliminated.
This improves work efficiency and allows you to dedicate valuable time to other important tasks.
This is especially effective in tasks that frequently handle files.
Furthermore, automation reduces missed files and errors, achieving accurate data management.
This reduces future troubles and verification tasks, ensuring smooth business operations.
■Notes
・Please connect both Gmail and Dropbox with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Read the following screen display and click "OK".
The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, please do so from the screen below.
First, set up Gmail by clicking "When receiving an email with a specific label".
When the following screen is displayed, please check the settings.
When the following screen is displayed, select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※The trigger interval varies depending on the plan, but a shorter setting is generally recommended.
Next, select a "Label" from the options.
Click inside the box to display the candidates and select the appropriate label.
Once set, click "Test" → "Test Successful" → "Save".
Next, set up Dropbox by clicking "Upload File".
When the following screen is displayed, please check the settings.
Please see the following precautions.
Scroll down and make the following settings.
The following is an example, so please set it as you like.
Next, set the "File Attachment Method".
Click the arrow for "File" and select the attachment 1.
Once set, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts correctly.
Here is the template used this time.
■Overview
This is a flow to upload attachments received in Gmail to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of attachments via email for business purposes and find manual organization time-consuming
・Those who want to efficiently save and manage attachments in cloud storage
2. Those who use Dropbox for file sharing and management
・Those who want to save files collectively in Dropbox but find manual uploading cumbersome
・Those who want to automate file management by linking Gmail and Dropbox
■Benefits of using this template
By uploading attachments received in Gmail to Dropbox, you can enjoy the following benefits.
Firstly, the task of manually downloading and uploading files is eliminated.
This improves work efficiency and allows you to dedicate valuable time to other important tasks.
This is especially effective in tasks that frequently handle files.
Furthermore, automation reduces missed files and errors, achieving accurate data management.
This reduces future troubles and verification tasks, ensuring smooth business operations.
■Notes
・Please connect both Gmail and Dropbox with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Gmail and Dropbox.
If you find something interesting, please give it a try!
It is possible to set up integrations such as notifying Gmail when a file is created or updated in a Dropbox folder, or using OCR to read document data posted in Gmail, updating the file name, and saving it to Dropbox.
Additionally, you can attach and send files via Gmail once they are stored in Dropbox.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in Dropbox.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who frequently exchange files via Gmail
・Those who check and rename received document data
■Benefits of using this template
If you find it cumbersome to check and rename stored files each time in Dropbox file management, this flow can help.
In this flow, document data attached to Gmail is read using OCR, and the file name is renamed based on the read content before being stored in Dropbox.
Since the file name can be renamed based on the content of the document data, manual checking and renaming of files is no longer necessary, allowing for more efficient file management.
■Notes
・Please integrate Gmail and Dropbox with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operation of the configured flow bot will result in an error.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that sends an email via Gmail when a file is created or updated in a Dropbox folder.
■Recommended for
1. Those who want to easily share tasks and information
・Sales department personnel responsible for managing numerical targets
・Personnel in charge of the headquarters department of companies with many branches
・Professionals such as social insurance labor consultants or tax accountants under advisory contracts
2. Those who use Gmail as their main communication tool
・Department heads using it for internal communication
・Sales assistants responsible for interactions with client companies
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to enhance data accuracy
■Benefits of using this template
・By sending an email via Gmail when a file is created or updated in a Dropbox folder, you can quickly coordinate files.
・Automating notifications of file creation and updates can improve work efficiency.
■Notes
・Please integrate Gmail and Dropbox with Yoom.
■Overview
The "Send files stored in Dropbox via Gmail" workflow automates the task of sending files.
As soon as a file is stored, it can be automatically sent to the person in charge, reducing the effort required for the task.
■Recommended for
■Benefits of using this template
By integrating Dropbox and Gmail, you can quickly share files.
As a result, the time to check files is reduced, allowing for smoother business operations.
Additionally, sharing relevant information through Gmail enables speedy communication among team members.
This strengthens member collaboration and allows for faster project progress and response.
Furthermore, using an automated flow eliminates the hassle of manually sending files, improving work efficiency.
Forwarding Files Received in Gmail to Chat Tools
Automatically forward files received in Gmail to platforms like Slack or Discord.
■Overview
This is a flow for forwarding Gmail messages to a Discord text channel.
■Recommended for
1. Those who use Gmail for communication with client companies
・Sales assistants responsible for communication with client companies
・Customer service department personnel who use it for client interactions
2. Companies that share information internally via Discord
・Personnel from companies that use chat rooms for each department
・Project managers who want to quickly share information from clients with their team
・Administrative personnel managing data using digital tools
3. Those who want to reduce manual input and improve work efficiency
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with a lot of data entry tasks
■Benefits of using this template
・Automatically forwarding received content from Gmail to Discord allows for immediate information sharing with the entire team.
・By quoting the received content from Gmail to send chats to Discord, it prevents errors from manual input.
■Notes
・Please integrate both Gmail and Discord with Yoom.
・For forwarding processes when using Gmail as a trigger after integrating with Yoom, please refer to the following:
■Overview
The "Workflow to Forward Files Received in Gmail to Discord" is a flow that automatically forwards attachments received in Gmail to Discord.
This allows for easy file sharing among team members and eliminates the need for manual file transfer tasks.
You can immediately share necessary information to improve work efficiency.
■Recommended for
■Benefits of Using This Template
Since files received in Gmail are automatically forwarded to Discord, you can save the trouble of manual transfer tasks.
Automatically forwarding received files to Discord enables quick responses from team members.
Automation prevents human errors in transfer tasks and enables rapid information sharing.
Add the content of emails received in Gmail as tasks in a project management tool
Automatically add the content of emails received in Gmail as tasks in Asana, Trello, etc.
■Overview
This is a flow bot that automatically adds the content of emails received in Gmail as tasks in Asana.
Please set up email forwarding in Gmail to notify Yoom's email address for use.
For Gmail email forwarding settings, please refer to the following article.
📩 How to forward emails from Gmail and activate the email trigger
https://intercom.help/yoom/ja/articles/7266653
Feel free to change the settings, such as the tasks to be added to Asana.
■Notes
・Please integrate Yoom with both Asana and Gmail.
■Overview
This is a flow to create a new card in Trello based on the content of Gmail.
■Recommended for
1. Project Management Teams
・Teams that want to manage projects and tasks based on the content sent via Gmail
・Project managers who want to centrally manage customer requests and feedback in Trello
2. Customer Support Teams
・Support departments that want to register customer inquiries and requests sent via Gmail as cards in Trello and manage the response status
3. Marketing Departments
・Teams that want to visually manage customer feedback and requests in Trello and utilize them in marketing activities
■Benefits of Using This Template
・Since a card is automatically created simultaneously with sending Gmail, inquiries and requests received in Gmail can be quickly linked to Trello.
・Automation reduces human resources, allowing you to allocate resources to other important tasks.
■Notes
・Please link both Gmail and Trello with Yoom.
・For forwarding processing when using Gmail as a trigger by linking Gmail with Yoom, please refer to the following.
■Overview
This is a flow where an email with a specific label in Gmail triggers the addition of an issue in GitHub.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically extract necessary information using AI from emails with specific labels received in Gmail and register them as GitHub Issues.
By eliminating the effort of checking and transcribing emails, you can reduce working hours and prevent human errors, allowing team members to allocate more time to creative and high-value tasks.
Since the process from email reception to Issue registration is seamless, information sharing and follow-up among stakeholders can proceed smoothly.
Send a Template Email via Gmail from the Lead Details Page
Send template emails from customer management pages like Salesforce or HubSpot.
■Overview
This is a flow that automatically sends emails via Gmail using information from a Notion database.
■Recommended for
1. Those who manage customer information or tasks in Notion
・Those who want to automatically send emails via Gmail for regular customer contact or task deadline notifications based on information registered in the Notion database
・Those who want to improve work efficiency by eliminating the hassle of manually creating and sending emails
・Those who want to send personalized emails via Gmail according to customer information or task progress
2. Marketing professionals
・Those who want to automate segmented email marketing based on customer information managed in Notion
・Those who want to automatically send event or campaign announcements to target customers
3. Project managers
・Those who want to automatically send reminder emails via Gmail to responsible persons when task deadlines managed in Notion are approaching
・Those who want to regularly report project progress to stakeholders via email
■Benefits of using this template
Notion is a useful tool for project management and information sharing, but manually creating and sending Gmail based on information registered in the database is inefficient and time-consuming. Especially when regular communication or email sending based on large amounts of data is required, manual work can easily lead to errors and become a bottleneck in operations.
By implementing this flow, Gmail is created and sent using information from the Notion database as a trigger, allowing you to allocate valuable time to other tasks without the need for manual email creation and sending. Additionally, automation reduces the risk of sending errors and information leaks, enabling accurate and efficient information sharing.
■Notes
・Please integrate both Notion and Gmail with Yoom.
■Overview
Send a template email from Gmail using specific lead detail pages in Salesforce.
Feel free to change the email content to any desired value.
Additionally, attachments can be freely configured.
■Notes
・This can only be used on Chrome as it requires a Chrome extension.
・Salesforce is available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be aware.
・Paid plans like the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are usually restricted.
■Overview
This is a flow for sending template emails via Gmail to leads registered in HubSpot contacts.
By using Yoom, you can easily integrate apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Those who manage leads with HubSpot
・Those who use HubSpot to manage new leads but feel the burden of tracking and follow-up
・Those who want to send template emails quickly to leads and facilitate smooth communication
2. Those who use Gmail regularly
・Those who want to improve work efficiency through the automatic sending of template emails
■Benefits of using this template
By sending template emails via Gmail to leads registered in HubSpot contacts, you can provide timely follow-up to leads.
Utilizing this flow eliminates the manual effort of sending emails, thereby improving work efficiency.
Additionally, using template emails ensures consistency in email content, giving a professional impression.
This allows for effective lead nurturing, ultimately leading to increased sales.
■Notes
・Please integrate both HubSpot and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
Upload Files Submitted via Form to Dropbox
Automatically upload files submitted through Google Forms or similar to Dropbox.
■Overview
This is a flow for uploading files submitted via Google Forms to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who are using Google Forms for their work
・Those who collect files using Google Forms but find manual downloading and organizing cumbersome
・Those who want to smoothly save collected files to cloud storage and reduce management effort
2. Those who manage files using Dropbox
・Those who manage files using Dropbox but find it troublesome to manually upload external files
・Those who want to automatically save files collected online to Dropbox to improve work efficiency
■Benefits of using this template
By uploading files submitted via Google Forms to Dropbox, manual file transfer becomes unnecessary.
This enables process automation, saving time and effort.
Files are automatically saved to the specified folder in Dropbox, eliminating the need to search for them.
Additionally, it becomes easier to share files with multiple stakeholders, improving work efficiency.
By utilizing this flow, you can prevent omissions in work and achieve centralized data management. Overall, work efficiency and management accuracy will improve.
■Notes
・Please integrate Google Forms, Google Drive, and Dropbox with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For instructions on how to obtain response content when using Google Forms as a trigger, please refer to here.
■Overview
This is a flow where, when a file is submitted through a form, an approval request is sent and the file is stored in Dropbox.
You can automate the management of submitted files and the approval process.
■Recommended for
■Benefits of using this template
With this flow, approved documents can be automatically stored in Dropbox, eliminating the need for manual uploads.
By submitting files through the form, approval requests can be sent automatically, allowing necessary personnel to receive approval requests immediately, thus facilitating a smooth approval process.
Automating approval tasks reduces manual work, allowing you to focus on more important tasks.
■Overview
The "Save files submitted through forms to Dropbox" workflow is a system that automatically stores files uploaded from online forms to Dropbox.
By utilizing this workflow, you can automatically save files received through forms to Dropbox, making organization and management easier.
Automating business workflows can significantly reduce time and effort.
■Recommended for
■Benefits of using this template
When using online forms, managing submitted files individually can be cumbersome.
Especially when handling large amounts of data, an efficient storage method is required.
By utilizing this flow, automation prevents human errors during file storage.
The automation of file management reduces operational workload and leads to increased efficiency.
Create a folder in Dropbox when a record is added to the database
Automatically create a folder in Dropbox when a record is added to Google Sheets, Notion, or similar services.
■Overview
This is a flow that creates a folder in Dropbox when a client is registered in Airtable.
■Recommended for
1. Those who manage client information with Airtable
・Those who centrally manage customer and client information with Airtable
・Those who want to automatically generate folders corresponding to clients
2. Those who use Dropbox for file management
・Those who manage files in Dropbox for each client
・Those who want to streamline file management tasks
■Benefits of using this template
Dropbox is a tool suitable for file management.
However, if you manage files in Dropbox for each client, you might find it tedious to manually create a folder for each client every time.
This template allows you to automatically create a client folder in Dropbox when a client is added in Airtable.
By automating folder creation, you can prevent human errors such as incorrect folder names or omissions, and manage files smoothly.
Additionally, by integrating with chat tools, you can be notified when a folder is created in Dropbox, allowing you to proceed with tasks seamlessly.
■Notes
・Please integrate both Airtable and Dropbox with Yoom.
■Overview
This is a flow where a folder is created in Dropbox whenever a new page is created in a Notion database.
■Recommended for
1. Companies or teams using Notion
2. Companies or teams using Dropbox
3. Individuals promoting system integration and process automation
■Benefits of using this template
・Significantly improve operational efficiency by eliminating the hassle of manual folder creation.
・With the integration of Notion and Dropbox, information and related files are centrally managed, ensuring data consistency and accuracy, which facilitates smooth project and information management.
・Enable quick response and effective resource management, leading to an overall increase in productivity.
■Notes
・Please integrate both Notion and Dropbox with Yoom.
■Overview
This is a flow that creates a folder in Dropbox when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who use Google Sheets and want to automate file management in line with data updates
・Those who want to avoid the hassle of manually creating folders every time a new row is added
2. Companies or teams that manage files using Dropbox
・Those who use Dropbox but find folder creation and organization too time-consuming
・Those who often encounter omissions or errors when creating folders manually and want to solve this through automation
■Benefits of using this template
By using a flow that automatically creates a folder in Dropbox when a row is added in Google Sheets, you can streamline your busy daily tasks.
This automation eliminates the need to manually create folders, allowing you to focus on important tasks.
Additionally, maintaining a consistent folder structure makes data management easier and improves searchability.
This enhances productivity and achieves overall process efficiency.
■Notes
・Please connect both Google Sheets and Dropbox with Yoom.
・You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Save the recording data to Dropbox after the web meeting ends
Automatically save the recording data to Dropbox after a web meeting on Google Meet or Zoom.
■Overview
The workflow "Store recorded data in Dropbox after a Google Meet meeting ends" is an automation flow suitable for those who want to automatically organize and store meeting records.
By using this flow, you can detect data recorded in Google Meet and automatically store it in a specified Dropbox folder, thereby improving efficiency.
■Recommended for those who
■Benefits of using this template
■Overview
The "Automatically Save Zoom Meeting Recordings to Dropbox After Meeting Ends" workflow leverages the integration between Zoom and Dropbox to streamline the management of meeting recordings.
After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.
■Recommended for
■Benefits of Using This Template
By automatically saving files attached to emails received in Gmail to Dropbox, you eliminate the need to manually upload files or organize them into folders.
For example, when you receive a quotation via Gmail, it is automatically saved in a dedicated Dropbox folder.
This allows the person in charge to allocate the time spent on saving tasks to other important tasks, potentially improving work efficiency.
Especially in tasks that involve managing a large number of attachments, you should be able to enjoy significant benefits!
By automatically uploading files to Dropbox, you can smoothly share the latest data within the team.
This reduces the time lag that occurred when manually saving Gmail attachments, potentially improving the speed of business progress.
Specifically, when using Gmail to receive customer requests or documents, all team members can easily check the related materials.
This way, you can prevent situations where related materials are not uploaded, facilitating smoother information sharing.
Integrating Gmail with Dropbox can also prevent the loss of important attachments.
When saving files manually, have you ever missed saving them or saved them in the wrong folder?
By utilizing automation to upload attachments to Dropbox, files are securely saved in the designated folder, preventing loss.
For example, when an accounting person receives payment details or invoices via Gmail, automation ensures that the files are securely saved in Dropbox.
This not only prevents file loss but also makes it easier to check payment details and invoices.
By integrating Gmail with Dropbox, you should be able to save work time and facilitate file sharing within the team!
Additionally, automatically uploading files attached in Gmail to Dropbox prevents file loss.
With automation ensuring that files are properly saved, you can proceed with your work with peace of mind.
Let's use the template introduced this time to streamline document management.
Yoom's automation is easy for anyone to operate, so be sure to give it a try!
