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"I forgot to save the materials attached to Gmail on OneDrive..."
"Where did I save the file that came via email?"
Have you ever had such an experience?
It can be time-consuming to search for attachments in Gmail or difficult to share them smoothly with your team. Organizing manually takes time and carries the risk of omissions.
That's where Gmail and OneDrive integration comes in handy.
By integrating, you can automate various business processes! For example, you can automatically save email attachments to OneDrive or create folders automatically based on the received content.
In this article, we will explain in detail how to achieve app integration without programming and without spending much time. It's a must-read for busy business people who want to reduce manual work and focus more on core tasks!
By using Yoom, you can easily integrate Gmail and OneDrive without any code.
Yoom provides templates for integrating Gmail and OneDrive, so you can experience the integration immediately by just creating an account, even without API knowledge.
If you want to try it right away, click "Try it" on the banner below and get started immediately!
By integrating Gmail and OneDrive via API, you can automatically sync Gmail data to OneDrive!
Simply click "Try it out" on the automation example you're interested in and create a Yoom account to easily experience the integration of Gmail and OneDrive.
Registration takes just 30 seconds, so feel free to give it a try!
This flow automatically stores files received in Gmail to OneDrive.
It eliminates the hassle of manually saving files and prevents human errors such as missed saves or incorrect storage locations. Simplify file management and support smooth business operations.
This flow automatically creates a folder in OneDrive based on the content received in Gmail.
By achieving consistent folder creation based on email content, it will aid in efficient file organization.
Let's get started by creating a flow that integrates Gmail and OneDrive!
This time, we will use Yoom to proceed with the integration of Gmail and OneDrive without any coding. If you do not have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow to "store files received in Gmail to OneDrive".
The creation process is broadly divided as follows:
First, connect Gmail and OneDrive to My Apps.
By registering My Apps in advance and linking it with Yoom, you can smoothly set up the following flow.
After logging into Yoom, click on "My Apps" in the left menu and then click "+ Add" displayed on the right.
[Register Gmail to My Apps]
1. Search for Gmail in the search box and select it from the list of apps.
2. On the next screen, click "Sign in with Google".
3. Enter the Gmail email address and password you want to link with Yoom, and click "Next".
4. In the "Select the information Yoom can access" section, check "Select all" and click "Continue".
This completes the registration of Gmail to My Apps.
[Register OneDrive to My Apps]
1. Similarly, search for OneDrive in the search box and select it from the list of app candidates.
2. You will be prompted to sign in with your Microsoft account, so enter the email address of the account you want to link with Yoom.
3. Next, enter the account password.
Once signed in, the connection with Yoom will be automatically completed. This completes the registration of OneDrive to My Apps.
For the procedure and precautions for registering My Apps in the Microsoft 365 service group, please also refer to this page!
* "Microsoft 365 (formerly Office 365)" has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication with Yoom may not work properly, so please be careful.
Once My Apps connection is complete, let's set up the flow bot immediately.
Templates are available to make setup easy, so let's make use of them!
Click "Try it" on the banner below to copy the template.
When clicked, the template will automatically be copied to your Yoom management screen. The next screen will appear, so please press "OK".
(1) First, set up a trigger to automatically start the Flowbot.
Click on "When an email with a specific label is received" at the top of the template.
(2) In "Account information to link with Gmail", select the Gmail account you want to use for the flow operation and click "Next".
(3) Select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It is generally recommended to set the shortest time.
※ The shortest activation interval varies depending on the plan, so please be careful.
(4) Set the label you want to receive in the "Label" field.
Clicking the input field will display candidates from the linked account. Select the label you want to use for the flow operation from the candidates.
※ In Gmail, received emails can be automatically sorted into specified labels using the filter function. For more details, refer to the official site and make sure to label when creating filters!
(5) Send a test email with an attachment to the Gmail address that is the target of the flow activation.
After sending, click "Test" and confirm that the content and file of the sent email are extracted in the "Output". After confirmation, click "Save" to complete the setup.
※ About Output
Output refers to the values obtained when executing "Test" during trigger or operation settings.
The obtained output can be used as a value in subsequent operation settings, and it will be a fluctuating value each time the Flowbot is activated. For more details, please refer to here.
(1) Next, set up to automatically store files in OneDrive.
Click on "Upload File" in the template.
(2) In "Account information to link with OneDrive", select the OneDrive account where you want to save the file and click "Next".
(3) Enter the drive ID where the file will be stored in "Drive ID".
Clicking the input field will display a list of drive IDs from the linked account. By selecting the drive name for operation, the drive ID will be automatically entered.
(4) Set the folder name in "Destination Folder Name" to search for candidates for the "Destination Folder Item ID" to be set next. ※ It is okay if not set.
(5) Set the "Destination Folder Item ID".
A list of folders within the specified drive will be displayed in "Candidates", so select the folder for operation.
If "Destination Folder Name" is set, it will be narrowed down to folders containing the keyword set in "Destination Folder Name" and displayed as candidates. You can also enter keywords in the blue-framed search window to search.
(6) Set the file name when storing in "File Name".
You can automatically quote the attachment file name at the time of email reception from "Attachment File 1" of "When receiving an email with a specific label" in "Output".
※ If there are multiple attachments, select the corresponding attachment file such as "Attachment File 2" or "Attachment File 3".
(7) Select "Use Output" for "File Attachment Method" and select "Attachment File 1" for "File".
※ If there are multiple attachments, select the corresponding attachment file such as "Attachment File 2" or "Attachment File 3".
(8) Click "Test" and if the test is successful, the storage information of the file will be extracted in "Output". Make sure the file is correctly stored in OneDrive.
After confirmation, click "Save" to complete the setup!
With this, all settings are complete.
After completing the setup, a popup like the one below will be displayed, so Turn on the trigger. Check to see if the flow is operating normally!
This time, we introduced how to link data from Gmail to OneDrive, but if you want to link data from OneDrive to Gmail, please also use the template below.
This is a flow that notifies Gmail when a file is uploaded to OneDrive.
It helps to smooth information sharing and prevent communication leaks. By allowing team members to timely grasp the file upload status, it supports smooth business execution.
This flow automatically retrieves a list of files from OneDrive at a specified time each day and shares it via Gmail.
It is expected to reduce the time spent on data verification tasks and improve overall work efficiency.
In addition to integration with OneDrive, it is possible to automate various tasks using the Gmail API. If you find something interesting, please give it a try!
You can automatically notify chat tools of content received in Gmail or automatically reply to form responses and inquiries. Additionally, you can automatically send emails based on a database list or send follow-up emails after a webinar.
It is possible to automatically upload files created in OneDrive to cloud storage, automatically store files received via email, and notify through chat tools. Additionally, documents such as invoices and contracts can be automatically stored in OneDrive!
How was it? By integrating Gmail and OneDrive, you can significantly reduce manual work by automatically saving email attachments and creating folders based on received content. In addition to saving time, you can also expect improved information organization and team sharing efficiency. With Yoom, you can achieve this without any programming, so even non-engineers can feel at ease!
If you're thinking, "Can it really be set up without code...?" or "I'm a bit curious...", please try creating a free account first. Registration takes just 30 seconds. After registering, you can immediately experience the integration of Gmail and OneDrive, so feel free to give it a try!
The flow can be freely customized, so try creating an integration flow that suits your company's operations.
Make your daily tasks with Yoom <span class="mark-yellow">easier and more efficient.</span>
Convenient app integration should become a powerful tool to significantly streamline your desk work. Take this opportunity to take the first step towards a smarter way of working!
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