How to automatically rename a file when it is uploaded to Google Drive by integrating Google Drive with Yoom

Step 1: Connect Google Drive to My Apps

Let's start by registering the app you will use in My Apps.
Registering in My Apps beforehand will make the flow setup smoother.
First, access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter Google Drive in the search box and select "Google Drive" from the displayed options.
The following screen will appear, so click "Sign in with Google".

Select the account you want to use for the connection.

Check the displayed content and the connected account, then click "Next".

Since access is requested, check the content displayed on the screen and click "Continue".
If Google Drive is displayed in My Apps, the registration is complete.

Step 2: Set the Trigger

Now, let's proceed with the automation settings!
Click "Try it" on the banner below to copy the flow bot.

When you click, a screen like the one below will be displayed, so press OK.

When the following screen is displayed, check the "Title" and "Description".
If changes are necessary, you can click on the relevant section to make changes.
First, let's click to set up "When a new file or folder is created in a specific folder" in Google Drive.

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When the following screen is displayed, make the settings below.

"Title" → Can be changed if necessary
"Account information to link with Google Drive" → Check if the account is correct
"Trigger action" → When a new file or folder is created in a specific folder

Once the settings are complete, click "Next".

Let's set up the API connection.

"Trigger interval" → Please set
* The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
"Folder ID" → Select from the displayed candidate accounts and set

Once the settings are complete, actually store the file in the specified folder and execute "Test".
If successful, click "Save" to complete.

Step 3: Set up the action

Next, set up the action to "Rename the file".

"Title" → Can be changed if necessary
"Account information to link with Google Drive" → Check if the account is correct
"Action" → Rename the file

Once the settings are complete, click "Next".

Configure the details.
Since the "Target file ID" changes with each flow activation, use the output to set it.
By using the output, you can handle changing values.
* For more information about the output, please see here.
When you click the input field, candidates will be displayed.
Click the mark next to "When a new file or folder is created in a specific folder" and click the "File ID" output from the candidates.

Let's set the file name.
By using the output here as well, you can name it according to the content with each flow activation.
This time, we set it to display as follows:

<span class="mark-yellow">{{today_%Y-%m-%d}}_{{FileName}}→2024-12-24_MeetingMaterials.png</span>

In addition to the outputs that can be obtained from triggers and actions, there is also a date output.
You can also specify fixed text by direct input, so try editing it to suit your convenience.

Once the settings are complete, execute "Test", and if successful, click "Save".

Step 4: Set up the action

Finally, click "Turn on the trigger" to complete the automation setup.
Make sure the flow bot is activated correctly.

Thank you for completing the setup!

Other Automation Examples Using Google Drive

There are many other examples of automation using Google Drive on Yoom, so here are a few.

1. Create a folder in Google Drive when a deal is updated in HubSpot

The first example is an integration flow with HubSpot. A folder is automatically created with each update of deal information, allowing you to manage files according to the progress. This enables efficient document management.

2. Notify Discord when a file is uploaded to Google Drive

The next flow to introduce is one that automatically notifies Discord when a file is uploaded. Automating sharing within the team seems to enable efficient information sharing.

3. Delete all files in a specific folder on Google Drive at the beginning of each month

The last flow to introduce is the automatic deletion of files in a specific folder at the beginning of each month. Regularly deleting unnecessary files can help manage documents more efficiently.

Summary

By using the method introduced this time, automatically renaming files after uploading can significantly improve work efficiency. By leveraging this automation, you may gain benefits such as reducing manual tasks, organizing files, and streamlining data integration. For companies aiming to enhance business processes, this could be a key mechanism.
Please try using Yoom to experience how much your actual work can be streamlined.