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Are you struggling with the hassle of regular deletion tasks and often forgotten manual operations in managing business files using Google Drive? As a solution, there is a Google Drive integration flow utilizing the no-code tool Yoom.
With Yoom's integration, you can easily set up a flow to automatically delete files in specific folders in Google Drive at the beginning of each month!
Not only can you expect to improve work efficiency, but you can also manage storage capacity and enhance information security. This article will detail how to integrate Yoom with Google Drive to achieve automation. If you aim to streamline your work, be sure to read to the end!
This article introduces 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 right away using the template below, so please give it a try!
■Overview
This is a flow that deletes all files in a specific folder on Google Drive at the beginning of each month.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Team members who store work files on Google Drive
・Those who want to efficiently delete intermediate files generated during the creation of monthly reports
・Those who want to prevent the risk of forgetting regular file deletion tasks
2. Team leaders or managers facing challenges in file management
・Project managers overseeing projects where a large number of temporary files accumulate
・Those who want to thoroughly manage information without leaving unnecessary data
・Those who want to efficiently manage storage capacity
■Benefits of using this template
This flow reduces the effort spent on regular file deletion tasks, allowing the person in charge to allocate more time to higher-value tasks.
Additionally, automation minimizes the risk of accidentally deleting important files or forgetting to delete them.
■Notes
・Please integrate Google Drive with Yoom.
・Operations between "repeating the same process" are only available in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set in the Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Now, let's explain how to use the no-code tool Yoom to "delete all files in a specific folder on Google Drive at the beginning of each month".
[What is Yoom]
To automate the deletion of files in a specific folder on Google Drive at the beginning of each month, you can use the Google Drive API to delete files in the specified folder. Typically, programming knowledge is required to achieve this, but with the no-code tool Yoom, you can easily accomplish it without programming knowledge.
The general flow is as follows:
If you haven't used Yoom yet, please register for free from here.
If you are already using Yoom, please log in.
First, let's connect the app used in this flow with Yoom.
After logging into Yoom, click "+ Add" from "My Apps" in the left menu.
When the app search window appears, enter Google Drive.
Click "Sign in with Google" to log in or select your Google account.
After selecting your account, proceed as follows:
Clicking continue will return you to the Yoom screen, completing the My Apps connection.
Make sure it has been added to the My Apps list.
Next, proceed to the specific flow settings. Click "Try it" from the banner below to copy the template.
■Overview
This is a flow that deletes all files in a specific folder on Google Drive at the beginning of each month.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Team members who store work files on Google Drive
・Those who want to efficiently delete intermediate files generated during the creation of monthly reports
・Those who want to prevent the risk of forgetting regular file deletion tasks
2. Team leaders or managers facing challenges in file management
・Project managers overseeing projects where a large number of temporary files accumulate
・Those who want to thoroughly manage information without leaving unnecessary data
・Those who want to efficiently manage storage capacity
■Benefits of using this template
This flow reduces the effort spent on regular file deletion tasks, allowing the person in charge to allocate more time to higher-value tasks.
Additionally, automation minimizes the risk of accidentally deleting important files or forgetting to delete them.
■Notes
・Please integrate Google Drive with Yoom.
・Operations between "repeating the same process" are only available in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set in the Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
The initial setting is "On the 1st of every month".
Let's set up the trigger using Yoom's scheduling feature.
The trigger is set to activate at the specified time on the 1st of every month.
You can also specify using days of the week or Cron settings. In that case, make sure to adjust the title accordingly.
Once the settings are done, click "Save" to complete the trigger setup.
The next setting is "Retrieve a list of files and folders within a specific folder".
On the first page, check the account information of the Google Drive linked with My Apps.
Check the account information and make any necessary title adjustments before proceeding.
After selecting the folder ID, click "Test" to retrieve the information within the folder.
Once the test is successful, you can retrieve a list of file IDs and file names.
After confirming, click "Save" to complete the folder information retrieval setup.
Next is the setting for "Repeat the same process".
Here, we will use branching settings.
Branching is available in the Mini Plan and above, and repeat processing is available in the Team Plan and above. If your plan is not applicable, the operation of the flowbot you set will result in an error, so please be careful.
Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
The above settings are the default.
This setting repeats the flow (repeats deletion) according to the "list of file IDs" obtained in the previous setting.
If you want to add conditions, add them with "Add Output".
If no changes are needed, click "Save" to complete the branching setup.
The final setting is "Delete Files".
On the first page, as before, check the account information and adjust the title.
The deletion conditions are set as shown above. The loop variable is necessary to repeatedly delete data within the file.
※No need for modifications, so click "Test" as is.
Once successful, click "Save" to complete all settings.
Finally, turn on the trigger to activate the flow.
Now, the files in Google Drive will be automatically deleted on the 1st of every month.
The flow you set is as follows:
■Overview
This is a flow that deletes all files in a specific folder on Google Drive at the beginning of each month.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Team members who store work files on Google Drive
・Those who want to efficiently delete intermediate files generated during the creation of monthly reports
・Those who want to prevent the risk of forgetting regular file deletion tasks
2. Team leaders or managers facing challenges in file management
・Project managers overseeing projects where a large number of temporary files accumulate
・Those who want to thoroughly manage information without leaving unnecessary data
・Those who want to efficiently manage storage capacity
■Benefits of using this template
This flow reduces the effort spent on regular file deletion tasks, allowing the person in charge to allocate more time to higher-value tasks.
Additionally, automation minimizes the risk of accidentally deleting important files or forgetting to delete them.
■Notes
・Please integrate Google Drive with Yoom.
・Operations between "repeating the same process" are only available in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set in the Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
In addition to the flow introduced this time, you can achieve various business automations by using the Google Drive API.
All of these can be used with simple settings, so if you find something that interests you, please give it a try!
When information is registered, a new folder is automatically created in Google Drive, allowing you to manage folders in an organized manner without having to access Google Drive.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
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 improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
■Overview
This is a flow that creates a folder in Google Drive when a Thing is created in Bubble.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies managing information with Bubble
・Those who use Bubble for database management and want to simplify data storage and sharing
2. Those who manage documents and files using Google Drive
・Those who use Google Drive regularly and want to automatically create organized folders for each project
・Those who find manual folder creation cumbersome and want to improve work efficiency
■Benefits of using this template
By implementing the flow of "creating a folder in Google Drive when a Thing is created in Bubble," you can improve the efficiency of data management.
This automation process automatically creates a corresponding folder in Google Drive when new data is created in Bubble.
This eliminates the hassle of manual folder creation and linking.
As a result, you can quickly organize folders and centrally manage data.
Additionally, this flow facilitates smooth sharing and access among team members, reducing the time required for information transfer.
This will also strengthen collaboration among members.
■Notes
・Please connect Yoom with both Bubble and Google Drive.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to upload business card images to Google Drive when they are registered in Sansan.
■Recommended for
1. Those who use Sansan for managing business card data
・Those who frequently exchange business cards
・Those who manage digitized business card information using Sansan
2. Those who manage files with Google Drive
・Those who utilize Google Drive for file sharing between departments
■Benefits of using this template
Sansan can digitize business card information, streamlining sales activities and customer management.
However, if you manually upload business card information to Google Drive to share with members of other departments, there is a risk of missing updates.
This template allows you to automatically upload business card images to Google Drive when they are registered in Sansan.
This streamlines the manual upload process, enabling you to always access the latest information from Google Drive.
By integrating with a chat tool after this flow, you can also notify selected members of the business card image uploads.
■Notes
・Please integrate Yoom with both Sansan and Google Drive.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
The AI-powered OCR feature automatically extracts text, reducing manual work time.
■Overview
The workflow "When a file is uploaded to Google Drive, perform OCR and add it to Airtable" is an automated process that reduces the hassle of file management and data entry.
Data integration between apps becomes smoother, enhancing the overall efficiency of business processes.
■Recommended for
■Benefits of using this template
When a new file is uploaded to Google Drive, the AI-powered OCR function automatically extracts text and smoothly adds the data to Airtable.
By automating data reading and entry, you can reduce manual work time.
Additionally, the OCR function and automatic transcription prevent errors during manual entry, improving the accuracy of data management.
It is useful for managing various PDF and image data such as invoices, reports, application forms, business cards, and receipts.
■Overview
This is a flow that reads files stored in Google Drive using AI-OCR and stores them in the Yoom database.
You can add the contents of the files to the database quickly and accurately without manual input.
Additionally, by adding a request to the person in charge during the process, it is possible to ensure reliable data addition.
※ For a flowbot template that includes a request to the person in charge, please refer to here.
■Notes
・Please link Google Drive with Yoom.
・AI operations are functions (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
This might save you the trouble of manual downloading and notifications, allowing you to use your time more effectively.
■Overview
The flow of "Downloading CSV data from Google Drive at a specified date and time and notifying Slack" is a business workflow designed to facilitate smooth regular data sharing.
■Recommended for
■Benefits of using this template
You can save time by eliminating the hassle of manual downloads and notifications.
Additionally, since automatic notifications are sent at the specified date and time, the risk of communication omissions is reduced, and the certainty of information sharing is improved.
This is expected to strengthen team collaboration.
■Overview
The workflow "Download CSV data from Google Drive at a specified date and time and send it via Gmail" is a business workflow that smoothly automates regular data sharing.
■Recommended for
■Benefits of using this template
Automation allows you to skip the manual tasks of data conversion, downloading, and sending.
It also helps prevent human errors such as selecting the wrong file or forgetting to send it, thereby improving the reliability of data sharing.
By automating regular tasks, you can create an environment where you can focus on other important work.
You can add data to the database quickly and accurately without manually entering the contents of the file.
■Overview
This is a flow that reads files stored in Google Drive using AI-OCR and stores them in the Yoom database.
You can add the contents of the files to the database quickly and accurately without manual input.
Additionally, by adding a request to the person in charge during the process, it is possible to ensure reliable data addition.
※ For a flowbot template that includes a request to the person in charge, please refer to here.
■Notes
・Please link Google Drive with Yoom.
・AI operations are functions (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
By regularly notifying budget information, the confirmation process is streamlined, and it becomes possible to detect signs of budget overruns in advance.
■Overview
This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Microsoft Teams.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
If you manage advertising budgets in Microsoft Excel, regularly checking them can prevent budget overruns.
However, the task of checking Microsoft Excel each time is cumbersome, and if the person in charge is absent, there is a risk of missing signs of budget overruns.
With this flow, you can retrieve budget information from Microsoft Excel at a specified date and time and notify Microsoft Teams.
By regularly notifying budget information to Microsoft Teams, the verification process is streamlined, and you can proactively identify signs of budget overruns.
Since Microsoft Teams allows you to set any channel or member, stakeholders can have a shared understanding of the budget.
■Overview
This is a flow that retrieves budget data from Microsoft Excel at a specified date and time, generates a PDF, and sends it via Outlook.
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
When sharing budget usage regularly by department, document creation and email sending can be a hassle.
Additionally, if done manually, there is a risk of transcription errors in budget information or mistakes in email recipients.
In this flow, budget information is retrieved from Microsoft Excel at a specified date and time, and the generation of PDFs and email sending via Outlook are automated.
By streamlining routine tasks, you can prevent human errors such as transcription mistakes and recipient errors, thereby enhancing the accuracy of your operations.
Since manual work is significantly reduced, the burden on the person in charge is also alleviated, allowing for smoother sharing of budget information.
■Overview
This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Slack.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
When managing department budgets with Microsoft Excel, the regular checking process can be cumbersome and may lead to oversight.
Additionally, if there are any oversights, there is a risk of exceeding the allocated budget, making it difficult to manage the budget strategically.
With this flow, you can automate the retrieval of budget information from Microsoft Excel and notifications to Slack at the specified date and time.
This eliminates the need for budget checking tasks in Microsoft Excel, thereby helping to prevent oversight and eliminating the need for regular checks.
You can also customize the schedule to any date and time to suit your needs.
By automatically obtaining the necessary information daily, it may eliminate the need for manual data collection tasks.
■Overview
The "Daily YouTube Channel Report Retrieval and Discord Notification" workflow is a business workflow that automatically retrieves YouTube performance data and shares it on Discord.
By automatically obtaining YouTube reports daily and notifying a specified Discord channel, the entire team can easily share and review the data.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that automatically notifies Discord of Zoom meeting information at a set time every day.
■Recommended for
1. Companies conducting remote meetings using Zoom
・Sales representatives who conduct remote meetings multiple times a day
・Those conducting meetings for negotiations or customer interactions remotely
2. Companies that have implemented Discord as a communication tool
・Those notifying meeting information on Discord for sharing with members
■Benefits of using this template
Many people use Zoom as a means for remote meetings.
Remote meetings save the hassle of travel, allowing for more meetings to be conducted in a day.
However, the burden of managing and keeping track of meeting information may also increase.
This template helps solve such issues.
By using this template, information about scheduled Zoom meetings will be notified on Discord daily, reducing situations where you notice a meeting at the last minute and rush to prepare.
As a result, you can start preparing with more time, potentially leading to increased negotiation success rates and sales improvement.
■Notes
・Please integrate both Zoom and Discord with Yoom.
■Overview
This is a flow that automatically retrieves report information from the previous day's Google Ads at a specified time every day and notifies it on Discord.
Please use it when managing Google Ads information on Discord or automating the creation of ad reports.
The activation timing can be set to any desired time.
The content to be notified on Discord can be freely configured.
■Notes
・Account linking with Yoom is required for both Google Ads and Discord.
Gmail standard messages are automatically sent on the specified schedule, eliminating the need to manually get information or create and send emails, and preventing emails from being sent to the wrong address or forgotten.
■Overview
This flow retrieves customer information from Google Sheets at a specified date and time and sends a template email via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, template emails in Gmail will be automatically sent based on customer information managed in Google Sheets according to a specified schedule.
It automates reminders based on contract renewal dates or deadlines, sending congratulatory messages or coupons to individual customers in their birth month, and campaign announcements based on purchased products or purchase frequency.
This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipients and forgotten sends.
Additionally, using templated emails ensures consistent quality in communication.
■Overview
This flow retrieves customer information from Notion at a specified date and time and sends a template email via Gmail.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, template emails in Gmail will be automatically sent based on customer information managed in Notion and according to the specified schedule.
Automations include sending reminders based on contract renewal dates or deadlines, sending birthday greetings or coupons to individual customers, and campaign announcements based on purchased products or purchase frequency.
Manual information retrieval and email creation/sending are no longer necessary, preventing errors in recipient addresses and missed sends.
Additionally, using templated emails allows for consistent quality communication.
■Overview
This flow retrieves customer information from kintone at a specified date and time and sends a template email via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, template emails in Gmail are automatically sent based on customer information managed in kintone, according to a specified schedule.
Reminders aligned with contract renewal periods or deadlines, birthday greetings or coupons for individual customers, and campaign information based on purchased products or purchase frequency are automated.
This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipient addresses and missed sends.
Additionally, using templated emails ensures consistent quality communication.
By integrating Google Drive with Yoom, you can automate the regular file deletion process, significantly reducing the time and effort required for manual deletions. For instance, if the sales team temporarily accumulates proposal documents or report templates created monthly, automatically deleting them at the beginning of the month can save effort and keep folders consistently organized. This reduction in time spent on deletion tasks allows you to focus on other tasks.
Regular file deletion helps prevent the accumulation of unnecessary data, ensuring thorough information management. Particularly, preventing the retention of temporary files or outdated data can help reduce the risk of information leaks. For example, if a large amount of prototype data accumulates in a managed folder, the automatic deletion flow at the beginning of the month ensures only necessary data is retained, keeping the folder organized. This can prevent confusion from past data and enable appropriate operations from an information security perspective.
Considering Google Drive's storage limitations, regularly deleting unnecessary files is deemed very important. Automation may allow for efficient management of storage capacity, ensuring sufficient space for storing necessary files. For instance, if past files continue to accumulate, setting up a deletion flow can regularly organize unnecessary data, preventing work interruptions due to storage shortages.
By utilizing Yoom, you can achieve integration with Google Drive without programming, enhancing operational efficiency. Automating the regular deletion of specific folders can reduce work burdens and increase the time available to focus on other tasks. Additionally, deleting unnecessary data is expected to reduce security risks.
By registering for Yoom for free, anyone can easily achieve operational efficiency. Why not take this opportunity to try Yoom and enhance your business efficiency?
