"In the course of interactions, cases that come up tend to be postponed when it comes to creating folders..."
Are you tired of manually creating folders in Dropbox by picking up project names or keywords from daily messages exchanged on Microsoft Teams? This time, we will introduce a flow that automatically creates folders in Dropbox based on the content posted on Microsoft Teams. You can find the necessary information immediately when needed without spending time on file management.
Let's utilize this automation to reduce working hours!
For those who want to try it quickly
Yoom offers templates for automating workflows using Microsoft Teams! If you want to try it right away, click the banner below to get started!
Create a folder in Dropbox based on the content posted in Microsoft Teams.
■Overview The "Create a folder in Dropbox based on content posted in Microsoft Teams" workflow seamlessly integrates team communication and file management. By using posts in Microsoft Teams as a trigger, it automatically generates the necessary folders in Dropbox, facilitating smooth organization and sharing of information.
■Recommended for ・Team leaders who use Microsoft Teams daily and face challenges in organizing information ・Those who use Dropbox as their main file management tool and want to reduce the hassle of folder creation ・Owners of small to medium-sized businesses who want to unify team communication and file management ・IT personnel promoting workflow automation to improve productivity
■Notes ・Please integrate Yoom with both Microsoft Teams and Dropbox. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・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.
Various Methods to Automatically Write and Transfer Microsoft Teams Data
There are various methods to automatically write and transfer data from Microsoft Teams. We have picked out a few methods for you to check out!
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience automatic updates for Microsoft Teams. Registration takes only 30 seconds, so feel free to give it a try!
Automatically Write and Transfer Microsoft Teams Data to Storage Services
This flow automatically detects content from messages posted in Microsoft Teams and creates folders in storage services like Dropbox and Box. It eliminates manual effort and is expected to improve overall business efficiency!
Create a folder in Dropbox based on the content posted in Microsoft Teams.
■Overview The "Create a folder in Dropbox based on content posted in Microsoft Teams" workflow seamlessly integrates team communication and file management. By using posts in Microsoft Teams as a trigger, it automatically generates the necessary folders in Dropbox, facilitating smooth organization and sharing of information.
■Recommended for ・Team leaders who use Microsoft Teams daily and face challenges in organizing information ・Those who use Dropbox as their main file management tool and want to reduce the hassle of folder creation ・Owners of small to medium-sized businesses who want to unify team communication and file management ・IT personnel promoting workflow automation to improve productivity
■Notes ・Please integrate Yoom with both Microsoft Teams and Dropbox. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・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.
■Overview The "Update Box File Name Based on Microsoft Teams Post" workflow is a business workflow that leverages team communication to streamline file management. It automatically detects important information and changes in Microsoft Teams and instantly updates the related Box file names. This significantly reduces the effort of file organization while maintaining information consistency.
■Recommended for - Business teams that regularly use Microsoft Teams and Box - Business personnel who spend time manually naming and organizing files - Managers who want to smooth information sharing within the team and improve operational efficiency - IT personnel looking to optimize business processes by introducing automation tools - Companies that want to achieve rapid file updates while maintaining information consistency
■Notes - Please integrate both Microsoft Teams and Box with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview In environments where Microsoft Teams and Slack are used together, do you feel burdened by missed information checks or manual re-entry between tools? Missing important messages or sharing by copying and pasting each time causes communication delays and inefficiency. By using this workflow, posting a message to a specific Microsoft Teams channel can trigger an automatic notification to a designated Slack channel, facilitating smooth cross-tool information sharing.
■Who we recommend this template for ・Those who use both Microsoft Teams and Slack and want to eliminate omissions and effort in information sharing ・Those who feel challenges with smooth collaboration because different chat tools are used across departments or teams ・Those who want to automate manual information transfer and prevent communication loss
■Notes ・Please connect Yoom with both Microsoft Teams and Slack. ・Microsoft 365 (formerly Office 365) offers consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware.
Automatically Write and Transcribe Microsoft Teams Data via Email
Integrate Microsoft Teams messages with email applications such as Gmail and Outlook. This flow is recommended for those who are busy and do not have time to constantly check Microsoft Teams.
When a message is sent in Microsoft Teams, send a scheduling email in Outlook.
■Overview In this flow, when a message is sent on Microsoft Teams, it is possible to automatically send a scheduling email via Outlook. This automation eliminates the need for manual email creation and scheduling, enabling efficient meeting setup. By using Yoom, you can easily connect apps without programming.
■Recommended for ・Business people who regularly use Microsoft Teams and Outlook ・Team leaders or managers who often spend time on meeting arrangements ・Sales representatives who want to automate manual email sending and scheduling tasks ・Project managers who frequently have external meetings and want to improve efficiency ・Executives aiming to promote business process automation and enhance team productivity
■Notes ・You need to connect Outlook to Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・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.
■Overview The "When a specific keyword is posted on Microsoft Teams, send an alert notification via Gmail" flow is a business workflow to ensure important information within the team is not missed.
■Recommended for ・Team leaders who use Microsoft Teams and Gmail but often miss specific information ・Administrators who need alert notifications based on specific keywords for project or business management ・Business persons who want to streamline team communication and quickly share important information ・Those who are too busy to constantly check Teams but want to immediately grasp important posts ・Those considering automating business workflows using Yoom and want to integrate Microsoft Teams and Gmail
■Notes ・Please integrate each of Microsoft Teams and Gmail with Yoom. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Branching is a feature (operation) available in the mini plan or higher. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Let's Create a Flow to Automatically Write and Transfer Data from Microsoft Teams
Let's get started by creating a flow that automatically writes and transfers data from Microsoft Teams! We will proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flowbot that creates a folder in Dropbox based on the content posted in Microsoft Teams! The creation process is broadly divided into the following steps.
Integrate Microsoft Teams and Dropbox with My Apps
Copy the template
Set up triggers in Microsoft Teams and actions in Dropbox
Turn on the trigger and complete the preparation for flow operation
Create a folder in Dropbox based on the content posted in Microsoft Teams.
■Overview The "Create a folder in Dropbox based on content posted in Microsoft Teams" workflow seamlessly integrates team communication and file management. By using posts in Microsoft Teams as a trigger, it automatically generates the necessary folders in Dropbox, facilitating smooth organization and sharing of information.
■Recommended for ・Team leaders who use Microsoft Teams daily and face challenges in organizing information ・Those who use Dropbox as their main file management tool and want to reduce the hassle of folder creation ・Owners of small to medium-sized businesses who want to unify team communication and file management ・IT personnel promoting workflow automation to improve productivity
■Notes ・Please integrate Yoom with both Microsoft Teams and Dropbox. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・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.
Here, we will integrate Yoom with each app to enable operations. First, log in to Yoom, press My Apps in the left menu, and then press the "+ Add" button on the right.
Integrating Microsoft Teams
1. Search Enter Microsoft Teams in the search box and click the Microsoft Teams icon.
2. Sign In Enter your Microsoft email address or phone number and click Next. The screen will transition to the password entry screen. Enter your password and click Sign In.
Return to the Yoom screen, and if the following display appears, the integration is complete!
〈Notes〉 There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)." If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
Integrating Dropbox
1. Search Enter Dropbox in the search box and click the Dropbox icon.
2. Log In The following screen will appear, so enter your email address and press "Continue." The screen will transition, and the password entry field will be displayed, so log in.
Return to the Yoom screen, and if the following display appears, the integration is complete!
Step 2: Copy Template
Now, let's start creating the flow! There is a template available for easy setup, so let's copy it first. Log in to Yoom and click "Try it" on the banner below.
Create a folder in Dropbox based on the content posted in Microsoft Teams.
■Overview The "Create a folder in Dropbox based on content posted in Microsoft Teams" workflow seamlessly integrates team communication and file management. By using posts in Microsoft Teams as a trigger, it automatically generates the necessary folders in Dropbox, facilitating smooth organization and sharing of information.
■Recommended for ・Team leaders who use Microsoft Teams daily and face challenges in organizing information ・Those who use Dropbox as their main file management tool and want to reduce the hassle of folder creation ・Owners of small to medium-sized businesses who want to unify team communication and file management ・IT personnel promoting workflow automation to improve productivity
■Notes ・Please integrate Yoom with both Microsoft Teams and Dropbox. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・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.
1. When the screen changes, click "Try it" 2. If you haven't registered with Yoom yet, please register * If you have already registered, the login screen will be displayed, so please enter your login information. 3. The template will be copied to your Yoom management screen as shown below, so press OK to proceed with the settings.
Step 3: Microsoft Teams Trigger Settings
1. Select Trigger This is the first memorable setting! First, click "When a message is sent to the channel". The screen will transition, and the content you entered in Step 1 will be reflected. If no corrections are needed for the title, click "Next" as is.
2. API Connection Settings for App Trigger Here, you will set up the integration for messages posted in the Microsoft Teams channel that will trigger the action. If you haven't prepared a Microsoft Teams team and channel yet, create them at this time! Note that for the subsequent test operation, a message needs to be posted in the channel. Please post a message with temporary content.
This time, we created a Microsoft Teams channel as shown below and posted a message.
Once Microsoft Teams is ready, return to the Yoom screen and enter the following items.
Trigger Activation Interval: This varies depending on the plan, so please be careful. If you have no particular preference, choose the shortest activation time. * For more details on the pricing plan, please refer to this help page.
Team ID: Click the input field, and candidates like the one below will be displayed. Please select the Microsoft Teams team you created earlier.
Channel ID: Select the target channel from the candidates.
Once the input is complete, let's execute "Test"! If the test is successful, the output shown below will be displayed. If the message posted in the Microsoft Teams channel is reflected, it's OK. Finally, press "Save" to proceed to the next step.
Step 4: Data Extraction Settings from Text
1. Select Trigger Click "Extract data from text".
2. Select Action Here, you can select the text conversion type. The title can be edited optionally. The conversion type is set to "GPT-4o mini | Extract text from data within 3,500 characters (2 tasks by default. You can change it according to the number of characters and tasks. Once selected, press "Next" to proceed.
3. Set Details Let's set the items to be extracted from the Microsoft Teams message content!
Target Text: Click the input field, and you can select the Microsoft Teams message content as shown below. * For more details on the output, please refer to this page.
Items to Extract: Set the items you want to extract from the target text. This time, we set it to extract "Folder Name" as shown below. It is also possible to set multiple items, so set them separated by commas (,) as needed.
Once the input is complete, execute "Test". If the test is successful, the output shown below will be displayed. If the content set for the item you want to extract can be extracted, it's OK! Finally, press "Save" to proceed to the next step.
Step 5: Dropbox Folder Creation Settings
1. Select Trigger Click "Create Folder". The screen will transition, and the content you entered in Step 1 will be reflected. If no corrections are needed for the title, click "Next" as is.
2. API Connection Settings Set up the folder to be created in Dropbox. Click the input field, and you can select the text extracted in the previous step. Refer to the annotation below the input field, and set it as follows this time.
Once the input is complete, let's execute "Test"! If the test is successful, a folder should be created in Dropbox, so let's check it.
Finally, return to the Yoom screen, select "Save", and proceed to the next step.
Step 6: Turn ON the Trigger and Check Operation
Thank you for your hard work! All settings are now complete. Once the settings are complete, the following menu will be displayed, so turn on the trigger. All settings are now complete, so let's check the operation!
Other Automation Examples Using Microsoft Teams
Convenient Automation Examples Using Microsoft Teams
You can create folders based on posts to Microsoft Teams or add events to the Microsoft Teams calendar based on Typeform responses. Additionally, you can make regular notifications at the end of each month, allowing for smooth team collaboration.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview Using the "Create an event in Microsoft Teams calendar based on Typeform responses" workflow can improve scheduling efficiency.
■Recommended for ・Those who collect survey or form responses using Typeform ・Those who manage schedules using Microsoft Teams ・Those who want to quickly reflect Typeform responses in the calendar ・Those who want to streamline scheduling and meeting management ・Those who want to quickly share with team members but find manual input cumbersome ・Those who want to integrate Typeform and Microsoft Teams to improve work efficiency
■Notes ・Please link both Microsoft Teams and Typeform with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People who want to efficiently manage daily message content and have quick access to necessary information ・Those who want to organize interactions with members and prevent shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real time. This ensures that you don't miss the timing for lead follow-up, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
This flow extracts necessary information from content posted on Microsoft Teams and automatically creates a folder in Dropbox. It significantly reduces the "manual information organization" that occurs in daily work, contributing greatly to shortening work time and preventing transcription errors. Especially in situations where information is shared among multiple people, the accumulation and organization of information becomes smoother, likely leading to increased productivity for the entire team.
For those who want to eliminate the "little hassles" of work, please consider adopting this opportunity.
I have approximately eight years of experience in sales and administration at an insurance agency. While handling customer interactions, I have coordinated operations across various branches, striving for efficiency and standardization. In addition to my primary responsibilities, I will continue to disseminate various content using company-designated tools to contribute to the operational efficiency of all stakeholders.
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