How to Automatically Create a Folder in OneDrive When a New Client is Registered in Notion

Please check the screen display below and click "OK".

‍

‍

When the following screen is displayed, check the "Title" and "Description".
If you want to change them, click the relevant section to modify it.
First, to set up Notion, click "When a specific database page is created or updated".

‍

‍

When the following screen is displayed, check the settings.

• "Title" → Can be changed freely
• "Account information linked with Notion" → Check if the account is correct
• "Trigger action" → When a specific database page is created or updated
  

‍

‍

When the following screen is displayed, configure the settings.

• "Trigger interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  *Please note that the trigger interval varies depending on the plan.
• "Database ID" → Check the description and set it

Once the settings are complete, click "Test" → "Test Successful" → "Save".

‍

‍

Next, to set up OneDrive, click "Create Folder".
When the following screen is displayed, check the settings.

• "Title" → Can be changed freely
• "Account information linked with OneDrive" → Check if the account is correct
• "Action" → Create Folder
  

‍

‍

When the following screen is displayed, set the "Drive ID" from the options.
Click the setting area to display the options and select the appropriate Drive ID.

‍

‍

Scroll down, check the description, and set the "Parent Folder Item ID", "Parent Folder Name", and "Folder Name".
Once set, click "Test" → "Test Successful" → "Save".

‍

‍

Finally, click "Turn on Trigger" to complete the automation setup.

‍

‍

Good job!

Other Automation Examples Using Notion and OneDrive

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Notion and OneDrive.
All of them can be used with simple settings, so if there is anything that interests you, please give it a try!

Other Automation Examples with Notion and OneDrive

You can convert PDFs uploaded to OneDrive into text using OCR and save them in Notion, or create a report and store it in OneDrive when a record is added to Notion. Additionally, you can integrate with Microsoft Excel to create a Microsoft Excel file in OneDrive when a new page is created in Notion.

Automation Example Using Notion

Read uploaded images with OCR and add to Notion

By reducing manual work and accurately extracting text with OCR technology, data accuracy should improve.

Add the Responded Content to the Notion Database

When a response is submitted, the necessary information is automatically added to the Notion database, potentially eliminating the hassle of manual data entry.

Automatically send emails using Notion database information

Emails can be automatically created and sent using information from the Notion database as a trigger, potentially eliminating the need for manual email creation and sending tasks.

Automation Example Using OneDrive

Once a client is registered, create a folder for each client in OneDrive

Since folders are automatically created in OneDrive, you can use the extra time for other tasks, which also contributes to improving productivity.

Store Uploaded Files in OneDrive

By saving to multiple cloud storage services simultaneously, you can prepare for potential data loss.

Read document data with OCR, update the file name, and store it in OneDrive

By automatically processing document data, it is expected that the hassle of file management will be reduced, allowing more time to focus on other tasks.

Benefits of Integrating Notion and OneDrive

Benefit 1: Easier Data Organization

By integrating Notion and OneDrive, it is expected that the effort required for data organization will be reduced.
With the introduction of automated workflows, files will be organized by client, reducing the time spent searching for client data and making information sharing easier.
This is particularly beneficial when managing multiple projects simultaneously, as a unified management system will make file access more convenient.

Benefit 2: Prevent Work Errors

Automatic folder creation eliminates the need for manual folder creation, potentially reducing the burden on employees responsible for management.
This will prevent errors and duplication in folder creation, allowing for more efficient folder management.
Especially for companies experiencing rapid client growth, this system can flexibly adapt and support a management structure that fosters growth.

Conclusion

Automating folder creation after client registration may resolve complex folder management issues.
By freeing employees from manual folder creation, errors and duplication can be avoided.
For companies with a large number of clients, this flexibility can optimize business workflows.
Integrate Notion and OneDrive to streamline your management system and improve operational efficiency.

The template introduced here can be accessed for free by registering here.
Try operating it with Yoom and consider its implementation.