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

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How to Create a Connection Flow between Notion and OneDrive

This time, we will introduce how to set up the following template: "Create a folder in OneDrive when a client is registered in Notion."
By using this template, you can easily achieve an automated flow without having to set it up from scratch!

The process consists of just the following 2 steps and can be set up in 10-15 minutes.

1. Setting up a flow bot that triggers when a page in a specific database is created or updated
2. Setting up the action to create a folder

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

How to Connect Notion and OneDrive with Yoom

To connect Notion and OneDrive to Yoom, please register your My Apps.
By completing the My Apps registration first, you can smoothly proceed with the automation settings later.

First, let's register Notion in My Apps.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so select Notion from there or search from "Search by App Name".

When the following screen is displayed, click the red box "Select Page".

When the following screen is displayed, check the page you want to allow access to and click the red box "Allow Access".

Next, to register OneDrive in My Apps, select OneDrive in the same way.
When the following screen is displayed, please sign in.

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

To set up automation, click "Try it" on the banner below.

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

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on 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" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  *Please note that the 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 you find something interesting, 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 to 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.

Examples of Automation Using Notion

Add the Answered Content to the Notion Database

When an answer is submitted, the necessary information is automatically added to the Notion database, potentially eliminating the need for 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.

Read uploaded images with OCR and add to Notion

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

Automation Example Using OneDrive

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, saving the effort of searching for client data and making information sharing easier.
This is especially beneficial when managing multiple projects simultaneously, as the unified management system will likely make file access easier.

Benefit 2: Prevent Work Errors

With the automatic creation of folders, there is no need to manually create folders, potentially reducing the burden on employees responsible for management.
This will prevent incorrect creation and duplication of folders, allowing for efficient folder management.
Especially for companies experiencing a rapid increase in clients, this system can flexibly adapt and support a management structure that fosters growth.

Summary

Automating folder creation after client registration may resolve complex folder management issues.
Being freed from manual folder creation is expected to prevent incorrect creation and duplication of folders.
This flexibility is particularly beneficial for companies with many clients, optimizing their workflow.
Integrate Notion and OneDrive to streamline your management system and improve operational efficiency.

The template introduced here is available for free registration here.
Try operating it with Yoom and consider its implementation.