When managing customer and client information, you may find yourself creating individual folders to store data. However, as the number of cases increases, the number of folders to manage also grows, and the operation itself may become burdensome for some.
This time, we will explain how to integrate Notion and OneDrive without code to automatically create folders for each client. This automation can prevent duplicate or incorrect folder creation and is expected to reduce the burden of file management. With unified folder management, data sharing and verification can be done smoothly. This automation is effective for those who are experiencing an increase in clients and want to manage data more efficiently.
The setup is simple, so if you're interested, please consider implementing it!
Recommended for
Those who utilize Notion and OneDrive
Those considering integrating Notion and OneDrive to improve business efficiency
Those who want to enhance folder management accuracy by integrating Notion and OneDrive
Those who want to reduce forgotten folder creation or incorrect information transcription by integrating Notion and OneDrive
For those who want to try it immediately
In this article, we will introduce 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 with the template below, so please give it a try!
When a client is registered in Notion, create a folder in OneDrive.
■Overview Every time you register new client information in Notion, are you manually creating the related folder in OneDrive? This task is simple, but as the volume increases it becomes time-consuming and can lead to missed folder creation and naming mistakes. With this workflow, when a client is registered in the Notion database, a specified folder is automatically created in OneDrive, allowing you to smoothly resolve these issues.
■Recommended for ・Those who manage client information in Notion and store related materials in OneDrive ・Those who want to prevent omissions and naming-rule mistakes caused by manual folder creation ・Those who want to streamline department-wide processes for managing client information and related files
■Notes ・Please connect Yoom with both Notion and OneDrive. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval differs depending on the plan. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, the flow bot operations you set will result in errors. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
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 involves just the following 2 steps and can be set up in 10-15 minutes.
Setting up a flow bot that triggers when a page in a specific database is created or updated
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, the subsequent automation settings can be done smoothly.
First, let's register your My Apps for Notion. Click "My Apps" → "+ Add" on the left side of the Yoom screen. An app list will be displayed, so select Notion from there or search from "Search by App Name".
When the following screen is displayed, click the red-framed "Select Page".
When the following screen is displayed, check the page you want to allow access to and click the red-framed "Allow Access".
Next, to register your My Apps for OneDrive, 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 the automation, click "Try It" on the banner below.
When a client is registered in Notion, create a folder in OneDrive.
■Overview Every time you register new client information in Notion, are you manually creating the related folder in OneDrive? This task is simple, but as the volume increases it becomes time-consuming and can lead to missed folder creation and naming mistakes. With this workflow, when a client is registered in the Notion database, a specified folder is automatically created in OneDrive, allowing you to smoothly resolve these issues.
■Recommended for ・Those who manage client information in Notion and store related materials in OneDrive ・Those who want to prevent omissions and naming-rule mistakes caused by manual folder creation ・Those who want to streamline department-wide processes for managing client information and related files
■Notes ・Please connect Yoom with both Notion and OneDrive. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval differs depending on the plan. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, the flow bot operations you set will result in errors. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
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!
When a client is registered in Notion, create a folder in OneDrive.
■Overview Every time you register new client information in Notion, are you manually creating the related folder in OneDrive? This task is simple, but as the volume increases it becomes time-consuming and can lead to missed folder creation and naming mistakes. With this workflow, when a client is registered in the Notion database, a specified folder is automatically created in OneDrive, allowing you to smoothly resolve these issues.
■Recommended for ・Those who manage client information in Notion and store related materials in OneDrive ・Those who want to prevent omissions and naming-rule mistakes caused by manual folder creation ・Those who want to streamline department-wide processes for managing client information and related files
■Notes ・Please connect Yoom with both Notion and OneDrive. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval differs depending on the plan. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, the flow bot operations you set will result in errors. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
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.
Convert PDFs uploaded to OneDrive into text using OCR and save them to Notion.
■ Summary The workflow 'Convert PDF uploaded to OneDrive to text via OCR and save to Notion' streamlines the management and utilization of information in PDF documents. In business scenarios, many PDF documents are saved in OneDrive, but manually organizing the content and extracting necessary information can be time-consuming. By utilizing this flow, you can automatically convert PDFs to text and save them in an organized manner in Notion. This enhances the smoothness of information search and sharing, thereby improving work efficiency.
■ Recommended for ・People with many PDF files saved in OneDrive, wanting to manage information efficiently ・Teams or individuals organizing projects and documents using Notion ・Business persons spending time manually converting PDFs to text or organizing information ・Those who want to effectively utilize document data by using OCR functionality
■ Important Notes ・Please connect Yoom with both OneDrive and Notion. ・Microsoft365, formerly Office365, has both a personal plan and a general business plan (Microsoft365 Business). If not subscribed to the general business plan, authentication may fail. ・The AI operations to OCR or transcribe speech are only available in the Team Plan or Success Plan. In the case of the Free Plan or Mini Plan, the set flow bot operations will result in an error, so please be careful. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps or AI functionalities (operations).
■Overview The flow "When a record is added to Notion, create a report and store it in OneDrive" is a workflow that streamlines data management in Notion and automates report creation and storage tasks.
■Recommended for - Those who want to integrate Notion and OneDrive to improve business efficiency - Business users aiming to automate report creation - Team leaders spending too much time on data management - Those feeling burdened by manual data transfer and report creation - Company personnel considering workflow automation
■Notes - Please link Notion, Google Docs, and OneDrive with Yoom. - Branching is a feature available on the Mini Plan and above (Operation). For free plans, operations set in the flow bot will result in an error, so please be aware. - Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, restricted apps and features (Operations) can be used. - Microsoft365 (formerly Office365) has Home Plans and Business Plans (Microsoft365 Business), and authentication may fail if you are not subscribed to a Business Plan. - Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Note that the shortest trigger interval varies by plan. - Please prepare an invoice template for Google Docs. For details, please refer to the link below. https://intercom.help/yoom/en/articles/8237765 - For details on file size limits for triggers and each operation, please refer to the link below. https://intercom.help/yoom/en/articles/9413924
■Overview The flow 'When a new page is created in Notion, create a Microsoft Excel file in OneDrive' is a business workflow that streamlines information organization and data management. When a new page is created in Notion, a corresponding Microsoft Excel file is automatically generated in OneDrive. This eliminates the need for manual data entry and file creation, enabling smooth business operations.
■Recommended for Those who use Notion and OneDrive but find data integration cumbersome Team leaders or project managers who want to streamline information organization and data management Those who frequently use Notion in their daily work and aim to reduce working time through automation
■Notes ・Please integrate Notion and OneDrive 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. ・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 "Automatically add files added to Box to Notion by reading them with OCR" workflow is a business workflow that streamlines file management and information organization. By automatically performing OCR processing on newly uploaded documents to Box and transcribing the content to Notion, it reduces manual input and achieves centralized information management. ■Recommended for ・Those who use Box regularly and spend time on file management ・Teams or individuals who use Notion to organize and share information ・Those who want to digitize paper-based materials using OCR ・Business people aiming to improve productivity by advancing business automation ・Those who want to reduce errors associated with manual data entry and desire accurate information management
■Notes ・Please link Box and Notion with Yoom. ・The AI operation for OCR or transcribing audio to text is only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set 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 features (operations). ・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
■Overview In this flow, you can read uploaded images from Dropbox with OCR and automatically add them to Notion. This automation streamlines file management that was previously done manually, saving time and effort and improving work efficiency. With Yoom, you can easily connect apps without programming.
■Recommended for ・Those who frequently use Dropbox and Notion for work ・Those who store many image files in Dropbox ・Those who want to manage information centrally in Notion ・Companies or teams looking to reduce manual data entry ・Those promoting digitalization and aiming for paperless operations
■Notes ・Please connect both Dropbox and Notion with Yoom. ・The OCR AI operation feature is only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the flow bot operation set 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 features (operations). ・You can choose a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval may vary depending on the plan, so please be careful. ・The maximum downloadable file size is 300MB. Depending on the app specifications, it may be less than 300MB, so please be careful. ・For details on the file size that can be handled by each trigger and operation, please refer to the following. https://intercom.help/yoom/ja/articles/9413924
When a response is submitted, the necessary information is automatically added to the Notion database, potentially eliminating the hassle of manual data entry.
Add a record to Notion when there is a response to the Google Form.
■Overview Manually transcribing survey and inquiry responses collected with Typeform into a Notion database one by one can be time-consuming and labor-intensive. Manual copy and paste can also lead to human errors such as input mistakes and omissions. By using this workflow, when a form is submitted in Typeform, the responses are automatically added to a Notion database, allowing you to smoothly resolve these issues.
■Recommended for ・Those who want to streamline data transfer between Typeform and Notion ・Those who want to centrally manage survey and inquiry responses in Notion and facilitate smooth team information sharing ・Those who want to prevent manual input mistakes and missed follow-ups, and improve operational accuracy
■Notes ・Please connect Yoom with both Typeform and Notion. ・Typeform outputs can be retrieved via JSONPath. Please refer to the following for how to retrieve them. https://intercom.help/yoom/en/articles/9103858
■Overview Are you manually copying inquiries and survey responses collected with Jotform into a Notion database one by one? This task is time-consuming and is one of the operations where input mistakes and omissions due to copy-and-paste are likely to occur. By leveraging this workflow, when a Jotform form is submitted, its contents are automatically added as a record to a Notion database, resolving these data entry challenges and enabling real-time information sharing in real time.
■Who we recommend this template for ・Those who manually transcribe responses collected with Jotform into Notion ・Teams that manage inquiries or applications from forms in Notion ・Those who want to eliminate human error and improve operational efficiency by automating data entry
■Notes ・Please connect Yoom with both Jotform and Notion. ・Please refer to the following for how to set up Jotform webhooks. https://intercom.help/yoom/en/articles/8105581
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.
Automatically send emails using information from the Notion database
■Overview Although you manage client information in Airtable, do you find it cumbersome to manually create a folder in OneDrive each time to store related documents? By using this workflow, when a new client record is registered in Airtable, a folder named after the client will be automatically created in OneDrive, eliminating the complexity of manual file management and improving operational efficiency.
■Who we recommend this template for ・Those who use Airtable and OneDrive together and manage clients manually ・Those who want to eliminate the duplicate work of data entry and file management and improve operational efficiency ・Those who want to prevent mistakes such as forgetting to create folders or inconsistencies in naming conventions
■Notes ・Please connect Yoom with both Airtable and OneDrive. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For the trigger, you can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware. ・For how to retrieve Airtable record details, please refer to the following. https://intercom.help/yoom/en/articles/9103858
■Overview This workflow enables integration between Dropbox and OneDrive, automatically storing files saved in Dropbox to OneDrive. This workflow streamlines data management between different cloud storage services, supporting easy file backup and sharing. If you use multiple cloud services in your business, manually moving and managing files can be cumbersome, but by utilizing this workflow, you can automatically and smoothly synchronize data. This allows for improved business efficiency and centralized data management. ■Recommended for ・Those who use both Dropbox and OneDrive in their business and spend time on file management ・IT personnel who want to automate data synchronization between different cloud storage services ・Business people who want to ensure file backup but find manual management difficult ・Executives who use multiple cloud services and aim for centralized information management
■Notes ・Please integrate Yoom with both Dropbox and OneDrive. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
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.
Read document data posted on Slack using OCR, update the file name, and store it in OneDrive.
■Overview Are you feeling the hassle of manually checking the contents of documents such as invoices and contracts shared on Slack, changing the file name, and storing them in OneDrive? Such manual work not only takes time but can also lead to mistakes such as incorrect file naming and storage omissions. By utilizing this workflow, AI-OCR reads the document content triggered by file posting to Slack and automatically stores it in OneDrive with an appropriate file name, solving these issues and streamlining operations.
■Recommended for ・Those who manually save documents such as invoices received on Slack to OneDrive ・Those who manually change document file names and feel challenges in unifying naming conventions and reducing errors ・General affairs or accounting personnel who want to automate document management tasks and focus on more important core tasks
■Notes ・Please link Yoom with both Slack and OneDrive. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. The shortest trigger interval varies depending on the plan, so please be careful. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small. ・The OCR operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations). ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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