・
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!
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!
■Overview
This is a flow that creates a folder in OneDrive when a client is registered in Notion.
■Recommended for
1. Those who manage clients in Notion
・Sales representatives who manage information about clients and business partners in Notion
・Those who utilize Notion for data management
2. Those who manage documents by organizing them into folders
・Those who manage documents in OneDrive
・Those who want to automatically generate folders for each business partner
■Benefits of using this template
Since OneDrive is a cloud storage service, it is a suitable tool for managing business partner documents with team members.
However, manually creating folders in OneDrive increases the risk of human error.
This template is suitable for those who want to automate folder creation in OneDrive.
When a business partner is added in Notion, a folder is automatically created in OneDrive, preventing the occurrence of human errors.
Documents can also be stored quickly, allowing for improved work efficiency.
■Notes
・Please connect both Notion and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). 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.
[About Yoom]
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.
If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.
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.
To set up the automation, click "Try It" on the banner below.
■Overview
This is a flow that creates a folder in OneDrive when a client is registered in Notion.
■Recommended for
1. Those who manage clients in Notion
・Sales representatives who manage information about clients and business partners in Notion
・Those who utilize Notion for data management
2. Those who manage documents by organizing them into folders
・Those who manage documents in OneDrive
・Those who want to automatically generate folders for each business partner
■Benefits of using this template
Since OneDrive is a cloud storage service, it is a suitable tool for managing business partner documents with team members.
However, manually creating folders in OneDrive increases the risk of human error.
This template is suitable for those who want to automate folder creation in OneDrive.
When a business partner is added in Notion, a folder is automatically created in OneDrive, preventing the occurrence of human errors.
Documents can also be stored quickly, allowing for improved work efficiency.
■Notes
・Please connect both Notion and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). 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.
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.
When the following screen is displayed, configure the settings.
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.
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!
■Overview
This is a flow that creates a folder in OneDrive when a client is registered in Notion.
■Recommended for
1. Those who manage clients in Notion
・Sales representatives who manage information about clients and business partners in Notion
・Those who utilize Notion for data management
2. Those who manage documents by organizing them into folders
・Those who manage documents in OneDrive
・Those who want to automatically generate folders for each business partner
■Benefits of using this template
Since OneDrive is a cloud storage service, it is a suitable tool for managing business partner documents with team members.
However, manually creating folders in OneDrive increases the risk of human error.
This template is suitable for those who want to automate folder creation in OneDrive.
When a business partner is added in Notion, a folder is automatically created in OneDrive, preventing the occurrence of human errors.
Documents can also be stored quickly, allowing for improved work efficiency.
■Notes
・Please connect both Notion and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). 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.
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!
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.
■Overview
The flow "Convert PDFs uploaded to OneDrive into text using OCR and save them in Notion" is a business workflow that streamlines the management and utilization of PDF documents.
In business scenarios, many PDF documents are stored in OneDrive, but manually organizing the content or extracting necessary information can be time-consuming.
By utilizing this flow, PDFs can be automatically converted into text and saved in an organized manner in Notion.
This facilitates smooth information search and sharing, thereby improving work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a report and store it in OneDrive when a record is added to Notion" is a business workflow that streamlines data management in Notion and automates the process of report creation and storage.
■Recommended for
■Benefits of using this template
■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
■Benefits of using this template
By reducing manual work and accurately extracting text with OCR technology, data accuracy should improve.
■Overview
The workflow "Automatically add files added to Box to Notion by reading them with OCR" is a business workflow that streamlines file management and information organization.
By automatically processing newly uploaded documents in Box with OCR and transferring the content to Notion, it reduces manual input and achieves centralized information management.
■Recommended for
■Benefits of using this template
You can automate the process from file addition to information transfer, reducing the hassle of manual work.
With the OCR function, text data can be accurately extracted from images and PDFs and added to Notion, making information centrally managed and easy to search and share.
Additionally, it prevents data entry errors, ensuring accurate information management.
■Overview
In this flow, you can read uploaded images from Dropbox using OCR and automatically add them to Notion. This automation streamlines the file management that was previously done manually, reducing time and effort, and improving work efficiency.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
When a response is submitted, the necessary information is automatically added to the Notion database, potentially eliminating the hassle of manual data entry.
■Overview
This is a flow that adds a record to a Notion database when there is a response to a Google Form.
■Recommended for
1. Those who manage information with Notion
・Those who want to automatically add information collected via Google Forms, such as customer information, survey results, and event participant information, to a Notion database
・Those who want to utilize Notion's database features to organize and analyze information for business use
2. Those who want to streamline operations by linking Google Forms and Notion
・Those who want to eliminate manual data entry and save time
・Those who want to create tasks in Notion or link related information based on response content
3. Marketing personnel, sales personnel, HR personnel, project managers, etc.
・Those who collect information using Google Forms and manage and utilize it in Notion
■Benefits of using this template
・It saves the effort of manually transferring Google Form responses to a Notion database, leading to significant time savings.
・Since the Notion database is updated immediately when there is a form response, you can always grasp the latest information.
■Notes
・Please link both Google Forms and Notion with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
■Overview
This is a flow to add responses from Typeform to a Notion database.
■Recommended for
1. Those who use Typeform to manage surveys or application forms
・Those who want to automatically add responses collected via Typeform to a Notion database for centralized information management
・Those who want to improve work efficiency by eliminating the need to manually transcribe responses
2. Those who manage projects or build databases with Notion
・Those who want to import data collected from Typeform into Notion and integrate it with other information
・Those who want to automate task management and progress tracking based on a Notion database
3. Those who want to streamline operations by integrating Typeform and Notion
・Those who want to automatically create tasks in Notion or send notifications to responsible parties triggered by Typeform responses
・Those who want to conduct end-to-end data collection, analysis, and utilization through the integration of Typeform and Notion
■Benefits of using this template
Typeform is a tool for collecting customer feedback and responses, but manually transcribing the collected data into Notion is time-consuming, labor-intensive, and poses risks of input errors and information leaks.
By implementing this automated flow, responses sent from Typeform are quickly added to the Notion database, allowing you to focus valuable time on analysis and action without the need for data transcription. Additionally, it eliminates concerns about data entry errors and information leaks, achieving accurate and efficient data management.
■Precautions
・Please integrate both Typeform and Notion with Yoom.
■Overview
This is a flow to add responses submitted in Jotform to a Notion database.
■Recommended for
1. Those who are using Jotform to manage surveys or application forms
・Those who want to automatically add responses collected in Jotform to a Notion database for centralized information management
・Those who want to improve work efficiency by eliminating the manual task of transcribing responses
2. Those who are managing projects or building databases in Notion
・Those who want to import data collected from Jotform into Notion and integrate it with other information
・Those who want to automate task management or progress tracking based on a Notion database
3. Those who want to streamline operations by integrating Jotform and Notion
・Those who want to automatically create tasks in Notion or send notifications to responsible persons triggered by Jotform responses
・Those who want to conduct end-to-end data collection, analysis, and utilization through the integration of Jotform and Notion
■Benefits of using this template
Jotform is a convenient tool for creating online forms, but manually adding collected responses to a Notion database poses risks of input errors and information omissions.
By utilizing this flow, necessary information is automatically added to the Notion database when a response is submitted in Jotform. This eliminates the need for manual input by the responsible person, significantly improving work efficiency. Additionally, it reduces the risk of human error, enabling faster and more accurate data management.
■Notes
・Please integrate both Jotform and Notion with Yoom.
・For instructions on setting up Jotform's Webhook, please refer to here.
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.
■Overview
This is a flow that automatically sends emails using information from the Notion database.
■Recommended for
1. Those who manage customer information or tasks in Notion
・Those who want to automatically send emails for regular customer communication or task deadline notifications based on information registered in the Notion database
・Those who want to improve work efficiency by eliminating the hassle of manually creating and sending emails
・Those who want to send personalized emails according to customer information or task progress
2. Marketing personnel
・Those who want to automate segmented email marketing based on customer information managed in Notion
・Those who want to automatically send event or campaign announcements to target customers
3. Project managers
・Those who want to automatically send reminder emails to responsible persons when the deadline for tasks managed in Notion is approaching
・Those who want to regularly report project progress to stakeholders via email
■Benefits of using this template
Notion is a convenient tool for organizing information, but manually creating and sending emails based on information registered in the database can lead to sending errors and information leaks.
By utilizing this flow, emails are automatically created and sent using information from the Notion database as a trigger, eliminating the need for manual email creation and sending by the responsible person, greatly improving work efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate information sharing.
■Notes
・Please integrate Notion with Yoom.
■Overview
This is a flow that automatically sends emails via Gmail using information from a Notion database.
■Recommended for
1. Those who manage customer information or tasks in Notion
・Those who want to automatically send emails via Gmail for regular customer contact or task deadline notifications based on information registered in the Notion database
・Those who want to improve work efficiency by eliminating the hassle of manually creating and sending emails
・Those who want to send personalized emails via Gmail according to customer information or task progress
2. Marketing professionals
・Those who want to automate segmented email marketing based on customer information managed in Notion
・Those who want to automatically send event or campaign announcements to target customers
3. Project managers
・Those who want to automatically send reminder emails via Gmail to responsible persons when task deadlines managed in Notion are approaching
・Those who want to regularly report project progress to stakeholders via email
■Benefits of using this template
Notion is a useful tool for project management and information sharing, but manually creating and sending Gmail based on information registered in the database is inefficient and time-consuming. Especially when regular communication or email sending based on large amounts of data is required, manual work can easily lead to errors and become a bottleneck in operations.
By implementing this flow, Gmail is created and sent using information from the Notion database as a trigger, allowing you to allocate valuable time to other tasks without the need for manual email creation and sending. Additionally, automation reduces the risk of sending errors and information leaks, enabling accurate and efficient information sharing.
■Notes
・Please integrate both Notion and Gmail with Yoom.
■Overview
This is a flow that automatically sends emails in Outlook using information from the Notion database.
■Recommended for
1. Those who manage customer information or tasks in Notion
・Those who want to improve work efficiency by eliminating the hassle of manually creating and sending emails
・Those who want to send personalized emails in Outlook based on customer information or task progress
2. Marketing professionals
・Those who want to automate segmented email marketing based on customer information managed in Notion
・Those who want to automatically send notifications of events or campaigns to target customers
3. Project managers
・Those who want to automatically send reminder emails in Outlook to responsible persons when task deadlines managed in Notion are approaching
・Those who want to regularly report project progress to stakeholders via email
■Benefits of using this template
Notion is a useful tool for project management and information sharing, but manually creating and sending emails in Outlook based on information registered in the database is inefficient and time-consuming. Especially when regular communication or email sending based on a large amount of data is required, manual work can easily lead to errors and become a bottleneck in operations.
By implementing this flow, emails are created and sent in Outlook triggered by information from the Notion database, freeing you from the manual work of email creation and sending, allowing you to allocate valuable time to other tasks. Additionally, eliminating manual work reduces the risk of sending errors and information leaks, enabling accurate and efficient information sharing.
■Precautions
・Please integrate both Notion and Outlook with Yoom.
・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.
Since folders are automatically created in OneDrive, you can use the extra time for other tasks, which also contributes to improving productivity.
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a CRM tool
・Companies that centrally manage customer information in Salesforce
2. Those using OneDrive for file management
・Those who want to streamline file management
■Benefits of using this template
By using this template, a folder is automatically created in OneDrive when an account is registered in Salesforce.
Those who previously created folders manually will save time.
The time saved can be allocated to other tasks, increasing the amount of work that can be done in a day.
Additionally, reducing manual tasks decreases human errors.
It reduces the chances of forgetting to create a folder or creating duplicates, enabling accurate file management.
■Notes
・Please connect both Salesforce and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.
・Salesforce 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 Flow Bot will result in errors, 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 apps that are normally restricted.
■Overview
This is a flow that creates a folder for each client in OneDrive when a client is registered in Airtable.
■Recommended for
1. Companies using Airtable as a data management tool
・Those managing client data using Airtable
・Those who create a new folder for clients in OneDrive after registering them in Airtable
2. Those managing files in OneDrive
・Those who store and manage client documents in OneDrive
・Those who feel it is cumbersome to create a folder each time a new client is added
■Benefits of using this template
Many people manage documents by creating a folder for each client in OneDrive.
However, having to create a folder every time a new client is registered is a time-consuming and labor-intensive task.
By using this template, you can reduce your workload.
Folders are automatically created in OneDrive in sync with Airtable information, saving you the effort of manual folder creation.
You can use the saved time for other tasks, contributing to increased productivity.
■Notes
・Please connect both Airtable and OneDrive 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 that creates a folder for each client in OneDrive when a client is registered in HubSpot.
■Recommended for
1. Companies that have implemented HubSpot as a customer management tool
・Marketing or sales personnel using HubSpot for customer management
2. Those managing files with OneDrive
・Back office personnel managing documents by creating folders for each client
・Those who want to reduce the hassle of creating folders
■Benefits of using this template
Many people manage documents by creating folders for each client in OneDrive.
However, manually creating folders every time a new client is registered is time-consuming and labor-intensive.
By using this template, you can reduce such burdens.
By linking with HubSpot information, folders are automatically created in OneDrive, making it easy for those who previously prepared folders manually to manage them.
As a result, you can allocate the saved time to other tasks, leading to improved productivity.
■Notes
・Please link both HubSpot and OneDrive with Yoom.
・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.
By saving to multiple cloud storage services simultaneously, you can prepare for potential data loss.
■Overview
This is a workflow that enables integration between Dropbox and OneDrive, automatically storing files saved in Dropbox to OneDrive as well.
This workflow streamlines data management across different cloud storage services, supporting easy file backup and sharing.
When using multiple cloud services for 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
■Benefits of using this template
■Overview
This is a flow bot that integrates box and OneDrive, uploading files to OneDrive that have been uploaded to a specific folder in box.
Please use it when you want to store files in both box and OneDrive.
■Recommended for
1. Those who use both box and OneDrive
2. Those who want to improve efficiency with box and OneDrive
3. Those who have tasks that require storing the same files in both box and OneDrive
■Benefits of using this template
・Once a file is placed in box, it can be automatically uploaded to OneDrive, reducing the effort of uploading files to both tools.
・Automatically uploading files reduces omissions and errors.
■Notes
・Integration with Yoom is required for both box and OneDrive apps.
・Feel free to change the settings for the folder ID in box and the destination folder in OneDrive as needed.
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.
■Overview
This is a flow that reads document data posted on Slack using OCR, updates the file name, and stores it in OneDrive.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Slack regularly
・Those who want to efficiently manage document data posted on Slack
2. People who use OneDrive for document management
・Those who centralize file management in OneDrive but find manual file renaming and organizing cumbersome
■Benefits of using this template
By utilizing the flow of reading document data posted on Slack with OCR, updating the file name, and storing it in OneDrive, the effort of manual file management is reduced.
Implementing this flow allows for automatic processing of document data, improving work efficiency.
Furthermore, by using OCR technology, handwritten characters and scanned data can be accurately read, enhancing the precision of digitization.
As a result, the hassle of file management is reduced, allowing staff to focus on other important tasks.
■Notes
・Please connect both Slack and OneDrive with Yoom.
・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.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that reads document data posted on Gmail using OCR, updates the file name, and stores it in OneDrive.
With Yoom, you can easily achieve this flow without any programming, as it allows integration between apps.
■Recommended for
1. Those who manage files on OneDrive
・Those who manually rename files attached to Gmail and store them in OneDrive
■Benefits of using this template
If you manage files manually, storing them in the wrong location can take time to find them.
This flow allows you to standardize file names and storage locations, preventing errors in renaming and storage locations, thereby enhancing the accuracy of management tasks.
■Notes
・Please integrate Gmail and OneDrive with Yoom.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error.
・AI operations are a feature available only 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 Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in OneDrive.
By using Yoom, you can easily integrate between apps without the need for programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to improve the efficiency of managing document data such as invoices, quotes, and contracts received via email
2. Those who use OneDrive for file management
・Those aiming for centralized management and quick sharing of document data
・Those who want to improve search efficiency by standardizing naming conventions when uploading files
■Benefits of using this template
Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in OneDrive.
By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.
■Notes
・Please integrate Outlook and OneDrive with Yoom.
・Branches are available from the Mini Plan and above, and AI operations are features available only in the Team Plan and Success Plan. Operations set in other plans will result in an error, so please be careful.
・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・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.
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.
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.
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.
