NotionとOneDriveの連携イメージ
How to Integrate Applications

2024/11/22

How to integrate Notion with OneDrive to automatically create folders in OneDrive based on Notion data

k.ueno

The integration of Notion, equipped with multifunctional tools, and the versatile cloud storage service OneDrive will make it easier to share and manage client information.
We will introduce a method to streamline your work by automating folder creation and centrally managing important information.
Why not leverage app integration that requires no programming and can be easily started in your daily work?

Recommended for

・Those who are using Notion and OneDrive and feel challenged by the centralization and efficiency of information
・Those who manage client information and find folder creation and data organization cumbersome
・Team leaders who want to facilitate smooth information sharing through integration between multiple tools
・Corporate personnel who want to improve work efficiency by utilizing IT tools
・Information system personnel considering automation between tools using API integration

Benefits and Examples of Notion and OneDrive Integration

Benefit 1: Centralized Management of Folders and Files

When you register a client in Notion, a folder linked to that data is automatically created in OneDrive, allowing you to consolidate client-related information in the necessary location.
For example, when a sales representative searches for materials or contracts related to a specific client, they no longer need to search through multiple tools or folders.
Furthermore, by clearly communicating the shared information in the folder, the person in charge will be able to smoothly access and confirm the necessary information.

Benefit 2: Smooth Information Sharing

When folders for each client are automatically created, it becomes possible to share related information with the entire team.
For instance, due to automation, client-specific folders are quickly created in OneDrive, allowing other members to immediately add necessary materials.
This eliminates the need to share the folder location via email or chat each time, potentially improving the speed of information transmission.
This automation can prevent delays in information sharing, leading to smooth business execution.

Benefit 3: Standardization of Business Processes

By utilizing this flow, folders are created in a unified format, standardizing business processes.
For example, by incorporating a mechanism to automatically generate subfolders such as "Contracts," "Proposal Materials," and "Progress Reports" within the folder, the same structure is maintained for any client's folder.
Such standardization also leads to an easy understanding of the folder structure by anyone.
By minimizing misunderstandings, confusion can be prevented when new members join.

[About Yoom]

How to Create a Notion and OneDrive Integration Flow

Let's create a flow bot using the template "Create a folder for each client in OneDrive when a client is registered in Notion".

The general flow until the completion of the flow is as follows.

1: Connect Notion and OneDrive to My Apps
2: Set up Notion trigger
3: Set up OneDrive
4: Turn on the trigger

Now, let's establish a new connection for the two apps to be integrated.

Step 1: Connect Notion and OneDrive to My Apps

(1) First, connect Notion to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for Notion from "New Connection".

(2) Click on the Notion app icon when it appears.
On the next screen, click [Select Page].

Select the page you want to link with your Yoom account and click [Allow Access] to complete the connection.

(5) Next, connect the OneDrive app.
Select OneDrive in the same way as registering Notion to My Apps.
Sign in when you transition to the following screen.

・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.

If the setup is successful, you will be taken to the My Apps screen of your Yoom account.
Now, the two apps are connected to your Yoom account.

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" in the template below.

The template will be copied, so click the "OK" button.
You will be taken to the "My Projects" screen of your Yoom account, so please check the template content.

There are three setup flows.

Step 2: Setting Notion Trigger

(1) First, set the Notion app trigger.

(2) Click "【Copy】Create and send a contract using GMO Sign with Notion database information" from My Projects on the left side of the Yoom account screen.
The flow content has been expanded as shown in the image below.

(3) Now, click the first action "When a page in a specific database is created or updated".
Enter the Notion account information you want to link on the next screen and click [Next].

(4) Click the input bar for "Trigger Interval" and select the desired interval from the dropdown.
・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.

(5) After entering the "Database ID", click [Test] and if there are no issues, click [Save].

(6) Next, let's set the second action "Retrieve Record (ID Search)".

(7) Ensure that the Notion account information is entered and input the Database ID.
Click the input bar to select information as a "candidate" based on the Database ID obtained in the previous step.
After entering the information, click [Next].

(8) On the next screen, set up to retrieve record information from the database.
Enter the conditions for the records you want to retrieve.
You can reference the output obtained from the previous step.
In this case, as an example, specify the Object ID.

Then click [Test] and if there are no issues, click [Save].

Step 3: Setting OneDrive

(1) Finally, set up the OneDrive app.
Click the third action "Create Folder".

(2) Add the account information you want to link and click "Next".

(3) Enter the information such as the drive ID where you want to create the folder according to the annotations.
You can reference information from candidates obtained from account information or outputs.
Click the input bar and select the relevant information from the expanded content.

(4) After entering all the items, perform a test if necessary, and if there are no issues, click [Save].

Step 4: Setting Trigger ON

The setup is now complete. By turning the trigger ON, the flow bot will start automatically.

Here is the template used this time

Other Automation Examples Using OneDrive

There are other examples of automation using OneDrive available on Yoom, so here are a few introductions.

① Create a Folder in OneDrive When a Client is Registered in Airtable

This template is recommended for those who manage client-related documents in OneDrive.
When a client is registered in Airtable, a folder can be automatically created in OneDrive.
By automating the creation of folders in OneDrive, you can prevent human errors and improve work efficiency.

②Create a OneDrive folder with one click from the Notion database

Using Yoom's Chrome extension, you can create a OneDrive folder with one click from any page in the Notion database and store the URL of the created folder in any property of Notion.
You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee.

③ Automatically Create a Folder in OneDrive When a Record is Registered in kintone

This is a flow bot that integrates kintone with OneDrive to automatically create a folder in OneDrive when a record is registered in kintone, and store the URL of the created folder in the kintone record.
You can also create folder names using the information from the kintone record, making it possible to automatically create folders for each customer or employee.

Summary

By utilizing Yoom to integrate Notion and OneDrive, automation of tasks can be achieved.
Since the task of creating new folders is omitted, it leads to a reduction in work time and may make information management easier than ever before.
This can facilitate smoother information sharing across the team and is expected to advance the standardization of business processes.

Why not take this opportunity to implement Yoom's automation and build a comfortable working environment?

The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns. I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly! From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
Tags
Notion
OneDrive
Automation
Integration
Automatic
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