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When your daily tasks are piling up, have you ever added tasks or client information to Notion but forgotten to create a folder in OneDrive? If you frequently use Notion and OneDrive, you can automate these tasks by integrating the apps. In this article, we will explain "how to create a folder in OneDrive when a page is created in a Notion database." Additionally, we will introduce advanced integrations for each app in the latter half. Everything can be implemented without any coding, so feel free to use this as a reference!
In this article, we introduce the integration method using the no-code tool "Yoom." No complicated settings or operations are required, making it easy for non-engineers to achieve. You can also start immediately using the template below, so please give it a try!
■Overview
This is a flow that creates a folder in OneDrive when a new page is created in a Notion database.
■Recommended for
1. Those who frequently need to manage projects or data
2. Those who want to reduce manual folder creation tasks and automate them
3. Those who use Notion and OneDrive on a daily basis
■Benefits of using this template
・Integration of Notion and OneDrive allows for centralized data management.
・Related information becomes easily accessible, improving the transparency of business processes.
・Data organization and structuring become easier, preventing information oversight and confusion.
■Notes
・Please integrate both Notion and OneDrive with Yoom.
[What is Yoom]
This time, we will introduce a flow where "a folder is created in OneDrive when a page is created in a Notion database."
First, let's register the My Apps to link Yoom with Notion and OneDrive.
Start with registering My Apps in Notion.
Log in to Yoom, select "My Apps" on the left, and click "New Connection."
Search for Notion from "Search by App Name" or find it from the list below.
When "Yoom is requesting access to your Notion" is displayed, click the blue button "Select Pages."
Check the pages you want to allow and click the blue button "Allow Access."
Next, perform the app integration for OneDrive.
Select OneDrive just like the My Apps registration for Notion.
Once you transition to the following screen, sign in.
Check the My Apps section to ensure Notion and OneDrive are displayed.
This completes the app integration of Yoom with Notion 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.
Next, please copy the template below.
■Overview
This is a flow that creates a folder in OneDrive when a new page is created in a Notion database.
■Recommended for
1. Those who frequently need to manage projects or data
2. Those who want to reduce manual folder creation tasks and automate them
3. Those who use Notion and OneDrive on a daily basis
■Benefits of using this template
・Integration of Notion and OneDrive allows for centralized data management.
・Related information becomes easily accessible, improving the transparency of business processes.
・Data organization and structuring become easier, preventing information oversight and confusion.
■Notes
・Please integrate both Notion and OneDrive with Yoom.
1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
* If you have already completed registration, the login screen will be displayed, so please log in.
This time, we will create a flow such as "Create a folder in OneDrive when a page is created in the Notion database".
It can be created in the following two steps, so let's create it together.
Select a project from the "Project List" on the left side of the screen.
If you are creating a new project, create it with the "+" next to "Project List".
Once completed, create the flow by starting with "Create New" → "Create from Scratch" in the upper right corner.
Please enter "Title" and "Description" as you like.
The condition for activating the flow bot is "When a specific app event is received".
When you move to the "Select App" screen, please select Notion.
Enter the title of the "App Trigger" as you like and set the "Trigger Action" to "When a page is created or updated".
Set the "Trigger Activation Time" to "5 minutes" → "Test" → If "Test Successful", please "Save".
* You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. Please note that the shortest activation interval varies depending on the plan.
Next, let's set up the action to create a folder in OneDrive.
Create it from the "+" under the Notion app trigger you just created.
When you move to "Select Operation Type", click "Integrate with App" and select OneDrive.
Enter the title as you like and set the "Action" to "Create Folder".
Please select "Drive ID" and "Parent Folder Item ID" from the candidates.
* The display order of the parent folder item ID candidates is displayed from the most recently updated. If the relevant folder is not displayed in the candidates, please update the folder information by changing the folder name once, etc.
"Parent Folder Name" should be the name of the parent folder specified in the parent folder item ID.
"Folder Name" should specify the name of the new folder to be created.
Once these inputs are complete, "Test" → "Test Successful" → "Save".
Don't forget to turn the app trigger "ON", and all steps are complete.
■Overview
This is a flow that creates a folder in OneDrive when a new page is created in a Notion database.
■Recommended for
1. Those who frequently need to manage projects or data
2. Those who want to reduce manual folder creation tasks and automate them
3. Those who use Notion and OneDrive on a daily basis
■Benefits of using this template
・Integration of Notion and OneDrive allows for centralized data management.
・Related information becomes easily accessible, improving the transparency of business processes.
・Data organization and structuring become easier, preventing information oversight and confusion.
■Notes
・Please integrate both Notion and OneDrive with Yoom.
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Notion and OneDrive.
If you find something interesting, please give it a try!
By using Yoom's Chrome Extension Trigger, you can create a folder in OneDrive with one click from a Notion database.
Additionally, it is possible to set up an integration where a report is created in Google Docs and saved to OneDrive when a record is added to Notion.
◼️Overview
Using Yoom's Chrome extension, you can create a OneDrive folder with one click from any page on a 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.
By storing the OneDrive folder URL in the Notion database, you can easily access the created folder from the Notion database.
◼️Notes
・Integration with both OneDrive and Notion is required for Yoom.
・Feel free to change the settings of the Notion database and kintone as you like.
・Yoom's Chrome extension is required to activate the flow bot.
■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
Notify Chat Tools When Information is Registered in Notion
Automatically notify Slack, Microsoft Teams, etc., when information is registered in a Notion database.
■Overview
This is a workflow that notifies Google Chat when new information is added to any Notion database.
The trigger is activated by registration or update in the Notion database, allowing you to create advanced flows that branch routes for registration and updates using creation and update dates.
■Notes
・Please integrate Notion and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
This is a flow that automatically sends a chat to Slack when a specific database is created or updated in Notion.
■Recommended for
1. Those who want to easily share tasks and information
・Sales department personnel responsible for managing numerical targets
・Personnel in charge of the headquarters department of companies with many branches
・Professionals such as social insurance labor consultants or tax accountants with advisory contracts
2. Those who use Slack as their main communication tool
・Department heads using it for internal communication
・Sales assistants responsible for interactions with client companies
3. Those who want to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・Automatically sends chats for tasks created or modified in Notion, preventing task omissions.
・The entire process is completed automatically, reducing effort and improving work efficiency.
■Notes
・Please integrate Yoom with both Notion and Slack.
・The action to retrieve records is used to obtain outputs for operations.
◼️Overview
This is a flow that notifies Teams when information is added to any Notion database.
◼️Notes
・It is necessary to set up account information for integration in the operation of each app.
・Please perform the following processing on the above text.
・Use tags to add line breaks at appropriate places.
・Use tags for the headings.
・Insert two tags between sentences.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
Add Inquiry Details to Notion
Automatically add inquiry details sent to Google Forms or Gmail to Notion.
■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 that automatically sorts emails received in Gmail by keywords and adds them to Notion.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of emails daily and want to efficiently sort important emails
・Those who want to quickly determine work priorities and improve time management
2. Those who manage information using Notion
・Those who use Notion for task and project management but want to reduce the hassle of manually entering information
・Those who want to automatically centralize information received via email into a database and make it easier to share with the entire team
■Benefits of using this template
By linking Gmail and Notion, you can simplify the organization and management of emails.
Using this automated flow, you can automatically categorize emails containing important keywords and add them to Notion.
This not only reduces the time spent on manual email management but also allows you to properly manage important information that is easy to overlook.
Additionally, by centrally managing information on Notion, sharing information becomes easier, improving the productivity of the entire team.
By utilizing this flow, you can streamline your work and focus on more important tasks without being overwhelmed by email organization.
■Overview
This is a flow where a record is added to the Notion database when a new response is submitted to the Yoom form.
Data is added to Notion without the need to double-check previously obtained information, preventing any gaps or omissions in information management.
You can also create this by changing the Yoom form trigger to a Google form trigger.
Please refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
■Notes
・Please integrate Notion and Yoom.
Register tasks recorded in Notion to the calendar
Automatically register tasks recorded in Notion to Google Calendar.
■Overview
Automatically register task information from the Notion task management database as all-day events in Google Calendar.
Only new tasks will be registered, and updated tasks will be excluded from the flow.
■Preparation
・Create a task management database in Notion in advance.
※For an actual example, please refer to this link: https://sulky-aftershave-b1d.notion.site/6729db5cf9ff4a26ae2156f44bc2b174?v=db2791f6600d429e9d7796834a753e30&pvs=4
■Setup Method
① Select Notion from the app triggers and press the action when a page is created or updated in a specific database.
② Enter the launch interval and database ID, then test and save.
※For common errors when integrating with Notion, please refer to here.
③ Press the + mark under the trigger and select "Branch".
④ Set the operation to the trigger set in ① and the output to the creation date.
⑤ Set the condition to "not equal to the value" and embed the last updated date obtained in ① as {{Last Updated Date}} in the output and save.
※For details on dynamically using outputs, please refer to here.
⑥ Press the + mark, select Notion from the operation to manipulate the database, and proceed to the next step by selecting "Retrieve Record (ID Search)" from the action and entering the same database ID as the trigger.
⑦ Set the search condition to "Record ID equals" and embed the object ID obtained from the trigger in ① as {{Object ID}}, then test and save.
⑧ Press the + mark, select the action to add or subtract dates from the operation to manipulate and transform data.
⑨ Embed the task's due date obtained in ⑦ as the target date, set the condition to +1 day, assign an arbitrary output name, and test and save.
⑩ Press the + mark, select Google Calendar from the operation to integrate with the app, and choose the action to create an event.
⑪ On the next page, set as follows, test, save, and complete the setup.
・Calendar ID: Enter your Gmail address directly
・Event Title: Embed the task name obtained in ⑦
・Event Start Date: Embed the task's due date obtained in ⑦
・Event Start Time: 00:00
・Event End Date: Embed the due date added in ⑨
・Event End Time: 00:00
・Event Details: Optional input
■Notes
・Be sure to register tasks by adding a new row.
※This is because using the default empty row after creating the database will cause discrepancies between the creation and update dates.
Automatically Upload Email Attachments to OneDrive
Automatically upload files attached to Gmail or Outlook emails to OneDrive.
■Overview
This is a flow that automatically uploads attachments received in Outlook to OneDrive.
It can be used for the automatic saving of files such as invoices and purchase orders.
Feel free to change the folder location in OneDrive as needed.
■Recommended for
1. Those who use both Outlook and OneDrive
2. Those who save files received via email
3. Those who receive invoices or purchase orders via email
4. Those looking to improve efficiency with Outlook and OneDrive
■Benefits of using this template
・It can automatically save files by triggering based on specific subjects such as invoices and purchase orders, reducing the hassle of downloading and uploading.
■Notes
・Integration with both Outlook and OneDrive is required for Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow bot that automatically uploads attachments received via email to OneDrive.
When an email is received at the email address created with Yoom, the flow bot is automatically activated.
It can be used for the automatic saving of files such as invoices and purchase orders.
■Notes
・Integration with OneDrive and Yoom is required.
・You are free to change the email address and the folder location in OneDrive as needed.
■Overview
This is a flow to save files received in Gmail to OneDrive.
■Recommended for
1. Those who use Gmail and OneDrive for business
・Personnel who use Gmail for communication with clients
・Personnel who use OneDrive for file management
・Those considering efficiency improvements by integrating Gmail and OneDrive
2. Those who want to reduce manual file saving tasks and automate them
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with many manual tasks
■Benefits of using this template
・By automatically saving files received in Gmail to OneDrive, you can improve business efficiency.
・Automatically saving files to OneDrive helps prevent human errors.
・You no longer need to perform file saving tasks from Gmail, allowing you to allocate time to other important tasks.
・By customizing the flow bot, you can also send notifications to communication tools after saving files to OneDrive.
■Notes
・Please integrate both Gmail and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・For forwarding processing when using Gmail as a trigger by integrating Gmail with Yoom, please refer to the following:
Upload the file to OneDrive once the document signing is complete
Automatically upload documents that have been signed using services like Docusign to OneDrive.
■Overview
By using the workflow "Generate a contract based on Slack posts and store it in OneDrive," contracts are automatically generated from Slack posts.
This eliminates the need for manual document creation, improving work efficiency.
■Recommended for
■Benefits of using this template
By integrating Slack and OneDrive, you can automate the entire flow from contract issuance to storage.
This allows for smooth generation and storage of contracts.
Using this flow reduces manual work and improves operational efficiency.
First, simply post a contract creation request on Slack, and a contract will be created based on that content.
It is then automatically stored in OneDrive, saving unnecessary time and effort.
Additionally, centralized management of contracts becomes possible, allowing for immediate access when needed.
■Overview
This is a flow where, once a document is executed in Docusign, the certificate is downloaded and stored in OneDrive.
■Recommended for
1. Those who frequently need to manage and store contracts
2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation
3. Those who use DocuSign and OneDrive regularly
■Benefits of using this template
・Manual management and downloading of certificates are no longer necessary, as certificates are automatically saved to OneDrive, making management easier.
・By using OneDrive, members can access certificates anytime and anywhere.
■Notes
・Please integrate Yoom with both DocuSign and OneDrive.
■Overview
By using the workflow "When a row is added to Google Sheets, issue a contract and store it in OneDrive," you can automate the document creation process.
The issuance of contracts and storage in OneDrive can be done smoothly.
■Recommended for
■Benefits of using this template
By introducing a flow that issues a contract and stores it in OneDrive when a row is added to Google Sheets, you can achieve quick response to tasks.
This reduces wasted time and improves work efficiency.
The process from issuing to storing contracts is expedited, allowing you more time to focus on other important tasks.
Additionally, reducing manual tasks lowers the risk of human error.
By utilizing this flow, you can proceed with tasks accurately and efficiently, improving overall productivity.
By integrating Notion with OneDrive, you can consolidate information across different platforms, making it easier to share information within the team.
For example, when a new page is created in Notion, a corresponding folder is automatically generated in OneDrive, allowing members to easily access necessary files through Notion.
This enhances project management and document sharing efficiency, facilitating smooth operations and providing significant benefits for team-wide information sharing.
Every time a new page is created in Notion, a corresponding folder is automatically generated in OneDrive, eliminating the need to manually create folders.
Organizing folders by project or task makes it easy to access files, enabling members handling multiple projects simultaneously to work efficiently.
Especially when collaborating with members from other departments, a clear folder structure allows for smooth file sharing.
Leveraging the integration of Notion and OneDrive ensures a consistent team workflow and promotes data visualization.
For instance, adding the OneDrive folder URL to a Notion page clarifies file storage locations for team members, reducing the risk of data loss.
Additionally, updates made in OneDrive are reflected in Notion, allowing all team members to access the latest information, facilitating easy project progress tracking and improving work efficiency.
This time, we introduced the flow of "creating a folder in OneDrive when a page is created in Notion's database."
Integrating Notion with OneDrive makes data and storage management easier.
If you frequently use Notion and OneDrive, it's recommended to integrate apps with Yoom.
This not only enhances efficiency but also increases convenience, potentially boosting productivity even further.
Yoom offers a two-week free trial, so feel free to try it if you're interested!
