Are you struggling to find the document among the many files in OneDrive?
Do you want to automatically summarize your OneDrive files with ChatGPT and generate useful Q&A?
This is a must-read for anyone who wants to streamline information management! By integrating OneDrive with ChatGPT, you can automate these tasks, improving the efficiency of managing and utilizing your data.
For example, when a file is uploaded to OneDrive, ChatGPT can quickly summarize it and send a notification. Or ChatGPT can analyze all your OneDrive files and create Q&A, making it easier to find relevant information.
In this article, we'll show you how to set up the integration and get the most out of OneDrive and ChatGPT.
✔️ For Those Who Want to Try It Right Away
Yoom offers ready-made templates for easy setup in integrating ChatGPT and OneDrive. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
When a file is uploaded to OneDrive, summarize it with ChatGPT and notify.
■Overview This workflow automatically summarizes documents uploaded to OneDrive using ChatGPT and saves the results back to OneDrive. It is an optimal business workflow for those who want to efficiently organize and utilize a large volume of materials.
■Recommended Users for This Template Business professionals managing a large number of documents who need efficient summarization IT personnel using OneDrive who want to automate the summarization process Project leaders who want to facilitate smooth information sharing within the team
■Notes ・Please integrate both OneDrive and ChatGPT with Yoom. ・The trigger 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. ・There are consumer plans and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if not subscribed to a general business plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be ready when the API is used) https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI on a paid basis, with metered billing based on tokens used during API communication. Therefore, an error will occur if payment cannot be made when using the API, so please be cautious. ・AI operations for OCR or voice transcription are only available with Team Plan and Success Plan. For Free Plan or Mini Plan, flowbot operations configured will result in errors, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted applications and AI functions (operations).
🙌 What You Can Do by Integrating OneDrive with ChatGPT
By integrating OneDrive with ChatGPT, you can automate the flow of data between these two apps. Here are some practical, ready-to-use templates that you can try out.
Just click on the "TryIt" button to get started quickly!
Summarize & Notify When a File is Uploaded to OneDrive
This flow is recommended for those managing large volumes of documents on OneDrive. As soon a a file is uploaded, ChatGPT automatically summarizes it and sends a notification.
When a file is uploaded to OneDrive, summarize it with ChatGPT and notify.
■Overview This workflow automatically summarizes documents uploaded to OneDrive using ChatGPT and saves the results back to OneDrive. It is an optimal business workflow for those who want to efficiently organize and utilize a large volume of materials.
■Recommended Users for This Template Business professionals managing a large number of documents who need efficient summarization IT personnel using OneDrive who want to automate the summarization process Project leaders who want to facilitate smooth information sharing within the team
■Notes ・Please integrate both OneDrive and ChatGPT with Yoom. ・The trigger 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. ・There are consumer plans and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if not subscribed to a general business plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be ready when the API is used) https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI on a paid basis, with metered billing based on tokens used during API communication. Therefore, an error will occur if payment cannot be made when using the API, so please be cautious. ・AI operations for OCR or voice transcription are only available with Team Plan and Success Plan. For Free Plan or Mini Plan, flowbot operations configured will result in errors, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted applications and AI functions (operations).
If you're using OneDrive and ChatGPT regularly and spending a lot of time answering internal inquiries, this flow is highly recommended! ChatGPT analyzes all files in OneDrive and generates Q&A, allowing you to respond faster and reduce manual work!
Analyze all files in OneDrive with ChatGPT to generate Q&A.
■Overview The "Analyze all files in OneDrive with ChatGPT to generate Q&As" flow is a business workflow to streamline information management within a company. This speeds up access to information and facilitates smooth knowledge sharing within the organization.
■Recommended for those who: ・Are IT personnel using OneDrive daily and facing challenges in managing a large number of files ・Are part of a support team looking to improve efficiency in responding to internal inquiries ・Are business leaders seeking to incorporate ChatGPT and AI technologies into their operations to automate knowledge management ・Want to optimize business processes by using Yoom to integrate with existing SaaS applications
■Cautions: ・Please integrate both OneDrive and ChatGPT with Yoom. ・You can set the trigger interval to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval differs depending on your plan. ・Microsoft365 (formerly Office365) has plans for families and general enterprises (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, you need to subscribe to a paid OpenAI API plan. (Payment is required when the API is used) https://openai.com/api/pricing/ ・ChatGPT API usage is provided by OpenAI for a fee, with pay-per-use based on tokens at the time of API communication. Please make sure the payment can be processed upon API usage, otherwise, errors may occur. ・"Repeating the same process" operation, operations between AI operations such as OCR or transcribing audio to text, are only available in Team Plan and Success Plan. In the case of Free Plan and Mini Plan, operations or data connects set in the flowbot will result in errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
Analyze Images in Google Drive with Gemini & Notify via Gmail
When a file is uploaded to Google Drive, this flow automatically analyzes the image using Gemini. Once analyzed, Gmail sends the results to the specified recipients, making information sharing smoother.
🚀 Let's Create a OneDrive and ChatGPT Integration Flow
Let's walk through how to set up a flow that automatically summarizes the files uploaded to OneDrive using ChatGPT.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to ChatGPT, OneDrive, and Microsoft Teams
If you don’t have a Yoom account yet, register now from thisregistration form!
⚠️ Note: To run ChatGPT (OpenAI) actions, you’ll need a paid OpenAI API plan. Make sure you have your payment set up ready for smoother transactions when the API usage fees are incurred. For more details, visitOpenAI API Pricing.
⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like OneDrive, ChatGPT, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to create a Flowbot that automatically summarizes the files uploaded to OneDrive using ChatGPT.
When a file is uploaded to OneDrive, summarize it with ChatGPT and notify.
■Overview This workflow automatically summarizes documents uploaded to OneDrive using ChatGPT and saves the results back to OneDrive. It is an optimal business workflow for those who want to efficiently organize and utilize a large volume of materials.
■Recommended Users for This Template Business professionals managing a large number of documents who need efficient summarization IT personnel using OneDrive who want to automate the summarization process Project leaders who want to facilitate smooth information sharing within the team
■Notes ・Please integrate both OneDrive and ChatGPT with Yoom. ・The trigger 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. ・There are consumer plans and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if not subscribed to a general business plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be ready when the API is used) https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI on a paid basis, with metered billing based on tokens used during API communication. Therefore, an error will occur if payment cannot be made when using the API, so please be cautious. ・AI operations for OCR or voice transcription are only available with Team Plan and Success Plan. For Free Plan or Mini Plan, flowbot operations configured will result in errors, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted applications and AI functions (operations).
Before connecting, make sure to upload your files to OneDrive! For this example, we've uploaded the file shown in the image below. We will use ChatGPT to summarize the contents of this file.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Search "OneDrive" from the app list, and select it.
Select the account you want to connect to.
Enter your password and click "Sign In".
Connect with Microsoft Teams
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "Microsoft Teams" from the app list and select it.
Select the account you want to connect to.
Enter your password and click "Sign In".
Connect with ChatGPT
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "ChatGPT" from the app list and select it.
Enter the account name. Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, follow the instructions inthis guide.
Once all the required fields are filled in, click "Add" to complete registration.
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
When a file is uploaded to OneDrive, summarize it with ChatGPT and notify.
■Overview This workflow automatically summarizes documents uploaded to OneDrive using ChatGPT and saves the results back to OneDrive. It is an optimal business workflow for those who want to efficiently organize and utilize a large volume of materials.
■Recommended Users for This Template Business professionals managing a large number of documents who need efficient summarization IT personnel using OneDrive who want to automate the summarization process Project leaders who want to facilitate smooth information sharing within the team
■Notes ・Please integrate both OneDrive and ChatGPT with Yoom. ・The trigger 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. ・There are consumer plans and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if not subscribed to a general business plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be ready when the API is used) https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI on a paid basis, with metered billing based on tokens used during API communication. Therefore, an error will occur if payment cannot be made when using the API, so please be cautious. ・AI operations for OCR or voice transcription are only available with Team Plan and Success Plan. For Free Plan or Mini Plan, flowbot operations configured will result in errors, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted applications and AI functions (operations).
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Step 3: Set Up OneDrive Trigger Action
Click on the trigger labeled "When a file is created or updated".
Give your trigger a title (anything you like) and select your Microsoft account. Then click "Next".
Set your trigger interval (frequency of sync) on how frequently Yoom checks OneDrive for updates. It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoomplan. Be sure to check your current plan’s limit.
Select the "Drive ID" from the displayed options.
For "Folder Name", enter the value as described below the input field. This will help search for potential 'folder item IDs' using the entered value. If the target folder isn’t found, try adjusting the value to include part of the folder name and search again.
Select the "Folder ID" from the displayed options.
Once set, click "Test". Then you should see the retrieved value section get updated like below.
If successful, click "Save".
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
Step 4: Set Up OneDrive Action to Download File
Click the action labeled "Download File".
Give your action a title (anything you like), and select your account.
Make sure the action "Download File" is selected and click "Next".
Select the "Drive ID" (where the file you want to download is stored) from the displayed options.
For "File Item ID", you can select from the retrieved value from the previous action.
Once set, click "Test" and save if the test is successful.
Step 5: Set Up OCR Action for Image Analysis
⚠️ Note: OCR (reading text) used in this Flowbot is only available in Yoom's certain plans. If you're using the Free or Plus plan, the Flowbot may face errors due to limited access. But don't worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.
Click on the action labeled "ReadText from Image/PDF".
Click "Next".
Select the "File Attachment Method" from the dropdown.
In the "Items to Extract", enter the items you want to extract.
For this example, we want to extract the entire text. But, if you're extracting data from invoices or quotations, you can specify particular items such as "Amount" or "Client Company".
Once the setup is done, click "Test" and save if the test is successful.
Step 6: Configure ChatGPT Action
Click on the action labeled "Generate Text".
Give your action a title (anything you like), and select your account. Make sure the action "Generate Text" is selected and click "Next."
Click inside the "Message Content" box, and select the extracted text result (under retrieved value) from the previous action. Confirm that the message box gets updated as shown below. By setting it up as below, you can automatically send an action request to ChatGPT to summarize the content.
Perform a test and if successful, click "Save".
Step 7: Configure Microsoft Teams Action
Click on the action labeled "Send Message to Channel".
Give your action a title (anything you like), and select your account. Make sure the action "Send Message to Channel" is selected and click "Next".
Select the Team ID and Channel ID from the displayed options. The channel ID will be something like 'C02U49NMLQ4'.
Click inside the message box and select items from the "retrieved value". Confirm that the message box gets updated as shown in the image below.
By setting it up as below, you can automatically share the summary from ChatGPT to Microsoft Teams.
Perform a test and if successful, click "Save".
Step 8: Activate the Flowbot
Toggle the "Trigger ON" button to activate your flow!
That's it!
Your Flowbot is complete!
💡 Other Automation Examples Using OneDrive & ChatGPT
Besides the integration flow we've covered, you can automate more business tasks using OneDrive and ChatGPT with Yoom! Here are some examples you can explore for your next automation.
Automation Examples Using OneDrive
Automatically save files received via email or create folders for information registered in spreadsheet tools and databases. You can also automate the registered data to other CRM tools and databases, streamlining your file management and data organization!
Automatically upload attachments received in Outlook to OneDrive
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
Automatically compile inquiries and form responses, then send notifications to your teams, or create articles for blogs and websites. Also, ChatGPT can summarize meeting contents and send them through email or append them to databases, improving task efficiency and communication!
After the Zoom meeting ends, create minutes with ChatGPT and send them to participants via email.
■Overview The "After Zoom meeting, create minutes with ChatGPT and send email to participants" flow is a business workflow that automates the creation and sharing of meeting records. It is an ideal workflow for teams that frequently hold meetings or organizations that prioritize the accuracy of records.
■Recommended for ・Business persons who frequently use Zoom and spend time creating minutes after meetings ・Project managers who want to accurately record meeting content and share it with the entire team ・IT personnel who want to improve work efficiency by utilizing ChatGPT ・Managers of companies who want to improve the quality of minutes and facilitate smooth information sharing ・Team leaders who find manual minute creation burdensome in meetings with many participants
■Notes ・Please link Zoom, ChatGPT, and Yoom respectively. ・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. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be careful. Please refer to here for details. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・Please check below for details on the file size that can be handled by triggers and each operation. https://intercom.help/yoom/ja/articles/9413924 ・OCR or AI operations that transcribe audio to text are functions available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations 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 functions (operations).
■Overview The "Organize form content with ChatGPT and create a draft in WordPress" workflow is a business workflow that reduces the effort of content creation. This makes the content creation process smoother.
■Recommended for ・Bloggers and content creators who tend to spend a lot of time creating blog posts ・Those who want to efficiently manage content by integrating ChatGPT and WordPress ・Those who regularly update blogs but struggle with coming up with article ideas ・Web marketers who want to improve efficiency by utilizing automation
■Notes ・Please integrate Yoom with both ChatGPT and WordPress. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API.
■Overview In this workflow, ChatGPT automatically generates the next action to take in conjunction with a status change in Notion and appends it to Notion. This automates appropriate action plans according to task progress, supporting improved productivity for the entire team. By using Yoom, you can easily connect applications without the need for programming.
■Recommended for ・Business persons managing tasks using Notion ・Those who want to automate their operations by integrating ChatGPT and Notion ・Companies aiming to introduce AI tools and build efficient workflows ・Project managers who want to prevent missed tasks and enhance team productivity ・Business leaders looking to review and improve daily work processes
■Cautions ・Please integrate Yoom with both Notion and ChatGPT. ・You need to create an item in Notion in advance to write a summary. ・You can select a trigger launch interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest launch interval varies depending on your plan. ・Branches are functions (operations) available with plans above the mini plan. Operations set in flowbots will result in errors with the free plan, so please be careful. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use restricted apps and functions (operations). ・To execute ChatGPT (OpenAI) actions, you need to subscribe to a paid OpenAI API plan (being able to pay when the API is used) https://openai.com/ja-JP/api/pricing/ ・Usage of ChatGPT's API is charged by OpenAI based on tokens during API communication, so please be aware that errors will occur if you are not in a situation to make payments when the API is used.
Now you know how to integrate OneDrive and ChatGPT to automatically summarize files and send notifications via Microsoft Teams. By setting up this integration, you can boost productivity with automated file summarization and internal sharing. Best of all, no special knowledge is required and anyone can easily set it up!
Ready to simplify your workflows? Sign up for Yoom and try it today!
With experience in a wide range of roles, including systems engineer, programmer, new graduate recruitment assistant, and theme park actor, I have been involved in building corporate systems and improving operational efficiency, particularly as a systems engineer and programmer. Utilizing Yoom, I will clearly and comprehensively communicate practical approaches to reducing operational burdens.
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