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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.
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.
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 "Try It" button to get started quickly!
This flow is recommended for those managing large volumes of documents on OneDrive. As soon a a file is uploaded, <span class="mark-yellow">ChatGPT automatically summarizes it and sends a notification</span>.
If you're using OneDrive and ChatGPT regularly and spending a lot of time answering internal inquiries, this flow is highly recommended! <span class="mark-yellow">ChatGPT analyzes all files in OneDrive and generates Q&A</span>, allowing you to respond faster and reduce manual work!
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, <span class="mark-yellow">making information sharing smoother</span>.
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
If you don’t have a Yoom account yet, register now from this registration 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, visit OpenAI 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.
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 <span class="mark-yellow">Yoom makes automation accessible to everyone</span>.
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.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you'll learn the step-by-step process of how to use Yoom to <span class="mark-yellow">create a Flowbot that automatically summarizes the files uploaded to OneDrive using ChatGPT. </span>
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".
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".
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 in this guide.
Once all the required fields are filled in, click "Add" to complete registration.
Click the "Try It" button to copy the pre-built template into your project.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
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 Yoom plan. 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.
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.
⚠️ 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.
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".
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".
Toggle the "Trigger ON" button to activate your flow!
That's it!
Your Flowbot is complete!
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.
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 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!
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!
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