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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.
■Overview
This is a workflow that summarizes files uploaded to OneDrive using ChatGPT and sends notifications.
It is an ideal business workflow for those who want to efficiently summarize and share a large amount of documents.
■Recommended for
■Benefits of using this template
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, ChatGPT automatically summarizes it and sends a notification.
■Overview
This is a workflow that summarizes files uploaded to OneDrive using ChatGPT and sends notifications.
It is an ideal business workflow for those who want to efficiently summarize and share a large amount of documents.
■Recommended for
■Benefits of using this template
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!
■Overview
The flow of "Analyzing all files in OneDrive with ChatGPT to generate Q&A" is a business workflow that streamlines information management within a company.
This enables faster access to information and smoother knowledge sharing within the organization.
■Recommended for
■Benefits of using this template
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 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.
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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.
■Overview
This is a workflow that summarizes files uploaded to OneDrive using ChatGPT and sends notifications.
It is an ideal business workflow for those who want to efficiently summarize and share a large amount of documents.
■Recommended for
■Benefits of using this template
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.
■Overview
This is a workflow that summarizes files uploaded to OneDrive using ChatGPT and sends notifications.
It is an ideal business workflow for those who want to efficiently summarize and share a large amount of documents.
■Recommended for
■Benefits of using this template
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!
■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:
■Overview
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams.
■Recommended for
1. Companies or teams that frequently receive files via email
2. Companies or teams using OneDrive
3. Companies or teams using Microsoft Teams
4. Individuals promoting system integration and process automation
■Benefits of using this template
・It significantly improves work efficiency by eliminating the need for manual file uploads and notification tasks.
・Files are safely stored in OneDrive, ensuring data consistency and accuracy, and enabling smooth file management and information sharing.
・It allows for quick response and effective resource management, potentially improving overall business productivity.
■Notes
・Please integrate both OneDrive and Microsoft Teams with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets 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.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■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 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.
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!
■Overview
The workflow "Organize form content with ChatGPT and create a draft in WordPress" is a business workflow that reduces the hassle of content creation.
This makes the content creation process smoother.
■Recommended for
■Benefits of using this template
■Overview
This flow sends an email with a summary generated by ChatGPT when an image file is uploaded to a Box folder.
■Recommended for
1. Those involved in digitizing files
・Document management personnel
・Researchers who need to digitize paper-based materials such as academic papers and research documents
2. Those looking to reduce manual input tasks and automate processes
・Small and medium-sized business owners aiming for operational efficiency
・Personnel in general affairs and administrative roles with a high volume of document management
■Benefits of using this template
・You can automatically receive an email with a summary generated by ChatGPT when you upload an image file to a Box folder.
・There is no need to manually transcribe image files, allowing for improved operational efficiency.
■Important Notes
・Please integrate Box with ChatGPT.
・AI operations are only available with the Team Plan and Success Plan.
For Free Plan and Mini Plan users, the operation of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
◼️Overview
When an inquiry email is received, ChatGPT is used to automatically classify the inquiry content and notify the appropriate Slack channel.
This enables a quick response to inquiries.
◼️Setup Instructions
1. Set up an email trigger that activates the flow bot when an inquiry email is received.
2. Configure the inquiry email address to forward to the email address set in Yoom.
3. Use ChatGPT's "Converse" action to extract and automatically classify the inquiry content from the email body.
4. Appropriately configure the message content. Set switching conditions with command operations.
5. Set the items you want to sort emails by based on ChatGPT's response content.
6. For each item, configure the channel ID and message content for the Slack "Send a message to channel" action.
◼️Notes
・Integrate ChatGPT, Slack, and Yoom.
・Depending on the inquiry content, special processing or assignment to a person in charge may be necessary, so you can add flows to accommodate this.
・Using ChatGPT or OpenAI's API may incur costs payable to OpenAI. Please check OpenAI's official website for details.
・"Switch destination" is a feature (operation) available with the Mini Plan or higher. For the Free Plan, the operation set in the flow bot will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview
The flow of "Creating meeting minutes with ChatGPT and emailing them to participants after a Zoom meeting" automates the process of recording and sharing meeting details.
This workflow is ideal for teams that frequently hold meetings or organizations that prioritize accuracy in record-keeping.
■Recommended for
■Benefits of using this template
■ Overview
In this workflow, ChatGPT automatically generates the next actions to be taken in conjunction with status changes in Notion and appends them to Notion. This automates the appropriate action plans according to the progress of tasks, supporting the improvement of overall team productivity. With Yoom, you can easily integrate apps without the need for programming.
■ Recommended for
■ Benefits of using this template
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!
