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Have you ever thought about integrating OneDrive and Slack to make your work smoother?
“I want to quickly grasp important files…”
“Creating a dedicated folder at the beginning of the month is a bit of a hassle…” Many people might feel this way.
Especially when sharing information with your team through files and folders, creating a message each time can be quite a task.
In fact, these issues might be resolved by integrating OneDrive and Slack data…!
In this article, we introduce various automation methods, focusing on a convenient flow where a folder is created in OneDrive on a specific schedule and a notification is sent to Slack.
Even without programming knowledge, you can easily set it up using Yoom!
By leveraging the integration of OneDrive and Slack, you might not only improve work efficiency but also prevent information sharing errors and delays in response.
We will explain in detail how to set it up easily, so please take a look for reference.
By using Yoom, you can easily integrate OneDrive and Slack without any code.
Yoom provides templates for integrating OneDrive and Slack in advance, so you can achieve integration immediately just by signing up, even without API knowledge.
■Overview
This flow creates a new folder in OneDrive on a specific schedule and sends a message to a channel in Slack.
■Recommended for
1. Those who manage forms and data in OneDrive
・Sales assistants or accounting staff
・Administrative staff or office managers
・Administrative personnel managing data using digital tools
2. Representatives of companies using Slack as a communication tool
・Department heads using it for internal communication
・Sales assistants handling 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 operational efficiency
・General affairs and administrative staff with many input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Automating routine tasks prevents omissions.
・Automating the entire process can improve operational efficiency.
■Notes
・Please integrate both Slack 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.
By integrating the APIs of OneDrive and Slack, you can automatically link OneDrive data to Slack!
For example, you can automatically perform data integration like the following without human intervention.
This is recommended for those who find it difficult to manage documents and files. It may also make it easier to organize and tidy up files!
■Overview
This flow creates a new folder in OneDrive on a specific schedule and sends a message to a channel in Slack.
■Recommended for
1. Those who manage forms and data in OneDrive
・Sales assistants or accounting staff
・Administrative staff or office managers
・Administrative personnel managing data using digital tools
2. Representatives of companies using Slack as a communication tool
・Department heads using it for internal communication
・Sales assistants handling 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 operational efficiency
・General affairs and administrative staff with many input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Automating routine tasks prevents omissions.
・Automating the entire process can improve operational efficiency.
■Notes
・Please integrate both Slack 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.
If you can quickly grasp audio files such as meeting data, it might become easier to proceed with subsequent processes in line with the meeting content.
■Overview
The "Notify Slack when audio data is stored in OneDrive" workflow is a business workflow that automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly become aware of the addition of audio files, enabling prompt response and sharing.
■Recommended for
■Benefits of using this template
Let's get started by creating a flow that integrates OneDrive and Slack!
This time, we'll use Yoom to proceed with the integration of OneDrive and Slack without any coding.
If you don't have a Yoom account yet, you can create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that creates a folder in OneDrive and sends a notification to Slack when a specified schedule is reached!
The creation process is broadly divided into the following steps:
■Overview
This flow creates a new folder in OneDrive on a specific schedule and sends a message to a channel in Slack.
■Recommended for
1. Those who manage forms and data in OneDrive
・Sales assistants or accounting staff
・Administrative staff or office managers
・Administrative personnel managing data using digital tools
2. Representatives of companies using Slack as a communication tool
・Department heads using it for internal communication
・Sales assistants handling 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 operational efficiency
・General affairs and administrative staff with many input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Automating routine tasks prevents omissions.
・Automating the entire process can improve operational efficiency.
■Notes
・Please integrate both Slack 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.
First, let's register the "OneDrive" and "Slack" apps.
Click "Add" on the right from "My Apps" on the left.
After clicking "Add," search for "OneDrive" from the app list.
*Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.
Let's log in to Microsoft.
Enter your account's email address and click "Next."
Enter your password and log in.
Search for "Slack" from the app list.
Refer to this article to register your app.
Log in to the workspace you want to use.
Click "Allow."
If you are already logged in, the following screen will appear.
Click the "Allow" button at the bottom.
Once "OneDrive" and "Slack" appear in My Apps, registration is complete!
Now, let's actually create a flow bot!
Click the banner below "Try it out" to copy the template.
■Overview
This flow creates a new folder in OneDrive on a specific schedule and sends a message to a channel in Slack.
■Recommended for
1. Those who manage forms and data in OneDrive
・Sales assistants or accounting staff
・Administrative staff or office managers
・Administrative personnel managing data using digital tools
2. Representatives of companies using Slack as a communication tool
・Department heads using it for internal communication
・Sales assistants handling 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 operational efficiency
・General affairs and administrative staff with many input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Automating routine tasks prevents omissions.
・Automating the entire process can improve operational efficiency.
■Notes
・Please integrate both Slack 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.
First, set up the schedule trigger.
Click "When the specified schedule is reached."
Set the execution time.
Here, you will set the trigger to activate at the specified schedule.
The "Title" can generally remain as is.
If you want to change it, feel free to enter other text.
"Schedule Settings" can be chosen from "Specify Dates," "Specify Days of the Week," or "Advanced (Cron)."
"Specify Dates" allow you to set the date and time.
"Specify Days of the Week" allows you to specify the day and time.
"Advanced (Cron)" allow you to set activation at intervals of a few minutes.
This time, let's specify using "Specify Dates."
Set the "Days" and "Hours" you want the trigger to activate.
Save and proceed to the next step!
Next, integrate with the OneDrive app.
Click "Create Folder."
When the following screen appears, check the account to be linked and proceed.
Next is the API connection settings.
First, set the "Drive ID."
Select from the options.
Set the OneDrive drive where you want to create the folder.
Also select the "Parent Folder Item ID" from the options.
Enter the "Parent Folder Name" and "Folder Name."
Check the input field notes while entering.
Click "Test" to perform the test.
If the test is successful, save it.
You can also quote the values from the retieved data!
Next, set up notifications to Slack.
Click "Send Message to Channel."
When the following screen appears, check the account information and proceed.
Next is the API connection settings.
Select the "Destination Channel ID" from the options.
Notifications will be sent to the channel specified here.
It might be a good idea to create a channel for notifications!
For "Message," refer to the following configuration example.
Select "Folder URL" from the retrieved value.
Select an item in "This Month" from the "Date".
Click "Test" to perform the test.
If the test is successful, save it.
If the notification is delivered to the specified Slack channel, it's OK!
When the following screen appears, click "Trigger ON."
All settings are complete!
This time, we introduced how to integrate data from OneDrive to Slack, but if you want to implement data integration from Slack to OneDrive, please also use the template below.
This flow is recommended for those who find manual file uploads and management cumbersome!
■Overview
This is a flow that uploads files posted in Slack channels to OneDrive.
■Recommended for
1. Teams using both Slack and OneDrive
・Those who want to automatically save files shared on Slack to OneDrive for centralized management
・Those who want to eliminate the hassle of manually downloading and uploading files
・Those who want to save Slack's file storage capacity
2. Teams that frequently share files on Slack
・Those who want to back up important files to OneDrive to reduce the risk of loss
・Those who want to utilize OneDrive's file sharing features to streamline collaboration with team members
■Benefits of using this template
・Since files posted on Slack are automatically uploaded to OneDrive, there is no need to manually download and upload, greatly improving work efficiency.
・By consolidating files shared on Slack into OneDrive, you can centralize file management and quickly find the files you need.
・Utilizing OneDrive's file sharing can streamline collaboration with team members.
■Notes
・Please integrate both Slack and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has both 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 you feel frustrated because "it takes time to read document data every time...!", how about this?
■Overview
This is a flow that reads document data posted on Slack using OCR, updates the file name, and stores it in OneDrive.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Slack regularly
・Those who want to efficiently manage document data posted on Slack
2. People who use OneDrive for document management
・Those who centralize file management in OneDrive but find manual file renaming and organizing cumbersome
■Benefits of using this template
By utilizing the flow of reading document data posted on Slack with OCR, updating the file name, and storing it in OneDrive, the effort of manual file management is reduced.
Implementing this flow allows for automatic processing of document data, improving work efficiency.
Furthermore, by using OCR technology, handwritten characters and scanned data can be accurately read, enhancing the precision of digitization.
As a result, the hassle of file management is reduced, allowing staff to focus on other important tasks.
■Notes
・Please connect both Slack and OneDrive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・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.
By leveraging the APIs of OneDrive and Slack, various automations can be achieved!
How about considering the following automations?
If you are using it as your main cloud storage, integrating it with other apps you use daily can improve your work efficiency.
■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 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
■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 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 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.
It is possible to send and receive messages, as well as receive notifications for updates from other tools!
■Overview
The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Who should use this template
■Benefits of using this template
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, 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 restricted apps and AI features (operations).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
■Overview
The "Share HubSpot Deal Stage Changes on Slack" flow is a business workflow that streamlines communication for sales teams.
When a deal stage is updated in HubSpot, a notification is automatically sent to Slack.
This allows the entire team to understand the progress of deals in real-time, enabling prompt responses.
■Recommended for
■Benefits of using this template
Since changes in HubSpot deal stages are automatically shared on Slack, manual notification tasks can be eliminated.
Additionally, automatic notifications prevent missed information and overlooked confirmations.
Automation prevents human errors in manual tasks and strengthens information sharing.
■Overview
This is a flow where, when an audio file is uploaded to Google Drive, it is transcribed and a notification is sent to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage audio files
・Those who handle a lot of audio files in their work and find it cumbersome to check the content
・Those who find transcribing audio files tedious and want to automate it
2. Those who use Slack as their main communication tool
・Those who find it cumbersome to share information within the team
・Those who want to efficiently share transcription results with the team
■Benefits of using this template
Transcribing audio files is a task prone to errors when done manually.
With this automation, audio files saved in Google Drive can be transcribed by AI and the content can be notified to Slack.
By completing the entire process automatically, information sharing within the team can be streamlined.
Furthermore, by allocating the time previously spent on manual transcription to other tasks, the progress of work can be made smoother.
We introduced how to integrate data between OneDrive and Slack!
By implementing automation using OneDrive and Slack, you may have realized that file and folder management can become smoother than before!
Additionally, sharing within the team might also be done more quickly. As a result, you can expect an improvement in work efficiency!
Moreover, this app integration can be easily achieved by utilizing Yoom, which requires no programming!
Since you can smoothly implement automation without specialized knowledge like that of an engineer, it might be seen as a benefit for beginners in app integration.
If you want to implement such automation, register with Yoom right now!
Since you can create a free account, you can immediately check the actual usability! Please give it a try!
