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.
For those who want to try it out quickly
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.
Create a folder in OneDrive on a specific schedule and send a message via Slack integration.
Notify on Slack when audio data is stored in OneDrive
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.
Once the audio data is stored in OneDrive, notify Slack.
■Overview The "Notify Slack when audio data is stored in OneDrive" workflow automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly recognize the addition of audio files, enabling prompt response and sharing. ■Recommended for - Teams that use OneDrive and Slack regularly and want to facilitate smooth information sharing - Business personnel who manage a lot of audio data and spend time on notification tasks - Companies that want to automate and streamline existing business processes using Yoom - Managers who want to facilitate communication between teams in a remote work environment - IT support personnel who find manual notification tasks cumbersome
■Notes - It is necessary to integrate with both OneDrive and Slack through Yoom. - Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. - The AI operation for transcribing audio is only available in the Team Plan and Success Plan. In the case of the Free Plan and 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 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). - The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. - For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/ja/articles/9413924
Let's Create a OneDrive and Slack Integration Flow!
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:
Register OneDrive and Slack as My Apps
Copy the template
Set the trigger and action
Set the trigger to ON and complete the preparation for flow operation
Create a folder in OneDrive on a specific schedule and send a message via Slack integration.
First, let's register the "OneDrive" and "Slack" apps.
Click "Add" on the right from "My Apps" on the left.
For OneDrive App Registration
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."
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!
Step 4: Set Up Folder Creation
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!
Step 5: Set Up Sending Messages to Slack Channel
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.
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!
Step 6: Confirm Flow Bot Automation
When the following screen appears, click "Trigger ON."
All settings are complete!
If You Want to Integrate Slack Data with OneDrive
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.
Upload Files Received in Slack to OneDrive
This flow is recommended for those who find manual file uploads and management cumbersome!
Receive a file on Slack and upload it to OneDrive.
■Overview Are you feeling the hassle of manually checking the contents of documents such as invoices and contracts shared on Slack, changing the file name, and storing them in OneDrive? Such manual work not only takes time but can also lead to mistakes such as incorrect file naming and storage omissions. By utilizing this workflow, AI-OCR reads the document content triggered by file posting to Slack and automatically stores it in OneDrive with an appropriate file name, solving these issues and streamlining operations.
■Recommended for ・Those who manually save documents such as invoices received on Slack to OneDrive ・Those who manually change document file names and feel challenges in unifying naming conventions and reducing errors ・General affairs or accounting personnel who want to automate document management tasks and focus on more important core tasks
■Notes ・Please link Yoom with both Slack and OneDrive. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. The shortest trigger interval varies depending on the plan, so please be careful. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small. ・The OCR operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation 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 features (operations). ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■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).
■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.
■Overview The "Share on Slack when HubSpot deal stage is changed" 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 and enables quick responses.
■Recommended for - Sales representatives managing deals using HubSpot - Team leaders who want to share information in real-time on Slack - Business owners looking to improve sales efficiency through deal progress visualization - IT personnel who want to automate operations by integrating multiple SaaS applications
■Notes - Please integrate Yoom with both HubSpot and Slack. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview This is a flow that transcribes an audio file and notifies Slack when it is uploaded to Google Drive. By using Yoom, you can easily integrate apps without programming.
■Recommended for 1. Those who manage audio files ・Those who handle many audio files in their work and find it troublesome to check the contents ・Those who find transcribing audio files cumbersome and want to automate it
2. Those who use Slack as their main communication tool ・Those who find it troublesome to share information within the team ・Those who want to efficiently share transcription results with the team
■Notes ・Please link both Google Drive and Slack to Yoom. ・OCR or AI operations that transcribe audio are functions available only with the Team Plan and Success Plan. If you use the Free Plan or Mini Plan, the operations set in the flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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