How to integrate Outlook with Google Drive to upload attachments received in Outlook to Google Drive

Don't you think that automating the process of downloading attachments from emails and uploading them to Google Drive could save time and reduce workload?
Especially if you are dealing with a lot of files daily, automating the download and upload process should significantly reduce the hassle.
In this article, we will introduce automation that simplifies handling attachments by integrating Outlook with Google Drive.
It should also lead to business improvement. Please give it a try.

Recommended for

Companies using Outlook for file exchanges
People storing files in Google Drive
Those saving many files from Outlook to Google Drive
People burdened by the time-consuming download and upload process

Benefits and Examples of Integrating Outlook with Google Drive

Benefit 1: Save Time

With this integration, files attached to Outlook can be automatically downloaded and then uploaded to Google Drive. This should save time spent on file management.
For example, if you were manually downloading and uploading files before, you first had to check Outlook and open emails with attachments.
However, with this integration, attachments will be saved to Google Drive without needing to access Outlook, reducing the need to switch between different tools and potentially saving time.

Benefit 2: Reduce Effort and Errors

Since files attached to Outlook will be automatically saved to Google Drive, it can help prevent errors such as missing or incorrect file saves.
For instance, when overwhelmed with work, file saving might be postponed. By automating the entire process with this integration, files will be processed automatically just by receiving emails with attachments, reducing the likelihood of forgetting to save them.

Benefit 3: Faster File Sharing

Integrating Outlook with Google Drive can improve the speed of file sharing with team members.
For example, when sharing files the usual way, multiple actions are required, such as checking emails, downloading, and uploading, which can delay the upload to Google Drive if interrupted.
By implementing this integration, files will be automatically uploaded to Google Drive without checking emails, allowing team members to quickly grasp new files.

Now, let's explain how to use the no-code tool Yoom to "upload attachments received in Outlook to Google Drive."

[What is Yoom]

How to Upload Attachments Received in Outlook to Google Drive

First, when there are attachments in emails sent to Outlook, use the Outlook API to download them. Then, use the Google Drive API to retrieve and download the data, and upload it to Google Drive.
Generally, programming knowledge is required to achieve such integration, but it can be easily accomplished without programming knowledge using the no-code tool Yoom.

The integration flow is broadly divided into the following processes.

Integrate Outlook and Google Drive with My Apps
Set up branching by launching Outlook
Retrieve and download data, and set up uploading to Google Drive
Turn on the trigger button and verify the integration operation between Outlook and Google Drive

First, register with Yoom.
Yoom offers a 2-week trial, allowing you to try it out and check its usability.

Step 1: Connect Outlook and Google Drive with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connect Outlook with Yoom

1. Log in
Log in to Microsoft365. By logging into Microsoft365, the connection with My Apps will be completed quickly.
Note: If you are not subscribed to the general corporate plan (Microsoft365 Business) for Microsoft365 (formerly Office365), authentication may fail.

2. Search

Click the Outlook icon.

3. Connection Complete

The screen will switch immediately. If the above display appears, the connection is complete.

Connect Google Drive with Yoom

1. Search

Click the Google Drive icon.

2. Sign In

Click the red frame.

3. Select Account

Select the account to connect.

After confirming and agreeing, press Next.

4. Connection Complete

The screen will switch, and if the above display appears, the connection is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register * If you have already registered, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. Let's proceed with detailed settings as you will be redirected to a page like the image. Step 3: Launch Outlook and set up branching 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "[Copy] Upload attachments received in Outlook to Google Drive". 3. App Trigger Select "When a specific subject email is received" from the Outlook icon. Proceed to the next step. 4. Specify the Trigger Set the trigger activation interval. You can set the activation interval from the dropdown as shown in the image. The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan. 5. Specify the Folder Specify the folder ID. By clicking the box, the folders will be listed, so select and set them. 6. Set Keywords Let's also set the keywords. The specified keywords will be identified here, and the files attached to the email will be processed automatically. 7. Execute the Test Press the test button, and if "Test Successful" is displayed in blue, press save. *Please create a test email in advance, attach a file, and send it to Outlook. Continue to set up branching. 1. Branch Select "Branch based on the presence of attachments" from the Outlook icon. Scroll down. *Branch actions are limited to paid plans. A two-week trial is available for paid plans. 2. Specify Branch Conditions Since the template is being utilized, the settings are already complete. Therefore, check if it matches the image. Step 4: Retrieve and download data, and set up uploading to Google Drive 1. Connect with the App Select "Retrieve information of email attachments" from the Outlook icon. Proceed to the next step. 2. Set the Email ID Set the email ID. Since the template is being utilized, the data is already inserted. Check if it matches the image. 3. Execute the Test Press the test button, and if "Test Successful" is displayed in blue, press save. Next, let's set up downloading files from Outlook. 1. Connect with the App Select "Download email attachments" from the Outlook icon. Press next. 2. Execute the Test Since the template is being utilized, the settings are complete. Therefore, press the test button, and if "Test Successful" is displayed in blue, press save. Finally, set up uploading to Google Drive. 1. Connect with the App Select "Upload files" from the Google Drive icon. Press next. 2. Set the Folder ID Specify the folder to upload the file. Click the box. The created folders will be listed. Click to select the folder you want to store. The file name can be set optionally. Click the box. Select "When a specific email is received". The email data received in Outlook will be listed. By using the data here, you can use the email subject or receipt date as the file name. This time, I selected the subject. 3. Execute the Test Once the settings are complete, press the test button at the bottom. If "Test Successful" is displayed in blue, the setup is complete. Press save. 4. Turn ON the Trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. Flowbot template used this time: Upload attachments received in Outlook to Google Drive

Other Automation Examples Using Outlook and Google Drive

Yoom offers other examples of automation using Google Drive and Outlook, so here are a few introductions.

1. Create a Folder in Google Drive at the Beginning of Each Month

For instance, by creating a dedicated folder for invoices and receipts that are sent every month at the beginning of the month, it may become easier to organize the contents within the folder.

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2. When a business card is uploaded to Google Drive, read it with OCR and add it to Google Sheets

When a business card is uploaded to a specific folder in Google Drive, the text is automatically read using OCR, and the content is automatically transcribed into Google Sheets.

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3. After storing the file in Google Drive, add the information to Google Sheets

Once you save the file in Google Drive, you can add that information to Google Sheets. It is also recommended to use it in conjunction with the flow bot this time.

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Summary

Exchanging files is a frequent action both within and outside the company.
Files often contain important data or detailed information essential for business operations, so it's preferable to review and share them quickly whenever possible. However, when work piles up, isn't it easy to put it off?
This is where automation comes into play. By integrating Outlook with Google Drive, downloading and uploading can be automated, potentially making file management easier.
Take this opportunity to utilize Yoom, which allows app integration without the need for programming.