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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 downloads and uploads should significantly reduce the hassle.
In this context, we introduce an automation that simplifies the handling of attachments by integrating Outlook and Google Drive.
This should also lead to business improvement. Please take this opportunity to try it out.
This article introduces a method of integration using the no-code tool "Yoom."
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can also start immediately from the template below, so please give it a try!
■Overview
This is a flow to upload attachments received in Outlook to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a drive shared by the entire team
・Those who manage multiple projects and want to organize deliverables and materials in project-specific folders
・Those who want to organize and manage contracts and invoices sent by clients
■Benefits of using this template
With this flow, files attached to emails with specific subjects received in Outlook are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or misplacing files, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project materials and deliverables, and various internal documents.
■Notes
・Please integrate Yoom with both Outlook and Google Drive.
・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.
・Triggers 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.
[About Yoom]
First, if there is an attachment in an email sent to Outlook, download it using Outlook's API.
Then, use Google Drive's API to retrieve and download the data, and upload it to Google Drive.
Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
The integration flow this time is broadly divided into the following processes.
First, let's register with Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.
After completing the registration with Yoom, select "My Apps" from the menu on the left.
Next, click the "+ Add" button at the top right.
1. Log in
Log in to Microsoft365. By logging into Microsoft365, the My Apps integration will be completed quickly.
*Note: If you are not subscribed to a general corporate plan (Microsoft365 Business) for Microsoft365 (formerly Office365), authentication may fail.
2. Search
Click the Outlook icon.
3. Integration Complete
Once the screen changes, the connection is complete.
1. Search
Click the Google Drive icon.
2. Sign In
Click [Sign in with Google].
3. Select Account
Select the account to integrate.
Review and agree, then click Next.
4. Integration Complete
Once the screen changes, the connection is complete.
Next, copy the template you want to use. Click "Try it "
■Overview
This is a flow to upload attachments received in Outlook to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a drive shared by the entire team
・Those who manage multiple projects and want to organize deliverables and materials in project-specific folders
・Those who want to organize and manage contracts and invoices sent by clients
■Benefits of using this template
With this flow, files attached to emails with specific subjects received in Outlook are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or misplacing files, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project materials and deliverables, and various internal documents.
■Notes
・Please integrate Yoom with both Outlook and Google Drive.
・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.
・Triggers 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.
If you haven't registered with Yoom yet, please register
* If you have already completed registration, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will be taken to a page like the image, so let's proceed with detailed settings.
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template
Click "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 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 Folder
Specify the folder ID.
By clicking the box, the folders will be displayed in a list, 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 that email will be automatically processed.
7. Run 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 by presence of attachment" from the Outlook icon.
Scroll down.
* Branching actions are limited to paid plans. A two-week trial is available for paid plans.
2. Specify Branching Conditions
Since the template is being utilized, the settings are already completed.
Therefore, check to see if it matches the image.
1. Integrate with App
Select "Retrieve email attachment information" from the Outlook icon.
Proceed to the next step.
2. Set Email ID
Set the email ID.
Since the template is being utilized, the data is already inserted.
Check to see if it matches the image.
3. Run Test
Press the test button, and if "Test Successful" is displayed in blue, press save.
Next, let's set up downloading the Outlook file.
1. Integrate with App
Select "Download email attachments" from the Outlook icon.
Press Next.
2. Run Test
Since the template is being utilized, the settings are already completed.
Therefore, press the test button, and if "Test Successful" is displayed in blue, press save.
Finally, let's set up uploading to Google Drive.
1. Integrate with App
Select "Upload file" from the Google Drive icon.
Press Next.
2. Set Folder ID
Specify the folder to upload the file to. Click the box.
A list of created folders will be displayed. Click to select the folder you want to store.
The file name can be set arbitrarily. Click the box.
Select "When a specific email is received".
The email data received in Outlook will be displayed in a list.
By using the data in this list, you can use the email subject or received date as the file name.
This time, I selected the subject.
3. Run 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 Flowbot creation 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
■Overview
This is a flow to upload attachments received in Outlook to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a drive shared by the entire team
・Those who manage multiple projects and want to organize deliverables and materials in project-specific folders
・Those who want to organize and manage contracts and invoices sent by clients
■Benefits of using this template
With this flow, files attached to emails with specific subjects received in Outlook are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or misplacing files, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project materials and deliverables, and various internal documents.
■Notes
・Please integrate Yoom with both Outlook and Google Drive.
・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.
・Triggers 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.
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Outlook and Google Drive.
All of these can be used with simple settings, so if you find something interesting, please give it a try!
You can rename received file names and store them in Google Drive, or notify Outlook of the results analyzed by Gemini when an image is uploaded to Google Drive.
■Overview
This flow allows you to rename files received in Outlook and automatically store them in Google Drive. It eliminates the need to manually change file names or save them in the appropriate folders, achieving efficient file management in daily email management.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This flow analyzes images uploaded to Google Drive with Gemini and notifies the content to Outlook.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
This flow automates the analysis of images uploaded to Google Drive with Gemini and the notification of analysis results to Outlook.
It eliminates the need to manually check and report images collected from customers or internal personnel, reducing work time and allowing staff to allocate time to more valuable tasks.
Additionally, the prompt analysis and notification after image upload facilitate smooth information sharing and response among stakeholders.
By utilizing Yoom's form feature, invoice files are automatically added to Google Drive, preventing any information management oversights.
■Overview
This is a flow to obtain invoices from cloud services and upload them to Google Drive.
By using Yoom, you can easily achieve this flow without programming.
■Recommended for
1. Those who manage data using Google Drive
・Those who want to centrally manage invoices on Google Drive
・Those who find manual uploads cumbersome and are interested in automation
■Benefits of using this template
By using the flow to obtain invoices from cloud services and upload them to Google Drive, you can eliminate the hassle of manually downloading and organizing invoices.
This improves the efficiency of accounting tasks.
Additionally, you can securely save invoices, reducing the risk of loss or oversight.
This flow allows you to save time and effort, enabling you to focus on other important tasks. Automation of tasks is expected to improve the quality of work and minimize errors.
■Notes
・Please link each of Google Drive and Yoom.
・The operation to control the browser is only available with the Success Plan. For Free Plan, Mini Plan, and Team Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps and browsers.
・Please note that this flow may not be achievable depending on the cloud service you are using.
■Overview
This is a flow that stores invoice files, which are responses to the invoice information registration form, in Google Drive.
Without having to manually check the form responses, invoice files are automatically added to Google Drive, eliminating any gaps or omissions in information management.
Additionally, Yoom allows for the inclusion of an approval flow, so it is possible to accommodate manual verification if desired.
Feel free to change the content you register in the form as needed.
■Notes
・Please integrate Google Drive with Yoom.
■Overview
This is a flow bot that automatically stores receipt files in a specified folder on Google Drive when you upload a receipt to the input form.
Files can also be uploaded from smartphones, allowing you to take a picture of the receipt with your smartphone and store the file directly.
■Notes
・Please integrate Google Drive with Yoom.
・Feel free to change the settings of the destination folder and the form to suit your needs.
When information is registered, a new folder is automatically created in Google Drive, allowing you to manage folders in an organized manner without needing to access Google Drive.
■Overview
This is a flow that creates a folder in Google Drive when a Thing is created in Bubble.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies managing information with Bubble
・Those who use Bubble for database management and want to simplify data storage and sharing
2. Those who manage documents and files using Google Drive
・Those who use Google Drive regularly and want to automatically create organized folders for each project
・Those who find manual folder creation cumbersome and want to improve work efficiency
■Benefits of using this template
By implementing the flow of "creating a folder in Google Drive when a Thing is created in Bubble," you can improve the efficiency of data management.
This automation process automatically creates a corresponding folder in Google Drive when new data is created in Bubble.
This eliminates the hassle of manual folder creation and linking.
As a result, you can quickly organize folders and centrally manage data.
Additionally, this flow facilitates smooth sharing and access among team members, reducing the time required for information transfer.
This will also strengthen collaboration among members.
■Notes
・Please connect Yoom with both Bubble and Google Drive.
・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.
■Overview
This is a flow to upload business card images to Google Drive when they are registered in Sansan.
■Recommended for
1. Those who use Sansan for managing business card data
・Those who frequently exchange business cards
・Those who manage digitized business card information using Sansan
2. Those who manage files with Google Drive
・Those who utilize Google Drive for file sharing between departments
■Benefits of using this template
Sansan can digitize business card information, streamlining sales activities and customer management.
However, if you manually upload business card information to Google Drive to share with members of other departments, there is a risk of missing updates.
This template allows you to automatically upload business card images to Google Drive when they are registered in Sansan.
This streamlines the manual upload process, enabling you to always access the latest information from Google Drive.
By integrating with a chat tool after this flow, you can also notify selected members of the business card image uploads.
■Notes
・Please integrate Yoom with both Sansan and Google Drive.
・Sansan 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 Flowbot will result in errors, 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 apps that are normally restricted.
・Triggers 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.
By utilizing Yoom's schedule trigger, you can save the effort of manually creating folders every month.
■Overview
This is a flow for creating a folder in Google Drive at the beginning of each month.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Google Drive regularly
・Those who manage folders for each project or task but find manual creation cumbersome
・Those who want to organize necessary documents and data for monthly tasks
2. Companies or teams looking to improve work efficiency
・Those who want to create folders regularly and share documents but wish to avoid errors from manual work
・Those who want to share information smoothly with employees or team members and improve productivity
■Benefits of using this template
By utilizing the flow to create folders in Google Drive at the beginning of each month, you can save the effort of manually creating folders every month.
This leads to improved efficiency in daily tasks. Since folders are created automatically, you can use organized folders whenever needed.
Additionally, using this flow maintains a regular and consistent folder structure, making internal sharing and information management easier.
This will enhance work productivity and allow you to focus on important tasks.
■Notes
・Please connect Google Drive with Yoom.
■Overview
This is a flow that deletes all files in a specific folder on Google Drive at the beginning of each month.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Team members who store work files on Google Drive
・Those who want to efficiently delete intermediate files generated during the creation of monthly reports
・Those who want to prevent the risk of forgetting regular file deletion tasks
2. Team leaders or managers facing challenges in file management
・Project managers overseeing projects where a large number of temporary files accumulate
・Those who want to thoroughly manage information without leaving unnecessary data
・Those who want to efficiently manage storage capacity
■Benefits of using this template
This flow reduces the effort spent on regular file deletion tasks, allowing the person in charge to allocate more time to higher-value tasks.
Additionally, automation minimizes the risk of accidentally deleting important files or forgetting to delete them.
■Notes
・Please integrate Google Drive with Yoom.
・Operations between "repeating the same process" are only available in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations or data connections set in the Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview
This is a flow to duplicate a file and update the file name in Google Drive at the beginning of each month.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Google Drive for work
・Those who manage work files with Google Drive
・Those who duplicate specific files at the beginning of each month to proceed with work
・Those who want to streamline the file duplication process and smoothen business operations
■Benefits of using this template
When performing file duplication manually, there is a possibility of missing duplications or making mistakes in updating file names.
Additionally, if there are multiple files to duplicate, the post-duplication check process can be time-consuming, potentially reducing work efficiency.
With this flow, the process is initiated at the beginning of each month, allowing you to duplicate specific files in Google Drive and update them with any file name you choose.
By automating the file duplication process, you can prevent human errors and enhance the accuracy of your work.
By streamlining routine tasks that are often forgotten at the beginning of the month, you can eliminate concerns about missing duplications.
This reduces the manual work involved in checking emails, extracting information, transcribing, etc., reducing the burden on staff and shortening work hours.
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Docs.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email into other tools
・Those who receive a large number of emails and spend a lot of time checking contents and extracting necessary information
2. Those who use Google Docs for business
・Those who utilize Google Docs for recording and managing information
・Those who want to smoothly share information and improve the overall efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Docs.
This reduces the manual work involved in checking emails, extracting information, and transcribing, thereby reducing the burden on the person in charge and shortening work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall efficiency of the team.
You can freely customize the extracted content according to the type and purpose of the work, such as routine reports, inquiries, or applications based on specific formats.
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Sheets.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email in other tools
・Those who receive a large number of emails and find it cumbersome to check the content and extract necessary information
2. Those who use Google Sheets for business
・Those who use Google Sheets for recording and managing information
・Those who want to smoothly share information and improve the overall work efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Sheets.
Manual tasks such as email checking, information extraction, and transcription are reduced, which alleviates the burden on the person in charge and shortens work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall work efficiency of the team.
You can freely customize the extraction content according to business purposes, such as routine reports, inquiries, or application information based on a format.
The content of new messages is automatically added, allowing you to prevent any gaps or omissions in information management.
■Overview
This is a flow bot that adds a task to Asana when an email arrives in Outlook.
Please use it for managing email-related tasks in Asana.
The flow bot is triggered when an email with a specific subject arrives in Outlook.
Feel free to change the subject settings and the information registered in Asana.
■Notes
・Please integrate Yoom with both Asana and Outlook.
・Administrator approval from Office365 may be required for Outlook integration.
・If so, please refer to this article to request approval from the administrator.
・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.
■Overview
This is a flow that adds a record to Microsoft Excel when a new email arrives in Outlook.
By integrating Outlook with Microsoft Excel, you can avoid the need to manually add received email content to Microsoft Excel, ensuring up-to-date information and preventing any lapses in sharing.
■Notes
・Please integrate both Outlook and Microsoft Excel 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.
Send email notifications detailing the operations and tasks of the integrated tool to the specified email address.
■Overview
This is a flow where a notification is sent to Outlook every time a new ticket is created in Zendesk.
By integrating Zendesk and Outlook, you can customize the created tickets and automatically post the content to Outlook, eliminating any gaps or omissions in information management.
Feel free to change the content sent to Outlook as you wish.
■Notes
・Please integrate Yoom with both Outlook and Zendesk.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Zendesk is an app that can only be used with the Team Plan and Success Plan.
・For the Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, 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 apps that are subject to restrictions.
■Overview
When a task is completed in Asana, an email notification of completion will be sent via Outlook to the specified email address.
The content of the notification and the recipient's email address can be freely customized.
■Notes
・Integration settings with accounts are required for both Asana and Outlook.
・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 flow where an email is automatically sent from Outlook when a form is submitted on Wix.
■Recommended for
1. Those who have built a website with Wix and have set up contact forms, etc.
・Those who want to quickly send a reply email to form submitters
・Those who want to reduce the hassle of replying to emails and improve work efficiency
2. Those who want to send personalized replies according to the inquiry content
・Those aiming to improve customer satisfaction
■Benefits of using this template
Collecting inquiries and customer information from forms on Wix plays a very important role in business.
However, every time an inquiry is submitted through a form, opening Outlook to check and manually creating and sending a reply email may lead to delays in response.
By implementing this flow, when a form is submitted on Wix, a reply email is automatically sent from Outlook in real-time.
This not only allows for quick responses to customer inquiries but also reduces the burden on the person in charge, leading to improved work efficiency.
■Notes
・Please integrate Wix and Outlook with Yoom.
・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.
With this integration, files attached to Outlook can be automatically downloaded and then uploaded to Google Drive. This should help save time spent on file management. For example, if you previously downloaded and uploaded files manually, you first had to check Outlook and open emails with attachments. However, with this integration, attachments will be saved to Google Drive without accessing Outlook, reducing the need to switch between different tools and potentially saving time.
Since files attached to Outlook will be automatically saved to Google Drive, this can help prevent errors such as missing or incorrect file saves. For instance, when overwhelmed with work, file saving might be postponed. By automating this process with the integration, files will be processed automatically upon receiving emails with attachments, increasing the likelihood of avoiding forgotten saves.
Integrating Outlook with Google Drive can improve the speed of file sharing with team members. Normally, file sharing requires multiple actions like checking emails, downloading, and uploading, which can delay the upload to Google Drive if interrupted. With this integration, files are automatically uploaded to Google Drive without checking emails, allowing team members to quickly access new files.
File exchanges are frequent actions both internally and externally. Files often contain important data or essential details for work, so quick verification and sharing are desirable. However, when busy, these tasks might be postponed. This is where automation comes in. By integrating Outlook with Google Drive, downloading and uploading can be automated, potentially easing file management. Take advantage of Yoom, which allows app integration without programming, during this opportunity.
