How to upload files received by email to Microsoft SharePoint and notify in Microsoft Teams

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

In recent years, using apps for business has become common.
Many companies may be using Microsoft's tools, which are easy to implement as internal tools.
Microsoft SharePoint and Microsoft Teams are very convenient tools for facilitating information sharing and communication within a company, but have you ever wished they could be integrated?
In this article, we will introduce a method to integrate Microsoft SharePoint and Microsoft Teams without any coding, so that uploaded content is automatically notified.
It's easy to integrate without programming, so please take a look!

Benefits of Integrating Microsoft SharePoint and Microsoft Teams

Benefit 1: Streamlining Project Management

By integrating the two apps, notifications are automatically sent to Teams when files are uploaded to SharePoint.
For example, when project files or documents are uploaded, notifications are automatically sent, allowing all team members to immediately grasp the latest project information.
Being able to keep up with the latest information reduces communication errors and delays, allowing for smoother project progress.
Real-time information sharing is especially important for companies that conduct business remotely or across multiple locations.

Benefit 2: Centralized Document Management

With documents uploaded to SharePoint being automatically notified in Teams, document management can be consolidated.
This saves the trouble of checking which document is the latest and allows for quick access to necessary information.
For companies or projects handling a large number of documents, this centralization can significantly improve operational efficiency.

Integrating Microsoft SharePoint and Microsoft Teams with Yoom

But don't you feel that app integration is a bit of a hurdle?
Normally, integrating two apps like Microsoft SharePoint and Microsoft Teams requires initial setup and system familiarity, which often takes time for setup and troubleshooting.
However, with Yoom, you can easily integrate apps without any coding!
What are the benefits of Yoom that differ from traditional integration?

・Easy Setup

Yoom is designed to be intuitive, so you can easily set it up without programming knowledge.
Therefore, even non-engineers can easily try app integration.

・Flexible Customization

Yoom offers a variety of templates.
By copying a template, you don't have to start from scratch, making it easy for beginners to create flows.
Additionally, flows can be flexibly customized to meet user needs.
With many apps available for integration, you can create the optimal app integration for your business flow!

How to Create an Integration Flow for Microsoft SharePoint and Microsoft Teams

Step 1: Register/Login to Yoom and Register Apps

First, access the official Yoom website and create an account.
You can start with a free plan.
If you already have an account, please log in.
Yoom Account Registration Page
※Please refer to this for basic Yoom operations.
Getting Started with Yoom

Once you have logged into your Yoom account, register the app you want to use.
1) Click "Register My App" and select "Create New".
2) Select the app you want to register (in this case, Microsoft SharePoint and Microsoft Teams) and log in with the account you will use.

Once you have registered Microsoft SharePoint, click "Create New" again to register Microsoft Teams.
Please refer to this for detailed settings for Microsoft SharePoint and Microsoft Teams.
My App Registration Procedure and Precautions in Microsoft365 Services | Yoom Help Center (intercom.help)
3) Once registered, an icon will appear in My Apps.
Please check if the icons for Microsoft SharePoint and Microsoft Teams are displayed.

Step 2: Select a Template

This time, we will create a flow called [Upload files received by email to Microsoft SharePoint and notify Microsoft Teams].
By integrating tools such as email, SharePoint, and Microsoft Teams, your work environment can be centralized, and work efficiency is expected to improve.
Additionally, it can reduce information scattering and task duplication, leading to increased productivity.

How to Create a Flow for Integrating Microsoft SharePoint and Microsoft Teams

Step 3: Setting Up Integration Between Microsoft SharePoint and Microsoft Teams

1) Copy the template and open it from My Projects.
Click on the icon of the template introduced earlier to make a copy.
By copying the template, you can easily create a flow without having to build it from scratch.
2) Click "Edit" in the upper right corner.
The title is filled in to make the content of the flow easy to understand.
Details can also be changed.
Modify it to make it easier to use.

3) Click "Email Trigger When Email Arrives".

4) Set any receiving address and click "Next".

5) Send an email that matches the conditions to the address set earlier.
After sending, click "Test" and if the test is successful, click "Save".

6) Return to the flow and click the icon "Integrate with Apps Upload File".

7) Select the action "Upload File" and click "Next".

8) Enter the items.
Site ID and Drive ID can be selected from the previously integrated options.
For the destination folder name, search for "Item ID of the destination folder".
If the target folder does not appear, changing the value to part of the folder name may help it appear in the search.
Enter the destination folder name for the Item ID of the destination folder and select the target folder from the displayed options.
File names can also be selected from the previously integrated options.
Click "Test" and if the test is successful, click "Save".

9) Return to the flow and click the icon "Integrate with Apps Notify Microsoft Teams".

10) For the execution action, select "Send a message to the channel" and click "Next".

11) Team ID and Channel ID can be selected from the options.
You can input the message while embedding the previously integrated output information.
Once entered, click "Save".

9) This completes the flow of [Uploading files received by email to Microsoft SharePoint and notifying Microsoft Teams].

Step 4: Testing and Verification

10) Finally, switch the trigger to "ON", activate the flow bot, and check if it operates correctly once.

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The template used this time is here

Summary

By integrating Microsoft SharePoint and Microsoft Teams, you can reduce information transmission errors and delays caused by human workflows, significantly improving project and document management efficiency.
Normally challenging app integrations can be easily achieved without code by using Yoom.
As introduced in this blog, even beginners can easily attempt app integration by copying templates to create flows!
In addition to the integration of Microsoft SharePoint and Microsoft Teams introduced here, try integrating apps that suit your business needs!
Let's work together to enhance the efficiency of various tasks!