How to Automatically Upload Files to OneDrive When They Are Posted on Slack

After transitioning to the following screen, check the "Title" and "Description". If you wish to make changes, you can do so from the following page.
Next, to set up Slack, click on "When a file is posted to a channel".

After transitioning to the following screen, let's check the settings.

• "App Trigger Title" → Can be freely changed
• "Account Information for Slack Integration" → Check for discrepancies
• "Trigger Action" → When a file is posted to a channel

After transitioning to the following screen, please configure the settings.

• "Trigger Interval" → Set as desired
• "Channel ID" → Select from the options

Click "Test" → "Test Successful" → "Save".
*The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.

Next, to set up OneDrive, click on "Upload File".
After transitioning to the following screen, please check the settings.

• "Title" → Can be freely changed
• "Account Information for OneDrive Integration" → Check for discrepancies
• "Action" → Upload File

After transitioning to the following screen, please configure the settings.

• "Drive ID" → Select from the options
• "Destination Folder Name" → Search for "Destination Folder Item ID" candidates using the value entered here
  *If the target folder is not found, changing the value to part of the folder name may help in the search.
• "Destination Folder Item ID" → Enter the destination folder name and select the target folder from the displayed candidates
  *Candidates are displayed in order of the most recently updated. If the relevant folder is not displayed as a candidate, please update the folder information by changing the folder name once, etc.
• "File Name" → Specify the file name to be uploaded, including the extension, e.g., Sample.pdf
  Alternatively, use outputs like {{File Name}} from Slack.
  Click inside the box and select from the down arrow in Slack.

• "File Attachment Method" → Set as desired

Click "Test" → "Test Successful" → "Save".

Finally, by turning the app trigger "ON", it will be automated.

Other Automation Examples Using Slack and OneDrive

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Slack and OneDrive.

If there's anything that catches your interest, please give it a try!

‍Automation Examples Integrating Slack and OneDrive

It is possible to create a folder in OneDrive and send a message to Slack at a specific schedule, or to notify Slack when a file is uploaded to OneDrive.
Additionally, you can read document data posted on Slack using OCR, update the file name, and upload it to OneDrive.

Automation Example Using Slack

Notify Slack When Information is Registered in the Database

Automatically notify Slack when information is added to Google Sheets, Salesforce, etc.

Notify Slack when a request is approved in the workflow

Automatically notify Slack when a request is approved in systems like Notion, Dropbox.

Notify Slack of Today's Schedule and Tasks Due Today

Automatically notify Slack of today's schedule from Google Calendar and tasks due today in Notion.

Automation Example Using OneDrive

Automatically Upload Email Attachments to OneDrive

Automatically upload files attached to Gmail or Outlook emails to OneDrive.

When a client is registered in the database, create a folder for each client in OneDrive

When a client is registered in systems like Microsoft Dynamics365 Sales or Salesforce, a folder for each client is automatically created in OneDrive.

Upload the file to OneDrive once the document signing is complete

Automatically upload documents that have been signed using services like Google Sheets or Docusign to OneDrive.

Benefits of Integrating Slack and OneDrive and the Drawbacks of Not Doing So

If you do not integrate Slack and OneDrive, there is a drawback of taking time to share files.
By integrating the apps, you can manage files efficiently and enhance data management security, which is a benefit.
Below, we have summarized the benefits and drawbacks of integrating the apps.

Benefit 1: Efficient File Management

The first benefit of integrating Slack and OneDrive is efficient file management.
For example, it is possible to automatically save files received on Slack to OneDrive.
If not automated, you would have to manually download files sent from Slack and upload them to OneDrive.
However, by incorporating this automation, you can significantly streamline the process.
For those with many saved files, eliminating manual file management alone can be a relief.
Especially recommended for those who do not want to consume Slack's storage capacity or want to manage files centrally.

Benefit 2: Enhanced Data Management Security

The second benefit of integrating Slack and OneDrive is enhanced data management security.
OneDrive is equipped with security features, allowing for file access restrictions and backups.
By integrating Slack and OneDrive, when important files are shared, they are backed up on OneDrive.
Therefore, it is less likely to encounter situations where data is lost.This feature is especially recommended for those handling confidential information.

Drawback: Time-Consuming File Sharing

The drawback of not integrating Slack and OneDrive is that file sharing becomes time-consuming.
When files are sent from Slack, downloading and uploading them to OneDrive each time is time-consuming and cumbersome.
If this task takes up your time and other tasks are not completed, it wastes time.
However, by using Yoom, you can save time and focus on other tasks.
By simply incorporating this automation, sharing files with other team members becomes easier.

Conclusion

In this article, we set up the integration to "upload files received on Slack to OneDrive."
If you do not integrate Slack and OneDrive, file sharing becomes cumbersome.
If both apps can be integrated, the manual task of moving files can be completely automated.
This feature is especially recommended for those who do not want to consume Slack's storage capacity or want to manage files centrally.
With Yoom, you can complete the automation setup without any code!
Try the free trial and experience the efficiency of app integration!