How about automating the process of uploading file data attached in Slack to OneDrive? If Slack and OneDrive are not integrated, sharing files takes time, and doing it manually can be quite cumbersome. However, by linking the apps, you can efficiently manage files and improve data management security. Using no-code tools to automate this process allows for quick setup. In this article, we'll guide you through the steps to set up the integration for "Uploading files received in Slack to OneDrive"!
Recommended for
Those looking to improve efficiency between Slack and OneDrive.
Those who currently save files received via Slack to OneDrive.
Those who want to automatically save files by integrating Slack with OneDrive.
Those eager to try it out right away.
Inthis article, we’ll demonstrate how to use the no-code tool "Yoom" to set up the integration. No complicated configurations or operations are needed, making it easy even for non-engineers to implement. You can get started right away with the template below, so give it a try!
Receive a file on Slack and upload it to OneDrive.
How to Create a Slack and OneDrive Integration Flow
This time, we will set up the following template: "Upload files received on Slack to OneDrive."
There are only two steps, so you can rest assured.
Setting up a flow bot that activates when a file is posted to a channel
Setting up the action to upload the file
If you are not using Yoom, please register for free here. If you are already using Yoom, please log in.
How to Connect Slack and OneDrive with Yoom
Register your Slack and OneDrive with Yoom as a My App. Once you complete this My App registration, setting up automation becomes easier.
First, register Slack as a My App, which is described in Yoom's help page, so please refer to it for registration.
Next, register OneDrive as a My App. Click "My Apps" → "New Connection" on the left side of the screen. A list of apps will be displayed, so search for OneDrive from there or use "Search by App Name".
Once you transition to the following screen, please sign in.
Once the app integration is complete, Slack and OneDrive will be displayed in the My Apps section. ※ 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.
How to Upload Files Received on Slack to OneDrive
To set up automation, click "Try this template" on the banner below.
Receive a file on Slack and upload it to OneDrive.
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.
Receive a file on Slack and upload it to OneDrive.
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.
Create a folder in OneDrive on a specific schedule and send a message via Slack integration.
■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 is a workflow that automatically manages the version of a file when it is uploaded to Box and notifies Slack. Information sharing among teams is also done in real-time, improving work efficiency.
■Recommended for ・Those who use Box regularly and feel challenges in file version management ・Those who want to automate team notifications on Slack and improve information sharing efficiency ・Business personnel who want to optimize workflows by integrating multiple SaaS applications ・Team leaders who spend time on manual file management and notifications ・Executives considering business process automation
■Notes ・Please integrate Yoom with both Box and Slack.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - 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 This is a flow that sends an approval request to the person in charge and notifies on Slack when a file is added to Dropbox. With Yoom, you can easily connect apps without programming.
■Recommended for ・Those who want to improve the efficiency of approval operations starting from adding files to Dropbox ・Those who find manual document approval requests cumbersome ・Those who want to improve the speed of confirmation by receiving notifications from Slack after approval is completed
■Notes ・Please connect Yoom with both Dropbox and Slack.
■Overview The flow 'Send approval request when a page is created in Notion and notify Slack after approval' automates the process from creating a new page in Notion to the approval process and notification to Slack.
■Recommended for ・Those who manage tasks using Notion but find the approval process time-consuming ・Team leaders who manually handle approval requests and notifications and want to improve efficiency ・Administrators who want to automate workflows by integrating Notion and Slack ・Those aiming to standardize business processes and reduce errors
■Notes ・Please integrate Yoom with both Notion and Slack. ・Branching is a feature (operation) available in the Mini Plan or higher. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・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). ・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.
This is a flowbot that automatically uploads attachments received by email to OneDrive. When an email is sent to the email address created in Yoom, the flowbot is automatically activated.
■Overview This flow retrieves contract information from Google Sheets, translates it with DeepL, issues and sends the contract, and saves it to OneDrive. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Those who frequently contract with overseas clients and want to streamline contract translation and issuance ・Those who need to create and manage numerous contracts with foreign companies monthly and struggle with tracking updates ・Startup executives expanding overseas who face challenges in multilingual contract support and document management efficiency ・General affairs managers who want to centralize contract creation and management across multiple business units ・Those looking to standardize the workflow from contract creation to storage and improve operational efficiency
■Notes ・Please integrate Yoom with DeepL, Google Sheets, Google Docs, and OneDrive. ・Operations between "repeat the same process" are only available in the Team Plan and Success Plan. In the Free Plan and Mini Plan, operations and data connections set in the flow bot will result in errors, 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). ・Please prepare a template for the contract in Google Docs. For details, please refer to the link below. https://intercom.help/yoom/ja/articles/8237765
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
.avif)
