When a client is registered in Airtable, create a folder in OneDrive.
Airtable Microsoft OneDrive

When a client is registered in Airtable, create a folder in OneDrive.

Yoom's Airtable &  Microsoft OneDrive  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow that creates a folder in OneDrive when a client is registered in Airtable.

■Recommended for

1. Those who manage clients with Airtable

・Those who centrally manage client information in Airtable

・Those who want to automate the integration between Airtable and OneDrive

2. Those who manage files with OneDrive

・Those who want to automate folder creation in OneDrive

・Those who manage client-related documents in OneDrive

■Benefits of using this template

OneDrive is a tool suitable for file management, but if you are creating folders for each client, you might find it cumbersome.
Additionally, if you are creating folders manually, there is a possibility of errors in folder names or omissions in creation.

This template allows you to automatically create a folder in OneDrive when a client is registered in Airtable.
By automating folder creation in OneDrive, you can prevent human errors and improve work efficiency.

Furthermore, by integrating with chat tools to send notifications after folder creation, you can smoothly store documents.

■Notes

・Please integrate both Airtable and OneDrive with Yoom.

・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.

・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.

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About the Apps You Use
Airtable
Airtable
Templates using

When information is registered in Airtable, this flow sends a notification to Microsoft Teams. Even when collaboratively editing Airtable during remote work, notifications to members are automated, enabling more efficient business operations.

This is a flow that sends a notification to Google Chat when information is registered in Airtable. It reduces the manual sharing work in LINE WORKS, allowing you to focus on other important tasks. Additionally, each tool can be set with arbitrary values.

When information is registered in Airtable, it is a flow to notify Discord. Once information is registered in Airtable, you can notify team members from Discord with any content, enabling timely information sharing.
Microsoft OneDrive
Microsoft OneDrive
Templates using

Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
About the apps you use
Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
see details
Templates

When information is registered in Airtable, this flow sends a notification to Microsoft Teams. Even when collaboratively editing Airtable during remote work, notifications to members are automated, enabling more efficient business operations.

This is a flow that sends a notification to Google Chat when information is registered in Airtable. It reduces the manual sharing work in LINE WORKS, allowing you to focus on other important tasks. Additionally, each tool can be set with arbitrary values.

When information is registered in Airtable, it is a flow to notify Discord. Once information is registered in Airtable, you can notify team members from Discord with any content, enabling timely information sharing.
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
see details
Templates

Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a record is created
    When a record is updated
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Retrieve Record
    Create Record
    Update Record
    Delete Record
    Attach File to Record
    Create Comment
    Search Records (Keyword Search)
    Retrieve List of Records
    Download Record File
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
Flowbot triggers
    When a record is created
    When a record is updated
Flowbot operations
    Retrieve Record
    Create Record
    Update Record
    Delete Record
    Attach File to Record
    Create Comment
    Search Records (Keyword Search)
    Retrieve List of Records
    Download Record File
Flowbot triggers
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
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