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

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  2. Microsoft OneDrive
  3. When a client is registered in Notion, create a folder in OneDrive.
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■Overview

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

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■Recommended for

1. Those who manage clients in Notion

・Sales representatives who manage information about clients and business partners in Notion

・Those who utilize Notion for data management

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2. Those who manage documents by organizing them into folders

・Those who manage documents in OneDrive

・Those who want to automatically generate folders for each business partner

‍‍

■Benefits of using this template

Since OneDrive is a cloud storage service, it is a suitable tool for managing business partner documents with team members.
However, manually creating folders in OneDrive increases the risk of human error.

This template is suitable for those who want to automate folder creation in OneDrive.
When a business partner is added in Notion, a folder is automatically created in OneDrive, preventing the occurrence of human errors.

Documents can also be stored quickly, allowing for improved work efficiency.

‍

■Notes

・Please connect both Notion and OneDrive 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.

・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.

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