■Overview
This is a flow that creates a folder in OneDrive when a client is registered in @pocket.
■Recommended for
1. Those who organize clients using @pocket
・Those who use @pocket for client management
・Those who want to automate integration with OneDrive
2. Those who utilize OneDrive for file management
・Those who create folders for each client to manage documents
・Those who want to automate the creation of client folders
■Benefits of using this template
If you manage files by creating folders for each client in OneDrive, manually creating folders can be cumbersome.
Additionally, since you need to check client names in @pocket, you might feel the need to automate folder creation.
This template allows you to automatically create a folder in OneDrive when a client is registered in @pocket.
By automating folder creation, you can manage files seamlessly.
By integrating with a chat tool after this flow, you can also notify specific members of folder creation.
■Notes
・Please integrate both @pocket 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.
・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.