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

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  3. When a client is registered in Airtable, create a folder for each client in OneDrive.
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■Overview

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

‍

■Recommended for

1. Companies using Airtable as a data management tool

・Those managing client data using Airtable
・Those who create a new folder for clients in OneDrive after registering them in Airtable

‍

2. Those managing files in OneDrive

・Those who store and manage client documents in OneDrive
・Those who feel it is cumbersome to create a folder each time a new client is added

‍

■Benefits of using this template

Many people manage documents by creating a folder for each client in OneDrive.
However, having to create a folder every time a new client is registered is a time-consuming and labor-intensive task.
By using this template, you can reduce your workload.
Folders are automatically created in OneDrive in sync with Airtable information, saving you the effort of manual folder creation.
You can use the saved time for other tasks, contributing to increased productivity.

‍

■Notes

・Please connect 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.

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