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

■Overview

This is a flow where a folder for each client is created in OneDrive when a client is registered in Notion.

‍

■Recommended for

1. Companies using Notion as a core database

・Those managing client information in Notion

・Those who want to streamline information management

‍

2. Companies using OneDrive as a tool for managing electronic documents

・Sales administration staff who create folders every time a new client is added

・Those who want to eliminate the task of folder creation

‍

■Benefits of using this template

By using this template, folders in OneDrive are automatically created in conjunction with client information registered in Notion.
Sales administration staff who manually create folders every time a client is registered can eliminate this task.
This will reduce working hours and allow you to focus on other tasks.

Additionally, reducing manual tasks decreases human errors.
It reduces mistakes such as creating duplicate folders or forgetting to create a folder, allowing for more accurate file management.

‍

■Notes

・Please link both Notion 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.