■Overview
This is a flow to create a folder for each client in OneDrive when a client is registered in Hot Profile.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who manage customers with Hot Profile and manage customer information and related files with OneDrive
・Those who want to automate the process to save the trouble of manually creating folders in OneDrive and improve work efficiency
2. Those who manage files with OneDrive
・Those who store documents for each client in OneDrive for centralized management
・Those who feel it is a hassle to create folders every time a new client is added
■Benefits of using this template
Many people manage documents by creating folders for each client in OneDrive.
However, manually creating folders every time a new client is added is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each client in OneDrive when a client is registered in Hot Profile], you can eliminate the manual work of folder creation.
As a result, you can expect an increase in productivity by having more time to focus on other tasks.
■Notes
・Please connect both Hot Profile and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has 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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