Receive document data in Outlook, read it with OCR, update the file name, and store it in Google Drive.
Receive document data in Outlook, read it with OCR, update the file name, and store it in Google Drive.
Launch this workflow to connect
Microsoft Outlook &
Google Drive
!
■Overview
This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in Google Drive.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to streamline the management of document data such as invoices, quotes, and contracts received via email
2. Those who use Google Drive for file management
・Those aiming for centralized management and quick sharing of document data
・Those who want to standardize naming conventions when uploading files to prevent decreased search efficiency
■Benefits of using this template
Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in Google Drive.
By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.
■Notes
・Please connect both Outlook and Google Drive with Yoom.
・Branching is available in the Mini Plan or higher, and AI operations are available only in the Team Plan and Success Plan. In other plans, the set operations will result in an error, so please be careful.
・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・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.
・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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About the Apps
Templates using
Microsoft Outlook
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Templates using
Google Drive
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About the apps you use
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see detailsTemplates
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Activate the flow bot at the end of each month to send an email in Outlook.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
Add a note to HubSpot based on the content of an Outlook email
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Automatically create a case in Salesforce from support request emails received in Outlook.
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
see detailsTemplates
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
Create a record in Notion when a new file is added to Google Drive.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Add files to Google Drive using form responses and register leads in Salesforce.
After a meeting ends on Zoom, this flow retrieves the recording file and uploads it to a specified folder in Google Drive. The file is automatically stored after the meeting, reducing manual effort.
After the Zoom meeting ends, obtain the recording file and store it in Google Drive.
No-Code API Actions
Executable API actions
Flowbot triggers
When a specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
When a Task is Created
When an email is received
New File or Folder Created
When a new file or folder is created in a specified folder
When a specific file is created or updated
When a file containing specific keywords is created
Flowbot operations
Register Event in Own Calendar
Create Calendar
Register Event in Specified User's Calendar
Get email attachment information
Download email attachments
Delete an event from a specified user's calendar
Update an event in a specified user's calendar
Delete an event from your calendar
Update an event in your calendar
タスクを作成する（リマインド設定対応）
タスクを作成する（リマインド設定非対応）
Search My Calendar Events
Search Specified User's Calendar Events
Find meeting times
Get calendar view
Get email messages
Move message
Get a specific message
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search My Calendar EventsSearch Specified User's Calendar EventsFind meeting timesGet calendar viewGet email messagesMove messageGet a specific message
Flowbot triggers
New File or Folder CreatedWhen a new file or folder is created in a specified folderWhen a specific file is created or updatedWhen a file containing specific keywords is created
Flowbot operations
Create FolderDuplicate fileSearch Files and Folders in a Specific FolderDelete FileUpload FileDownload fileDownload Google Sheets fileDownload Google SlidesDownload Google Docs fileList files and folders in a specific folderRename FileGet file/folder infoConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashGet list of file or folder permissionsUpdate description for a file or folderChange File Destination FolderCreate a shortcut to a fileConfigure download and copy permissionsList folders in a specific folderConvert a file to Google DocsDownload a Google Sheet (specify sheet)Change sharing to "Anyone with the link"Search files and folders in a specific folder (excluding Trash)Convert a presentation file to Google SlidesConvert a PDF file to Google DocsGrant file or folder permissions to a specific organizationUpdate a specific fileRemove permissions from a file or folderCreate a shared driveSearch shared drivesCopy file (detailed options)Search files and foldersMore inspiration for you
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