Read the document data received in Outlook using OCR, update the file name, and store it in OneDrive.
Read the document data received in Outlook using OCR, update the file name, and store it in OneDrive.
Launch this workflow to connect
Microsoft Outlook &
Microsoft OneDrive
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■Overview
This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in OneDrive.
By using Yoom, you can easily integrate between apps without the need for programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to improve the efficiency of managing document data such as invoices, quotes, and contracts received via email
2. Those who use OneDrive for file management
・Those aiming for centralized management and quick sharing of document data
・Those who want to improve search efficiency by standardizing naming conventions when uploading files
■Benefits of using this template
Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in OneDrive.
By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.
■Notes
・Please integrate Outlook and OneDrive with Yoom.
・Branches are available from the Mini Plan and above, and AI operations are features available only in the Team Plan and Success Plan. Operations set in other plans 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 plans for home and general business (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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Microsoft Outlook
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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
When a file is created or updated in a specific folder
When a folder is created or updated in a specific folder
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
When a file is created or updated in a specific folderWhen a folder is created or updated in a specific folder
Flowbot operations
Search Folder/FileList files in a specific folderCreate FolderDownload fileUpload FileCopy a FileCreate Excel FileGrant Permissions to Folder or FileChange Folder or File NameCreate sharing linkDelete File/FolderMove File to Another FolderDownload file as PDFGet top-level foldersGet subfolders in a specific folderMore inspiration for you
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