Store the file attached to the email in Google Drive.
◼️Overview
After administrator approval, files attached to emails are automatically stored in a specified folder on Google Drive.
It is also possible to limit the emails that trigger the process to those meeting specific conditions.
◼️Setup Instructions
1. Connect Google Drive with Yoom. (My App Integration)
2. Set up the desired email address for the email trigger.
3. In the approval operation, specify the desired approver in "Check File Content".
4. In the Google Drive operation, set the attached files obtained from the email and the destination folder.
5. When an email is received at the email address set in the email trigger, the flow bot is activated, and the attached files are stored in Google Drive.
◼️Notes
・It is necessary to set the account information for integration in the Google Drive operation.
・Replace the Google Drive configuration information with any desired values.
・If approval is not required, delete the approval operation and use it accordingly.
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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.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
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.