Create a folder in OneDrive based on incoming Gmail messages
Launch this workflow to connect
Gmail &
Microsoft OneDrive
!
■Overview
Manually checking specific emails received in Gmail and creating folders in OneDrive each time can be time-consuming and prone to errors. With this workflow, receiving an email with a specific label triggers AI to automatically extract the necessary information from the email body and create a folder in OneDrive. Eliminate the time and effort of manually creating folders and avoid naming errors for more efficient file management.
■Recommended for
- Those who manage files in OneDrive based on emails received in Gmail
- Those who spend too much time manually creating folders and organizing files and want to focus on their core work
- DX leaders who want to automate routine tasks and improve operational efficiency across their teams
■Benefits of this template
- Folders are created automatically when a specific email is received, reducing the time and effort required for manual creation.
- Folders are created based on information extracted from the email body, helping prevent inconsistent naming conventions and missed folder creation.
■How the flow bot works
- First, connect Gmail and OneDrive to Yoom.
- Next, select Gmail as the trigger and set the “When an email with a specific label is received” action.
- Then, select the AI feature under Operations and set the “Extract data from text” action to extract the necessary information from the received email.
- Finally, set OneDrive’s “Create a folder” action under Operations and create a folder using the extracted data.
※ “Trigger”: An action that starts the flow bot. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Gmail trigger settings, specify the label on emails that should start the flow bot.
- With the AI feature, you can freely specify and extract text such as a client name or date to use in the folder name from the email body or subject retrieved by the trigger.
- When creating a folder in OneDrive, you can specify the parent folder and combine fixed text with information extracted by the AI feature to create the folder name.
■Notes
- Connect both Gmail and OneDrive to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval depends on your plan.
- Microsoft 365 (formerly Office 365) offers plans for home use and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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