When a Microsoft Excel file is uploaded to Google Drive, automatically convert it to PDF and notify Discord
When a Microsoft Excel file is uploaded to Google Drive, automatically convert it to PDF and notify Discord
Launch this workflow to connect
Google Drive &
Discord
!
■Overview
Are you spending too much time converting Microsoft Excel files uploaded to Google Drive into PDFs and sharing them with the right people each time? This workflow automatically converts Microsoft Excel files uploaded to a specific folder into PDF format and notifies a designated Discord channel. Reduce the time spent manually converting and sharing files, and keep everyone informed quickly and accurately.
■Who should use this template
- Teams that regularly share materials created with Google Drive and Microsoft Excel
- Teams that feel manual file conversion and sharing notifications are taking too much time and effort
- Teams that want to prevent human errors such as using the wrong file format or forgetting to send notifications when sharing files
■Benefits of using this template
- Automate everything from PDF conversion to sharing when a Microsoft Excel file is uploaded, reducing the time previously spent on manual tasks.
- Prevent human errors such as conversion mistakes, missing file attachments, and forgetting to share files with the right people, helping improve operational accuracy.
■Workflow
- Connect Google Drive, Microsoft Excel, and Discord to Yoom.
- Select Google Drive as the trigger and set the trigger action to “When a specific file is created or updated.”
- Set up a branching operation so that the workflow proceeds only when the uploaded file is a Microsoft Excel file.
- Set up Google Drive’s “Convert an Excel file to a spreadsheet” action as an operation.
- Set up Google Drive’s “Download Google Sheets” action and select PDF as the file format.
- Set up Discord’s “Send a file” action as an operation to send the generated PDF file to the designated channel.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- In the Google Drive trigger settings, select the folder you want to monitor as the starting point for the automation.
- In the branching operation, you can set conditions for the file names to be processed, such as including a specific keyword.
- For the action that sends files to Discord, customize the destination channel and message content as needed.
■Notes
- Connect both Google Drive and Discord to Yoom.
- Branching is an operation available on the Personal plan and above. On the Free plan, the configured workflow operation will result in an error.
- Paid plans such as the Personal plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
- The maximum file size available for download is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits for triggers and each operation, see File size limits.
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No-Code API Actions
Executable API actions
Flowbot triggers
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
When a Message Is Sent in a Channel
Flowbot operations
Create Folder
Duplicate File
Search for Files and Folders in a Specific Folder
Delete File
Upload File
Download File
Download Google Sheets File
Download Google Slides
Download Google Docs File
Retrieve a List of Files and Folders in a Specific Folder
Rename File
Retrieve File or Folder Information
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
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 for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of 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 Folders
Flowbot triggers
When a Message Is Sent in a Channel
Flowbot operations
Send MessageSend FileCreate ChannelClose ChannelCreate Direct Message ChannelSearch Users in a ServerChange Channel NameRemove User from ServerCreate Invite URL for ChannelCreate Thread in Forum ChannelCreate Thread from MessageSend Message in ThreadDownload Files in a MessageAssign a Specific Role to a UserOverwrite a User's RolesRemove a Role from a UserGet Role InformationGet Server ChannelsGet Server ThreadsGet Text Channel MessagesGet a Specific MessageGet Messages in a ThreadMore inspiration for you
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