Back up files received in Outlook to OneDrive
Launch this workflow to connect
Microsoft OneDrive &
Microsoft Outlook
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■Overview
Do you manually save important files such as invoices and reports received in Outlook to OneDrive each time? This task is not only time-consuming, but can also lead to human errors, such as forgetting to save a file. With this workflow, you can automatically back up attachments to OneDrive when specific emails are received. Reduce the effort required to manage files and improve operational reliability.
■Who This Template Is For
- Anyone who manually backs up files received in Outlook and finds the process inefficient
- Anyone who wants to prevent mistakes such as missing important attachments or saving them to the wrong location
- Anyone who wants to automate routine tasks like file management and focus on more important core work
■Benefits of Using This Template
- Attachments are automatically saved to OneDrive when specific emails are received, reducing the time previously spent managing files manually.
- By eliminating manual saving, you can prevent human errors such as forgetting to save files or storing them in the wrong folder, improving the reliability of your file management.
■How the Flowbot Works
- First, connect Outlook and OneDrive to Yoom.
- Next, set up the “Email Trigger” as the trigger and specify the conditions for the emails you want to back up, such as a specific sender or subject line.
- Finally, set up OneDrive’s “Upload a file” action as the operation.
- Select the attachment retrieved by the trigger as the file to save, and specify the destination folder in OneDrive.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- For the email trigger, you can set conditions such as a specific sender, subject line, or keywords in the body to precisely filter the emails to back up.
- For the OneDrive save settings, you can freely specify the destination folder. You can also make files easier to search and organize later by adding information such as the received date or email subject to the file name.
- You can specify conditions based on attachment type (file extension) or file size to back up only specific files.
■Notes
- Connect both Outlook and OneDrive to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. Please note that the shortest available interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home use and general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits applicable to triggers and individual operations, see File Size Limits.
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Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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