Upload Gmail attachments to Google Drive and notify Microsoft Teams
Upload Gmail attachments to Google Drive and notify Microsoft Teams
Launch this workflow to connect
Gmail &
Google Drive
!
■Overview
Do you manually save attachments such as invoices received in Gmail to Google Drive and share them with relevant team members via Microsoft Teams each time?
Besides being time-consuming, these routine tasks can also lead to mistakes such as forgetting to save files or notify team members.
With this workflow, you can automatically save attachments to Google Drive and notify Microsoft Teams whenever a specific Gmail message is received, improving both accuracy and efficiency.
Besides being time-consuming, these routine tasks can also lead to mistakes such as forgetting to save files or notify team members.
With this workflow, you can automatically save attachments to Google Drive and notify Microsoft Teams whenever a specific Gmail message is received, improving both accuracy and efficiency.
■Who This Template Is For
- Accounting and sales teams that manually manage files received in Gmail
- Team leaders who use Google Drive and Microsoft Teams as hubs for information sharing
- Anyone looking to automate daily file management and sharing notifications to boost productivity
■Benefits of Using This Template
- Automate everything from receiving emails in Gmail to saving files and notifying your team, freeing up time for more important work.
- Prevent human errors such as forgetting to save files or share them with relevant team members, ensuring reliable information sharing.
■Flow Bot Steps
- First, connect Gmail, Google Drive, and Microsoft Teams to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
- Then, set up a branch in the operation so that the workflow proceeds only when the received email contains an attachment.
- Next, set up Google Drive’s “Upload a file” action in the operation to upload the file attached to the email.
- Finally, set up Microsoft Teams’ “Send a message to a channel” action in the operation to notify the specified channel that the file has been saved.
※“Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization Options
- In the Gmail trigger settings, specify the keywords you want to use to trigger the automation, such as “invoice” or “purchase order,” in the email subject or body.
- For the branch, configure conditions such as whether an attachment is present to match your business requirements.
- For the Google Drive upload settings, specify the ID of the folder where you want to store the file and the file name to use when saving it.
- For the Microsoft Teams notification settings, specify the team or channel ID where you want to send the notification, as well as the message content to share.
■Notes
- Connect each of Gmail, Google Drive, and Microsoft Teams to Yoom.
- Microsoft 365 (formerly Office 365) offers home and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- Branches are an operation available on the Personal plan and higher. On the Free plan, operations configured in the Flow Bot will result in an error, so please take note.
- Paid plans such as the Personal plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest trigger interval varies by 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 for triggers and individual operations, see File Size Limits.
Check Out Similar Templates!
Add Gmail inbox content to Notion
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
When you receive an email in Gmail that matches a specific keyword, generate text with DeepSeek and add a label to a specific Gmail message
When an email containing specific keywords arrives in Gmail, DeepSeek automatically generates a reply and applies a label. Reduce time spent on manual sorting and initial responses while ensuring no email is missed.
See more
About the Apps
Gmail
Related apps
Templates using
Gmail
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Templates using
Google Drive
Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.
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.
About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
see detailsTemplates
Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.
Convert files containing specific keywords created in Google Drive into Google Slides
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.
Create a record in Notion when a new file is added to Google Drive.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Add files to Google Drive using form responses and register leads in Salesforce.
No-Code API Actions
Executable API actions
Flowbot triggers
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
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
Flowbot operations
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
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
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
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 FoldersMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
