Convert messages posted in Microsoft Teams to PDFs and save them to Google Drive
Convert messages posted in Microsoft Teams to PDFs and save them to Google Drive
Launch this workflow to connect
Microsoft Teams &
Google Drive
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■Overview
Do important conversations and decisions in Microsoft Teams get buried in the constant stream of messages, making them difficult to find later? Manually copying and saving information is time-consuming and prone to omissions. This workflow automatically converts messages posted in a Microsoft Teams channel into PDFs and saves them to a designated Google Drive folder, making it easier to record and manage important information.
■Who Should Use This Template
- Anyone who wants to easily preserve discussions and reports from Microsoft Teams as valuable company assets
- Anyone who wants to eliminate the time and effort involved in manually transferring information and creating files, so they can focus on their core work
- Managers who want to promote knowledge sharing across their teams and prevent processes from becoming dependent on specific individuals
■Benefits of Using This Template
- Posts in the designated channel are automatically converted into PDFs and saved, reducing the time required to archive information.
- Centralizing important information in Google Drive improves searchability and makes it easier to leverage as team knowledge.
■How the Flowbot Works
- First, connect Microsoft Teams and Google Drive to Yoom.
- Next, select Microsoft Teams as the trigger and set the action to “When a message is posted in a channel.”
- Then, select the document generation feature as the operation and use the “Generate a document” action to create a PDF based on the Teams message content.
- Finally, configure Google Drive’s “Upload a file” action as the operation and upload the generated PDF file to the designated folder.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- In Google Drive’s “Upload a file” operation, set the ID of the folder where you want to store the files.
■Notes
- Connect both Microsoft Teams and Google Drive to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Prepare a document template in advance. For details on how to create one, see “How to Configure ‘Generate a Document’”.
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Google Drive
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About the apps you use
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
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A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
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Google Drive
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Message Is Sent to a Channel
When a Message Is Sent to a Chat
When an Event Is Added to the Calendar
When a Message with a File Is Sent to the Channel
When a Reply Is Posted in a Specific Message Thread
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
Get Teams
Get Team Members
Get Channel List
Post a Message to a Channel
Send Message to Chat
Retrieve a List of Chats
Create Channel
Post a Message to a Channel (Mention a Channel)
Get User Presence
Reply to a Message Posted to a Channel
Create a Calendar Event
Get Folder Information
Download File
Add Member to Team
Get Replies to a Specific Message
Get Messages in a Specific Channel
Get User Information
Update Calendar Event
Flowbot triggers
When a Message Is Sent to a ChannelWhen a Message Is Sent to a ChatWhen an Event Is Added to the CalendarWhen a Message with a File Is Sent to the ChannelWhen a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get TeamsGet Team MembersGet Channel ListPost a Message to a ChannelSend Message to ChatRetrieve a List of ChatsCreate ChannelPost a Message to a Channel (Mention a Channel)Get User PresenceReply to a Message Posted to a ChannelCreate a Calendar EventGet Folder InformationDownload FileAdd Member to TeamGet Replies to a Specific MessageGet Messages in a Specific ChannelGet User InformationUpdate Calendar EventGet Events[For Next Page Link] Get EventsCreate a TeamDownload Meeting Recording DataGet Meeting InformationGet Meeting Recording ListRequest ApprovalGet Approval ListCancel ApprovalRetrieve a Message in a Specific Channel
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
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