Create documents from Gmail emails and save them to OneDrive
Create documents from Gmail emails and save them to OneDrive
Launch this workflow to connect
Gmail &
Microsoft OneDrive
!
■Overview
Do you find it time-consuming to manually create documents based on requests received via Gmail and store them in OneDrive? These routine yet important tasks are also prone to human error, such as data entry mistakes.
With this workflow, you can automate everything from issuing documents to storing them in OneDrive, triggered by receiving specific emails in Gmail. Eliminate manual work between OneDrive and Gmail to manage documents accurately and efficiently.
With this workflow, you can automate everything from issuing documents to storing them in OneDrive, triggered by receiving specific emails in Gmail. Eliminate manual work between OneDrive and Gmail to manage documents accurately and efficiently.
■Who Is This Template For?
- Those who create and manage documents in OneDrive based on requests received via Gmail
- Those who want to connect OneDrive and Gmail to prevent manual data entry errors and missed file storage
- Those who want to automate routine tasks such as issuing documents and focus on their core work
■Benefits of Using This Template
- Automating the process from receiving emails in Gmail to storing files in OneDrive reduces the time spent manually creating and managing documents.
- By eliminating the need to manually transfer data from email bodies and save files, you can reduce the risk of human error, such as data entry mistakes and saving files to the wrong location.
■Flowbot Steps
- First, connect Gmail, OneDrive, and Google Docs to Yoom.
- Next, select Gmail as the trigger and configure the “When an email matching specific keywords is received” action.
- Next, configure the AI feature’s “Extract data from text” action as an operation to extract the necessary information from the received email body.
- Next, configure Google Docs’ “Issue a document” action as an operation to create a document based on the extracted data.
- Finally, configure OneDrive’s “Upload a file” action as an operation to store the issued document in the specified folder.
※ “Trigger”: An action that initiates a flow. “Operation”: An action that performs a process within the flow after the trigger is activated.
■Customizable Points in This Workflow
- When extracting text from the email body using the AI feature, you can freely specify the items to extract, such as the company name, contact person, and request details.
- When issuing a document in Google Docs, you can select any template to use. You can also freely configure the fields to embed in the document, including fixed values and variables extracted from the email.
- When uploading a file to OneDrive, you can specify the destination folder and file name. You can also include values obtained in previous steps as variables in the file name.
■Notes
- Connect each of Gmail, OneDrive, and Google Docs to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. Please note that the shortest available interval varies by plan.
- For instructions on configuring the operation for issuing documents, see “How to Configure ‘Issue a Document’”.
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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)
When a File Is Created or Updated in a Specific Folder
When a Folder Is Created or Updated in a Specific Folder
Flowbot operations
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Search Folders and Files
Get a List of Files in a Specific Folder
Create Folder
Download File
Upload File
Copy a File
Create Excel File
Grant Permissions to Folder or File
Change Folder or File Name
Create Sharing Link
Delete File/Folder
Move File to Another Folder
Download File as PDF
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
When a File Is Created or Updated in a Specific FolderWhen a Folder Is Created or Updated in a Specific Folder
Flowbot operations
Search Folders and FilesGet a List of Files in a Specific FolderCreate FolderDownload FileUpload FileCopy a FileCreate Excel FileGrant Permissions to Folder or FileChange Folder or File NameCreate Sharing LinkDelete File/FolderMove File to Another FolderDownload File as PDFGet Top-level Folder ListGet Subfolders of a Specific FolderMore inspiration for you
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