When a Microsoft Word file is submitted via Google Forms, use RPA to convert it to PDF and save it to OneDrive
When a Microsoft Word file is submitted via Google Forms, use RPA to convert it to PDF and save it to OneDrive
Launch this workflow to connect
Google Forms &
Google Drive &
Microsoft OneDrive
!
■Overview
Do you manually convert Microsoft Word files received through Google Forms to PDF one by one? These repetitive tasks are time-consuming and can take time away from other important work. This workflow uses an RPA to automatically convert files to PDF when a file is submitted through Google Forms, then saves the converted file to a specified OneDrive folder. Eliminate the hassle of file conversion and organization while improving operational efficiency.
■Who should use this template
- Anyone who finds it time-consuming to convert Microsoft Word files received through Google Forms to PDF
- Anyone who wants to prevent files from being misplaced or human errors during manual conversion
- Anyone who wants to automate repetitive file conversion tasks and focus more time on important core work
■Benefits of using this template
- Automate the entire process from PDF conversion to storage when a file is submitted through the form, reducing the time previously spent on these tasks.
- Eliminate manual file conversion and upload tasks to help prevent human errors such as forgetting to convert a file or saving it to the wrong location.
■Flow overview
- First, connect Google Forms, Google Drive, and OneDrive to Yoom.
- Select Google Forms as the trigger, set it to “When a response is submitted to the form,” and specify the form to monitor.
- Set up Google Drive’s “Download a file” action to download the Microsoft Word file received through the form.
- Next, use the RPA feature’s “Operate browser” action to operate an online conversion tool or similar service and convert the downloaded file to PDF.
- If needed, use the AI feature’s “Extract data from text” action to retrieve information such as the file name for use in subsequent steps.
- Finally, set up OneDrive’s “Upload a file” action to save the converted PDF file to the specified folder.
※“Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization options
- In the Google Forms trigger settings, specify the form that you want to start the workflow.
- In the Google Drive action, dynamically set the ID of the file to download based on the information retrieved in the previous step.
- With the RPA feature, you can freely configure the URL of the website used for PDF conversion, the buttons to click, and other actions to match your environment.
- With the AI feature, you can specify the items to extract from information such as the file name and flexibly use them in later steps, such as setting them as the file name.
- In the OneDrive upload settings, you can freely choose whether to use fixed values or information retrieved in the previous step for the destination folder and file name.
■Important notes
- Connect Google Forms, Google Drive, and OneDrive to Yoom.
- For details on how to retrieve response content when using Google Forms as the trigger, see below.
https://intercom.help/yoom/en/articles/6807133 - **Microsoft 365 (formerly Office 365)** offers plans for home users and businesses (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- 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 supported by triggers and individual operations, see below.
https://intercom.help/yoom/en/articles/9413924 - The browser operation feature is available only on the Success Plan. On the Free, Mini, and Team Plans, workflows containing this operation will result in an error.
- Paid plans, including the Success Plan, offer a two-week free trial. During the free trial, you can use restricted apps and browser operation features.
- For details on how to configure browser operation features, see below.
https://intercom.help/yoom/en/articles/9099691 - Customize the browser operation to match the website you use.
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