Transfer files uploaded to Airtable to Microsoft SharePoint

■Overview

Do you find it time-consuming to manually transfer files uploaded to Airtable to Microsoft SharePoint? As the volume increases, this repetitive task becomes more burdensome and can lead to mistakes such as missed transfers or selecting the wrong file. This workflow connects Airtable and Microsoft SharePoint, automatically transferring files when a record is updated. Free yourself from tedious file management and spend more time on productive work.

■Who should use this template

• Teams and departments that frequently share files using Airtable and Microsoft SharePoint
• Anyone looking to streamline file management in Airtable and data transfers to Microsoft SharePoint
• Anyone looking to prevent manual file transfer errors and missed shares while improving data management accuracy

■Benefits of using this template

• When an Airtable record is updated, attached files are automatically transferred to Microsoft SharePoint, reducing the time previously spent on manual work.
• Because no manual work is required, this workflow prevents human errors such as forgetting to upload a file or selecting the wrong one, ensuring reliable information sharing.

■Workflow steps

1. First, connect Airtable and Microsoft SharePoint to Yoom.
2. Next, select Airtable as the trigger and set the “When a record is updated” action to detect updates to the file attachment field.
3. Next, configure a branch in the operation and set the condition so that the subsequent steps run only when a file is attached.
4. Next, configure Airtable’s “Download record file” action in the operation to download the target file from the updated record.
5. Finally, configure Microsoft SharePoint’s “Upload file” action in the operation to transfer the downloaded file to the specified location.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization options

• You can choose any table to include in Airtable automation. You can also specify the field where the files are stored.
• For file uploads to Microsoft SharePoint, you can specify the folder where you want to save the files and freely set the file name used during upload.

■Notes

• Connect both Airtable and Microsoft SharePoint to Yoom.
• Microsoft365 (formerly Office365) offers plans for home use and general business use (Microsoft365 Business). Authentication may fail if you are not subscribed to a general business plan.
• Branching is an available feature (operation) on the Mini plan and higher. Please note that operations configured in a workflow bot will result in an error on the Free plan.
• Paid plans such as the Mini plan include 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 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 downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
• For details on the file sizes that can be handled by triggers and individual operations, see here.
• For information on how to retrieve Airtable record details, see here.