When files are saved to Google Drive, use AI workers to automatically generate a WBS in Notion and streamline project management
When files are saved to Google Drive, use AI workers to automatically generate a WBS in Notion and streamline project management
Launch this workflow to connect
Google Drive &
Notion
!
■Overview
Do you find it challenging to turn complex documents, such as project overview materials received from clients, into actionable work processes? Understanding the content of these materials, breaking work into appropriate tasks, and estimating the required effort takes specialized knowledge and time. With this workflow, simply save the materials to Google Drive, and an AI agent (AI worker) will analyze the context and autonomously create a WBS. Speed up project setup and start managing tasks smoothly.
■Who This Template Is For
- Consultants who want to streamline identifying required tasks from project materials and building a WBS
- Those who want an AI agent to objectively determine task priorities and effort estimates
- Project managers who want to automate the initial setup of project management by integrating Google Drive with Notion
■Benefits of Using This Template
- Because the AI creates a task list simply by saving materials to Google Drive, you can eliminate the effort of building a WBS from scratch and get projects started faster
- Because the AI determines the importance of each task based on the context of the materials, it helps reduce inconsistencies in individual judgments and create accurate project plans
■Flowbot Steps
- First, connect Google Drive and Notion to Yoom
- Next, select Google Drive as the trigger and set the action to “When a new file or folder is created in a specific folder”
- Finally, create instructions for the AI worker to analyze the project materials and automatically generate a WBS in the operation settings
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customizable Points in This Workflow
- In the Google Drive trigger settings, specify the folder to process using any folder ID
- In the AI worker operation, you can select any AI model you want to use and freely configure instructions for the AI worker based on the tasks you want it to perform
■Notes
- Connect both Google Drive and Notion to Yoom. The tools (apps) used within the AI worker also require My Apps connections.
- 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 size limits for triggers and individual operations, see “File Size Limits.”
- For basic AI worker setup instructions, see “[AI Worker] Basic Setup Guide.”
- The number of AI workers that can run simultaneously, the number of AI workers you can create, and the AI models available to you vary by plan.
- The apps and operations available within AI workers are subject to the same usage limits as Flowbots.
- Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated.”
- AI workers are more likely to perform the intended processes when their instructions are configured in detail. For details, see “[AI Worker] How to Create Instructions.”
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Google Drive
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Notion
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About the apps you use
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.
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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.
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
see detailsTemplates
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
Add a record to Notion when there is a response to the Google Form.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
Add content posted in a specific Google Chat room to a Notion database.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
Add content posted in a specific room on Microsoft Teams to a Notion database.
No-Code API Actions
Executable API actions
Flowbot triggers
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
When a Page Is Created or Updated
When a Database Is Created or Updated
When Receiving a Webhook
When a Page Is Created (Webhook)
When Page Content Is Updated (Webhook)
When a Page Is Deleted (Webhook)
When Page Properties Are Updated (Webhook)
When a Comment Is Created (Webhook)
When a Comment Is Updated (Webhook)
When a Comment Is Deleted (Webhook)
When a Page in a Specific Data Source Is Created or Updated
When Data Source Content Is Created or Updated (Webhook)
Flowbot operations
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
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
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 Folders
Flowbot triggers
When a Page Is Created or UpdatedWhen a Database Is Created or UpdatedWhen Receiving a WebhookWhen a Page Is Created (Webhook)When Page Content Is Updated (Webhook)When a Page Is Deleted (Webhook)When Page Properties Are Updated (Webhook)When a Comment Is Created (Webhook)When a Comment Is Updated (Webhook)When a Comment Is Deleted (Webhook)When a Page in a Specific Data Source Is Created or UpdatedWhen Data Source Content Is Created or Updated (Webhook)
Flowbot operations
Retrieve Page InformationUpdate Page Property (Text Property)Update Page Property (Number Property)Update Page Property (Select Property)Update Page Property (Multi-select Property)Update Page Property (Date Property)Update Page Property (Checkbox Property)Update Page Property (URL Property)Update Page Property (Email Property)Update Page Property (Phone Property)Retrieve Blocks from a Specific PageRetrieve List of UsersUpdate Page Property (Relation Property)Add a Sub-item to a Specific RecordIssue File Upload IDUpload FileUpdate Page Properties (File Property)Download FileGet Page Details (List File Information)Search Pages and Databases by TitleCreate Page from Template (Title Only)Update Database Property NameUpdate Page Property (Title Property)Search Text in a Data Source’s Formula PropertyAppend Content to a PageRetrieve Child Blocks of a Page or BlockRetrieve Data SourceRetrieve DatabaseCreate PageGet Page (Markdown)Append Content to PageReplace Page ContentUpdate Page Properties (User Properties)Lock a PageRetrieve CommentRetrieve CommentsMore inspiration for you
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