When a file is added to Google Drive, an AI worker analyzes its contents, renames it, and automatically moves it to a specified folder
When a file is added to Google Drive, an AI worker analyzes its contents, renames it, and automatically moves it to a specified folder
Launch this workflow to connect
Google Drive &
Slack
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■Overview
Do you find it burdensome to manually rename the many documents uploaded to Google Drive one by one and sort them into the appropriate folders? As the number of document types grows, enforcing naming conventions and managing files becomes increasingly difficult, making it more time-consuming to find files later. With this workflow, whenever a file is added to Google Drive, an AI Worker instantly analyzes its contents, then automatically renames and moves it according to your internal rules. By eliminating the need to organize files manually and accelerating administrative automation, you can create an environment where your team can focus on higher-value work.
■Who should use this template
- Administrative staff who want to automate the sorting and renaming of invoices, contracts, and other documents received in Google Drive to improve operational efficiency
- Managers who want to use AI to organize files accurately and consistently based on standardized rules, instead of relying on individual naming practices
- Team leaders who want to track document processing results in Slack and streamline information sharing across the team
■Benefits of using this template
- Because AI automatically determines the contents of documents and handles renaming and folder organization, you can reduce the time spent organizing files manually.
- AI processes files according to specified naming conventions, helping prevent human errors such as input mistakes and misfiling.
■Flowbot steps
- First, connect Google Drive and Slack to Yoom.
- Next, configure the Google Drive trigger to run when “A new file or folder is created in a specific folder.”
- Then, create an AI Worker manual that analyzes document contents and provides instructions for renaming files and sorting them into the appropriate folders based on your internal rules.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.
■Customization options
■Customization options
- In the Google Drive trigger settings, specify the ID of the folder to monitor, such as “Inbox.”
- In the AI Worker manual settings, provide detailed instructions for your company’s naming rules and sorting criteria, such as “Date_Company Name_Document Type,” to improve processing accuracy.
- In the Slack notification settings, customize the destination channel and notification content, such as including the file name in notifications.
■Notes
- Connect both Google Drive and Slack to Yoom. You must also connect the tools (apps) used within the AI Worker through My Apps.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- The maximum downloadable file size is 300 MB. Depending on the app’s specifications, the limit may be lower than 300 MB.
- When using files in triggers or operations, refer to File size limits.
- For basic AI Worker settings, refer to [AI Worker] How to configure basic settings.
- 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.
- AI Workers consume tasks during test runs just as they do during production runs. For details, refer to [AI Worker] How task execution counts are calculated.
- AI Workers are more likely to process tasks appropriately when their manuals are configured in detail. For details, refer to [AI Worker] How to create a manual.
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About the Apps
Templates using
Google Drive
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Templates using
Slack
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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.
see detailsTemplates
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see detailsTemplates
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Activate the flow bot at the end of each month and notify Slack.
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Add a comment to a Wrike task when a post is made in a Slack channel.
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Add inquiry content from Slack to Google Sheets
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 Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
When a Posted Message Is 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 Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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