When you receive a Word file in Outlook, convert it to PDF and share it in Microsoft Teams
When you receive a Word file in Outlook, convert it to PDF and share it in Microsoft Teams
Launch this workflow to connect
Microsoft Outlook &
Microsoft OneDrive &
Microsoft Teams
!
■Overview
Manually converting Word files received in Outlook to PDF and sharing them in Microsoft Teams is not only time-consuming but also prone to errors such as missed shares. With this workflow, you can automate the entire process—from converting an attached Word file to PDF to sharing it in Microsoft Teams—when a specific email is received. Streamline these routine tasks and create more time to focus on higher-priority work.
■Who Is This Template For?
- Anyone who regularly converts and shares Word files received in Outlook as PDFs
- Anyone looking to improve operational efficiency by eliminating errors in manual file conversion and sharing
- Anyone looking to build a system for quickly sharing information within their team using Microsoft Teams
■Benefits of Using This Template
- Automate the entire process, from receiving an email to converting the file and sharing it in Teams, reducing the time previously spent on manual tasks.
- Reduce the risk of human error, such as failing to convert a Word file to PDF or sharing the wrong file, and improve operational accuracy.
■Flowbot Steps
- First, connect Microsoft Teams, OneDrive, and Outlook to Yoom.
- Next, select Outlook as the trigger and set the action to “When an email with a specific subject is received.”
- Then, configure Outlook’s “Get information about email attachments” action.
- Next, add a branch operation so the workflow proceeds only when the retrieved attachment is a Word file.
- Use Outlook’s “Download email attachment” action to retrieve the file.
- Use OneDrive’s “Upload file” action to upload the downloaded file to a specified folder.
- Convert the file to PDF using OneDrive’s “Download file in PDF format” action.
- Use OneDrive’s “Upload file” action to upload the converted file to OneDrive again.
- Configure the AI feature’s “Extract text” action to extract the eTag from the uploaded file.
- Finally, configure Microsoft Teams’ “Send a message to a channel” action, include information about the converted PDF file, set up the attachment using the eTag, and send a notification to the specified channel.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization Options
■Customization Options
- When uploading a file to OneDrive, you can set the file name dynamically using not only a fixed value but also information obtained in previous steps, such as the email subject or received date and time. This makes files easier to organize and manage.
■Notes
- Connect Outlook, OneDrive, and Microsoft Teams to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest trigger interval varies depending on your plan.
- Flowbots with more than five operations can be created on the Personal plan or higher. On the Free plan, the Flowbot will not run.
- Microsoft 365 (formerly Office 365) offers plans for home and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business 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.
- Branching is an operation available on the Personal plan or higher. On the Free plan, operations configured in the Flowbot will result in an error.
- Paid plans, such as the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions. For details, see the Pricing Plans page.
Check Out Similar Templates!
When an email is received in Outlook, create a reply with ChatGPT, save it as a draft, and send a notification
Automatically generate and save ChatGPT-powered reply drafts for incoming Outlook emails, then notify Microsoft Teams. Reduce workload, standardize reply quality, and lighten the burden on team members.
Automatically create a case in Salesforce from support request emails received in Outlook.
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Automatically upload attachments received in Outlook to OneDrive
This is a flow that automatically uploads attachments received in Outlook to OneDrive. It can be used for the automatic saving of files such as invoices and purchase orders. Feel free to change the destination folder in OneDrive as needed.
Automatically register inquiry emails received in Outlook as leads in Salesforce.
The flow involves extracting information received in Outlook using AI and adding it to Salesforce. This not only reduces the burden on staff and shortens working hours but also allows for the smooth sharing of only the necessary information, which is expected to improve the overall operational efficiency of the team.
See more
About the Apps
Microsoft Outlook
Related apps
Templates using
Microsoft Outlook
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
When an email is received in Outlook, create a reply with ChatGPT, save it as a draft, and send a notification
Automatically generate and save ChatGPT-powered reply drafts for incoming Outlook emails, then notify Microsoft Teams. Reduce workload, standardize reply quality, and lighten the burden on team members.
Templates using
Microsoft OneDrive
Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.
This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.
Automatically upload attachments received via email to OneDrive and notify on Microsoft Teams.
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
Templates using
Microsoft Teams
A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.
This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
About the apps you use
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Outlook.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
Add a note to HubSpot based on the content of an Outlook email
When an email is received in Outlook, create a reply with ChatGPT, save it as a draft, and send a notification
Automatically generate and save ChatGPT-powered reply drafts for incoming Outlook emails, then notify Microsoft Teams. Reduce workload, standardize reply quality, and lighten the burden on team members.
When an email is received in Outlook, create a reply with ChatGPT, save it as a draft, and send a notification
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
see detailsTemplates
Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.
Create a OneDrive folder with one click from the Notion database
This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.
Analyze all files in OneDrive with ChatGPT to generate Q&A.
Automatically upload attachments received via email to OneDrive and notify on Microsoft Teams.
This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
Automatically upload attachments received via email to OneDrive and notify on Microsoft Teams.
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
see detailsTemplates
A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
Add members to a group in Google Workspace from content posted on Microsoft Teams.
No-Code API Actions
Executable API actions
Flowbot triggers
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
When a File Is Created or Updated in a Specific Folder
When a Folder Is Created or Updated in a Specific Folder
When a Message Is Sent to a Channel
When a Message Is Sent to a Chat
When an Event Is Added to the Calendar
When a Message with a File Is Sent to the Channel
When a Reply Is Posted in a Specific Message Thread
Flowbot operations
Create an Event in My Calendar
Create a Calendar
Create an Event in a Specified User's Calendar
Get Email Attachment Information
Download Email Attachments
Delete Event from a Specific User's Calendar
Update Event in a Specific User's Calendar
Delete Event from My Calendar
Update Event in My Calendar
Create Task (with Reminder Settings)
Create a Task (Reminders Not Supported)
Search Events in My Calendar
Search Events in a Specific User's Calendar
Find Meeting Times
Get Calendar View
Retrieve Mail Messages
Move Message
Retrieve a Specific Message
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar View
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 Folder
Flowbot triggers
When a Message Is Sent to a ChannelWhen a Message Is Sent to a ChatWhen an Event Is Added to the CalendarWhen a Message with a File Is Sent to the ChannelWhen a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get TeamsGet Team MembersGet Channel ListPost a Message to a ChannelSend Message to ChatRetrieve a List of ChatsCreate ChannelPost a Message to a Channel (Mention a Channel)Get User PresenceReply to a Message Posted to a ChannelCreate a Calendar EventGet Folder InformationDownload FileAdd Member to TeamGet Replies to a Specific MessageGet Messages in a Specific ChannelGet User InformationUpdate Calendar EventGet Events[For Next Page Link] Get EventsCreate a TeamDownload Meeting Recording DataGet Meeting InformationGet Meeting Recording ListRequest ApprovalGet Approval ListCancel ApprovalRetrieve a Message in a Specific ChannelMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
