Manage the Microsoft Excel contract sent by email on Google Drive™.

■Overview

This is a flow that automatically stores Microsoft Excel contracts sent via email into Google Drive™.

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■Recommended for

1. Those who frequently need to manage or send contracts

　・Sales representatives or sales assistants

　・Administrative staff or office managers

　・Legal personnel

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2. Those looking to automate the contract management process and reduce manual work

　・Owners of small and medium-sized enterprises aiming for operational efficiency

　・Business analysts interested in workflow automation

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3. Those who regularly use Google Drive™

　・Personnel managing files using Google Drive™

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■Benefits of using this template

・Contracts sent via email are automatically stored in Google Drive™, eliminating the need for manual file saving.

・The document saving process is automated, reducing management burden.

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■Notes

・Please integrate Google Drive™ with Yoom.

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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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About the apps you use

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Create a record in Notion when a new file is added to Google Drive.

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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.

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Add files to Google Drive using form responses and register leads in Salesforce.

After the Zoom meeting ends, obtain the recording file and store it in Google Drive.

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After a meeting ends on Zoom, this flow retrieves the recording file and uploads it to a specified folder in Google Drive. The file is automatically stored after the meeting, reducing manual effort.

View details Try it

After the Zoom meeting ends, obtain the recording file and store it in Google Drive.

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API Actions That can be No-Code

Executable API actions

Flowbot triggers

New File or Folder Created

When a new file or folder is created in a specific folder

Specific File Created or Updated

Flowbot operations

Create Folder

Copy File

Search Files and Folders in a Specific Folder

Delete File

Upload File

Download a file

Download a Google Sheet

Download a Google Slides presentation

Download a Google Docs document

List files and folders in a specific folder

Rename File

Get 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

List permissions for a file or folder

Update description for a file or folder

Move file to a different folder

Create a shortcut to a file

Configure download and copy permissions

List folders in a specific folder

Convert a text file to Google Docs

Download 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 Slides

Convert a PDF file to Google Docs

Grant file or folder permissions to a specific organization

Update a specific file

Remove permissions from a file or folder

Create a shared drive

Search shared drives

Copy File

Flowbot triggers

New File or Folder Created

When a new file or folder is created in a specific folder

Specific File Created or Updated

Flowbot operations

Create Folder

Copy File

Search Files and Folders in a Specific Folder

Delete File

Upload File

Download a file

Download a Google Sheet

Download a Google Slides presentation

Download a Google Docs document

List files and folders in a specific folder

Rename File

Get 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

List permissions for a file or folder

Update description for a file or folder

Move file to a different folder

Create a shortcut to a file

Configure download and copy permissions

List folders in a specific folder

Convert a text file to Google Docs

Download 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 Slides

Convert a PDF file to Google Docs

Grant file or folder permissions to a specific organization

Update a specific file

Remove permissions from a file or folder

Create a shared drive

Search shared drives

Copy File