Once the file is stored in Google Drive, receive approval and send the file via Gmail.
Once the file is stored in Google Drive, receive approval and send the file via Gmail.
Launch this workflow to connect
Google Drive &
Gmail
!
■Overview
This is a flow where once a file is stored in Google Drive, it receives approval and is sent using Gmail integration.
■Recommended for
1. Those who need to manage and process forms from client companies
・Sales assistants and accounting staff
・Office staff and office managers
2. Companies using Google Drive
・General affairs department, office staff, and customer service personnel
・Accounting and HR personnel
3. Those looking to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・General affairs and office staff with many data entry tasks
・Marketing personnel utilizing digital tools for operations
■Benefits of using this template
・By automating the process from approval to email sending triggered by file storage, it reduces manual work and improves operational efficiency.
・The automated completion of the process helps prevent errors from manual input.
■Notes
Please integrate Yoom with both Google Drive and Gmail.
Check Out Similar Templates!
Create a record in Notion when a new file is added to Google Drive.
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
Read files stored in Google Drive using OCR, verify the content, store it in a Google Sheets database, and notify via Google Chat.
Analyze images using AI-OCR for files stored in Google Drive, add the data to a Google Sheets database, and notify via Google Chat. By including a request for a person in charge during the process, more reliable data addition is made possible.
Create a folder in Google Drive at the beginning of each month.
This is a flow for creating a folder in Google Drive at the beginning of each month. By using this flow, you can automate tasks that occur regularly. It is recommended for those who want to reduce manual workload and improve productivity.
See more
About the Apps
Templates using
Google Drive
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
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.
Templates using
Gmail
This is a flow that is triggered at the end of each month to send an email via Gmail. 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 Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
Create a record in Notion when a new file is added to Google Drive.
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.
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.
After the Zoom meeting ends, obtain the recording file and store it in Google Drive.
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. 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 Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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 an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
Flowbot operations
Create Folder
Duplicate file
Search Files and Folders in a Specific Folder
Delete File
Upload File
Download file
Download Google Sheets file
Download Google Slides
Download Google Docs file
List files and folders in a specific folder
Rename File
Get file/folder info
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Get list of file or folder permissions
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 Files and Folders in a Specific FolderDelete FileUpload FileDownload fileDownload Google Sheets fileDownload Google SlidesDownload Google Docs fileList files and folders in a specific folderRename FileGet file/folder infoConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashGet list of file or folder permissionsUpdate description for a file or folderChange File Destination FolderCreate a shortcut to a fileConfigure download and copy permissionsList 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 an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
