When a project is registered on the board, create a folder in Google Drive.

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■Overview

This is a flow where a folder with the project name is created in Google Drive when a new project is registered on the board.

■Recommended for

1. Those who need to manage and process client company documents

・Sales assistants or accounting staff

・Office staff or office managers

2. Those who store data in Google Drive

・Sales assistants who create folders for each company

・Company representatives who use shared folders for departmental information sharing

3. Those who want to reduce manual input and automate processes

・Small business owners aiming for operational efficiency

・Office staff handling multiple tasks

■Benefits of using this template

・Folders for storing files can be automatically created based on registration details.

・By automating folder creation in Google Drive when a new project is registered on the board, the manual effort is reduced, improving operational efficiency.

・A dedicated folder is automatically created for each project registered on the board, making it easier to organize related files and quickly find necessary information.

■Notes

・Please integrate both the board and Google Drive with Yoom.

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Board
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Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
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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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