Receive a file in Gmail and save it to OneDrive
Gmail Microsoft OneDrive

Receive a file in Gmail and save it to OneDrive

Yoom's Gmail &  Microsoft OneDrive  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow to save files received in Gmail to OneDrive.

■Recommended for

1. Those who use Gmail and OneDrive for business

・Personnel who use Gmail for communication with clients

・Personnel who use OneDrive for file management

・Those considering efficiency improvements by integrating Gmail and OneDrive

2. Those who want to reduce manual file saving tasks and automate them

・Owners of small and medium-sized enterprises aiming for business automation

・Personnel in general affairs and administration with many manual tasks

■Benefits of using this template

・By automatically saving files received in Gmail to OneDrive, you can improve business efficiency.

・Automatically saving files to OneDrive helps prevent human errors.

・You no longer need to perform file saving tasks from Gmail, allowing you to allocate time to other important tasks.

・By customizing the flow bot, you can also send notifications to communication tools after saving files to OneDrive.

■Notes

・Please integrate both Gmail and OneDrive with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

・For forwarding processing when using Gmail as a trigger by integrating Gmail with Yoom, please refer to the following:

https://intercom.help/yoom/ja/articles/7266653

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About the Apps You Use
Gmail
Gmail
Templates using

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.

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.
Microsoft OneDrive
Microsoft OneDrive
Templates using

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.

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.
About the apps you use
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 details
Templates

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.

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.
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 details
Templates

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.

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
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a file is created or updated in a specific folder
    When a folder is created or updated in a specific folder
Flowbot operations
    Search Folder/File
    Retrieve List of Files in Specific Folder
    Create Folder
    Download File
    Upload File
    Copy a File
    Create Excel File
    Grant Permissions to Folder or File
    Change Folder or File Name
    Create Share Link
    Delete File/Folder
    Move File to Another Folder
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