- Getting started
- Administration
- Designing automations
- Creating an automation from an idea
- Creating a project
- How to start an automation
- Managing project files and folders
- Connecting automations to your accounts
- Configuring activities
- Managing the activities in a project
- Passing values between activities
- Iterating through items
- Managing the data in a project
- Configuring a project to use your data
- Using file and folder resources
- Using UI Automation for browser interactions
- Running and testing your projects
- Managing automations
- Studio Web API
Using file and folder resources
You can automate workflows involving file and folder operations such as copying, downloading, uploading, moving, or deleting across online applications and services. Microsoft 365 and Google Workspace activities enable you to browse the online storage to indicate which files or folders to use in your workflows.
When creating workflows across different online applications, the first step in using a file or folder resource is to make it available in your automation using activities that retrieve files such as:
- File Created (for Google Drive or Microsoft One Drive and SharePoint) and File Updated (for Google Drive or Microsoft One Drive and SharePoint) triggers - Start an automation when a file is created or updated.
- Download activities - Download files from an online app or service. Download File activities are available for multiple online apps and services and Download Email Attachments activities are available for Gmail and Microsoft Outlook.
- Get activities - Get a reference to file resources in an online app for use in other activities. For example, Get File/Folder and Get File List activities for Google Drive or Microsoft OneDrive and SharePoint.
- For each file/folder - Iterate over a list of files and folders in Google Drive or Microsoft OneDrive and SharePoint.
- Upload activities - Upload files to an online app or service. Upload File activities are available for multiple online apps and services.
- Activities that send emails with attachments, such as Send Email, Reply to Email for Google Drive or Microsoft OneDrive and SharePoint, or activities that send files, such as Send File to Channel for Slack.
Dedicated activities are available for moving files inside Google Drive (Move File) and files or folders inside Microsoft OneDrive and Sharepoint (Move File/Folder).
Dedicated Delete file activities are available for deleting files from multiple applications. The Delete File/Folder activities for Google Drive and Microsoft OneDrive and Sharepoint can delete both files and folders.
In addition to the resource itself, you can use various properties to perform certain actions in your automations. For example, you can create conditions based on the size or extension of a file to filter which files to use, or add the name of the file in the body of an email.
| Property | Description |
|---|---|
| FullName | File name including extension. |
| Name |
File name without extension. |
| Extension |
File extension. |
| CreationDate | Date and time when the file was created.
Additional values are available based on the date, for example the day of the week, or parts of the date such as the year. |
| LastModifiedDate | Date and time when the file was last modified.
Additional values are available based on the date, for example the day of the week, or parts of the date such as the year. |
| ID | Unique ID of the resource. |
| MimeType |
Media type of the resource, if available. |
| SizeinBytes |
Size in bytes. |
| IsFolder | Whether the resource is a folder. |
| IsResolved |
Whether the remote resource is available for use. |
| Uri |
URI identifying the remote resource. |
| LocalPath |
The path to where the resource is downloaded locally. |
| LocalCopy |
Reference to the local copy of the resource. |
Upload email attachments from Gmail to Google Drive
- Create a new project, and select the Google Workspace Email Received as the trigger.
- In the trigger activity:
- Create or select a connection.
- Select Show additional options, and then the option With attachments only.
- Select the folder where emails arrive from the Email folder or label field.
- Add a Google Workspace Download Email Attachments activity. In the activity, select a connection, then for the Email option select the field labeled Click to use a variable, and then Email received > Email.
- Add a Google Workspace Upload Files activity. In the activity:
- Create or select a connection.
- Select the File(s) field labeled Click to use a variable, and then select Download Email Attachments > Attachments.
- Select the Destination folder using the folder browser.
Send email when new file is created
- Create a new project, and select the Microsoft 365 File Created as the trigger.
- In the trigger activity:
- Create or select a connection.
- Select the folder the folder where the file is created from the In location field, for example Reports.
- Add a Microsoft 365 Send Email activity. In the activity:
- Create or select a connection.
- Add a recipient in the To field.
- Add a subject in the Subject field, for example Report created.
- Add a body in the
Body field. For example, to enter a message that contains
the name of the new file A new report,
File name, is available in the Reports folder.- Type A new report, .
- To add the variable for the file name after the last character, select File created > Show more > File > FullName.
- Continue typing after the variable is available in the Reports folder.
