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Studio Web for Automation Suite User Guide

Automation CloudAutomation Suite
Last updated Dec 18, 2024

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.

Retrieving files

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:

Uploading and sending files

After a file resource is retrieved in an automation, you can then upload or send it. For example:
  • 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.

Moving files and folders

Dedicated activities are available for moving files inside Google Drive (Move File) and files or folders inside Microsoft OneDrive and Sharepoint (Move File/Folder).

Deleting files and folders

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.

File resource properties

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.

The following table lists the most common file resource properties. Not all properties are available for all activities.
PropertyDescription
FullNameFile name including extension.
Name

File name without extension.

Extension

File extension.

CreationDateDate 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.

IsFolderWhether 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.

Examples of using file resources in an automation

Upload email attachments from Gmail to Google Drive
This simple automation is triggered when a new email with attachments is received, it downloads the email attachments, and then uploads them to a Google Drive folder.
  1. Create a new project, and select the Google Workspace Email Received as the trigger.
  2. In the trigger activity:
    1. Create or select a connection.
    2. Select Show additional options, and then the option With attachments only.
    3. Select the folder where emails arrive from the Email folder or label field.
  3. 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.
  4. Add a Google Workspace Upload Files activity. In the activity:
    1. Create or select a connection.
    2. Select the File(s) field labeled Click to use a variable, and then select Download Email Attachments > Attachments.
    3. Select the Destination folder using the folder browser.
Send email when new file is created
This simple automation sends an email when a new file is created in a Microsoft OneDrive folder. The activities used in this example are also available for Google Drive, so you can use the same steps to build a similar automation if you are using Google Workspace instead of Microsoft 365.
  1. Create a new project, and select the Microsoft 365 File Created as the trigger.
  2. In the trigger activity:
    1. Create or select a connection.
    2. Select the folder the folder where the file is created from the In location field, for example Reports.
  3. Add a Microsoft 365 Send Email activity. In the activity:
    1. Create or select a connection.
    2. Add a recipient in the To field.
    3. Add a subject in the Subject field, for example Report created.
    4. 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.
      1. Type A new report, .
      2. To add the variable for the file name after the last character, select File created > Show more > File > FullName.
      3. Continue typing after the variable is available in the Reports folder.

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