How to integrate Airtable with Slack to automatically notify Slack when new information is registered in Airtable

If the data management tool you regularly use is Airtable and your communication tool is Slack, let's integrate these two tools! By integrating them, you should be able to quickly notice data added to Airtable. Additionally, since you can send detailed data directly to Slack, information sharing can be done smoothly. Why not consider introducing automation for efficient data management and editing? Recommended for: - Companies that regularly use Airtable and Slack - Those who want to smoothly share data added to Airtable - Teams that frequently communicate about Airtable data on Slack - Leaders who want to implement automation between Airtable and Slack for efficient data management Benefits and Examples of Integrating Airtable and Slack Benefit 1: Quick Information Sharing With this integration, you can receive new data added to Airtable on Slack, making it easier for members using Slack to recognize the latest information. For example, when the sales team enters new deal information into Airtable, the notification is shared immediately, allowing the support team to quickly start necessary preparations. Normally, there might be a time lag before confirming data added to Airtable, but this integration should help reduce such time loss. Benefit 2: Efficient Work Conducted Solely on Slack If you can check newly added data on Slack, the frequency of accessing Airtable to check content may decrease, minimizing movement between tools. Additionally, since Airtable field information is notified as is, data checks and communication can be completed with just Slack. For instance, if necessary, you can create threads or communicate through huddle meetings in response to data notified on Slack. This might allow you to efficiently complete tasks using only Slack. Benefit 3: Simplification of Notification Tasks Are you manually notifying when new data is added to Airtable? With this integration, you should be able to reduce such workflows. For example, when adding data like task management or product inventory that should be shared as quickly as possible, it's not uncommon to contact members. However, sending a message to Slack every time you add to Airtable is a bit of a hassle, isn't it? By introducing this automation, you should be able to reduce notification tasks and simplify workflows. By reducing the burden of notification tasks, it may become easier to proceed with work smoothly. Now, let's introduce the flow of integrating apps using Yoom. First, register with Yoom. Yoom offers a two-week trial, allowing you to actually operate and check the usability. [What is Yoom] This time, we will automate "notifying Slack when information is registered in Airtable" using the following template.

How to Create an Integration Flow between Airtable and Slack

The integration flow this time is broadly divided into the following processes.

・Integrate Airtable and Slack with My Apps
・Set up Airtable
・Configure settings to send data to Slack
・Turn on the trigger button and verify the integration between Airtable and Slack

Step 1: Integrate Airtable and Slack with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration between Airtable and Yoom

1. Prepare Airtable

Prepare the Airtable you will use at this stage.
This time, we have prepared a database intended for schedule management such as interviews and business meetings.

At this time, be sure to create a field for <span class="mark-yellow">・Created Time</span>.

2. Search

Once Airtable is ready, enter Airtable in the search box and click the Airtable icon.

3. Log in
First, log in to Airtable.

The Airtable sign-in screen will appear. Sign in with the account you want to integrate with Slack.
4. Add a Base

After signing in, you will transition to the screen above.

Click "Add a Base" in the red frame and select the base to which you want to add the cloud sign data.

5. Grant Access

Once the base is added, press "Grant Access".

Return to the Yoom screen, and if the above display appears, the integration is complete.

Integration between Slack and Yoom

1. Search

Enter Slack and click the Slack icon.

2. Enter Required Fields

The screen above will be displayed, so select the channel where you want to post Airtable data from the dropdown.
Then, press "Allow".

The screen will automatically switch to Yoom, and if the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register‍

*If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Airtable and Set Up to Retrieve Status Data

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "【Copy】Notify Slack when information is registered in Airtable".‍

3. Select App Trigger

Click on "When a record is registered" under the Airtable icon.
Since the title and other settings are complete, press Next.‍

4. Set Trigger Activation Interval

Set the activation interval.
You can choose trigger activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

5. Enter ID

Follow the supplement at the bottom of the box and copy & paste from the Airtable URL.‍

6. Enter the Field Name for Created Time

Enter the field name set in Airtable.

This time, it was set as "Created Time", so enter "Created Time".

This time, it was set as "Updated Time", so it was set as shown in the image.

7. Execute Test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Set Up Notifications to Slack

1. Connect with the App

Click on "Send a message to a channel" under the Slack icon.
Since the title and other settings are complete, press Next.‍

2. Set the Channel ID for Posting

Set which channel to post Airtable data to.

When you click the box, a list of channels will be displayed, so select the channel where you want to receive Airtable data.
By selecting, it will be inserted into the box, and the setting will be complete.

3. Set the Message Content

Next, set the message to be posted to Slack.
Click the box.

Select the red frame.

The Airtable data sent for testing will be displayed as shown in the image.
Click to insert the content you want to notify.

Once the data is inserted, it will look like the image.

If there are other necessary data, insert them in the same way.‍

4. Arrange the Layout
‍To make it easier to read, arrange the layout.

This time, it was arranged as shown in the image.
By using line breaks and symbols, it becomes easier to read, so change it to your preferred layout.
Additionally, you can also add mentions. For more details, please check the supplement at the bottom of the box.

5. Execute Test

Once the layout is arranged, press the test button at the bottom of the screen.
If "Test Successful" is displayed, the setup is complete. Save it.

6. Turn ON the Trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

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Flowbot template used this time
Notify Slack when information is registered in Airtable

Other Examples of Automation Using Airtable

There are many other examples of automation using Airtable at Yoom, so here are a few introductions.

1. Registering Inquiries Received in Gmail to Airtable

You can automatically accumulate inquiry emails into Airtable. By adding the response content to Airtable, members should find it easier to understand what actions were taken.

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2. Add employee information to freee HR when registered in Airtable

This can simplify the registration process for new employees, potentially streamlining the workflow of routine tasks. It is recommended for HR and general affairs personnel.

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3. Register events in Google Calendar using information registered in Airtable

Schedules for meetings and interviews managed in Airtable can be automatically registered in Google Calendar. This will make schedule management easier and more efficient.

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Summary

Integrating Airtable with Slack not only streamlines operations but also enhances collaboration with team members. By implementing this integration, you should be able to quickly notice data additions, making it easier to proceed with tasks smoothly. Additionally, Yoom allows for app integration without the need for programming. It's easy to adopt even for those who have given up on automation in the past, so please take this opportunity to try it out.