How to Automatically Notify Slack When New Information is Registered in Airtable

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

※ If you have already completed registration, 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 be taken 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 an 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 the 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. A shorter setting is generally recommended.
Please note that the shortest activation interval varies depending on the plan.

5. Enter the 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, since it was set as "Created time", enter "Created time".

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

7. Run the 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.

Click the box to display a list of channels, and 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 data sent in the Airtable test 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.
It is also possible to add mentions. Please check the supplement at the bottom of the box for details.

5. Run the 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. Let's 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 Automation Examples Using Airtable and Slack

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Airtable and Slack.

If you find something interesting, please give it a try!

‍Automation Examples Integrating Airtable and Slack

You can set up notifications in Slack when information is updated in Airtable, or automatically summarize meeting notes with AI and notify Slack when they are registered in Airtable.
Additionally, it is possible to integrate so that when a message is sent in Slack, the content is added to Airtable.

Examples of Automation Using Airtable

Add to Airtable When a Form Response is Submitted

Automatically add responses to Airtable when they are submitted via Google Forms, Jotform, etc.

Add Content Received via Email to Airtable

Automatically add content received in Gmail or Outlook to Airtable.

Create a folder in cloud storage when a record is registered in Airtable

Automatically create a folder in Google Drive, OneDrive, etc., when a record is registered in Airtable.

Automation Example Using Slack

Notify Slack When a Task is Completed in a Project Management App

Automatically notify Slack when a task is completed in apps like Asana or Trello.

Notify Slack of Today's Schedule and Tasks Due Today

Automatically notify Slack of today's schedule from Google Calendar and tasks due today in Notion.

Post a summary of the meeting content to Slack after the web meeting ends

Once a web meeting on Google Meet or Zoom ends, the content is transcribed and summarized, then automatically posted to Slack.

Benefits and Examples of Integrating Airtable with Slack

Benefit 1: Quick Information Sharing

With this integration, new data added to Airtable is automatically notified in 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 support team can quickly start necessary preparations as the notification is automatically shared.
Normally, there tends to be a time lag in checking data added to Airtable, but this integration should help minimize such time loss.

Benefit 2: Efficient Operations Conducted Solely in Slack

Being able to check newly added data in Slack may reduce the frequency of accessing Airtable to check content, minimizing movement between tools.
Additionally, since Airtable field information is notified as is, data checks and communication can be completed solely in Slack.
For example, you can create threads or hold huddle meetings in response to data notified in Slack.
This might enable you to work efficiently using only Slack.

Benefit 3: Simplification of Notification Tasks

Are you manually notifying when new data is added to Airtable?
This integration can reduce such workflows.
For instance, when adding data that should be shared as quickly as possible, like task management or product inventory, smooth sharing with members is crucial.
However, sending a message to Slack every time data is added to Airtable can be somewhat cumbersome.
By implementing this automation, notification tasks can be reduced, simplifying the workflow.
This should alleviate the burden of notification tasks, making it easier to proceed with work smoothly.

Conclusion

Integrating Airtable with Slack not only streamlines operations but also strengthens collaboration with members.
By implementing this integration, you should be able to quickly notice data additions and proceed with work smoothly.

Yoom allows app integration without the need for programming.
It's easy to adopt even for those who have given up on automation implementation before, so please take this opportunity to try it out.