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Don't you find it tedious to share information on Slack every time you add something to Airtable?
By integrating Airtable with Slack, you can automatically share data added to Airtable.
Additionally, you can send detailed data directly to Slack, making information sharing smoother.
It's easy to integrate without any coding, so please give it a try to improve your work efficiency!
This article introduces how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to achieve.
You can start right away with the template below, so please give it a try!
■Overview
This is a flow that notifies Slack when information is registered in Airtable.
■Recommended for
1. Those responsible for data entry in Airtable
・Those utilizing Airtable for accumulating internal information
・Those who analyze and manage input data
2. Those who communicate with internal members via Slack
・Those who manually send internal notifications
・Those who want to automate notifications to Slack
■Benefits of using this template
Airtable is a web-based database, but registered data needs to be checked on Airtable each time.
Additionally, after registering data in Airtable, it needs to be shared with members to understand the registration status within the team, which could hinder business progress.
Therefore, having an efficient mechanism to share with members when data is registered in Airtable is important.
This flow allows you to automatically notify Slack when data is registered in Airtable by integrating Airtable and Slack, facilitating smooth information sharing with members.
It eliminates the need to check data from Airtable each time, enabling smooth business operations.
■Notes
・Please integrate both Airtable and Slack with Yoom.
[What is Yoom]
Let's automate "Notify Slack when information is registered in Airtable" using the template below.
This integration flow 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
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.
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 meetings.
At this time, be sure to create a ・Created Time field.
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 be displayed. Sign in with the account you want to integrate with Yoom.
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 you want to add the cloud sign data to.
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.
1. Search
Enter Slack and click the Slack icon.
2. Enter Required Information
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.
Next, please copy the template you will use this time.
■Overview
This is a flow that notifies Slack when information is registered in Airtable.
■Recommended for
1. Those responsible for data entry in Airtable
・Those utilizing Airtable for accumulating internal information
・Those who analyze and manage input data
2. Those who communicate with internal members via Slack
・Those who manually send internal notifications
・Those who want to automate notifications to Slack
■Benefits of using this template
Airtable is a web-based database, but registered data needs to be checked on Airtable each time.
Additionally, after registering data in Airtable, it needs to be shared with members to understand the registration status within the team, which could hinder business progress.
Therefore, having an efficient mechanism to share with members when data is registered in Airtable is important.
This flow allows you to automatically notify Slack when data is registered in Airtable by integrating Airtable and Slack, facilitating smooth information sharing with members.
It eliminates the need to check data from Airtable each time, enabling smooth business operations.
■Notes
・Please integrate both Airtable and Slack with Yoom.
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.
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.
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.
Flowbot template used this time
Notify Slack when information is registered in Airtable
■Overview
This is a flow that notifies Slack when information is registered in Airtable.
■Recommended for
1. Those responsible for data entry in Airtable
・Those utilizing Airtable for accumulating internal information
・Those who analyze and manage input data
2. Those who communicate with internal members via Slack
・Those who manually send internal notifications
・Those who want to automate notifications to Slack
■Benefits of using this template
Airtable is a web-based database, but registered data needs to be checked on Airtable each time.
Additionally, after registering data in Airtable, it needs to be shared with members to understand the registration status within the team, which could hinder business progress.
Therefore, having an efficient mechanism to share with members when data is registered in Airtable is important.
This flow allows you to automatically notify Slack when data is registered in Airtable by integrating Airtable and Slack, facilitating smooth information sharing with members.
It eliminates the need to check data from Airtable each time, enabling smooth business operations.
■Notes
・Please integrate both Airtable and Slack with Yoom.
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!
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.
■Overview
This is a flow that adds the content of a post to Airtable when a message is sent on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Slack to advance their work
・People who use Slack for business communication and information sharing
・Those who frequently use Slack's search function to check previously posted messages
2. Those who consolidate information using Airtable
・People who want to organize information by aggregating Slack messages
・Those who want to automate the task of transcribing message content by integrating with Slack
■Benefits of using this template
By consolidating message content from Slack into Airtable, you can organize and centrally manage important information.
However, manually transcribing the content exchanged on Slack into Airtable is time-consuming and may lead to decreased productivity.
In this flow, you can convert messages sent on Slack using regular expressions and add them to Airtable.
By using regular expressions to extract necessary information and automatically add it to Airtable, you can streamline the organization of information.
Additionally, since manual transcription is not required, there is no worry about transcription errors or omissions.
Add to Airtable When a Form Response is Submitted
Automatically add responses to Airtable when they are submitted via Google Forms, Jotform, etc.
■Overview
This is a flow for registering information submitted to Google Forms into Airtable.
■Recommended for
1. Those who collect data using Google Forms
・Companies collecting customer information through Google Forms
・Those who analyze Google Forms data for business purposes
2. Those who use Airtable as a CRM tool
・Those who manage customer information
・Those who accumulate Google Forms information in Airtable
■Benefits of using this template
Google Forms can be used as input forms for surveys and seminars, contributing to the collection of customer information.
However, if you manage Google Forms responses with a CRM tool, manual data entry each time is time-consuming and inefficient.
Additionally, if there are many responses to Google Forms, there is a risk of data duplication or data entry omissions.
By using this template, you can automatically register the responses submitted to Google Forms into Airtable, which you use as a CRM tool.
Since the registration of customer information into Airtable is automated, data registration becomes accurate, and management tasks can be streamlined.
■Notes
・Please connect both Google Forms and Airtable with Yoom.
・For information on how to obtain responses when using Google Forms as a trigger, please refer to here.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Add to Airtable when a response is submitted in Fillout" flow is a business workflow that automatically registers data collected from forms into Airtable.
It eliminates the need to manually enter information collected from users via Fillout into Airtable, thereby improving the efficiency of data management.
Every time a response is submitted, data is automatically added to the specified table in Airtable, enabling quick and accurate data processing.
■Recommended for
■Benefits of using this template
■Overview
The "Add to Airtable when a response is submitted in Jotform" flow is a business workflow that seamlessly integrates data collection from forms with database management.
Information entered by users in Jotform is automatically added to Airtable, eliminating the need for manual data entry.
This allows for improved operational efficiency while maintaining data consistency.
■Recommended for
■Benefits of using this template
Add Content Received via Email to Airtable
Automatically add content received in Gmail or Outlook to Airtable.
■Overview
This is a flow to register inquiries received in Outlook into Airtable.
■Recommended for
1. Those who use Outlook regularly
・Customer support representatives who receive inquiries using Outlook
2. Companies that manage data using Airtable
・Those who want to efficiently manage data using Airtable
・Those who want to accumulate inquiries from customers in Airtable for data analysis and other purposes
■Benefits of using this template
By implementing this template, you can automatically register inquiry information received in Outlook into Airtable.
Those who have been manually entering data will no longer need to do so, reducing their workload.
Staff will be able to focus on other tasks by effectively utilizing the time saved.
Additionally, as tasks previously done by humans are automated, human errors are minimized.
This prevents input mistakes or omissions, leading to accurate data management.
■Notes
・Please integrate both Airtable and Outlook with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow to register inquiries received in Gmail into Airtable.
■Recommended for
1. Companies that primarily use Gmail for external communication
・Those who receive many inquiries via Gmail and find it cumbersome to manage them
2. Companies utilizing Airtable as a core database
・Those who want to improve operational efficiency by automating manual data entry
・Those who accumulate inquiry content in Airtable
■Benefits of using this template
There are several benefits to using this flow.
Firstly, by linking Gmail and Airtable, you can centrally manage inquiry content.
This reduces the risk of overlooking or missing responses to inquiries.
Additionally, by utilizing Airtable's flexible data management features, it is easy to organize inquiry content by category or status.
This makes it easier for staff to manage inquiry information.
Effectively utilizing the valuable insights gained from inquiries contributes to improved customer satisfaction.
■Notes
・Please link both Airtable and Gmail with Yoom.
・AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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.
■Overview
This is a flow that creates a folder in Google Drive when a client is registered in Airtable.
■Recommended for
1. Companies using Airtable for business
・Those who centrally manage customer information with Airtable
・Those who create folders for each client to manage information
2. Those who use Google Drive for file management
・Those who create folders for each client company
・Those who want to easily organize the data they manage
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
When managing customers using Airtable, creating folders for each company in Google Drive facilitates smooth access to information.
However, manually creating folders in Google Drive every time customer information is registered in Airtable can be cumbersome and may hinder productivity.
By using this template, a folder for the client is automatically created in Google Drive when a client is added in Airtable.
Automating the routine task of folder creation after client registration prevents omissions, enhances information management accuracy, and improves operational efficiency.
Furthermore, by integrating with a chat tool following this flow, you can notify the team of the registration of new client companies and the completion of folder creation.
■Notes
・Please integrate both Airtable and Google Drive with Yoom.
■Overview
This is a flow that automatically creates a folder for each client in Box when a client is registered in Airtable.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customers using Airtable
・Those who want to manage folders for each client but find manual work cumbersome
・Those who want to automate the creation of necessary folders when registering new clients to improve efficiency
2. Companies using Box as a cloud storage service
・Those who manage files using Box and spend time creating and organizing folders
・Those who want to automate file management for each client to improve business efficiency
■Benefits of using this template
By using the automated flow that integrates Airtable and Box, a folder for each client is automatically created in Box at the same time as client registration.
This allows you to enjoy several benefits.
First, it saves the trouble of manually creating folders, saving time and effort.
The time saved can be allocated to other tasks, contributing to increased productivity.
Additionally, the sales department and other stakeholders can quickly save and share necessary documents, improving the speed and efficiency of operations.
■Notes
・Please connect both Airtable and Box with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder for each client in OneDrive when a client is registered in Airtable.
■Recommended for
1. Companies using Airtable as a data management tool
・Those managing client data using Airtable
・Those who create a new folder for clients in OneDrive after registering them in Airtable
2. Those managing files in OneDrive
・Those who store and manage client documents in OneDrive
・Those who feel it is cumbersome to create a folder each time a new client is added
■Benefits of using this template
Many people manage documents by creating a folder for each client in OneDrive.
However, having to create a folder every time a new client is registered is a time-consuming and labor-intensive task.
By using this template, you can reduce your workload.
Folders are automatically created in OneDrive in sync with Airtable information, saving you the effort of manual folder creation.
You can use the saved time for other tasks, contributing to increased productivity.
■Notes
・Please connect both Airtable and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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.
■Overview
This is a flow that notifies Slack when Trello card information is updated.
■Recommended for
Those who utilize Trello for business
・Project managers who manage overall project planning and progress
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・You can share information in a timely manner as you will be automatically notified on Slack without having to check for updates on Trello card information.
・You can freely customize the content to be notified on Slack.
■Notes
・Please integrate Yoom with both Trello and Slack.
■Overview
When an issue is created on GitHub, the details of the issue are notified on Slack.
■How to Create
When a new issue is created, the flow bot is activated.
The details of the issue are notified to any Slack channel.
■Notes
・Integration settings with both GitHub and Slack are required for Yoom.
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.
■Overview
This flow extracts tasks due today from the Notion database daily and sends a batch notification to Slack.
■Recommended for
1. Those who manage tasks with Notion
・Project leaders managing project tasks
・Marketing department members reminding team members of tasks due today
2. Those who use Slack for daily communication
・Project managers overseeing multiple projects
・Teams collaborating via Slack
■Benefits of using this template
Notion is a tool that allows easy creation of databases and efficient task management.
However, manually sending notifications for sharing with team members can hinder productivity.
This template is suitable for those who wish to automate manual notifications to team members.
By notifying Slack of tasks due today from Notion at a set time daily, you can streamline your workflow.
Automating the search and notification tasks within Notion allows for smoother daily operations.
■Notes
・Please integrate Yoom with both Notion and Slack.
■Overview
This is a flow that retrieves tasks with a due date of today from Asana at a specified time every day and notifies them on Slack.
You can check tasks on Slack without logging into Asana, which improves work efficiency.
Feel free to change the Slack notification destination and message content as you like.
Additionally, it is possible to send notifications to your own DM.
■Notes
・Please integrate both Asana and Slack with Yoom.
■Overview
This is a flow that retrieves your schedule for the day from Google Calendar and notifies you on Slack every day.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Google Calendar for schedule management
・Those who want to check their schedule daily but don't have time to look at Google Calendar directly
・Those who want to understand their schedule at the start of the day to work efficiently
2. Those who use Slack as a communication tool
・Those who use Slack regularly and want to receive schedule notifications without fail
・Those who want to share schedule information with team members for smooth communication
■Benefits of using this template
By linking Google Calendar and Slack, you can easily grasp your daily schedule.
This saves you the trouble of checking your schedule at the start of the day, allowing you to focus on your tasks immediately.
Additionally, information sharing across the team becomes smoother, enabling more efficient work.
Since you can check other members' schedules in the chat, team coordination is strengthened, and improved results can be expected.
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.
■Overview
The "Post Meeting Summary to Slack After Google Meet" flow is a business workflow that streamlines the recording and sharing of online meetings.
Once a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates an AI-based summary, and automatically posts the content to a designated Slack channel.
This allows the meeting content to be easily shared with the entire team, preventing information leaks and duplication.
■Recommended for
■Benefits of using this template
Since the meeting content is automatically summarized and posted to Slack after Google Meet ends, you can eliminate the hassle of manually creating meeting minutes.
Summaries are always posted in a consistent format, maintaining clarity and organization of information.
Automation prevents human errors in creating meeting minutes and improves the accuracy of information.
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
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.
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.
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.
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.
