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!
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
For those who want to try it immediately
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!
Notify Slack when information is registered in Airtable.
■Overview This is a flow that notifies Slack when information is registered in Airtable.
■Who we recommend this template for 1. Those who are responsible for data entry in Airtable ・Those who use Airtable to accumulate internal information ・Those who perform analysis and management of input data 2. Those who communicate with members on Slack ・Those who manually send internal notifications ・Those who want to automate notifications to Slack
■Notes ・Please connect Yoom with both Airtable and Slack. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on your plan. ・Airtable outputs can be retrieved via JSONPath. For how to retrieve them, please see below. https://intercom.help/yoom/en/articles/9103858
Let's automate "Notify Slack when information is registered in Airtable" using the template below.
How to Create an Integration Flow between Airtable and Slack
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
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 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.
Integration between Slack and Yoom
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.
Step 2: Copy the Template
Next, please copy the template you will use this time.
Notify Slack when information is registered in Airtable.
■Overview This is a flow that notifies Slack when information is registered in Airtable.
■Who we recommend this template for 1. Those who are responsible for data entry in Airtable ・Those who use Airtable to accumulate internal information ・Those who perform analysis and management of input data 2. Those who communicate with members on Slack ・Those who manually send internal notifications ・Those who want to automate notifications to Slack
■Notes ・Please connect Yoom with both Airtable and Slack. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on your plan. ・Airtable outputs can be retrieved via JSONPath. For how to retrieve them, please see below. https://intercom.help/yoom/en/articles/9103858
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.
Flowbot template used this time Notify Slack when information is registered in Airtable
Notify Slack when information is registered in Airtable.
■Overview This is a flow that notifies Slack when information is registered in Airtable.
■Who we recommend this template for 1. Those who are responsible for data entry in Airtable ・Those who use Airtable to accumulate internal information ・Those who perform analysis and management of input data 2. Those who communicate with members on Slack ・Those who manually send internal notifications ・Those who want to automate notifications to Slack
■Notes ・Please connect Yoom with both Airtable and Slack. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on your plan. ・Airtable outputs can be retrieved via JSONPath. For how to retrieve them, please see below. https://intercom.help/yoom/en/articles/9103858
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.
When a message is sent on Slack, add the content to Airtable.
■Overview Manually re-entering survey and inquiry responses collected through Google Forms into Airtable is time-consuming and prone to input errors. By using this workflow, every time a new response is submitted to Google Forms, its contents can be automatically registered in an Airtable table. It eliminates the burden of manual data entry and enables rapid information sharing and data management.
■Recommended for ・Those who manage customer lists and survey results collected via Google Forms in Airtable ・Members who spend time on manual data transcription and cannot focus on their core tasks ・Teams that want to quickly reflect form responses in the database and increase response speed
■Notes ・Please connect both Google Forms and Airtable with Yoom. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware. ・For how to retrieve response contents when using Google Forms as a trigger, see below. https://intercom.help/yoom/en/articles/6807133
■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 input information collected from users via Fillout into Airtable, improving data management efficiency. Every time a response is submitted, data is automatically added to the specified table in Airtable, enabling quick and accurate data processing.
■Recommended for ・Marketing personnel collecting feedback from customers or users using Fillout ・Team leaders who want to centrally manage data collected from forms in Airtable ・Business personnel spending time on manual data transfer ・Administrators aiming to reduce data entry errors and achieve accurate data management ・Project managers looking to efficiently integrate data from multiple forms
■Notes ・Please integrate Fillout and Airtable with Yoom.
■Overview The "When a response is submitted in Jotform, add it to Airtable" flow is a business workflow that seamlessly links data collection from forms with database management. Because information that users enter into Jotform forms is automatically added to Airtable, manual data transcription is no longer necessary. It enables you to improve operational efficiency while maintaining data consistency.
■Who we recommend this template for ・Those who already use Jotform and Airtable and want to smoothly integrate data between the two ・Business users who want to efficiently manage data collected from forms and reduce manual input work ・Team leaders and administrators who want to automate business processes while maintaining data consistency ・Project managers who want to update and share data in real time through the integration of Jotform and Airtable ・Companies seeking a flexible data management process that can handle busy seasons and increases in data volume
■Notes ・Please connect Yoom with Jotform and Airtable. ・For how to configure Jotform webhooks, please refer to the following: https://intercom.help/yoom/en/articles/8105581 ・For how to retrieve submission content in Jotform, please refer to the following: https://intercom.help/yoom/en/articles/9103858
■ Overview Each time you register a new customer in Airtable, manually creating a folder in Box can be time-consuming. In addition, omissions in manual folder creation or mistakes in naming conventions may affect later information management. By using this workflow, when a customer is registered in Airtable, a folder is automatically created in Box, eliminating these issues and enabling smooth information management.
■ Recommended for ・Those who want to integrate Airtable and Box to streamline management of customer information ・Those who want to eliminate issues such as input mistakes and omissions caused by manual folder creation ・Team leaders who want to standardize the information management system and prevent individual dependence
■ Notes ・Please connect Airtable and Box with Yoom, respectively. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please be aware. ・For how to retrieve Airtable record details, see below. https://intercom.help/yoom/en/articles/9103858
■Overview Although you manage client information in Airtable, do you find it cumbersome to manually create a folder in OneDrive each time to store related documents? By using this workflow, when a new client record is registered in Airtable, a folder named after the client will be automatically created in OneDrive, eliminating the complexity of manual file management and improving operational efficiency.
■Who we recommend this template for ・Those who use Airtable and OneDrive together and manage clients manually ・Those who want to eliminate the duplicate work of data entry and file management and improve operational efficiency ・Those who want to prevent mistakes such as forgetting to create folders or inconsistencies in naming conventions
■Notes ・Please connect Yoom with both Airtable and OneDrive. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For the trigger, you can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware. ・For how to retrieve Airtable record details, please refer to the following. https://intercom.help/yoom/en/articles/9103858
■Overview The "Summarize meeting content and post to Slack after Google Meet ends" flow is a business workflow that streamlines the recording and sharing of online meetings. When a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates a summary using AI, 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 ・Business professionals who frequently use Google Meet and find it cumbersome to share meeting content ・Managers who want to facilitate smooth information sharing within the team using Slack ・Employees who do not want to spend time creating minutes after meetings ・Companies looking to improve communication efficiency in a remote work environment ・Those who want to achieve centralized information management and enhance team productivity
■Notes ・Please integrate Yoom with both Google Meet and Slack. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・The AI operations for OCR or transcribing audio are available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
