ChatworkとGoogl ドキュメントの連携イメージ
How to Integrate Applications

2024/12/09

Integrating Chatwork with Google Docs: How to Add Posts from a Specific Room in Chatwork to Google Docs

s.ougitani

Many companies utilize chat tools like Chatwork as internal communication tools. After sharing information that needs to be disseminated to everyone on Chatwork, if you are manually managing it in other databases, wouldn't you want to reduce the manual workload? This article introduces how to "Add content posted in a specific Chatwork room to Google Docs." It also explains how to use Yoom, which allows for no-code app integration and flow bot creation. Please take a look. Recommended for: - Those using Chatwork and Google Docs - Project managers struggling with task management - Those looking to streamline information organization - Those aiming for smooth information sharing Benefits and Examples of Integrating Chatwork and Google Docs Benefit 1: Reduce Manual Work By integrating Chatwork and Google Docs, you can automate the task of manually transcribing information into Google Docs. This reduces the burden of administrative tasks, potentially improving work efficiency. For example, if you manage progress and submit daily reports on Chatwork and manage that information in Google Docs, manually transcribing the information is time-consuming and labor-intensive. Automating the addition to Google Docs can shorten input time, allowing you to focus on other important tasks. Benefit 2: Streamline Task Management Integrating Chatwork and Google Docs makes task management easier. For instance, if you are sharing tasks through Chatwork, manually tracking message exchanges is inefficient and may lead to missed information. By automatically adding Chatwork message information to Google Docs, you can easily check ongoing tasks. Additionally, past tasks can be easily retrieved by checking the history in Google Docs. This can lead to smoother operations and potentially increase productivity. Benefit 3: Facilitate Information Sharing Between Departments Integrating Chatwork and Google Docs can prevent communication errors when sharing information between teams. For example, if sales and planning are running a project together, automatically managing information shared on Chatwork in Google Docs can reduce the risk of missing important information. By consolidating information in Google Docs, you can manage exchanges centrally. This facilitates smoother team collaboration and is expected to lead to smooth project operations. We have introduced three benefits of integrating Chatwork and Google Docs. Next, we will explain about Yoom. [What is Yoom] How to Integrate Chatwork and Google Docs Now, let's set up "Add content posted in a specific Chatwork room to Google Docs" using Yoom. This flow consists of four processes: - Registering My Apps for Chatwork and Google Docs - Copying the template - Setting triggers and actions - Turning on the trigger and checking the operation Proceed with the above flow. If you do not have a Yoom account yet, please issue one from [here](https://yoom.fun/members/sign_up?_gl=1*kh08f6*_gcl_au*ODA2NTg1OTM2LjE3MzI3NjY2Njc.*_ga*MTE2NTg3MDU3NC4xNzMyNzY2NjY3*_ga_663H387CXM*MTczMzcwMjk1MS4xMy4wLjE3MzM3MDI5NTEuNjAuMC4yMTQ1NDYxMzkx).

Step 1: Integrate Chatwork and Google Docs with My Apps

Let's check the steps to integrate Yoom with the app.

1. Register Chatwork with My Apps

Integrate Chatwork with Yoom.
First, make sure you are logged into Chatwork.
Once logged into Yoom's workspace, select My Apps from the top left.
Next, click on New Connection → Chatwork in that order.

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Click "Allow".

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With this, the Chatwork My Apps registration is complete.

2. Register Google Docs with My Apps

Next, integrate Google Docs with Yoom.
Similarly, click on My Apps → New Connection → Google Docs in that order.

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Click "Sign in with Google".

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Select the account information you want to integrate.

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Click "Next".

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Click "Continue".

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With this, the Google Docs My Apps registration is complete.

Step 2: Copy the Template

Next, copy the template you will use.
Try clicking on the banner displayed below!

Clicking will take you to Yoom's template site.
Please click "Try this template" displayed on that screen.

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Then it will display that the copy has been made, so let's click "OK".

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With this, the template copy is complete.

Step 3: Set up Chatwork triggers

Next, let's set up the Flowbot.
Please click on the "When a new message is posted in the room" of the template you just copied.

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1. Select the linked account and action

・The title is entered but can be changed.
・Check the account information linked with Chatwork.
・Select the trigger action "When a new message is posted in the room".

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2. API connection settings for app triggers

・Set the trigger activation interval.
・Triggers can be selected at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・The shortest activation interval varies depending on the plan.
・Once set, click Test.

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If the test is successful and you can obtain the output from Chatwork, save it.

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Step 4: Set up Google Docs actions

This step is the last one.
Click "Add text to the end" to proceed with the setup.

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1. Select the linked account and action

・The title is entered but can be changed.
・Check the account information linked with Google Docs.
・Click the action "Add text to the end".
・Once set, click "Next".

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2. API connection settings

・Set the document ID.
・For the text to be added, select the message content obtained from Chatwork from the output and create a message.
・Once set, perform a test, and if you can add information to Google Docs, save it.

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When saved, it will display that the template is complete, so click "Turn on trigger".

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With this, the setup of the Flowbot is complete.

Other Automation Examples Using Chatwork

At Yoom, we are constantly producing new templates every day.
This time, we will introduce three templates using Chatwork.

1. A template that automatically notifies Chatwork when a row is added in Google Sheets.

If not integrated, there is a possibility of overlooking information in Google Sheets or delays in checking it.
By utilizing this template, you can prevent such human errors and always check the latest information immediately.

2. This is a template for automatically notifying Chatwork when a chat is initiated in Channel Talk.

By notifying chat tool information from Channel Talk, you can check the information without moving between tools.
This may lead to smoother customer support, thereby enhancing customer trust.

3. This is a template for automatically registering a card in Trello when a message is posted in Chatwork.

Manually transferring content from Chatwork to Trello may lead to input errors or omissions.
By integrating Chatwork with Trello, you can reduce manual work and potentially prevent human errors.

Summary

By integrating Chatwork with Trello, you can reduce the workload of manually adding information. Additionally, it facilitates smooth task management and information sharing among teams, which is expected to streamline project operations. Furthermore, by utilizing Yoom, you can easily integrate apps and create flow bots without programming knowledge. It's user-friendly even for those who have been hesitant about integration or are beginners, making it easy to try. Why not take this opportunity to integrate Chatwork with Google Docs to simplify information sharing even more?

The person who wrote this article
s.ougitani
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers. I'm fascinated by Yoom's revolutionary service of “automating office work.” I would like to write so that I can send out information that can be useful to everyone, even a little bit.
Tags
Chatwork
Google Docs
Integration
Automation
Automatic
App integration
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