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Have you ever been told, "I sent you an email earlier"?
Even if you think you're checking frequently, you might be too busy with work, or you might not have many opportunities to open emails because you're mostly using messaging tools...
Isn't there anyone like that?
To prevent such situations, let's integrate Gmail with the messaging tool Slack to check email reception in real-time!
In this article, we introduce a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start immediately with the template below, so please give it a try!
[What is Yoom]
First, if you don't have a Yoom account, please create one from the Yoom Account Creation Page. It's easy to get started!
For basic operations of Yoom, please refer to Getting Started with Yoom.
Let's create a flow where you get notified in Slack when you receive an email with an invoice attached!
First, register the Slack and Gmail apps.
Once you have obtained and logged into your Yoom account,
1. Proceed to "My App Registration" and click "Add".
2. Select the app you want to register and log in with the account you will use.
Please register both the Gmail and Slack apps.
For Slack, please set the Slack workspace and channel you want to post to.
For detailed registration methods, please refer to this.
How to Register My Apps in Slack | Yoom Help Center (intercom.help)
3. Once registration is complete, an icon will appear in My Apps.
Please confirm that the Gmail and Slack icons have been registered.
Now, let's integrate the two apps!
You can easily create a flow bot using the template below.
4. First, click "Create New" from "My Project" and select "Create from Scratch".
5. Enter the title and select "Email".
6. Do not set any email trigger actions. Copy the created email address (any is fine). Press "Save" and wait with "Next". *Please note that if you set the trigger conditions at this stage, the forwarded email will not be received.
From here, configure Gmail settings. In this flow, we will start by forwarding emails received in Gmail to Yoom's email address to activate the email trigger. Therefore, first prepare the forwarding on the Gmail side. Please refer to the detailed steps from 7 to 11 here.
📩 How to forward emails from Gmail and activate email triggers | Yoom Help Center (intercom.help)
7. Open Gmail, go to "Gear icon at the top right > Show all settings", and set the Yoom address as the forwarding address.
8. Return to the Yoom settings page and click the confirmation link. Go back to the Yoom settings screen and select "Test" within the output sample settings page.
9. If the test is successful, copy the URL from the text displayed in the body, access it from another tab, and select "Confirm".
10. Return to Gmail, reload Gmail, and complete the forwarding settings.
11. Set up filters in Gmail.
12. Enter conditions in the email trigger and select "Next" (this time, we want to extract invoices, so include "invoice").
13. Send an email that meets the conditions to Gmail, perform a "Test", and if the test is successful, "Save".
Next, analyze the attached image PDF and obtain the output information.
14. Click the "+" displayed under the trigger settings of the saved flow and select "OCR" from the list of operation types.
15. Select the action "Read Qualified Invoice" and click "Next".
16. In the detailed settings, select the output information of the previously set email trigger from "Obtained values" for the file attachment method. If there is anything additional you want to extract, please add the item.
17. Perform a "Test", and if the output information can be obtained, "Save".
Finally, configure Slack notification settings.
18. Click the "+" displayed under the trigger settings of the saved flow and select "Integrate with app" from the list of operation types.
19. Select Slack, then choose the action "Send message to channel".
20. Fill in the "Channel ID" and edit the notification message. If the app is linked, you can select the channel ID from the candidates. In the message, you can also utilize the information obtained from image loading, so you can quote that information (output) in the body.
21. Perform a "Test", and if the test is successful, "Save".
22. Finally, switch the trigger to "ON" to activate it.
With this, the flow of "Notify Slack when an email with an invoice attached is received" is complete!
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Gmail and Slack.
If you find something interesting, please give it a try!
When an email is received, you can extract sender information with AI operations and notify Slack.
The flow "Notify Slack when an email with an invoice attached is received" follows the same steps from 1 to 11.
Here, we start from saving the email trigger at step 12.
12. Do not set any conditions for the email trigger and click "Next".
13. Conduct a "Test", and if successful, click "Save".
14. Click the "+" displayed under the trigger settings of the saved flow, and select "Tevt Extraction" from the list of operation types.
15. Choose a conversion type.
16. Without changing the action, click "Next" and enter the information you want to extract.
Enter the information output from the email (in this case, the body) in "Target Text" and the information you want to extract (in this case, the name) in "Items to Extract", separated by commas.
17. Conduct a "Test", and if successful, click "Save".
Finally, set up Slack notifications. From here, return to the same steps as the flow "Notify Slack when an email with an invoice attached is received".
18. Click the "+" displayed under the trigger settings of the saved flow, and select "Integrate with App" from the list of operation types.
19. Select Slack, then choose the action "Send a message to a channel".
20. Enter the "Channel ID" and edit the notification message.
If the app is integrated, you can select the Channel ID from the suggestions.
In the message, you can also utilize the information obtained from image loading, so you can quote that information (output) in the body.
21. Conduct a "Test", and if successful, click "Save".
22. Finally, switch the trigger to "ON" to activate it.
This completes the flow "Extract sender information with AI operations and notify Slack when an email is received"!
Additionally, you can simply forward Gmail emails to Slack for notifications or automatically share Slack posts with attachments via Gmail.
When the web conference ends, share the recording URL via Gmail.
When the web conference ends with Google Meet or Zoom, automatically share the recording URL via Gmail.
■Overview
The workflow "Share the recording URL via Gmail after a Google Meet meeting ends" is a business workflow that facilitates smooth information sharing after meetings. Once a meeting held on Google Meet is automatically recorded and saved, the recording URL is automatically sent to all participants via Gmail. This eliminates the need for manual sharing of recordings, ensuring quick and reliable delivery of information. It is an ideal solution for teams that frequently conduct online meetings or work remotely.
■Recommended for
■Benefits of using this template
Since the recording URL is automatically shared via Gmail after a Google Meet meeting ends, the manual effort of sharing is eliminated.
As the recording link is automatically shared via Gmail after the meeting ends, the risk of sharing omissions or misdelivery is reduced.
Automation prevents human errors in the sharing process, enabling accurate information sharing.
■Overview
The workflow "Share recording link with participants via Gmail after Zoom meeting ends" automates post-meeting follow-ups and enables efficient information sharing.
After the meeting ends, you can automatically send the recording link to all participants via Gmail.
■Recommended for
■Benefits of using this template
Save Documents Received in Gmail to Cloud Storage
Automatically save documents received in Gmail to services like DropBox or OneDrive.
Send the issued document via Gmail
Automatically send documents created with Google Docs, etc., via Gmail.
■Overview
The workflow "Create a quotation from Google Form content and send it via Gmail" is a business workflow that enables smooth issuance of quotations.
■Recommended for
■Benefits of using this template
It reduces manual work and enables quick creation and sending of quotations.
Additionally, automation prevents mistakes common in manual work, such as transcription errors and missed sends.
By being freed from repetitive tasks, staff can focus on more creative work.
■Overview
This is a flow where an employment contract is issued based on the responses in the Yoom form and an email is sent to the recipient.
Normally, it is necessary to copy a template document, input information, and then issue it as a PDF, but with this process, it is possible to issue and send documents just by entering information into the form, without directly manipulating the template.
■Notes
・Please integrate Google Docs and Gmail with Yoom.
・Customize the form settings and contract creation process to meet your organization's requirements.
Notify Slack When Information is Registered in the Database
Automatically notify Slack when information is added to Google Sheets, Salesforce, etc.
■Overview
This is a flow that notifies Slack when a record is registered in SPIRAL.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use SPIRAL as a database
・Those who manage information such as customers, projects, and products in SPIRAL
・Those who want to quickly share registered information with team members
2. Those who use Slack for business
・Those who communicate within the team using Slack
・Those who want to receive information from other apps in Slack
■Benefits of using this template
By utilizing this template, you can smoothly share data registered in SPIRAL on Slack. Since there is no need for manual transcription, it leads to reduced work time and decreases human errors such as transcription mistakes and communication omissions.
You can freely set the notification destination and message, allowing customization to meet business needs.
■Notes
・Please integrate both SPIRAL and Slack with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Notify Slack of Inquiry Details
Automatically notify Slack of inquiry details sent via Google Forms or Gmail.
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.
What are the benefits of integrating Slack and Gmail?
By having Gmail notifications sent to the Slack you use daily, you will check Gmail information more frequently than before.
Moreover, if notifications are sent to Slack in real-time, it should help prevent missing important information!
Additionally, when you want to share information, instead of forwarding Gmail information as is, you can notify while scrutinizing the information, allowing you to share only the necessary information with the necessary recipients, which many might find beneficial.
So, specifically, what tasks can be automated by integrating Slack and Gmail? Firstly, automatic notifications of new emails.
Gmail, which you didn't log into daily before, will now notify you in the Slack you use every day, making email checks a breeze.
Also, if notifications are in real-time, the risk of missing emails is reduced.
Sales representatives won't miss emails because they can't prioritize the accumulated emails and leave them unopened.
Furthermore, you can notify Gmail information by channel, automating information sharing with the team.
For example, various inquiry emails from sales to recruitment that arrive at the information desk can be automatically scrutinized based on set information and notified to the sales channel or HR channel, eliminating the hassle of wondering who the responsible person is and how much to share each time.
This time, we tried integrating Gmail and Slack using Yoom to notify emails received in Gmail to Slack.
Not only does it prevent missing email confirmations, but it also automates team information sharing and allows notifications extracted from received email information, offering more benefits than expected!
Using Yoom, you can also integrate with other apps, potentially improving work efficiency even more.
Everyone, please try app integration too!
