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As an indispensable tool for data management and sharing, Google Sheets is widely used in many companies.
However, for those who organize data on a daily basis, manually performing tasks at a set time can be burdensome.
Why not incorporate Yoom's app integration and free yourself from tedious tasks?
This time, we introduce a method to retrieve records on Google Sheets that match today's date and notify Slack in bulk every day.
We will explain in detail, with images, the flow of app integration using Yoom, which allows centralized management of apps without code, so please read to the end.
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can also start immediately from the template below, so please give it a try!
[What is Yoom]
From here, we will introduce the flow of app integration using Yoom with images!
After logging into Yoom, select "My Apps" from the left menu.
After the screen transitions, please press "+ Add".
Enter the name of the app you want to integrate in the search box, and by following the on-screen instructions to log in or sign in, the integration will be completed.
This time, we will register "Google Sheets" and "Slack". Once registration is complete, icons will appear in the list of My Apps.
This completes the template copy.
A popup will appear, so press OK.
First, select "When the specified schedule is reached" and confirm the settings.
This time, since we want to extract the data for the day on weekdays, the settings are as follows.
If you want to change the time, please change the numbers.
Note: Minute-level specifications are not possible, so please be careful.
If there are no issues, press "Save" to return to the initial screen.
Next, select "Retrieve multiple records (up to 10)" and
enter the account information to be integrated.
Scroll down and you will find an item called "Database Integration".
Check the notes at the bottom of the input field and complete the input.
After input, press "Next".
When the screen transitions, the following screen will appear.
By setting the record conditions you want to retrieve as follows, you can retrieve records with today's date.
By pressing the test button, you can check the operation, so please try it if necessary.
If the test is successful, the following display will appear.
Note: The output will vary depending on the content of the integrated spreadsheet.
Scroll down and you will find a detailed settings section, so please set it as needed.
Once the settings on this page are complete, press "Save".
Finally, let's set "Send message to channel".
Enter the account information to be integrated and press "Next".
When the screen transitions, a settings screen for "Destination Channel ID" and "Message" will appear, so please enter according to the instructions.
At this time, the Yoom app needs to be added to the channel to be sent.
[Steps to Install the Yoom App]
You can add the Yoom app to the channel with the above steps.
Scroll through the screen and the following detailed settings items will appear, so please set them as needed.
If there are no deficiencies in the settings, press "Save".
Then the following popup will appear, so please press "Turn on the trigger ".
If the trigger ON at the top of the initial screen looks like the image, it's OK!
"Retrieve records from Google Sheets that match today's date and notify Slack in bulk daily" setup is now complete.
Good job!
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Slack.
All of them can be used with simple settings, so if you find something interesting, please give it a try!
You can be notified on Slack when a row is added in Google Sheets.
Additionally, you can add Slack post content to Google Sheets or summarize Slack post content and add it to Google Sheets.
Automatically send emails based on the data in Google Sheets.
This is a flow bot that updates contact information when a row is updated in Google Sheets.
Automation helps prevent human errors such as input mistakes and missed updates.
This is a flow bot that allows you to delete registered information when a row is updated in Google Sheets.
By linking Yoom's schedule triggers to automatically perform tasks at specified dates and times, you can prevent missed or delayed responses.
Since you can set up automatic notifications on Slack at a fixed time every day, it might reduce the effort required for checking and notifying.
It is possible to notify Slack with information registered in databases such as kintone and Hubspot.
By automatically notifying Slack of daily schedules and tasks from Google Sheets based on specified conditions, all team members can instantly access the necessary information.
Especially when there are tasks with impending deadlines or tasks that need to be addressed on the same day, setting up automatic schedule notifications can eliminate the need for manual checks and help prevent missing important tasks.
It's a great advantage that each member can manage priorities appropriately and take necessary actions swiftly.
By setting up automatic notifications of Google Sheets data to Slack, data management can be handled within a single app.
Even if data in Google Sheets is accidentally deleted or lost due to system issues, you can use the notification history in Slack to identify the relevant data.
If you archive Slack notification channels monthly or yearly, you can neatly organize past notification histories, so be sure to consider this.
This article introduced a method to automatically notify Slack of records for specific dates by integrating Google Sheets with Slack.
By automatically notifying Slack of Google Sheets data, you can prevent missing tasks and efficiently share information across the entire team.
Additionally, by keeping a history of data in Slack, it also functions as a backup, providing the convenience of easily referencing past data.
With Yoom, you can easily integrate apps without any specialized knowledge, so use this article as a guide to try integrating Google Sheets with Slack!
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