Have you gotten into the habit of opening Google Sheets every morning to check if someone has added a row without you noticing? When managing information as a team, it's easy to miss out on details. These small daily "chores" can accumulate and lead to significant time loss. Such issues can be resolved by integrating Google Sheets with Slack. For example, you can set up notifications in Slack every morning for data corresponding to "today" in Google Sheets, or automatically share information with the team whenever a new row is added.
In this article, we introduce what you can do by integrating Google Sheets and Slack! If you're interested in any integration flow, you can try it out immediately by clicking the "Try it" button. Why not automate those tedious checks?
For those who want to try it quickly
By using Yoom, you can easily integrate Google Sheets and Slack without any coding. Yoom provides templates for integrating Google Sheets and Slack, so you can achieve integration immediately just by signing up, even without API knowledge.
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Slack daily.
What You Can Do by Integrating Google Sheets and Slack
By integrating Google Sheets with Slack's API, you can automatically share data from Google Sheets to Slack! For example, you can automate data sharing like the following without any manual intervention.
Notify Slack with records from Google Sheets that match today's date every day
This flow is perfect for those who manage schedules using Google Sheets! By integrating with Slack, you can grasp the day's information recorded in Google Sheets without opening it.
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Slack daily.
If your team uses Google Sheets, isn't it a hassle to constantly check if information has been added? By using this flow, you'll automatically receive a notification in Slack whenever a row is added to Google Sheets. It will also help prevent any oversights in checking Google Sheets!
Notify Slack when a row is added in Google Sheets.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
Let's Create a Google Sheets and Slack Integration Flow
Now, let's create a flow that integrates Google Sheets and Slack! This time, we will use Yoom to proceed with the integration of Google Sheets and Slack without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow that retrieves records from Google Sheets that match today's date and sends a notification to Slack every day! The creation process is broadly divided into the following steps.
Integrate Google Sheets and Slack with My Apps
Copy the template
Set up a schedule trigger
Integrate with Google Sheets and retrieve records
Integrate with Slack and send a message to the channel
Set the trigger to ON and prepare the flow for operation
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Slack daily.
Step 1: Connect Google Sheets and Slack to My Apps
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add". From the app list in My Apps, click on Google Sheets.
(2) From the Google Sheets login screen, click "Sign in with Google".
(3) Select your account.
(4) Click "Continue".
(5) Click "Continue".
(6) Next, connect Slack. Similarly, click Slack from the app list in Yoom. A screen to sign in to your workspace will appear, so enter your workspace's Slack URL and click "Continue". For detailed instructions on registering My Apps in Slack, please refer to the following site.
Once the connection is complete, Google Sheets and Slack will be registered in My Apps in Yoom.
This completes the registration of My Apps. Next, let's set up triggers using templates!
Step 2: Copy the Template
We will use the template introduced earlier. Click "Try it" on the banner below to copy it. Once copied, the template will be copied to your Yoom management screen as shown below, so press OK to proceed with the setup.
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Slack daily.
(1) Let's specify the date and time when the flow will be triggered using Yoom's schedule trigger! Click on "When the specified schedule is reached" in the schedule trigger.
(2) Set the schedule from the "Specify Days of the Week" screen. This time, we checked the days of the week for notification and set the time to 9 AM.
In addition to specifying days of the week, you can freely set the schedule using specify dates or Advanced (Cron)!
Specify Dates
Advansed (Cron)
With Cron settings, you can finely adjust the execution frequency! In the image, it is set to execute at 5 PM. For detailed Cron settings, please refer to the site below.
Once the schedule trigger is set, click "Save" at the bottom.
Step 4: Integrate with Google Sheets and Retrieve Records
(1) Next, integrate with Google Sheets to retrieve multiple records. Click on "Operate Database".
(2) From the "Database Integration" screen, check that there are no errors in the account information for integrating with Google Sheets, and keep the action as "Retrieve Multiple Records (up to 300)".
Scroll down and enter Spreadsheet ID, Worksheet tab name, and table range.
Spreadsheet ID: Select from options
Worksheet Tab Name: Select from options
Table Range: Enter directly
Once the input is complete, click "Next".
(3) From the "Advanced Database Settings" screen, set the conditions for the records you want to retrieve. Select "Date" and "Equal" from the dropdown, and enter one of the today's items as shown in the image below to automatically specify the current date. Once the input is complete, try "Testing"!
If the information from Google Sheets is reflected in "Retrieved Values", the test is successful. If you're wondering "What are Retrieved Values?", please refer to the site below!
Step 5: Integrate with Slack and Send a Message to the Channel
(1) Next, integrate with Slack and send a message to the channel. Click on "Send Message to Channel".
(2) From the "Select Linked Account and Action" screen in Slack, check that there are no errors in the account information for integrating with Slack, keep the action as "Send Message to Channel", and click "Next".
(3) From the "API Connection Settings" screen, check the red-framed notes and first install the Yoom app in the Slack channel! For instructions on how to install the Yoom app, please check the site below.
Once installed, select the destination channel ID from the options.
Scroll down and use the values you just retrieved to input the message. By using "Retrieved Value" in the text, it will automatically update to the current day's content without needing to change it each time! Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
Step 6: Set the Trigger to ON and Complete the Flow Setup
Well done! All settings are now complete. Once the settings are complete, a menu like the one below will be displayed, so turn the trigger ON. Try activating the flow bot and check if the contents of the Google Sheet are notified in Slack!
Other Automation Examples Using Google Sheets and Slack API
By utilizing the Google Sheets and Slack API, various automations can be achieved.
Automation Examples Using Google Sheets
You can automatically create folders in Google Drive or register records in Salesforce when a row is added. By integrating with Notion, Stripe, Gmail, etc., you can prevent duplicate information management and expect to speed up operations.
Add a record to Salesforce when a row is added in Google Sheets.
This is a flow to issue a document based on customer information in Google Sheets and send it to Gmail.
■Notes ・Please link Google Sheets and Gmail with Yoom. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
It is possible to automatically send notifications to Slack when an event is created in Google Calendar or a file is uploaded to OneDrive. Additionally, after a Zoom meeting ends, you can transcribe and summarize the meeting to share it, or automatically share information with the team triggered by Zendesk ticket status or Google Form responses.
Notify Slack when a ticket reaches a specific status in Zendesk.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・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. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, 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 Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
■ Overview While simple, notifying stakeholders on Slack whenever a new file is uploaded to OneDrive is an important task. However, manual notifications are time-consuming and prone to delays or missed communications. By using this workflow, it detects file uploads to a specific OneDrive folder and automatically sends a notification to Slack immediately, smoothly resolving these issues.
■ Who we recommend this template for ・Those who want to integrate OneDrive and Slack to automate notifications related to file sharing ・Those who find manual notifications burdensome and want to prevent human errors such as missed communications ・Those who want to build a rapid information-sharing structure within the team and increase productivity
■ Notes ・Please connect both OneDrive and Slack with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・Due to app specifications, the file creation date and last updated date may not be the same, which may cause branching not to work correctly. ・For triggers, you can select an activation interval of 5, 10, 15, 30, or 60 minutes. ・The minimum activation interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, the Flowbot operations you configure will result in errors. ・Paid plans such as the Mini plan are available with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
How was it? By integrating Google Sheets with Slack, you can address challenges such as "not wanting to miss updates on Google Sheets," "wanting to share the latest information with the entire team immediately," and "wanting to reduce manual verification tasks." Automating notifications and data reflection can prevent communication errors and facilitate smoother team communication.
By utilizing the no-code tool Yoom, you can easily integrate Google Sheets and Slack without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
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