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"Huh, what was on today's schedule again?"
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?
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.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
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.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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!
■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.
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.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
(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.
How to Register My Apps in Slack
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!
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.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
(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)!
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.
(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.
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!
Click "Save" and proceed to the next step!
(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.
How to Install the Yoom App in a Slack Channel
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".
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!
By utilizing the Google Sheets and Slack API, various automations can be achieved.
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.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・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 connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the 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 is a flow that adds a payment made on Stripe to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed on Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those using Google Spreadsheets for business
・Those managing payment data with Google Spreadsheets
・Those who want to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Google Spreadsheets, facilitating smooth information sharing and subsequent processing. It also helps prevent transcription errors of amounts and customer information.
■Notes
・Please integrate both Stripe and Google Spreadsheets with Yoom.
・Stripe 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 connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the 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 is a flow to issue invoices based on customer information in Google Sheets and send them to Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who utilize Google Sheets for managing customer information
・Those who manage customer and billing information with Google Sheets
・Those who create invoices by transcribing values from Google Sheets
2. Those who use Gmail for file exchanges
・Those who send invoices to customers from Gmail
・Those who want to prevent misdelivery of emails due to incorrect addresses
■Benefits of using this template
Manual invoice issuance and email sending tasks may pose a risk of human error, and you might feel the need to improve efficiency.
Additionally, if there are many customers, it may take up more time, potentially reducing productivity.
In this flow, when a specific row is updated in Google Sheets, you can automate the issuance of invoices and sending of invoices via Gmail.
By automating manual tasks, you can reduce working time and improve productivity.
The process from issuing to sending invoices progresses quickly, allowing you to respond to customers in a timely manner.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
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.
■Overview
The workflow "Notify Slack when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
By automatically notifying important information, it helps prevent missing out on crucial updates.
■Recommended for
■Benefits of using this template
By using the automated flow that notifies Slack when a ticket reaches a specific status in Zendesk, you can quickly grasp the progress of tickets.
This allows for timely responses, thereby improving the quality of customer interactions.
Additionally, it reduces the operational burden on the person in charge, increasing work efficiency.
Members who receive notifications can immediately discuss responses, contributing to strengthening team collaboration.
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
■Overview
The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Who should use this template
■Benefits of using this template
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
■Overview
The workflow "Notify Slack when a file is uploaded to OneDrive" is helpful for information sharing.
It allows you to quickly grasp stored files, reducing the risk of missing important documents.
■Recommended for
■Benefits of using this template
By using the flow that notifies Slack when a file is uploaded to OneDrive, you can gain many advantages.
First, you can quickly grasp the file update status, enabling team members to act swiftly based on the latest information.
Speedy information sharing leads to improved work efficiency.
Moreover, since information is notified on Slack, it not only saves the trouble of checking separately but also facilitates smooth communication among members.
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.
Why not reduce manual tasks and start smart information sharing?
