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Are you spending too much time manually organizing requests for tasks you receive on Slack?
Do you want to automate tasks like invoice creation?
Extracting and compiling information can be time-consuming and prone to errors. What if you could automate these tasks?
By integrating ChatGPT and Slack using Yoom, you can solve these everyday challenges all at once! <span class="mark-yellow">With Yoom, anyone can easily automate tasks such as organizing data, generating text, and sending notifications using ChatGPT.</span>
If you're looking to improve your team's daily operations and save valuable time, keep reading to see how easy it is to get started!
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but <span class="mark-yellow">Yoom makes automation accessible to everyone</span>.
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you'll learn the step-by-step process of how to use Yoom to <span class="mark-yellow">create a Flowbot that automatically drafts invoices with ChatGPT based on the content posted on Slack</span>.
Yoom offers ready-made templates for easy setup in automatically creating invoices using ChatGPT and Yoom. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
There are several ways to automatically send and forward data with ChatGPT. Here are some practical, ready-to-use templates you can try out.
Just click on the "Try It" button to get started quickly!
This is recommended for <span class="mark-yellow">companies looking to automate inquiry</span> responses using ChatGPT, or for <span class="mark-yellow">IT teams aiming to incorporate AI and RPA</span> into business workflows.
This is perfect for <span class="mark-yellow">IT personnel in companies looking to automate the invoice creation process</span> and improve operational efficiency, as well as <span class="mark-yellow">small business owners who want to optimize business processes</span> using ChatGPT and API integration.
This is recommended for <span class="mark-yellow">businesses seeking to streamline the billing process</span> and reduce human error, as well as <span class="mark-yellow">business owners managing customer data using forms</span> .
Let's walk through how to set up a flow that <span class="mark-yellow">automatically creates an invoice with ChatGPT using Slack post content and sends a notification</span>.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: To run ChatGPT (OpenAI) actions, you’ll need a paid OpenAI API plan. Make sure you have your payment set up ready for smoother transactions when the API usage fees are incurred. For more details, visit OpenAI API Pricing.
Go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "ChatGPT" from the app list and select it.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, follow the instructions in this guide.
Once all the required fields are filled in, click "Add" to complete registration.
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "Slack" from the app list and select it.
The following screen will open.
Select the Slack workspace you want to connect and click "Allow".
📚 Reference: For more detailed steps on how to connect Slack, refer to this guide here.
Click the "Try It" button to copy the pre-built template into your project.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Click on the trigger labeled "When a message is posted to the channel".
Give your trigger a title (anything you like) and select your Slack account.
Then click "Next".
Set your trigger interval (frequency of sync) on how frequently Yoom checks Slack for updates.
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Select the Channel ID (where Yoom checks for updates) from the displayed options.
Once set, click "Test".
Then you should see the retrieved value section get updated like below.
You will use these values in the following steps, so make sure they are correct.
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
If successful, click "Save".
Click on the action labeled "Extract Data from Text".
Give your action a title (anything you like), and choose the conversion type based on the number of characters to convert.
Then click "Next".
In the next step, configure the settings to extract the required information, such as "Company Name", "Amount", and "Content" from Slack message text to create a draft invoice.
If additional information is needed, you can set it here.
Once set, click "Test".
Check if the specified items have been extracted, then click "Save".
Click on the action labeled "Generate Text".
Give your action a title (anything you like) and select your account.
Make sure the action "Generate Text" is selected and click "Next".
The message content is pre-configured.
The role is set to "User" by default, but you can change it if required.
A higher temperature value makes the output more creative, generating more creative, generating unique or unexpected suggestions, while lower values provide more consistent and clear results.
Since we want stable and clear responses, we'll set it to "0.5".
To maintain summary accuracy, the input text (original email) should be limited to around 1000 tokens.
For this example, we will use 200 tokens.
For "Model", select the latest one available.
Once set, click "Test."
After confirming the draft invoice is created successfully, click "Save."
This is the final step!
Click the action labeled "Send Message to Thread".
Give your action a title (anything you like), and select your account.
Click "Next."
Select the Destination Channel ID (where to post) from the displayed options.
For Timestap, select "Timestap Trigger" in the retrieved value from your trigger action.
In the message, write the content you want to share on Slack.
Include the draft invoice created by ChatGPT in the previous step by selecting "Response Content" from the retrieved value in the ChatGPT action.
Customize the message as needed, and once you've set it, click "Test" to check if it works!
If successful, hit "Save"!
Toggle the "Trigger ON" button to activate your flow!
That's it! 🎉
Your Flowbot is complete!
Besides the automation flow we've covered, you can automate more business tasks using ChatGPT with Yoom! Here are some examples you can explore for your next automation!
Now you know how to integrate ChatGPT and Slack to automatically create invoices based on Slack content and send notifications. <span class="mark-yellow">By combining ChatGPT with your everyday tools, you can automate tasks like summarizing images, organizing data, creating meeting minutes, sending summaries, and much more</span>! Integrating ChatGPT with your existing tools via Yoom opens up a wide range of opportunities to streamline and enhance your daily workflow! Best of all, no special knowledge is required and anyone can easily set it up!
Ready to simplify your workflows? Sign up for Yoom and try it today!
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