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"Wow! I published the article but forgot to share it..."
"It's such a hassle to convert the article to PDF and store it after publishing..."
Would you like to solve these issues in WordPress management?
By automating these tasks, you can eliminate the hassle of forgetting to share or manage them.
For example, when an article is published on WordPress, you can convert the content to a PDF and notify via Slack.
This makes it easier to share within the team and simultaneously prevents any oversights.
Additionally, since you can store the PDF in Google Drive or OneDrive, it's convenient for future reference!
This time, we will introduce how to automatically convert WordPress articles to PDF.
Prevent information sharing and notification oversights, and graduate from manual burdens!
Yoom offers templates to automate workflows using WordPress! If you want to try it immediately, click the banner below to get started!
There are several ways to automatically create and send PDFs using WordPress data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience automatic PDF creation using WordPress data.
Registration takes just 30 seconds, so feel free to give it a try!
This flow converts WordPress article content into PDFs and automatically sends them to chat tools like Slack.
If you regularly use chat tools to share article publications with team members, this not only eliminates the need for sharing tasks but also prevents input errors and sharing omissions.
This is a flow to automatically send the content of WordPress articles as PDFs via email, such as Gmail.
It is convenient for automatically notifying readers when an article is published! It can also improve operational efficiency by eliminating the need for manual notification tasks.
This flow converts WordPress article content into PDFs and automatically stores them in storage services like Google Drive.
It allows for automatic article backups, providing peace of mind when documents are needed quickly. Additionally, it simplifies searching and sharing, leading to more efficient data management.
Let's dive right in and create a flow to automatically generate and send PDFs of WordPress data! We'll be using Yoom to proceed with the setup without any coding, so if you don't have a Yoom account yet, make sure to create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that sends the content of an article as a PDF to Slack when an article is published on WordPress!
The creation process is broadly divided as follows:
*To convert to PDF, WordPress information is first added to Google Docs.
Click "Add" from "My Apps" in the left menu of the Yoom screen.
Enter the name of the app you want to integrate in the search box.
When you search for WordPress, the registration screen will appear.
Enter "Account Name," "Domain," "Username," and "Password" after carefully reading the notes.
Once you have completed the entries, click "Add" to complete the integration.
Note: The "Username" is the name displayed on the right side of the black admin bar at the top of the WordPress screen!
Enter the URL of your Slack workspace.
After entering, press "Continue" to display the sign-in screen, and follow the instructions on the screen!
For detailed app registration instructions, please check here.
When you search for the Google Docs app, the login page will appear.
Click "Sign in with Google".
Select the account you want to integrate.
When the screen regarding sharing with Yoom appears, check the content and press "Continue".
When the screen for granting access rights appears, check the content and click "Continue".
This completes the integration of Google Docs with My Apps!
Next, copy the template to be used this time.
When the template is copied to "My Project", a screen like this will be displayed.
Open the copied template from "My Project" in the menu on the left.
(※ If you set it immediately after copying the template, you do not need to open the template. If you interrupt the setting, open it from "My Project" and resume!)
Click on "When a post is published".
Enter the necessary parts.
"Title": Can be changed as needed
"Account information connected to WordPress": Check if it is correct
"Trigger action": Select "When a post is published"
Select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
If you want to notify Slack quickly, set it to a short interval!
After selecting, press "Test".
※ Please note that the selection of intervals varies depending on the plan.
If the test is successful, the retrieved value will be displayed, so check them.
Once confirmed, click "Save".
(The specific values are displayed next to the items, although not shown in the image.)
※ For a detailed explanation of the retrieved value, please check here.
Click on "Issue document".
A template document has been created for issuing PDFs.
We will issue PDFs according to this template!
※ For how to set up the template document, please check here.
First, enter the necessary parts.
"Title": Can be changed as needed
"Account information linked with Google Docs": Check if it is correct
Next, select the "Document File ID" from the options.
Click the input field to display the list of candidates and choose.
The storage location of the issued document can also be selected from the candidates.
For "Exported File Name", it is recommended to use the values obtained in Step 3 to avoid overlapping titles with other documents!
【How to use the retrieved value】
① Click the input field to display "Retrieved Value"
② Click "When a post is published"
③ Select "Title" or "Date Created"
Enter the "Replacement String" using the values obtained in Step 3.
Once all items are entered, press "Test".
If the test is successful, a PDF will actually be created and the document will be stored.
Once confirmed, click "Save"!
(※ This is an image of the actually saved PDF.)
Click on "Send file".
Enter the necessary parts.
"Title": Can be changed as needed
"Linked Account": Check if it is correct
"Action": Select "Send file"
※ The Yoom app must be added to the channel to which you are sending in advance.
※ Please refer to here for the additional work.
After completing the additional work, select the "Channel ID or Member ID" of the posting destination from the candidates.
Enter the content of the "Message".
※ If you want to notify with a mention, please refer to here.
Finally, select the "File attachment method".
By selecting "Use retrieved value", the values obtained in Step 4 will be reflected!
Press "Test", and if it is notified to Slack, it is successful!
Click "Save".
Finally, click "Turn on the trigger" to complete the automation settings.
Check if the flow bot is working correctly.
Thank you for your hard work on the settings!
These are the steps to integrate so that when an article is published on WordPress, the article content is converted to a PDF and sent to Slack!
It is possible to automate user registration, image uploads, and post creation in WordPress.
Additionally, automatic transcription to other tools is possible, which can improve the efficiency of post management and be applied to SNS dissemination!
After publishing an article on WordPress, you can automate various tasks such as converting the content into a PDF and notifying via Slack or Gmail, or storing it in Google Drive.
This kind of workflow efficiency can be easily implemented with no-code solutions!
Tasks that used to be troublesome, like creating PDFs and sharing information, can now be automated.
As a result, collaboration within the team will be strengthened, there will be no overlooked tasks, and you should be able to reduce your own workload.
If you're interested in automation using Yoom, please create a free account from here.
It only takes about 30 seconds to register, so you can set it up between tasks!
The automation flow introduced in this article can be tried with just one click, so there's no cumbersome work involved.
Please take this opportunity to give it a try!
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