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It's important to quickly notice inquiries and responses submitted from Google Forms. The speed of customer service can be affected by how quickly you notice them, so overlooking them must be absolutely prevented.
That's why you might think, "I wish I could get notifications on Slack, which I always use, whenever there is a response..."
The solution to this problem is integrating Google Forms with Slack's API. By utilizing the API, you can automatically send and forward data submitted from Google Forms to Slack!
Once notifications start coming in, handling inquiries and other tasks should become smoother.
In this article, we will specifically introduce the automation flow that can be achieved by integrating Google Forms with Slack. If you're considering improving work efficiency, be sure to check it out!
Yoom provides templates for integrating Google Forms with Slack! If you want to try it right away, click the banner below to get started!
There are several ways to automatically notify Slack of data from Google Forms. Here are a few methods for you to check out!
Simply click "Try it out" on the automation example that interests you, and you can experience automatic updates from Google Forms right away. Registration takes just 30 seconds, so feel free to give it a try!
When an inquiry is received, you can automatically generate a response based on the input from Google Forms and notify Slack of its content.
This speeds up the initial response to inquiries and enables quick information sharing within the team.
It is recommended for those who want to streamline inquiry responses or advance the automation of customer support operations.
■Overview
This is a flow where when there is an inquiry via Google Forms, the response content is created with Dify and notified to Slack.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Corporate customer support representatives
・Those who receive inquiries from customers via Google Forms
2. Those who want to streamline inquiry responses
・Those who want to streamline the creation of responses to inquiries in Dify
■Benefits of using this template
Checking customer inquiries via Google Forms and considering response content is time-consuming and labor-intensive.
Moreover, if there are many inquiries being handled simultaneously, there is a risk of duplicate or missed responses.
In this flow, you can create response content with Dify for inquiries from Google Forms and notify it to Slack.
By creating response content with Dify, you can shorten the time spent considering responses and improve the speed of customer service.
Additionally, since the response content is notified to Slack, you can quickly check the content and smoothly reply to customers.
■Notes
・Please integrate Google Forms, Dify, and Slack with Yoom.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following.
https://intercom.help/yoom/ja/articles/6807133
・For information on how to integrate Dify with My Apps, please refer to here.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
You can automatically notify Slack of the data entered in Google Forms.
This allows you to quickly share information such as inquiries and applications, preventing oversights and enabling prompt responses. It is recommended for those who want to streamline information sharing within the team or respond quickly to inquiries.
◼️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.
You can automatically register specific data entered into a Google Form into other tools and automatically notify the results to Slack.
For example, by automatically transcribing "inquiry details" or "employee information" entered into a Google Form and notifying the results to Slack, information sharing and response become smoother.
It is ideal for teams that want to automate the entire process from input to registration and notification.
■Overview
This is a flow where, once an employee is registered via Google Forms, their information is registered in Jobcan Attendance using RPA and a notification is sent to Slack.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Jobcan Attendance for business
・Those who want to reduce the time spent on registering employee information in Jobcan Attendance
■Benefits of using this template
Registering employee information in Jobcan Attendance involves many manual tasks such as logging in and navigating screens, which can increase the burden on the person in charge.
With this flow, when employee information is submitted via Google Forms, the registration in Jobcan Attendance can be automated using RPA, and a notification can be sent to Slack.
By using Google Forms, the business process will not be interrupted even if the person in charge is absent, ensuring smooth business operations.
■Notes
・Please integrate Yoom with both Google Forms and Slack.
・For information on how to retrieve responses when using Google Forms as a trigger, please refer to here.
・The operation of controlling the browser is a feature available only in the Success Plan. In the case of the Free Plan, Mini Plan, or Team Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a two-week free trial. During the free trial, you can use operations that control restricted apps and browsers.
・Please register the Jobcan Attendance group administrator login ID and password with the Yoom browser operation account.
You can automatically transfer data entered in Google Forms to other tools and automatically notify the results to Slack.
This allows for centralized information management and quick notifications, which can help improve work efficiency and prevent missed responses.
Recommended for those who want to smoothly manage applications and handle inquiries.
■Overview
When a Google Form submission is sent, the response content is automatically registered in a specified Excel file and notified to a specified Slack channel.
It can be applied to various purposes such as surveys and inquiry forms.
■Recommended for
1. Those who use Google Forms, Excel, and Slack
2. Those who manage information submitted via Google Forms
3. Those who link Google Form information to Excel
4. Those who want to improve efficiency with Google Forms and Excel
■Benefits of using this template
・Since information submitted via Google Forms can be automatically registered in Excel, centralized management becomes possible.
・Automatic linking reduces work time and transcription errors.
・As soon as there is a response to the Google Form, you will be notified on Slack, allowing you to quickly catch the information.
■How to set up
Link each of the apps Google Forms, Microsoft Excel, and Slack with Yoom. (My App Integration)
Set the form ID with the trigger "When a response is submitted to the form" and run a test.
If the test is successful, you can obtain the form response information, so select the information you want to obtain from the response information with the [+] mark button and store it in the output.
※ For how to obtain response content with the Google Form trigger, please refer to the following.
In the "Operate Database" operation, add the obtained information to the Excel file with the action to add a record to Microsoft Excel. Set the columns set in the Excel file to correspond with the read items.
In the Slack "Send a message to a channel" operation, set it to send the extracted information to a specified channel.
■Notes
・Account linking for Google Forms, Microsoft Excel, and Slack is required.
・Please change the question content of Google Forms and the format of the notification message as needed.
■Overview
When a Google Form submission is sent, the response content is automatically registered in any Google Spreadsheet and notified to any Slack channel.
It can be applied to various uses such as surveys and inquiry forms.
■Setup Method
1. Connect each of the Google Form, Google Spreadsheet, and Slack apps with Yoom. (My App Connections)
2. Set the form ID with the trigger "When a form response is submitted" and run the test.
3. Once the test is successful, you can obtain the form response information. Select the information you want to retrieve from the response information using the [＋] button and store it in the output.
* For how to retrieve response content with the Google Form trigger, please refer to the link below.
4. Use the "Operate Database" operation to add the retrieved information to the spreadsheet with the action to add a record to the Google Spreadsheet. Set it by matching the columns set in the spreadsheet with the read items.
5. Use the Slack "Send a message to a channel" operation to set the extracted information to be sent to the specified channel.
■Notes
・Account linking for Google Form, Google Spreadsheet, and Slack is required.
・Please modify the question content of the Google Form and the format of the notification message as needed.
Let's get started by creating a flow that integrates Google Forms with Slack!
We will use Yoom to proceed with the integration of Google Forms and Slack without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Slack with responses created by ChatGPT whenever there is an inquiry through Google Forms!
The creation process is broadly divided into the following steps:
[Preparation for ChatGPT]
To register ChatGPT with My App, you need to obtain an API key.
First, open the OpenAI page and create an account by clicking "SIGN UP".
Please refer to this for more details.
How to Register ChatGPT with My App | Yoom Help Center
1)Once logged into your Yoom account, register the app you will use next.
Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app using the search box.
[For Google Forms]
Once you can select Google Forms or Google Docs, log in with your Google account.
[For Slack]
Once you can select Slack, choose the posting destination and click "Allow".
[For ChatGPT]
Once you can select ChatGPT, use the information you copied earlier to input and then click "Add".
3)Once registration is complete, an icon will appear in My Apps.
Please check if the icon of the registered app is displayed.
Now, let's proceed with the explanation using the template.
1) First, click on the "Try it" icon.
2) The following confirmation screen will appear, so click "OK".
Once displayed as below, the template has been copied.
The title and details can be edited by clicking on them.
Also, the copied template is saved in My Projects, so you can open it from there as well.
Click on the icons with "!" displayed on the right in order from top to bottom to set the operation.
1) First, let's click on "App Trigger: When a form response is submitted"!
2) Ensure that the action "When a form response is submitted" is selected, and click "Next".
3) Select the trigger activation interval and enter the form ID.
The trigger activation interval varies depending on your subscription plan.
Please check the details of your plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If you have no particular preference, we recommend selecting the shortest time for your plan!
Once entered, try entering and submitting the response form.
After submission, click on Test, and it will be successful, so click "Save".
1) Return to the flow and click on the "Integrate with app: Generate text" icon.
To run an action using ChatGPT (OpenAI), you need to subscribe to OpenAI's paid API plan.
Ensure your contract details are in order to make smooth payments when API usage fees occur.https://openai.com/ja-JP/api/pricing/
2) Ensure that the action "Generate text" is selected, and click "Next".
3) Enter the message content.
Reflect the inquiry content from the form so that ChatGTP can generate a response to the inquiry.
About Output | Yoom Help Center
Once the input is complete, click "Test".
After the test is complete, click "Save".
1) Return to the flow and click on the "Integrate with app: Send message to channel" icon.
2) Ensure that the action "Send message to channel" is selected, and click "Next".
3) Enter the channel ID and message to post.
The message can be selected and inserted from the output as before.
Once entered, click Test.
After the test is complete, click "Save".
This completes the flow of [When there is an inquiry via Google Forms, create a response with ChatGPT and notify Slack].
Once the setup is complete, the following display will appear, so click "Turn on the trigger".
Activate the flow bot and verify that it works correctly.
Yoom offers many other automation templates that utilize Google Forms and Slack!
Be sure to look for automation examples with apps you are familiar with.
When a user responds to a form, data can be automatically saved to a Google Spreadsheet.
Additionally, you can automatically reply to emails based on the response content, or integrate with other tools to create tasks or records!
This can streamline regular surveys and application processes, preventing team response omissions.
◼️Overview
Automatically input information sent via Google Forms into an Excel table.
Please check this article for how to retrieve responses from Google Forms.
◼️Notes
・Feel free to change the information retrieved from the form and the Excel settings as needed.
・The online version of Excel is required.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow for registering information submitted via Google Forms into Asana.
■Recommended for
1. Those who collect information using Google Forms
・Those who use Google Forms for collecting survey or inquiry content
・Those who manage responses from Google Forms
2. Those who manage tasks using Asana
・Those who want to add Google Forms responses as tasks
・Those who centrally manage customer service tasks in Asana
■Benefits of using this template
Google Forms allows you to create custom forms tailored to your needs.
It can be utilized for collecting surveys or as an inquiry form, making information collection more efficient.
However, when it comes to task management, if you want to add Google Forms responses to a task management tool, manual input is required, which can be cumbersome.
This template allows you to automatically register Google Forms responses into Asana, reducing the burden of manual work.
By automating task registration in Asana, you can prevent manual input errors and omissions.
■Notes
・Please integrate both Google Forms and Asana with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The workflow "Store form attachments in Google Drive and notify on Discord" reduces the hassle of file storage tasks.
After storage, notifications are automatically sent, making it effective for information sharing.
■Recommended for
■Benefits of using this template
Here are the benefits of the flow that stores form attachments in Google Drive and notifies on Discord.
First, by using this flow, you can quickly organize and save attachments.
This allows you to easily search for necessary files, improving work efficiency.
Additionally, since notifications are sent to Discord, all members can grasp the same information, facilitating smooth communication.
Furthermore, by utilizing this flow, you can achieve centralized file management and communication.
Once set up, it operates automatically, reducing manual effort and allowing you to focus on other tasks.
■Overview
This is a flow bot that automatically links response information submitted via Google Forms to the lead object in Salesforce.
It can be used when you want to register user information submitted from an inquiry form as a lead.
Additionally, you can change the object where the data is stored to any object, such as the opportunity object or account object, for use.
■Notes
・Please feel free to change the settings of Google Forms and Salesforce as needed.
・Integration settings with Yoom are required for both Salesforce and Google Forms.
・Available with Yoom's Team Plan or higher.
・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
When a message is posted in a specific channel, you can automatically mention the person in charge or record the content in Trello or Google Sheets.
Additionally, it's possible to send automatic notifications to Slack triggered by form responses or events in external services!
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・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 connect of the flow bot you set will result in an error, 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
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
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.
By integrating Google Forms data with Slack, you can quickly become aware of new inquiries and survey responses, potentially improving customer response speed.
Additionally, sending and forwarding data to the communication tools you regularly use increases the likelihood of preventing data from being overlooked!
The key point of this integration is that it can be achieved without any programming knowledge!
With Yoom, you can easily automate Google Forms and Slack. It's easy to implement even for beginners, so register with Yoom now and start implementing automation!
