When managing schedules and emails in Outlook, have you ever thought, "It would be convenient if I could share this information on Slack"? Manually notifying schedule changes or important emails can be surprisingly time-consuming.
However, integrating Outlook with Slack often requires programming knowledge, which might make many hesitant to implement it.
That's where the no-code tool Yoom comes in handy! It's easy to set up and attractive because you can start using it right away without any specialized knowledge.
By automatically notifying Outlook schedules and emails on Slack, team information sharing becomes much smoother. If you want to make Outlook and Slack work more conveniently together, please continue reading.
For those who want to try it as soon as possible
Yoom offers templates for integrating Outlook and Slack! If you want to try it right now, click the banner below to get started!
Notify Slack when an event is registered in the calendar on Outlook.
■Overview Using the "Notify Slack when an event is registered in the Outlook calendar" workflow streamlines information sharing. Notifications are automated, reducing the risk of missed notifications.
■Recommended for ・Those who manage schedules using Outlook ・Those who want to quickly grasp events registered in the calendar ・Those who use Slack as an internal communication tool ・Those who need to share Outlook events with the entire team ・Those who want to quickly inform team members of event registrations or changes ・Those who want to be freed from the hassle of manual notifications
■Notes ・Please link both Outlook and Slack with Yoom. ・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. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
How to Automatically Notify Slack with Outlook Data
There are various ways to automatically send or forward data from Outlook. Here are some methods we've picked out for you to check out! Simply click "Try it out" on the automation example you're interested in, and register an account to experience automatic updates with ChatGPT right away. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Notify Slack with Outlook Data
This is recommended for those who use Outlook for schedule management or work in environments where calendar events frequently change.
Notify Slack when an event is registered in the calendar on Outlook.
■Overview Using the "Notify Slack when an event is registered in the Outlook calendar" workflow streamlines information sharing. Notifications are automated, reducing the risk of missed notifications.
■Recommended for ・Those who manage schedules using Outlook ・Those who want to quickly grasp events registered in the calendar ・Those who use Slack as an internal communication tool ・Those who need to share Outlook events with the entire team ・Those who want to quickly inform team members of event registrations or changes ・Those who want to be freed from the hassle of manual notifications
■Notes ・Please link both Outlook and Slack with Yoom. ・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. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The workflow 'Notify Slack when a calendar event is updated in Outlook' allows you to quickly notify changes in schedule. You can quickly grasp changes in schedule, making it easier to take appropriate actions.
■Recommended for ・Those who use Outlook for schedule management ・Those working in workplaces where calendar events are frequently changed ・Those who want to quickly grasp changes in meetings or events and utilize them in their work ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly grasp schedule changes
■Notes ・Please link both Outlook and Slack with Yoom. ・The trigger 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. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations).
Automatically notify Slack with Outlook data starting from receiving emails or messages
This is recommended for those who receive a large number of emails every day and may miss important ones, or for those who want to automate email notifications based on specific conditions to reduce effort.
This flow notifies Slack when a specific email is received in Outlook.
Notes - Please connect Outlook and Slack to Yoom. - You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum trigger interval varies by plan. - Microsoft 365 (formerly Office 365) offers consumer plans and business plans (Microsoft 365 Business), and if you are not subscribed to a business plan, authentication may fail.
■Overview The workflow "Create a calendar in Outlook based on the form content and notify Slack" streamlines schedule management and information sharing. By simply submitting information to the form, schedule registration and information sharing are automatically completed.
■Recommended for ・Those who collect information using forms ・Those who want to efficiently manage Outlook calendars ・Companies using Slack as an internal communication tool ・Those who want to quickly share internal schedules using Slack ・Those who want to reduce manual communication tasks and promote automation
■Notes ・Please link both Outlook and Slack with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Let's Create a Flow to Automatically Notify Slack with Outlook Data
Let's get started by creating a flow that automatically notifies Slack with Outlook data! This time, we'll use Yoom to proceed with the setup 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'll create a flow bot that sends a notification to Slack whenever an event is registered in the Outlook calendar!
The creation process is broadly divided into the following steps:
Integrate Outlook and Slack with My Apps
Copy the template
Set up the Outlook trigger and Slack action
Set the trigger to ON and complete the flow operation preparation
Notify Slack when an event is registered in the calendar on Outlook.
■Overview Using the "Notify Slack when an event is registered in the Outlook calendar" workflow streamlines information sharing. Notifications are automated, reducing the risk of missed notifications.
■Recommended for ・Those who manage schedules using Outlook ・Those who want to quickly grasp events registered in the calendar ・Those who use Slack as an internal communication tool ・Those who need to share Outlook events with the entire team ・Those who want to quickly inform team members of event registrations or changes ・Those who want to be freed from the hassle of manual notifications
■Notes ・Please link both Outlook and Slack with Yoom. ・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. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Registering in My Apps beforehand will make later settings smoother!
1. Register Outlook in My Apps
Click "My Apps" and select "+ Add" on the right side of the screen. ※ If you are not subscribed to a general corporate plan for Microsoft365 (formerly Office365), authentication may fail.
The account screen will appear, so click on the Microsoft 365 account associated with the Outlook you want to link.
Enter the account password on the password input screen and click sign in.
2. Register Slack in My Apps
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
Search for Slack by "Search by App Name" or find it from the app list.
A screen like the image below will be displayed. Set the channel to receive notifications and click "Allow".
If Slack is displayed on the My Apps screen, you are done.
Step 2: Copy the Template
Next, copy Yoom's template. Click the icon for "Try it" on the banner template below.
Notify Slack when an event is registered in the calendar on Outlook.
■Overview Using the "Notify Slack when an event is registered in the Outlook calendar" workflow streamlines information sharing. Notifications are automated, reducing the risk of missed notifications.
■Recommended for ・Those who manage schedules using Outlook ・Those who want to quickly grasp events registered in the calendar ・Those who use Slack as an internal communication tool ・Those who need to share Outlook events with the entire team ・Those who want to quickly inform team members of event registrations or changes ・Those who want to be freed from the hassle of manual notifications
■Notes ・Please link both Outlook and Slack with Yoom. ・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. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
When the screen shown in the image below is displayed, the template copy is complete.
Step 3: Setting Up Outlook as a Trigger
In this step, we will proceed with the settings to detect the creation of an event in Outlook using Yoom's API and use it as the trigger (starting point) for this automation! Click on the area within the "When an event is registered in the calendar"!
A screen to select the linked account and action will be displayed, so confirm that the Outlook account to be linked is correct and click "Next".
The next screen will also be an automation settings screen, so proceed with the input according to the content.
The trigger activation interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. It is generally recommended to use the shortest activation interval available in your plan!
※ The shortest interval that can be set for the trigger varies depending on your plan, so be sure to check that point.
For the User ID, click on the input field and select from the suggestions displayed below.
Select any time zone you prefer.
After input, register a new event in the calendar and click "Test".
When the test is conducted, the scheduled data from the linked Outlook will be retrieved and displayed as output as shown below. The retrieved values can be used when entering settings later.
※ For more details on the output, please check here.
After the test is successful, click "Save".
Step 4: Notify on Slack
Finally, let's set up to receive notifications on Slack! Click on the "Send Message to Channel".
Next, on the screen to select the linked account and action, confirm the Slack account to be linked and click "Next".
The API connection settings will be displayed, so proceed with the settings! Select the channel ID to post to from the suggestions as shown in the screen below.
For the message, try entering it using the output obtained from the previous test. In the example below, the message is entered so that you can confirm the finalization of the schedule in Outlook, the title of the schedule, the start date and time, and the Outlook URL.</span>
After entering, click "Test" and confirm that the message has been sent to Slack! After confirming "Test Success", click "Save".
Step 5: Set the Trigger to ON and Complete Flow Activation Preparation
By clicking the "Turn on the trigger" area in the red frame on the screen below, the flow bot will automatically activate.
Thank you for your hard work on the setup!
Other Automation Examples Using Outlook and Slack
In addition to linking Outlook and Slack, these apps can be utilized to automate various tasks. If you want to improve notification efficiency or information sharing, be sure to check out the automation examples below!
Convenient Automation Examples Using Outlook
You can automatically send contracts or invoices from Outlook or automatically reply to inquiries from input forms using Outlook.
Activate the flow bot at the end of each month to send an email in Outlook.
■Overview The workflow "Add a note to HubSpot based on Outlook email content" is a business workflow that automatically reflects information from emails received in Outlook to HubSpot.
■Recommended for ・Sales representatives who manually add Outlook-received emails to HubSpot ・Marketing or customer support representatives who want to efficiently manage communication with customers ・IT personnel who want to strengthen the integration between Outlook and HubSpot and automate operations ・Those who aim to reduce errors due to manual input and achieve accurate data management
■Notes ・Please link both Outlook and HubSpot with Yoom. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and there may be authentication failures if you are not subscribed to the general corporate plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful.
This flow uploads received attachments in Outlook to Microsoft SharePoint.
■Notes ・Please connect Yoom with both Outlook and Microsoft SharePoint. ・There are personal and business plans in Microsoft365 (formerly Office365), and if you're not subscribed to the business plan, the authentication may fail. ・Branching is a feature (operation) available in Mini Plan or above. If you are on the Free Plan, the flow bot operations set will return an error, so please be careful. ・Paid plans such as Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview Are you manually saving attachments such as invoices and reports received in Outlook to Dropbox each time? This simple task can become a significant burden as the volume increases and may lead to mistakes such as missed saves. This workflow automatically uploads attachments to Dropbox when a specific email is received in Outlook, streamlining manual file management and facilitating the handling of important documents.
■Who we recommend this template for ・Those who use Outlook and Dropbox on a daily basis and feel challenged by manual file management ・Those who want to consolidate files shared by the team into a specific folder to improve management efficiency ・General affairs and accounting staff who want to prevent missed saves of important documents such as invoices and strengthen their backup structure
■Notes ・Please connect Yoom with both Outlook and Dropbox. ・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. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. The shortest interval varies by plan, so please be aware. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview The workflow "Send an email in Outlook when lead information is registered in Salesforce" accelerates customer follow-up. Emails are automatically sent as soon as customer information is registered, improving work efficiency.
■Recommended for ・Those who conduct sales activities using Salesforce ・Those who want to quickly check lead information registered in Salesforce and take swift action ・Companies using Outlook as their email client ・Those who want to eliminate the hassle of manually sending emails when lead information is registered ・Those who want to efficiently share lead information across the sales team and respond quickly ・Those who want to maximize sales opportunities without missing new sales leads
■Notes ・Please integrate Yoom with both Salesforce and Outlook. ・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. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・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 Flowbot 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 apps that are subject to restrictions.
You can freely integrate various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot to start when a message is sent to Slack.
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 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.
■ 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.
By integrating Outlook with Slack, sharing schedule and email information becomes much smoother.
As introduced in this article, with Yoom, you can start automation in just a few steps without any programming knowledge. Utilizing templates is also a great advantage, allowing even beginners to set up without confusion.
First, register for Yoom for free and experience your own convenient automation!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I worked as a customer support representative at a web marketing company for about three years. I spent a lot of time managing customer information and internal data, which was quite challenging until I discovered Yoom. I strongly feel that I wish I had encountered Yoom, which is easy to use even without programming knowledge, much earlier. I hope it can be of assistance to others who are struggling with similar efficiency issues in their work!
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