Flowbot will be copied to My Project.
First, start with the Slack settings.
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Slack is a convenient communication tool. What kind of efficiency can be achieved by integrating it with Google Drive?
Let's consider the benefits of integration.
(1) Smoother communication
(2) More efficient file sharing
(3) Centralized data management
(1) Smoother communication
Slack allows for active communication, which can cause posts to get buried.
If you forget to download a file you received, it can be quite a hassle to find it.
In the end, not being able to find it and having to ask, "I'm sorry to bother you, but could you resend the file you sent the other day?" can be a bit awkward.
By setting it to automatically save to Google Drive, you can be assured that the file is at your fingertips.
(2) More efficient file sharing
When sending files, you can also share a Google Drive link.
It's convenient for sharing folders or files you're working on, but for files you want to send quickly, it's faster to send them directly via Slack.
If the recipient is also integrated with Google Drive, you can send files without hesitation.
(3) Centralized data management
By integrating Slack with Google Drive, centralized data management is also possible.
Setting access permissions becomes smoother, reducing the time spent on "I'll share it now, sorry!" moments.
Let's consider what specific automations can be achieved and how they can be convenient by integrating Slack with Google Drive.
(1) Automatic file backup
(2) Automatic notifications for new files
(1) Automatic file backup
It is possible to automatically upload files posted in specific Slack channels to designated folders in Google Drive.
When passing received invoices to accounting, sending them to a dedicated invoice channel makes it easier for accounting to manage invoices.
(2) Automatic notifications for new files
When a new file is added to Google Drive, you can send a notification to Slack.
This shortens the time spent on reporting and communicating the storage of materials to the team, improving time efficiency.
At Yoom, we promote workflow automation using the combination of Slack and Google Drive.
This time, we introduce a flowbot that can be easily automated by linking account information!
We will introduce the flow using Yoom's flowbot template, which allows for automatic saving of files added to Slack into Google Drive.
Preparation
・Post some files in the Slack channel for downloading data
・Google Drive account information and a dedicated folder for storing files
Once prepared, copy the flowbot and start editing!
Flowbot will be copied to My Project.
First, start with the Slack settings.
(1/2) Select the Integrated Account and Action
・App Trigger → When a file is posted
・App → Slack
・Account to integrate with Slack → You can integrate using your email address and password.
Registering your app in advance on the Yoom dashboard will make the process smoother.
・Trigger Action → "When a file is posted to the channel" is selected by default, so it's okay to leave it as is.
(2/2) API Settings for App Trigger
・Trigger Activation Time → You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Channel ID → Click the blank space to pick up candidate channels from the Slack workspace you just integrated.
Select the dedicated channel you created in advance.
Let's test it!
Success!
Looking at the output content, you can see that the necessary items for saving the file are automatically generated.
Next, let's set up the second Slack flow.
(1/2) Select the Integrated Account and Action
・Select the same Slack account as before.
・Action → Download the posted file (default)
(2/2) API Connection Settings
・File Download Link → By default, the link extracted earlier can be set.
Let's test it!
Success! The file name can be set later.
(1/2) Select Integration and Action
・Title → Upload the file
・Select your Google Drive account
・Action → Upload the file (default)
(2/2) API Settings
・Folder ID for Storage Location → Click the blank space to pick up candidate folders to specify.
If not found, please enter the URL /folders/(string)/.
・File Name → Click the blank space to see extractable candidates.
This time, we used the file name, but for invoices, which often have duplicate names, using an ID might be better.
・File Attachment Method → It's okay to leave the default settings as is.
Let's test it!
Success!
Turn the template trigger 【ON】.
Let's check Google Drive.
The file in the red frame is the one obtained during the test.
This file corresponds to the one on Slack.
At Yoom, we provide templates for a wide range of scenarios.
This is a flow where when an email with attached forms is received, it integrates with Google Drive to store the files and then notifies via Slack.
Emails can easily get buried. It would be convenient if documents were automatically stored in Google Drive. We highly recommend you try this out.
Slack makes data exchange easy and supports various file extensions, allowing for the transfer of .ai and .psd files.
However, if the file is large, uploading and downloading can take time.
If a file is sent while you're busy with something else and needs to be downloaded immediately, it can be difficult to prioritize tasks.
But it would be helpful if it automatically stored in Google Drive!
With Yoom, you can integrate apps without code and automate daily tasks. By automating tasks, you can create time for studying, discussions with colleagues, and communication. Let's enrich your and your team's time with Yoom★
See you again~!
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