Make file management easier with Slack and Google Drive integration!

Managing handwritten data, such as survey results and handwritten notes used in business meetings, can be quite challenging, can't it? To address this issue, you can use AI to capture handwritten data, transcribe it, and convert it into text data! By converting it into text data, you can significantly streamline your operations, making it incredibly convenient. In this article, we will introduce the benefits of using AI features to extract text from images and provide examples of automation, along with a step-by-step guide on how to create an actual flow bot. If you're looking to improve work efficiency or facilitate smooth information sharing, be sure to give it a try! Recommended for: - Those considering improving work efficiency with Google Drive and Google Sheets. - Those who register document contents saved in Google Drive into Google Sheets. - Those who want to accurately add the contents of files saved in Google Drive to Google Sheets. For those who want to try it right away: In this article, we will introduce how to integrate using the no-code tool "Yoom." No complicated settings or operations are required, making it easy for non-engineers to achieve. You can start immediately using the template below, so be sure to give it a try!

For companies that use Slack in their operations, managing the files shared in daily interactions is a major challenge. As the number of files increases, it can become difficult to know where they are stored, and managing them can be cumbersome. By integrating Slack with Google Drive, files added to Slack can be automatically saved to Google Drive. This makes file organization easier and eliminates unnecessary hassle, potentially greatly improving work efficiency! In this article, we will explain in detail how to set up this integration using the no-code tool Yoom, so please read to the end.

Recommended for

Those who use both Slack and Google Drive
Those who want to manage files centrally in Google Drive without switching between the two tools
Those who want to prevent Slack files from getting buried and lost

For those who want to try it immediately

In this article, we introduce how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start immediately using the template below, so please give it a try!

[About Yoom]

How to Create a Slack and Google Drive Integration Flow

We will introduce the flow of using Yoom's flow bot template to automatically save files added to Slack into Google Drive.

Preparation

・Have a Slack account and post some files in the channel where you want to download data
・Google Drive account information and a dedicated folder to store files

Once you're ready, copy the flow bot and start editing!

The flow bot will be copied to My Projects.

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First, start with the Slack settings.

Slack Account Integration ① - Obtaining the Download URL

(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 set the trigger activation timing to 5, 10, 15, 30, or 60 minutes.
※ Depending on your plan, the shortest interval for setting the trigger may vary, so please check that. Generally, it is recommended to use the shortest activation interval available in your plan.

・Channel ID → Clicking on the blank will pick up candidate channels from the Slack workspace you just integrated.

Select the dedicated channel you created in advance.
Testing!

Success!

Looking at the output content, you can see that the necessary items for saving the file are automatically generated.
Next, we will set up the second Slack flow.

Slack Account Integration ② - Obtaining the Download URL

(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 → The link extracted earlier can be set by default.

Testing!

Success! You can set the file name later.

Setting the Storage Location in Google Drive - Uploading the Obtained File

(1/2) Select the Integration and Action

・Title → Upload File
・Select your Google Drive account
・Action → Upload File (default)

(2/2) API Settings

・Folder ID for Storage → Clicking on the blank will pick up candidate folders to specify.
　If not found, please enter the URL /folders/(string)/.
・File Name → Clicking on the blank will show extractable candidates.
　This time, we used the file name, but for invoices, which often have duplicate names, an ID might be better.
・File Attachment Method → It's okay to leave the default settings as is.

Testing!

Success!

Turn the template trigger 【ON】.

Result

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.

Other Automation Examples with Slack and Google Drive

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Slack and Google Drive. All of them can be used with simple settings, so if there's something you're interested in, please give it a try!

Automation Example Using Slack

Create a Page in Notion When a Message is Posted on Slack

By automatically saving important messages shared on Slack to Notion, you can achieve centralized information management.
This is recommended for those who want to reduce manual data entry and save time and effort.

Share files uploaded to Slack with Microsoft Teams

Files uploaded to Slack are automatically shared with Microsoft Teams, eliminating the need for manual file transfers.
By streamlining file sharing across different platforms, team communication and information management will become more efficient.

Register inquiries received on Slack into Shopify's customer information
By automatically registering inquiry details into customer information, we support the centralized management of customer support and customer management.
This can help prevent human errors in manual transcription tasks.

Automation Example Using Google Drive

Automatically Save Gmail Attachments to Google Drive with OCR
This flow reads Gmail attachments using OCR and sorts them into folders in Google Drive based on the extracted content.
By automating the checking of Gmail files and saving them to Google Drive, the workflow reduces the effort of sorting tasks and improves operational efficiency.

Create a folder in Google Drive when an account is registered in Salesforce

This is recommended for those who want to utilize account information outside of Salesforce, as accounts registered in Salesforce are automatically saved to Google Drive. By automating folder creation and reallocating the time previously spent on manual tasks to other operations, it contributes to improving the overall productivity of the team.

Analyze files stored in Google Drive with ChatGPT and update the file names
Utilize ChatGPT's AI capabilities to analyze the content of files stored in Google Drive and rename them to appropriate file names.
This automation is expected to reduce the time spent on manually changing file names and enhance search efficiency in Google Drive.

Benefits of Integrating Slack with Google Drive

‍(1) Smoother Communication

Slack is great for active communication, but posts can easily get buried. If you forget to download a file you received, it can be a hassle to find it later.
Not being able to find it and having to ask, "Sorry to bother you... 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 rest assured knowing the file is within reach.

(2) Efficient File Sharing

Sometimes, when sending files, you might 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

Integrating Slack with Google Drive also allows for centralized data management.
Setting access permissions becomes smoother, reducing the frustrating time of "I'll share it now, sorry for the wait!"

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Conclusion

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 in the middle of something and needs to be downloaded immediately, it can be challenging to prioritize tasks.
But if it's automatically stored in Google Drive, it's a big help!

With Yoom, you can integrate apps without any code and automate daily tasks. By automating tasks, you can create time for studying, discussions with colleagues, and communication. Use Yoom to enrich your and your team's time even more!