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For companies that utilize Slack in their operations, managing the files shared in daily interactions can be a significant challenge. As the number of files increases, it can become difficult to know where they are stored, and managing them can become cumbersome.
By integrating Slack with Google Drive, files posted on Slack can be automatically saved to Google Drive. This makes organizing files easier and eliminates unnecessary hassle, potentially greatly improving work efficiency!
This article provides a detailed explanation of the setup process using no-code tools, so be sure to give it a try!
This article introduces the integration method 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!
■Overview
This is a flow where files posted on Slack are uploaded to Google Drive.
If you receive a large number of documents on Slack, files will be automatically added to Google Drive, preventing any lapses or omissions in information management.
■Notes
・Please integrate both Slack and Google Drive with Yoom.
・Replace the Google Drive configuration information with any desired values before use.
・If approval is not required, please remove the approval operation before use.
[About Yoom]
We will introduce the flow using Yoom's flow bot template, which allows you to automatically save files added to Slack into Google Drive.
Preparation
・Have a Slack account and post a file 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.
First, start with the Slack settings.
■Overview
This is a flow where files posted on Slack are uploaded to Google Drive.
If you receive a large number of documents on Slack, files will be automatically added to Google Drive, preventing any lapses or omissions in information management.
■Notes
・Please integrate both Slack and Google Drive with Yoom.
・Replace the Google Drive configuration information with any desired values before use.
・If approval is not required, please remove the approval operation before use.
(1/2) Select Your Account
・App Trigger → When a file is posted to a channel
・App → Slack
・Account information connected to Slack → Can be integrated with email address and password.
Registering your app in the Yoom dashboard beforehand will make the process smoother.
・Trigger Action → "When a file is posted to a channel" is selected by default, so it's okay to leave it as is.
(2/2) API Connection Settings for the App Trigger
・Trigger Interval → The timing for trigger interval can be set 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 point. It is generally recommended to use the shortest activation interval for your plan.
・Channel ID → Clicking 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.
(1/2) Select the Integrated Account and Action
・Select the same Slack account as before.
・Action → Download posted file (default)
(2/2) API Connection Settings
・File Download Link → The link extracted earlier can be set by default.
Testing!
Success! The file name can be set later.
(1/2) Select Integration and Action
・Title → Upload the file
・Select a Google Drive account
・Action → Upload file (default)
(2/2) API Connection Settings
・Destination Folder ID → Clicking the blank will pick up candidate folders to specify.
If not found, please enter /folders/(string)/ from the URL.
・File Name → Clicking the blank will show retrieved values from Slack.
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.
Testing!
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.
■Overview
This is a flow where files posted on Slack are uploaded to Google Drive.
If you receive a large number of documents on Slack, files will be automatically added to Google Drive, preventing any lapses or omissions in information management.
■Notes
・Please integrate both Slack and Google Drive with Yoom.
・Replace the Google Drive configuration information with any desired values before use.
・If approval is not required, please remove the approval operation before use.
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Slack and Google Drive.
If you find something interesting, please give it a try!
You can store forms received via email in Google Drive and notify Slack, or notify Slack when a file is saved in Google Drive.
It is also possible to read document data posted on Slack using OCR, update the file name, and save it to Google Drive.
■Overview
This is a flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Google Drive.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Slack for document sharing and communication
・Those who want to efficiently manage documents and avoid missing important files
2. Those who use Google Drive for cloud-based file management
・Those who use Google Drive but find manual file organization and uploading time-consuming
■Benefits of using this template
By using the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Google Drive, there are several benefits.
Firstly, it reduces the hassle of manual document organization and file name changes, improving work efficiency.
This allows more time to focus on other important tasks, enhancing overall productivity.
Additionally, by utilizing OCR technology, accurate reading and management of document content is possible, reducing the risk of human error.
■Notes
・Please connect Yoom with both Slack and Google Drive.
・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.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow where, upon receiving an email with attached forms, the files are stored in Google Drive and a notification is sent via Slack.
■Recommended for
1. Those who need to manage and process forms from client companies
・Sales assistants or accounting staff
・Administrative staff or office managers
2. Those who find it easier to check messages via chat rather than email
・Field sales representatives working outside the office
3. Those who routinely manage data using Google Drive
・Administrative staff managing data using digital tools
■Benefits of using this template
・Automatically stores files and sends chat notifications triggered by receiving emails that meet certain conditions.
・Files are stored in Google Drive immediately after receiving the email, facilitating smooth information sharing among staff.
■Notes
・Please integrate Yoom with both Google Drive and Slack.
Notify Slack When Information is Registered in the Database
Automatically notify Slack when information is added to Google Sheets, Salesforce, etc.
■Overview
When a page is created or updated in Notion, a notification will be sent to the specified Slack channel.
You can specify any Slack channel as the notification destination.
■Setup Instructions
・Connect Notion and Slack with Yoom. (My App Integration)
・Set up the relevant Notion database, etc., with the trigger "When a page is created or updated" in Notion.
・In Slack's "Notify Slack" operation, set the destination channel and message content based on the page information obtained from Notion.
・Once the setup is complete, when a page is created or updated in Notion, the flow bot will be activated and a notification will be sent to the corresponding Slack channel.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Please replace the Slack channel ID for the posting destination with any desired value.
◼️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
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.
Notify Slack of Form Submissions
Automatically notify Slack of responses submitted through Google Forms or HubSpot forms.
■Overview
This is a flow that notifies Slack when a form is submitted to Hubspot.
■Recommended for
1. Marketing personnel using HubSpot
・Those who want to grasp form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with the team and strengthen collaboration
2. Sales personnel using HubSpot
・Those who want to respond quickly to inquiries from prospects
・Those who want to create business opportunities based on form submission information
■Benefits of using this template
・By sharing form submission information on Slack, information coordination among team members becomes smoother, leading to efficient lead nurturing.
・Since notifications are sent to Slack immediately after a form is submitted in HubSpot, it enables a quick response to leads.
■Notes
・Please integrate Yoom with both HubSpot and Slack.
■Overview
This is a flow that notifies Slack when a form is submitted on Wix.
■Recommended for
1. Those who utilize Wix for business
・Those who use it for building websites
・Those who handle inquiries on the site
2. Those who use Slack as their main communication tool
・Those who use it for information sharing and communication
■Benefits of using this template
Wix is a useful tool for creating websites.
By setting up forms on the site to receive inquiries, you can streamline customer service operations.
However, manually notifying the team when a form is submitted on Wix is cumbersome and poses a risk of communication errors.
By using this flow, you can automatically notify Slack by quoting the content of the form submitted on Wix.
You can immediately share the form submission within the team, enabling quick responses and improving customer satisfaction.
Additionally, by creating notifications using quoted information, you can prevent communication errors due to human error, leading to more efficient operations.
■Notes
・Please integrate both Wix and Slack with Yoom.
◼️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.
Notify Slack when a task is updated in the project management app
Automatically notify Slack when a task is updated in Asana, Trello, or similar apps.
■Overview
This is a flow that notifies Slack when Trello card information is updated.
■Recommended for
Those who utilize Trello for business
・Project managers who manage overall project planning and progress
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・You can share information in a timely manner as you will be automatically notified on Slack without having to check for updates on Trello card information.
・You can freely customize the content to be notified on Slack.
■Notes
・Please integrate Yoom with both Trello and Slack.
■Overview
When a task in a specific Asana project is completed, the information is automatically sent to a designated Slack channel.
By integrating task completion notifications with frequently used chat tools, you can prevent any oversights in confirmation.
Customization of the Slack destination channel and message is possible.
■Notes
・Please integrate both Asana and Slack with Yoom.
・Replace the Slack destination channel ID and message content with your desired values.
■Overview
The flow "Notify Slack when an issue is updated on GitHub" is a business workflow that facilitates communication within the development team.
When an issue is modified on GitHub, a notification is automatically sent to Slack, allowing all team members to quickly grasp the situation.
This prevents delays and oversights in information sharing, ensuring smooth project progress.
■Recommended for
■Benefits of using this template
By utilizing this flow, you can seamlessly share issue updates on Slack, enabling quick responses.
It eliminates the need for manual notification settings, saving time and effort.
All members can stay informed with the latest information, increasing project transparency.
Automation prevents notification omissions and setting errors, ensuring reliable information sharing.
Save files stored in Google Drive to other cloud storage
When a file is saved in Google Drive, it is automatically saved to services like Box or Dropbox.
■Overview
The flow of "Storing files saved in Google Drive also in Dropbox" is a business workflow that automates file management across multiple cloud storages.
For teams or individuals using different platforms, managing files in duplicate or manually transferring them can often be a waste of time and effort.
By utilizing this workflow, files saved in Google Drive are automatically copied to Dropbox, enabling smooth data sharing.
■Recommended for
■Benefits of using this template
◼️Overview
This is a flow that links a PDF file to a specified folder in Box when it is uploaded to Google Drive.
◼️Notes
・Integration with each app and Yoom is required.
■Overview
The workflow "Store files uploaded to Google Drive in Microsoft SharePoint" automates file management between clouds and enhances business efficiency.
By utilizing this flow, files are automatically stored in SharePoint, allowing you to always share and manage the latest files. This ensures smooth progress for the entire team's work.
■Recommended for
■Benefits of using this template
Upload attachments received by email to Google Drive
Automatically upload attachments received in Gmail, Outlook, etc., to Google Drive.
■Overview
This is a flow that automatically stores Microsoft Excel contracts sent via email into Google Drive™.
■Recommended for
1. Those who frequently need to manage or send contracts
・Sales representatives or sales assistants
・Administrative staff or office managers
・Legal personnel
2. Those looking to automate the contract management process and reduce manual work
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Business analysts interested in workflow automation
3. Those who regularly use Google Drive™
・Personnel managing files using Google Drive™
■Benefits of using this template
・Contracts sent via email are automatically stored in Google Drive™, eliminating the need for manual file saving.
・The document saving process is automated, reducing management burden.
■Notes
・Please integrate Google Drive™ with Yoom.
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・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.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
■Overview
This is a flow to upload attachments received in Outlook to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a drive shared by the entire team
・Those who manage multiple projects and want to organize deliverables and materials in project-specific folders
・Those who want to organize and manage contracts and invoices sent by clients
■Benefits of using this template
With this flow, files attached to emails with specific subjects received in Outlook are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or misplacing files, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project materials and deliverables, and various internal documents.
■Notes
・Please integrate Yoom with both Outlook and Google Drive.
・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.
・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.
Create a folder in Google Drive when an account is registered in another app
Automatically create a folder in Google Drive when an account is registered in Salesforce, HubSpot, or other apps.
■Overview
This is a flow that creates a folder in Google Drive when an account is registered in Salesforce.
■Recommended for
1. Companies using Salesforce as a centralized customer information management platform
・Business personnel managing information for each account
・Those managing leads and accumulating related information
・Those registering status for each project and sharing it with the team
2. Those using Google Drive for file management
・Those creating folders for each client company
・Those who want to share managed data clearly
■Benefits of using this template
Google Drive is a tool suitable for centralized file management.
By using Salesforce to manage customer information and linking it with files managed in Google Drive, access to necessary information is streamlined.
However, manually creating a folder in Google Drive every time an account is registered in Salesforce can negatively impact the productivity of the entire team.
This flow is suitable for those who want to streamline the workflow of the entire team.
By using this template, a folder for the account is automatically created in Google Drive when an account is added in Salesforce, eliminating manual work.
Automating folder creation and reallocating the time spent on manual work to other tasks can lead to improved productivity for the entire team.
■Notes
・Please integrate both Salesforce and Google Drive with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot 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
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
■Overview
This is a flow that creates a folder for each account in Google Drive when an account is registered in Microsoft Dynamics365 Sales.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage accounts using Microsoft Dynamics365 Sales
・Those who want to automatically create dedicated folders for each account to reduce manual work
2. Those who use Google Drive for file storage and sharing
・Those who want to securely save important account information and make it easily accessible
・Those who want to improve file management efficiency and facilitate smooth collaboration
■Benefits of using this template
By integrating Microsoft Dynamics365 Sales with Google Drive, folders for each account are automatically created.
This eliminates the need for sales representatives to manually create folders, allowing them to work more efficiently.
Additionally, since account information is organized and stored, you can quickly access the necessary information.
Smoother access to information enhances sales activities and facilitates communication with accounts.
As a result, you can expect improved customer satisfaction and expanded business opportunities.
■Notes
・Please integrate both Microsoft Dynamics365 Sales and Google Drive with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
(1) Smoother Communication
Slack allows for active communication, which can sometimes cause posts to get buried. If you forget to download a file you received, it can be quite a hassle to find it later. In the end, you might find yourself awkwardly asking, "I'm sorry to bother you, but could you resend the file you sent the other day?" By setting up automatic saving to Google Drive, you can rest assured knowing the file is safely stored.
(2) Efficient File Sharing
When sending files, you might share a Google Drive link. While sharing folders or files in progress is convenient, sending files directly via Slack is quicker for those you want to send swiftly. If the recipient is also integrated with Google Drive, you can send files without hesitation.
(3) Centralized Data Management
Integrating Slack with Google Drive allows for centralized data management. It streamlines setting access permissions, reducing the frustrating time spent saying, "I'll share it now, sorry for the wait!"
Slack makes data exchange easy and supports various file extensions, allowing for the transfer of .ai and .psd files. However, large files can take time to upload and download. If a file is sent while you're busy and needs immediate downloading, it can disrupt your workflow priorities. Automatically storing files in Google Drive would be a great help!
With Yoom, you can integrate apps without coding and automate daily tasks. Automating tasks can help create time for studying, discussions with colleagues, and communication. Use Yoom to enrich your and your team's time!
