RPAとChatworkの連携イメージ
How to Utilize RPA

2025/01/14

How to Retrieve Information from a Website Daily and Notify via Chatwork

a.ohta

If you need to retrieve information from a specific site at the same time every day or send data from a specific site to Chatwork at the same time, automation with Chatwork using browser RPA is recommended.
<span class="mark-yellow">By utilizing browser RPA, you can automatically retrieve data from specific sites</span>, which may simplify your daily routine work.
Why not implement a connection that allows you to quickly retrieve and notify the necessary data and use it to improve your daily operations?

Recommended for

  • Teams that want to send specific site data to Chatwork at a specific time
  • Leaders who want to smoothly share specific site data with members
  • Companies that want to retrieve specific site data even outside of business hours
  • Companies that use Chatwork as their main communication tool

Benefits and Examples of RPA and Chatwork Integration

Benefit 1: Time-saving

By automating with browser RPA and Chatwork, it is possible to retrieve information from specific sites at a set time every day and send that data to Chatwork. This can simplify daily routine work and is expected to save time.
For example, if you accessed a specific site every day upon arrival at work, collected the necessary information, and then sent it to Chatwork, such a flow can be fully automated.
Not only the collection of information but also sending it to Chatwork is automatically completed, which may significantly reduce the time spent on tasks.

Benefit 2: Less prone to errors such as transcription mistakes

Since data is collected using browser RPA, the accuracy of the data may be maintained better than when collected manually.
For example, have you ever collected data from the wrong content or shared incorrect information due to typing errors when retrieving specific data?
By utilizing RPA as in this case, it becomes possible to retrieve the specified information as it is, which increases the likelihood of preventing errors.
As a result, it should become easier to share correct information via Chatwork.

Benefit 3: Data collection is possible even outside of working hours

The automation introduced this time involves retrieving website information every day and notifying Chatwork. In other words, since a series of flows can be automatically performed at the set time every day, it becomes possible to obtain the necessary data even on holidays.
For example, collecting information and sending it to Chatwork outside of working hours, such as at night or on holidays, should originally be impossible. The conflict of wanting to collect information every day without rest but being unable to do so may be resolved by incorporating this automation.
This increases the possibility of improving operations by enabling information collection even when you cannot respond.

Now, let's explain how to "retrieve website information every day and notify Chatwork" using the no-code tool Yoom.

[What is Yoom]

How to Retrieve Website Information Every Day and Notify Chatwork

First, you can access specific sites and execute specified operations using Yoom's browser RPA feature.

Then, use Chatwork's API to retrieve that data and send it to the specified room. Note that operations that can be performed on the browser include not only data retrieval but also insertion and screenshot capturing.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow this time is broadly divided into the following processes.

・Integrate Chatwork with My Apps
・Set up browser operations on specific sites by specifying the RPA schedule
・Set up to send to a specific room in Chatwork
・Turn on the trigger button and confirm the operation of Yoom's browser RPA and Chatwork integration

First, register with Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.

Step 1: Connect Chatwork to My Apps

After completing the registration for Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connecting Chatwork and Yoom

1. Search

Search for Chatwork.

2. Log in to Chatwork

The login screen will be displayed.
Log in with the account you want to connect.

3. Press Allow


Review the content and press Allow.

Return to the Yoom screen, and if the above display appears, the connection is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Set up browser operations on a specific site by specifying the RPA schedule

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
Click on "【Copy】Retrieve website information daily and notify Chatwork".

3. Select App Trigger

Click on "When the specified schedule is reached".
Since the title and other settings are complete, please scroll down.

4. Set the Trigger

Set the time to start the RPA daily.
In the image, it is set to start at 9 AM. If you have a preference, you can change it as desired, so please refer to Cron Setting Method while specifying.
Once the settings are complete, press save.

Continue with the RPA settings.

5. Operate the Browser
※ Browser operations are available only on some paid plans.
※ A 2-week trial is available for paid plans.

Please click "Operate the Browser".
Since the title and other settings are complete, please scroll down.

6. Set Browser Operations

First, let's set which site to access. Click the red frame.

Set an arbitrary name for the action name.

Enter the URL of the site to access in the target URL.

Once the settings are complete, press save.

For the next action, since you are using a template, it is already set.


To change to arbitrary content, delete it, press the + mark, and click to specify operations in the browser.
For more details, please refer to Browser Operation (RPA) and "How to set up Browser Operations".

7. Save

Once the settings are complete, press save.

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※ Hover the cursor over the area you want to click or enter information, and click to display "Apply Action". Select the action you want to perform and click "Add" to execute the content set in the secret browser.

In this way, by repeating the steps of hovering the cursor over the area you want to click or enter information > clicking > selecting the appropriate action > entering the settings and clicking add, you can set the actions you want to perform on the specified page.

Step 4: Set to send to a specific room in Chatwork

1. Integrate with the App

Select "Notify Chatwork" from the Chatwork icon. Press next.

6. Enter Channel ID

The channels will be listed, so click to insert. First, set the channel ID where you want to send the retrieved data.
Enter as per the supplement at the bottom of the box.

7. Confirm the Message


Set the content of the message you want to notify Chatwork.


This time, as shown in the image, the data insertion is already set, so if there are no changes, it is fine as is. If you want to change it, just modify the text.

8. Run the Test

Once the message settings are complete, press the test button at the bottom.
If it displays "Test Successful" in blue, the settings are complete. Press save.

9. Turn ON the Trigger

When the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Flowbot template used this time
Retrieve website information daily and notify Chatwork

Other Automation Examples Using RPA and Chatwork

There are many other examples of automation using RPA and Chatwork at Yoom, so here are a few introductions.

1. Automatically retrieve and notify Chatwork of daily product rankings in your company's listing categories

You can also send your company's product rankings. This should make it easier to understand sales trends.

2. Add content posted in a specific Chatwork room to a Notion database

By using this template in combination, you can also accumulate data obtained from specific sites.

3. Analyze the content posted on Chatwork using Gemini's assistant and update the response back to Chatwork

If you are utilizing generative AI in your business operations, you can use this template to obtain questions and answers solely through Chatwork.

Summary

By utilizing RPA as we did this time, tasks that were previously done manually can now be automated. This increases the likelihood that tasks that used to take a lot of time will be completed smoothly.
Not only does it save time, but it also reduces the workload, potentially leading to business improvement. Additionally, information sharing with members using Chatwork should be quick. By implementing automation, you can expect improved operational efficiency.
Take this opportunity to implement automation using Yoom and make use of it.

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
Chatwork
RPA
Automation
Automatic
Integration
Notification
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