In today's business environment, rapid information sharing and operational efficiency are essential, aren't they? In this article, we will explain with images how to use Yoom's RPA feature to automatically notify Discord of information from any website! This automation may help eliminate the hassle of daily manual tasks and enable smooth information sharing within your team.
If you want to efficiently obtain necessary information and reduce the burden of information gathering tasks, please read to the end.
Recommended for
Those who use Discord
Those aiming to streamline information gathering tasks by integrating with Discord
Those who want to reduce the hassle of tasks by integrating with Discord
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 it. You can start right away with the template below, so please give it a try!
Retrieve information from the website daily and send notifications to Discord.
Let's actually set up a flow for automation with Yoom. This time, we will introduce how to set up a workflow to retrieve information from a website daily and notify Discord.
1. Prepare to link Discord's My Apps and browser operations 2. Set the trigger schedule 3. Set up browser operations 4. Set up notifications to Discord
The setup is completed in these four steps, so let's copy the template from the "Try it" banner below.
Retrieve information from the website daily and send notifications to Discord.
Please note that browser RPA operations can only be executed up to the testing phase for those without a success plan, but you can try the RPA feature for free for two weeks during the trial period.
How to Create a Flow to Automatically Retrieve Website Information with RPA and Notify Discord
Step 1: Prepare Discord My Apps Integration and Browser Operation
Discord My Apps Integration
Prepare to integrate Yoom with Discord and the Google Chrome extension.
After logging into Yoom, click "My Apps" on the left menu → "+ New Connection", search for Discord, select Discord(v2), and fill in the required fields.
※ Please note that you need to allow usage in incognito mode. ※ If you are setting up a flow that requires account information such as login, you need to register account information from My Apps in advance.
Step 2: Set a Trigger to Start on a Fixed Schedule
Return to the Yoom screen, select "【Copy】Retrieve Website Information Daily and Notify Discord" from the left menu, and choose "When the specified schedule is reached".
You can set a trigger to start when a specific schedule is reached. You can start a flow bot when a specific time is reached, or start it at a specific time every day/week/bi-weekly. For details on Cron settings, check "How to Set Cron Settings".
Step 3: Set Browser Operation
Open "Operate the Browser".
Here, you can set what actions to perform within the specified page.
Specify the URL to access first and click "Start Operation".
When you transition to the edit page, an incognito browser will launch simultaneously. Perform the actions you want to automate on the incognito browser.
Move the cursor to the place 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 on the incognito browser.
By repeating the steps of moving the cursor to the place you want to click or enter information > clicking > selecting the appropriate action > entering the setup content and clicking add, you can set the actions you want to perform within the specified page.
Once all items are set, click "Test" to check if it works correctly. If the test is successful, the last item will be reflected as the output.
For detailed setup procedures for browser operations, please check here.
If you want to know about the output, please check "About Output".
Step 4: Set Discord Notification
Open "Send Message" from the Discord icon.
Select the "Send Message" action and click Next.
Next, enter the channel ID. Enter the Discord channel you want to notify.
Set the content to notify Discord in the message content. You can include information obtained from browser operations as output in the message from "Output".
Perform a test from "Test" to confirm that notifications can be sent without issues.
Finally, turn on the trigger to complete the setup!
The flow "Retrieve Website Information Daily and Notify Discord" is complete. Thank you for your hard work on the setup!
Retrieve information from the website daily and send notifications to Discord.
Other Automation Examples Using Discord and RPA Features
In addition to the flow introduced this time, you can achieve automation of various tasks by using the APIs of Discord and RPA features. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Automation Examples Using Discord
Transcribe and Summarize Data, and Notify on Discord
AI automatically transcribes audio and further summarizes it according to a specified format (creating minutes), which should help reduce manual work.
Transcribe the content of the meeting and notify on Discord.
■Overview The 'Add a record to Google Sheets based on Discord post content' workflow reduces the effort of data entry. You can add data to Google Sheets using only operations in the chat.
■Recommended for ・Those who use Discord for team communication ・Those who manage important information and tasks as a team but feel burdened by manual recording ・Those who want to record and share information efficiently and quickly ・Those who want to organize and analyze data using Google Sheets ・Those who want to automate part of their operations and reduce manual errors
■Notes ・Please connect both Discord and Google Sheets with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware.
■Overview The "Create a customer in Stripe based on Discord post content" flow is a business workflow that automatically registers customer information in Stripe by utilizing user activity on Discord. It is ideal for those who want to manage customer information effortlessly based on user engagement within the community. This allows for smooth integration between Discord and Stripe, improving business efficiency.
■Recommended for ・Those actively managing communities on Discord and wanting to manage user information in Stripe ・Sales or marketing personnel spending time on manual customer registration ・Business owners who want to integrate Discord and Stripe for centralized customer data management ・Small business managers who want to improve business efficiency through automation ・Administrators who want to flexibly update customer information based on user activity
■Notice ・Please link both Discord and Stripe with Yoom. ・You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Stripe is an app available only for Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations and data connections of the set flow bots will result in errors, so please be careful. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. During the trial period, you can use apps that are usually restricted.
■Overview The "Create a Google Calendar event based on Discord post content" workflow streamlines event creation. Since event creation can be completed solely through chat operations, it improves convenience.
■Recommended for ・Those who communicate using Discord ・Those who want to create events based on chat information ・Those who use Google Calendar for schedule management ・Those who want to eliminate the effort of manually entering events into the calendar ・Those who want the entire team to grasp project and event schedules at a glance
■Notes ・Please connect Yoom with both Discord and Google Calendar. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware.
■Overview The "Notify Discord when an event is created in Google Calendar" workflow helps with sharing events. Because a notification is sent automatically when an event is created, it is effective for information sharing across the team.
■Who we recommend this template for ・People who manage events in Google Calendar ・People who want to quickly check information about schedule changes and added events ・People who want to streamline task management and project progress ・People who use Discord as a communication tool ・People who want to immediately share Google Calendar schedules with team members ・People who find manual notification management cumbersome and are considering automation to prevent oversights
■Notes ・Please connect both Google Calendar and Discord with Yoom. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies depending on the plan, so please note.
Since the data download and upload are automatically completed according to the specified schedule, you may be able to increase the time you can focus on other tasks.
Download a CSV from a specific website and upload it to Box according to the specified schedule.
By using RPA, you can reliably obtain information from websites at a set time every day. Since it's not a task performed by humans, you can avoid human errors and process information quickly and accurately. Additionally, as RPA executes tasks automatically, team members who originally performed these tasks can allocate their time to other duties, potentially improving overall operational efficiency. This is particularly valuable for tasks that require regular and extensive monitoring of information on a daily basis!
Benefit 2: Real-time Information Sharing
With RPA, you can retrieve information from websites at a set time every day and quickly notify Discord. This allows teams and stakeholders to receive timely information daily, potentially enabling swift decision-making. If you set it up so that notifications are sent to the entire team on Discord, discussions based on that data can be conducted on Discord. Especially in projects or tasks where the freshness of information is crucial, smooth information sharing can positively impact the transition to subsequent tasks.
Conclusion
By automating the retrieval and sharing of information from websites to Discord daily, you can fully automate the process. Reducing manual tasks helps prevent human errors and enables timely and reliable information sharing. This can be a useful tool for improving the operational efficiency of the entire team and making swift decisions.
Yoom can enhance the efficiency of various tasks by combining technologies such as AI, API, RPA, and OCR. Be sure to utilize Yoom to boost your productivity!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I am responsible for marketing at Yoom. While automating my own tasks with Yoom, I also publish helpful blogs to promote the convenience of Yoom to the world. Although I have no programming knowledge, I successfully reduced the time spent on report creation from about an hour each day to zero by automating it with Yoom.