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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.
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!
■Overview
This is a flow that retrieves information from a website daily and notifies it on Discord.
■Recommended for
1. Those who need to regularly check for website updates
・Those who want to improve work efficiency by reducing the manual effort of information gathering
2. Those who want to share website update information with their team
・Those who want to facilitate information sharing within the team by automatically sharing website update information on Discord
3. Those who advance their work by utilizing website information
・Those who create reports or conduct data analysis based on website information
■Benefits of using this template
Sharing website information with the entire team creates greater value. However, if information sharing is not done properly, discrepancies in understanding among team members may arise, making efficient collaboration difficult.
By implementing this flow, website information is automatically notified on Discord, allowing easy sharing with the entire team. This not only improves the efficiency of information sharing but also enhances communication among team members.
■Notes
・Please link Discord with Yoom.
・RPA operations are available only with the Success Plan. For Free Plan, Mini Plan, or Team Plan, the operation and data connection of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
[What is Yoom]
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.
■Overview
This is a flow that retrieves information from a website daily and notifies it on Discord.
■Recommended for
1. Those who need to regularly check for website updates
・Those who want to improve work efficiency by reducing the manual effort of information gathering
2. Those who want to share website update information with their team
・Those who want to facilitate information sharing within the team by automatically sharing website update information on Discord
3. Those who advance their work by utilizing website information
・Those who create reports or conduct data analysis based on website information
■Benefits of using this template
Sharing website information with the entire team creates greater value. However, if information sharing is not done properly, discrepancies in understanding among team members may arise, making efficient collaboration difficult.
By implementing this flow, website information is automatically notified on Discord, allowing easy sharing with the entire team. This not only improves the efficiency of information sharing but also enhances communication among team members.
■Notes
・Please link Discord with Yoom.
・RPA operations are available only with the Success Plan. For Free Plan, Mini Plan, or Team Plan, the operation and data connection of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
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.
For detailed setup instructions, please check "How to Integrate Discord Bot with My Apps".
Prepare Browser Operation
Download the Google Chrome extension from this page "Yoom Browser Operation Setup Tool".
※ 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.
When setting up, be sure to check this help page "How to Operate the Browser".
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".
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".
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!
■Overview
This is a flow that retrieves information from a website daily and notifies it on Discord.
■Recommended for
1. Those who need to regularly check for website updates
・Those who want to improve work efficiency by reducing the manual effort of information gathering
2. Those who want to share website update information with their team
・Those who want to facilitate information sharing within the team by automatically sharing website update information on Discord
3. Those who advance their work by utilizing website information
・Those who create reports or conduct data analysis based on website information
■Benefits of using this template
Sharing website information with the entire team creates greater value. However, if information sharing is not done properly, discrepancies in understanding among team members may arise, making efficient collaboration difficult.
By implementing this flow, website information is automatically notified on Discord, allowing easy sharing with the entire team. This not only improves the efficiency of information sharing but also enhances communication among team members.
■Notes
・Please link Discord with Yoom.
・RPA operations are available only with the Success Plan. For Free Plan, Mini Plan, or Team Plan, the operation and data connection of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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!
AI automatically transcribes audio and further summarizes it according to a specified format (creating minutes), which should help reduce manual work.
■Overview
This is a flow that transcribes audio from the content of meeting data uploaded to the input form and notifies Discord.
Please upload meeting data such as recording data from Microsoft Teams or Zoom for use.
You can freely set the notification destination and content for Discord.
■Notes
・Linking your Discord and Yoom accounts is required.
・Please upload files in formats such as MP4 or M4A.
・AI operations are features (operations) available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the 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 audio data attached to the Yoom form is transcribed and summarized (converted into minutes) using AI functionality, and then notified to Discord.
By simply posting audio data to the Yoom form, AI automatically transcribes the audio and further summarizes it (converts it into minutes) according to the specified format.
By notifying the contents of the minutes to Discord, you can share meeting contents and other minutes with your team just by posting to the Yoom form.
■Notes
・Please integrate Discord with Yoom.
・AI operations are features (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Quickly add post content to facilitate smooth information organization and management for efficient workflow.
■Overview
The workflow "Add records to Google Sheets based on Discord posts" reduces the hassle of data entry.
You can add data to Google Sheets with just operations on the chat.
■Recommended for
■Benefits of using this template
By linking Discord and Google Sheets, you can quickly add records based on post content.
Every time a message is sent, Google Sheets is automatically updated, enabling consistent data management.
This eliminates the need for manual recording and improves work efficiency.
Additionally, by sharing and managing data on Google Sheets, all stakeholders can always grasp the latest information.
Smoother information sharing will also improve communication between teams.
■Overview
The flow "Create a customer in Stripe based on Discord posts" is a business workflow that automatically registers customer information in Stripe by leveraging user activity on Discord.
It is ideal for those who want to manage customers effortlessly based on user engagement within the community.
This facilitates smooth integration between Discord and Stripe, improving business efficiency.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Create a schedule in Google Calendar based on Discord posts" streamlines the task of creating schedules.
Since the schedule creation is completed with operations only on chat, convenience is improved.
■Recommended for
■Benefits of using this template
By linking Discord with Google Calendar, there is the advantage of quickly reflecting post content as schedules.
This allows for smooth schedule management without missing important information.
Additionally, as manual input tasks are reduced, work efficiency is improved.
Based on the shared schedules among members, it becomes easier to handle schedule overlaps and adjustments, thereby strengthening the coordination of the entire team.
This will allow you to check new schedules on Discord, reducing the chances of missing meetings.
■Overview
This is a flow that notifies Discord when a schedule is registered in Calendly.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who manage schedules using Calendly
・Those who frequently hold briefings or seminars
・Sales representatives who frequently conduct meetings or negotiations
・Project managers who manage team members' schedules
2. Those who use Discord for business
・Those who use Discord as a team communication tool
・Those who want to receive information from other apps on Discord
■Benefits of using this template
Calendly is a tool that helps improve the efficiency of schedule management.
However, manually notifying Discord every time a new schedule is registered in Calendly can hinder focus on core tasks.
By utilizing this flow, you can automate notifications to Discord when a schedule is registered in Calendly. Schedules are shared without the need to frequently check the management screen or notification emails, allowing the person in charge to focus on their primary tasks. Additionally, it reduces the time spent on transcription tasks and helps decrease human errors such as communication mistakes or omissions.
■Notes
・Please integrate Yoom with both Calendly and Discord.
■Overview
The "Notify Discord when an event is created in Google Calendar" workflow is helpful for sharing schedules.
Once an event is created, notifications are automatically sent, making it effective for information sharing among team members.
■Recommended for
■Benefits of using this template
By integrating Google Calendar with Discord, schedule sharing becomes smoother.
This makes it easier to immediately grasp changes or new events, preventing delays in response.
Due to the integration, notifications are delivered quickly, ensuring more reliable schedule management.
This allows for swift responses to schedule changes and strengthens information sharing among members.
As a result, overall work efficiency improves, enabling smoother project progress.
By using Browser RPA for automatic registration, you can utilize the quoted information and maintain the accuracy of the registration information.
■Overview
This is a flow to register information from kintone into your company's core system using browser RPA.
By using a trigger with a Chrome extension, you can directly activate the trigger from kintone.
■Recommended for
1. Those who utilize kintone in their business
・Those who register information per record and manage the number of cases
・Those who process according to the status of records
2. Those who utilize their company's core system
・Those who centrally manage information for various operations
■Benefits of using this template
kintone is a tool that allows smooth registration and management of information.
Additionally, registering information into your company's core system can enhance accessibility to internal information.
However, re-entering information registered in kintone for sharing makes it difficult to maintain data consistency.
By utilizing this flow, you can reference information registered in kintone and complete registration into your company's core system using browser RPA.
This allows you to automatically complete registration tasks that were previously done manually, facilitating smooth business progress.
Furthermore, using the referenced information helps maintain the accuracy of registered information.
■Notes
・Please integrate kintone with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・The operation to manipulate the browser is a feature available only in the Success Plan. For Free Plan, Mini Plan, and Team Plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that manipulate restricted apps and browsers.
■Overview
This flow registers information from Airtable into the company's core system using browser RPA.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
■Recommended for
1. Those who utilize Airtable's database for business
・Those who use it as a temporary storage location for information
・Those who process according to status
2. Those who utilize their company's core system
・Those who centrally manage important information for business use
■Benefits of using this template
By using Airtable and the company's core system simultaneously, the entire company can smoothly access the information necessary for business.
However, manually re-entering information registered in Airtable increases the risk of human error.
By utilizing this flow, you can reference information registered in Airtable and complete the registration to the company's core system using browser RPA, eliminating manual work.
This saves the time previously spent on manual entry, promoting and streamlining the overall business process.
It also helps maintain the accuracy of registered information.
■Notes
・Please integrate Airtable with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・The operation to control the browser is only available with the Success Plan. For Free Plan, Mini Plan, and Team Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a two-week free trial. During the free trial, you can use operations that control restricted apps and browsers.
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.
■Overview
This flow downloads a CSV from a specific website and uploads it to Box according to the specified schedule.
With Yoom, you can easily integrate apps without programming.
■Recommended for
1. Those who regularly download data from a specific website
・Those who use collected data for report creation and analysis
・Those who collect customer or market data to aid in sales activities or product development
2. Those who use Box for business
・Those who spend a lot of time on file uploads
・Those who want to streamline data management
■Benefits of using this template
With this flow, data download and upload are automatically completed according to the specified schedule, allowing the person in charge to focus on their primary tasks.
Additionally, preventing omissions or delays in tasks leads to improved data accuracy and reliability.
■Notes
・Please integrate Box with Yoom.
・The operation to control the browser is a feature available only in the Success Plan. For other plans, the set operation will result in an error, so please be careful.
・Paid plans like the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps or browsers.
・For instructions on setting up operations to control the browser, please refer to here.
・Please customize the operation to control the browser according to the website you are using.
■Overview
This flow downloads a CSV from a specific website and uploads it to Google Drive according to the specified schedule.
With Yoom, you can easily integrate apps without programming.
■Recommended for
1. Those who regularly download data from specific websites
・Those who create reports or conduct analysis using collected data
・Those who collect customer or market data to utilize in sales activities or product development
2. Those who use Google Drive for business
・Those who spend a lot of time on file uploads
・Those aiming to improve data management efficiency
■Benefits of using this template
With this flow, data download and upload are automatically completed according to the specified schedule, allowing the person in charge to focus on their primary tasks.
Additionally, it helps prevent omissions and delays in tasks, leading to improved accuracy and reliability of data.
■Notes
・Please integrate Google Drive with Yoom.
・The operation to control the browser is only available with the Success Plan. For other plans, the set operation will result in an error, so please be careful.
・Paid plans like the Success Plan offer a two-week free trial. During the free trial, you can use operations that control restricted apps or browsers.
・For instructions on setting up operations to control the browser, please refer to here.
・Please customize the operation to control the browser according to the website you are using.
■Overview
This flow downloads a CSV from a specific website and uploads it to OneDrive according to the specified schedule.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who regularly download data from specific websites
・Those who create reports or conduct analysis using the collected data
・Those who utilize customer or market data for sales activities or product development
2. Those who use OneDrive for business
・Those aiming to improve the efficiency of data management
■Benefits of using this template
With this flow, data download and upload are automatically completed according to the specified schedule, allowing the person in charge to focus on their primary tasks.
Additionally, by preventing omissions or delays in tasks, it leads to improved accuracy and reliability of the data.
■Notes
・Please integrate OneDrive with Yoom.
・The operation to control the browser is a feature available only in the Success Plan. In other plans, the set operation will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps or browsers.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・For instructions on how to set up operations that control the browser, please refer to here.
・Please customize the operation to control the browser according to the website you are using.
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!
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.
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!
