How to Store Files Sent on Slack to Dropbox

1) Click on the "Try this template" icon.

2) A display like the one below will appear, click "OK".

If it is displayed as below, the copy is successful.

The title and details can be edited by clicking. Please change them as necessary.
Click the icon with "!" displayed on the right in order from the top to set the operation.
The template is saved in My Projects.
The copied template can also be opened from My Projects.

Step 3: Set the Trigger

Click "App Trigger When a file is posted to the channel".

Step 4: Set Slack Action

1) Select the action "When a file is posted to the channel" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the contract plan.
Generally, a shorter setting is recommended.
Please refer to here for the details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If the app is linked, you can select the channel ID from the candidates.
Once the selection is complete, click "Test" and after the test is successful, click "Save".

Step 5: Set Slack Action

1) Return to the flow and click the icon "Integrate with App Download the posted file".

2) Select the action "Download the posted file" and click "Next".

3) Enter the download link for the file.

If the app is linked, you can use Slack's output information to input.
Select from the candidates and click "Save" once the input is complete.

Step 6: Set Dropbox Action

‍1) Return to the flow and click the icon "Integrate with App Download the file".

2) Select the action "Download the file" and click "Next".

3) Enter the download link for the file.
If the app is linked, you can use Slack's output information to input.
Select from the candidates and click "Save" once the input is complete.

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This completes the flow of 【Storing files sent on Slack to Dropbox】.

Step 7: Test and Verify

Once the setup is complete, a display like the one below will appear, click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time

Other Automation Examples Using Slack and Dropbox

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Slack and Dropbox.

If you find something interesting, please give it a try!

‍‍Automation Examples Integrating Slack and Dropbox

It is possible to set up integrations such as notifying Slack when a file is uploaded to Dropbox or transcribing audio data uploaded to Dropbox and notifying Slack. Additionally, you can extract text from PDFs uploaded to Dropbox using OCR and notify Slack with the summarized results.

Example of Automation Using Slack

Notify Slack When Information is Registered in the Database

Automatically notify Slack when information is added to Google Sheets, Salesforce, etc.

Post a summary of the meeting content to Slack after the web meeting ends

Once a web meeting on Google Meet or Zoom ends, transcribe and summarize the content, then automatically notify Slack.

Notify Slack of Today's Schedule and Tasks Due Today

Automatically notify Slack of today's schedule from Google Calendar and tasks due today in Notion.

Automation Example Using Dropbox

Upload Email Attachments to Dropbox

Automatically upload files received via Gmail or Outlook to Dropbox.

Upload files submitted through the form to Dropbox

Automatically upload files submitted through Google Forms, etc., to Dropbox.

Create a folder in Dropbox when a record is added to the customer management app

Automatically create a folder in Dropbox when a record is added to Salesforce, HubSpot, etc.

Benefits and Examples of Integrating Slack and Dropbox

Benefit 1: Increased Efficiency

By automatically storing files sent via Slack into Dropbox, you can automate file saving.
This reduces the time employees spend on saving tasks, allowing them to focus more on other important tasks.
Especially for teams that frequently share files, significant time savings can be expected, leading to increased efficiency.
For example, if sales representatives frequently share quotes or proposals on Slack, setting up automatic saving to Dropbox can eliminate the hassle of manually organizing important documents.
This allows them to focus more on responding to clients.

Benefit 2: Centralized Information Management

Automatically saving files shared on Slack to Dropbox enables centralized information management.
If all files are automatically organized into specific folders, you can easily find files in both Slack and Dropbox.
This system reduces the burden of document management and should lead to overall efficiency improvements.
For example, when the accounting team organizes expense-related files at the end of the month, using the search functions in Dropbox or Slack makes it easier to find specific invoices or receipts.
Thanks to this, collecting the necessary data can be completed in a short time.

Benefit 3: Smooth Information Sharing Among Teams

With files automatically saved to Dropbox, everyone can easily access the necessary files at any time.
For instance, when documents or important files related to project progress are shared on Slack and saved directly to Dropbox, team members can quickly retrieve the necessary files from an organized location.
This should lead to smooth information sharing among teams.

Conclusion

In this article, we introduced how to integrate Slack and Dropbox to automatically store files sent via Slack into Dropbox.
Implementing this system can streamline daily file management, prevent overlooking or losing important data, and improve efficiency!
Additionally, with centralized file management, information sharing within the team becomes smoother, and the effort for searching and backing up files is reduced.

Furthermore, by using Yoom to set up the integration, even beginners can easily achieve automation.
If you aim to improve work efficiency and save time, take this opportunity to try automating with Slack and Dropbox!