In modern business, isn't information sharing and file management between teams a significant challenge? Especially for teams that frequently exchange files, manually saving files can be cumbersome, right? In this article, we will explain how to automatically store files sent on Slack into Dropbox. By integrating Slack and Dropbox, you should be able to streamline daily operations and enable accurate information sharing. Since it can be set up without any coding, please give it a try!
Recommended for
Those who frequently exchange files on Slack and want to reduce the hassle of file saving
Those who want to make file management on Dropbox more efficient
Those who want to smoothen information sharing between teams
For those who want to try it immediately
In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately from the template below, so please give it a try!
From here, we will proceed with the setup using Yoom's template "Store files sent on Slack to Dropbox".
How to Store Files Sent on Slack to Dropbox
To store files sent via Slack in Dropbox, you can use Slack's API to detect file upload events and retrieve the file data. Then, by using Dropbox's API, you can upload the file to a specified folder. This is generally possible with programming knowledge, but with the no-code tool Yoom, you can easily achieve this without programming knowledge.
The steps for this integration flow are as follows:
Integrate Slack and Dropbox with My Apps
Copy the template
Set up triggers and actions
Finally, confirm the trigger activation
Preparation 1) First, access Yoom's official website and create an account. Yoom Account Creation Page If you already have an account, please log in.
Step 1: Integrate Slack and Dropbox with My Apps
1) After logging into your Yoom account, register the apps you will use next. Click "My Apps" and select "Add".
2) A list of apps that can be connected with Yoom will be displayed. Use the search box at the top to search for the two apps you will use this time, Slack and Dropbox.
Once you have selected Slack, choose the destination and click "Allow".
Similarly, once you have selected Dropbox, sigg in with the account you will use.
3) Once registration is complete, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed.
2) A display like the following will appear, click "OK".
If it is displayed as follows, the copy has been made.
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 on "App Trigger: When a file is posted to the channel".
Step 4: Set the Slack Action
1) Select the trigger action "When a file is posted to a channel" and click "Next".
2) Enter the required fields. The trigger interval varies depending on the subscription plan. It is generally recommended to set it short. Refer to this for details on 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 options. Once selection is complete, click "Test", and after a successful test, click "Save".
Step 5: Set the Slack Action
1) Return to the flow and click on the "Integrate with App: Download Posted File" icon.
2) Select the action "Download Posted File" and click "Next".
3) Enter the download link for the file.
If the app is linked, you can use the retrieved values from the initial operation to enter it. Select from the options, and once the input is complete, click "Save".
Step 6: Set the Dropbox Action
1) Return to the flow and click on the "Integrate with App: Upload File" icon.
2) Select the action "Upload File" and click "Next".
3) Enter the required conditions. If the app is linked, you can use the retrieved values from Slack to enter it. Set each condition as shown below, click "Save".
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 following will appear, click "Turn on Trigger". Start the flow bot and verify that it operates correctly.
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 files uploaded to Dropbox and notifying Slack. Additionally, you can extract text from PDFs uploaded to Dropbox using OCR and notify Slack of the summarized results.
Extract text from PDFs uploaded to Dropbox using OCR and notify the summary results to Slack.
■Overview This is a business workflow that automatically extracts text from PDFs uploaded to Dropbox using OCR and notifies the summarized results to Slack. This streamlines the confirmation and sharing of PDF contents, facilitating smooth information sharing among the entire team. As a result, manual work can be reduced, saving time and effort.
■Recommended for ・Business users who frequently use Dropbox and handle a lot of PDF files. ・Those who want to quickly confirm PDF contents and share them with their team. ・Business staff who are spending time on manual text extraction and summarization. ・Those who want to use Slack for efficient team communication. ・IT staff considering automating business processes.
■Notes ・Please integrate Yoom with both Dropbox and Slack. ・The OCR or AI operations that transcribe audio are only available on the Team Plan and Success Plan. For Free Plan and Mini Plan, operations set for flowbots 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 free trial, you can use apps and AI functions (operations) that are subject to restrictions.
■Overview The "Notify Slack when a file is uploaded to Dropbox" workflow leverages the integration between Dropbox and Slack to automate file sharing and team communication. Whenever a new file is added to Dropbox, a notification is sent to Slack, allowing all team members to quickly grasp the latest information. This eliminates information sharing time lags, strengthens team collaboration, and improves work efficiency.
■Who this template is recommended for: ・Those who use Dropbox on a daily basis and want to streamline file sharing ・Administrators and team leaders who want to enhance team communication using Slack ・Project managers who want to receive immediate notifications when files are uploaded ・IT personnel who want to automate work by integrating various SaaS applications ・Business professionals who spend time on manual notifications
■Notes ・Please integrate both Dropbox and Slack with Yoom.
■Overview This is a flow to transcribe an audio data uploaded to Dropbox and notify Slack. It is a business workflow to smoothly manage and share audio files.
■Who do we recommend this template for - People who frequently save audio data to Dropbox Teams that are taking time to share the contents of audio data - People who transcribe audio data Those who want to automate transcription - People who use Slack for business Business leaders who want to streamline team communication - Those who want to optimize the business workflow IT personnel who want to automate daily tasks
■Notes - Please connect Yoom with Dropbox and Slack. - OCR or AI operations for transcribing audio are available only on Team Plan and Success Plan. For Free Plan or Mini Plan, the operations set on FlowBot will result in an error, so please be cautious. - Paid plans such as Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
■Overview The "Summarize meeting content and post to Slack after Google Meet ends" flow is a business workflow that streamlines the recording and sharing of online meetings. When a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates a summary using AI, and automatically posts the content to a designated Slack channel. This allows the meeting content to be easily shared with the entire team, preventing information leaks and duplication.
■Recommended for ・Business professionals who frequently use Google Meet and find it cumbersome to share meeting content ・Managers who want to facilitate smooth information sharing within the team using Slack ・Employees who do not want to spend time creating minutes after meetings ・Companies looking to improve communication efficiency in a remote work environment ・Those who want to achieve centralized information management and enhance team productivity
■Notes ・Please integrate Yoom with both Google Meet and Slack. ・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. ・The AI operations for OCR or transcribing audio are available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview Are you manually saving attachments such as invoices and reports received in Outlook to Dropbox each time? This simple task can become a significant burden as the volume increases and may lead to mistakes such as missed saves. This workflow automatically uploads attachments to Dropbox when a specific email is received in Outlook, streamlining manual file management and facilitating the handling of important documents.
■Who we recommend this template for ・Those who use Outlook and Dropbox on a daily basis and feel challenged by manual file management ・Those who want to consolidate files shared by the team into a specific folder to improve management efficiency ・General affairs and accounting staff who want to prevent missed saves of important documents such as invoices and strengthen their backup structure
■Notes ・Please connect Yoom with both Outlook and Dropbox. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. The shortest interval varies by plan, so please be aware. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview When receiving files with Google Forms, checking each file and manually saving it to Dropbox is time-consuming and may lead to mistakes such as forgetting to save. By using this workflow, when a response is submitted to Google Forms, the attached file is automatically uploaded to a specified folder in Dropbox, eliminating such manual tasks and improving the accuracy and speed of file management.
■Recommended for ・Those who manually manage files received via Google Forms ・Those who want to prevent missed saves and errors caused by manual work ・Those who want to automate and streamline routine tasks between Google Forms and Dropbox
■Notes ・Please connect Google Forms, Google Drive, and Dropbox with Yoom. ・For how to retrieve the response contents when using Google Forms as a trigger, please refer to the link below. https://intercom.help/yoom/en/articles/6807133 ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・The maximum downloadable file size is 300 MB. Depending on the app specifications, it may be less than 300 MB. ・For details on the file size limits handled by the trigger and each operation, please refer to the link below. https://intercom.help/yoom/en/articles/9413924
■Overview This is a flow to send an approval request and store it in Dropbox when a file is submitted via the form. You can automate the management of submitted files and the approval process.
■Recommended for ・Teams that frequently use forms ・Those who receive many files from inquiry forms or application forms and find it cumbersome to manage them ・Administrators who want to streamline the approval process ・Those who find sending approval requests manually cumbersome and want to automate the process to make it smoother ・Companies utilizing Dropbox ・Those who manage files centrally with Dropbox and want to streamline operations by integrating with other apps ・Those interested in automating operations ・Those aiming to automate business workflows using Yoom to improve the efficiency of daily operations
■Notes ・Please integrate each of Dropbox and Yoom.
■Overview The 'Save files submitted via form to Dropbox' workflow is a system that automatically stores files uploaded from online forms to Dropbox. By utilizing this workflow, you can automatically save files received through forms to Dropbox, making organization easier. Automating business workflows can significantly reduce time and effort.
■Recommended for ・Those who frequently use online forms and find managing uploaded files cumbersome ・Teams already using Dropbox for business and aiming for centralized data management ・Business owners looking to improve work efficiency through workflow automation ・IT personnel who wish to save data from forms safely and in an organized manner
This is a flow where a folder is automatically created in Dropbox when a record is registered in the Salesforce account object, and the folder URL is added to Salesforce.
Benefits and Examples of Integrating Slack and Dropbox
Benefit 1: Increased Efficiency
By automatically storing files sent via Slack into Dropbox, you can automate the file-saving process. This allows employees to reduce the time spent on saving tasks and focus more on other important work. Especially for teams that frequently share files, significant time savings can be expected, leading to improved 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 way, they can focus more on responding to clients.
Benefit 2: Centralized Information Management
By automatically saving files shared on Slack to Dropbox, centralized information management becomes possible. If all files are automatically organized into a specific folder, it becomes easy to find files both on 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 being 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 required 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're looking to improve work efficiency and save time, take this opportunity to try automating with Slack and Dropbox!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
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