How to integrate Slack and Dropbox to automatically organize documents posted on Slack by reading them with OCR and storing them in Dropbox

Step 1: Integrate Slack and Dropbox with My Apps

First, let's integrate the apps used in this flow with Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app by name.

Slack My Apps Integration

To integrate Slack with My Apps, you need to grant access to your workspace.

Log in and grant access to the workspace you want to integrate with Yoom.
Next, add the Yoom app to the channel you want to post to.

Refer to the help page to complete the Slack My Apps integration once the app is added.

Dropbox My Apps Integration

After logging into your Dropbox account, allow access from Yoom.

Click "Allow" to complete the My Apps integration.
Make sure it is added to the list of My Apps in Yoom.

Now the setup is complete. Next, proceed to the detailed settings of the flow by clicking "Try it" from the banner below to copy the template.

Step 2: Set Up App Trigger

The initial setting is "File posted to channel."
Set the flow to activate when a file is posted to the specified Slack channel.

On the first page, the account information of the Slack integrated with My App is reflected.

If necessary, correct the title and check the account information before proceeding.

Next, set the trigger activation interval.

The trigger activation interval can be selected from 5 to 60 minutes, but note that it may not be selectable depending on the Yoom plan.
Select the channel ID from the candidates, upload a test document to the specified channel, and click "Test."

If the test is successful, you can obtain the output.

If you can obtain the information of the uploaded file, click "Save" to complete the trigger setup.

Step 3: Set Up Action

The next setting is "Download the posted file."
This setting is to download the file posted to the channel earlier.

On the first page, as before, correct the title and check the account before proceeding.

The output of the "Download Link" obtained in the first setting is reflected, so click "Test" as it is.

If the test is successful and the file output is obtained, click "Save" to complete the file download setup.

Step 4: Set Up Text Recognition from File

Next is the setting for "Read text from images/PDFs."

This AI operation (OCR text recognition) is available only for some paid plans. If your plan is not eligible, the operation of the flow bot you are setting will result in an error, so be careful.
The paid plan offers a two-week free trial during which you can use the restricted AI operations.

First, set up the action.

In this flow, we used an invoice file for testing, so we selected "Read Invoice."

• Read Business Card
• Read Pledge
• Read Resume

There are many other actions available, so you can set them according to the file you want to read.
Try changing it according to your business needs.

Once the action is set, proceed to the next step.

If there are additional items you want to extract, enter them if they are not among the default items.
Once set, perform a test, and if successful, click "Save" to complete the text recognition setup.

Step 4: Set Up File Upload to Dropbox

The final setting is "Upload File."
Based on the information obtained so far, set up to upload to Dropbox.

On the first page, as with Slack, correct the title and check the account information before proceeding.

Next, perform detailed settings to create the file.

Set the Dropbox folder path and configure the file name using the output.
By using the output, the name is automatically updated for each file uploaded.

If you set it as "File from {{Issuing Company}}," only the output part changes, and the file name is assigned.

Set something that is easy for you to understand.

Once set, click "Test" to confirm file creation and output retrieval.
If the test is successful and a new file is created, click "Save" to complete all settings.

Finally, turn on the trigger to activate the flow.

Now, when a file is uploaded to Slack, it will automatically be transcribed and a file will be created in Dropbox.

The flow you set up is as follows:

Other Automation Examples Using Slack and Dropbox

Notify Slack When an Audio File is Added to Dropbox and Transcribe it with OpenAI

Automatically detect audio files saved in Dropbox, transcribe them into text using OpenAI's transcription feature, and automatically share them with your team on Slack. This allows for quick visualization of meeting or interview content, which is expected to improve the speed of information sharing.

Additionally, it is anticipated to enhance work efficiency and facilitate smoother communication.

Notify on Slack when an email with an attachment is received, and upload the file to Dropbox

This is a flow that ensures you don't miss files attached to emails, notifies you on Slack, and automatically saves them to Dropbox. It simplifies file management and is expected to improve accessibility for the entire team.

You can aim to build a system that enhances work efficiency while smoothly sharing important files.

Notify on Slack when an invoice file is stored in Dropbox

Automatically detect invoice files saved in Dropbox and notify on Slack, allowing the entire team to quickly grasp important financial data. This flow is expected to streamline invoice processing and reduce oversight.

Additionally, it contributes to the efficiency of financial management.

Summary

If you want to reduce the hassle of document management in your daily tasks and improve team collaboration more efficiently, integrating Slack and Dropbox using Yoom is recommended.

You can automate the process from reading text with OCR, updating file names, and saving them to Dropbox, which can reduce manual work time and improve operational efficiency. With the no-code tool Yoom, you can create automation flows even if you're not confident in your programming knowledge. Why not start with a free registration and try a new way to advance your work?