SlackとGoogleドキュメントの連携イメージ
How to Integrate Applications

2024/12/06

How to integrate Slack with Google Docs to add content posted in a specific room on Slack to Google Docs

r.enta

Would you like to automatically record the conversations on Slack into Google Docs? This article explains how to automatically add messages posted in specific channels to Google Docs. This will save you the hassle of creating meeting minutes and improve your team's productivity. Manual data entry is no longer necessary. Try incorporating this automation into your work. Recommended for: - Those who use Slack and Google Docs and are spending time on manual data entry - Team leaders or PMs managing projects who aim to streamline information sharing - Business improvement personnel who want to organize information sharing within the team in real-time - Those managing multiple projects simultaneously and seeking to organize and visualize information - Company personnel aiming to improve transparency and prevent errors by utilizing automation tools Benefits and Examples of Slack and Google Integration Benefit 1: Improved Efficiency and Time Savings Automatically transferring Slack conversations to Google Docs dramatically enhances the efficiency of information gathering and recording. For example, consider creating meeting minutes for a project meeting. Traditionally, you would need to take notes during the meeting and create minutes afterward. However, by integrating Slack with Google Docs, the statements made during the meeting are automatically recorded in the document, significantly reducing the effort required to create minutes. Additionally, since information is shared in real-time, transitioning to post-meeting tasks becomes smoother, accelerating project progress. Benefit 2: Organization and Visualization of Information Automatically transferring Slack conversations to Google Docs allows you to centralize and visualize business-related information. For example, when managing multiple projects simultaneously, tasks, progress status, and interactions with clients for each project are recorded in Google Docs in a timely manner. This makes it easier to grasp the overall picture of the projects and quickly search for necessary information. Additionally, reviewing past records can provide hints for business improvement. Benefit 3: Enhanced Transparency Automatically transferring Slack conversations to Google Docs makes information sharing within the organization transparent and prevents information concealment. For example, if you share the progress of a project on Slack and automatically record that content in Google Docs, all team members can always grasp the latest status of the project, preventing information from being concentrated among a few members. Furthermore, past decisions and discussions are retained as documents, making it easy for new members to understand the project's history. [About Yoom] Next, we will introduce how to create a "Flowbot" with Yoom, which allows app integration without programming, to add content posted in specific rooms by integrating Slack and Google Docs.

How to Add Content Posted in a Specific Room on Slack to Google Docs

Step 1: Integrate Slack and Google Docs with My Apps

Connect Slack and Google Docs to Yoom and register My Apps.

Registering My Apps in advance makes automation settings smooth.

■Slack

Enter the name of the app to integrate in the box.

When the following screen appears, enter the URL of the workspace you want to integrate.

When the following screen appears, select the channel to post to from the dropdown menu.

After selecting the channel, click "Allow".

For more details on registering My Apps in Slack, please refer to here.

This completes the My Apps registration for Slack.

■Google Docs

The following screen will appear, read the terms and click "Next".

Yoom is requesting additional access to your Google account Press continue. When you move to the authentication screen, select Allow all permissions.

The screen will change, and if the above display appears, the integration is complete.

Step 2: Setting Up a Trigger to Activate When a Specific Channel is Posted on Slack

Open "My Projects" from the menu on the left side of the screen.

Click on "Add content posted to a specific channel on Slack to Google Docs".

Click on the "App Trigger" icon for Slack.

Select "When a new message is posted to a channel" as the trigger action.
Once you've finished entering, click "Next".

■ Trigger Activation Interval

Set the activation interval.

You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

Please note that the shortest activation interval varies depending on the plan.


■ Channel ID

Click the box to display a list and set it from the options.

Once the setup is complete, press the test button.

If "Test Successful" is displayed, it is complete. Click Save.

Step 3: Set Up an Action to Activate When Text is Added to Google Docs

Click on the "Integrate with App" icon for Google Docs.

Check if there are any errors in the account information to be integrated, enter the necessary items, and click "Next".

When the above screen is displayed, set the Document ID.

Next, set the text to be added.

The output from Slack will be displayed in the field. This time, select "Message Content".

Once the setup is complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn ON the Trigger Button

Once the flow bot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Template used this time
How to Add Content Posted to a Specific Channel on Slack to Google Docs

Other Automation Examples Using Slack and Google Docs

There are many other examples of automation using Slack in Yoom, so let me introduce a few.

1. Notify Slack when a review is posted on Google Business Profile

This eliminates the need to manually check reviews from Google Business Profile, allowing for smoother responses and potentially improving customer satisfaction.

2. Notify Slack when information is registered in Airtable

When data is registered in Airtable, it can automatically notify Slack, facilitating smooth information sharing with members. Additionally, it enables smooth business operations.

3. Notify Slack when a comment is posted on kintone

Project members can check comments in real-time and respond promptly. By utilizing Slack's notification feature, you can keep track of important comments without missing them and always stay updated on the project's progress.

Summary

The integration of Slack and Google Docs offers numerous benefits, such as streamlining operations, organizing and visualizing information, and enhancing transparency. By eliminating the need for manual data entry, employees can focus on more important tasks. By following the steps outlined in this article, anyone can easily implement this automation. Be sure to incorporate it into your daily operations.

The person who wrote this article
r.enta
I have approximately 8 years of experience in the call center industry. We will continue to disseminate useful content based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to communicate things such as improving work efficiency and smooth service use to everyone!
Tags
Automation
Integration
Slack
Google Docs
Related Apps
App integration
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