Communication with members occurs almost daily, but have you ever missed important information because the content of posts got lost in the flow?
If you can automatically record the content discussed on Slack into Google Docs, you should be able to retain the necessary information effectively. This article explains how to automatically add messages posted in a specific channel to Google Docs. By automating the task, you can save the effort of creating minutes and improve your team's productivity.
If you want to improve the accuracy of information management and reduce the effort of tasks, please read to the end.
Recommended for
Those who use Slack and Google Docs and are spending time manually transcribing information
Team leaders or PMs managing projects who aim to improve the efficiency of information sharing
Business improvement personnel who want to organize information sharing within the team in real-time
Those who are progressing multiple projects simultaneously and seek to organize and visualize information
Company personnel aiming to improve transparency and prevent errors by utilizing automation tools
For those who want to try it immediately
This article introduces 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 right away using the template below, so please give it a try!
Add content posted in a specific room on Slack to a Google Document.
From now on, with Yoom, which allows app integration without programming, we will introduce how to create a Flowbot that "integrates Slack and Google Docs to add content posted in a specific room".
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 them as My Apps.
Registering My Apps in advance makes automation settings smooth.
■Slack
Enter the name of the app you want to integrate into the box.
enter the URL of the workspace you want to integrate.
When the following screen appears, select the channel you want 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, Select the account you want to link.
read the terms and click " Continue".
Yoom is requesting additional access to your Google account Press continue. When you move to the authentication screen, select Allow all permissions.
Next, click "Try it" on the template below to copy the Flowbot.
Add content posted in a specific room on Slack to a Google Document.
Other Automation Examples Using Slack and Google Docs
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Slack and Google Docs. All of these can be used with simple settings, so if you find something interesting, please give it a try!
Other Automation Examples with Slack and Google Docs
By utilizing Yoom's form function, you can issue an employment contract and notify Slack when there is a response to the form. Additionally, it is possible to integrate Google Forms with ChatGPT to generate answers to submitted questions using ChatGPT, then add them to Google Docs and send notifications.
It seems that information management can be done easily.
Generate responses using ChatGPT for questions submitted via Google Forms, add them to Google Docs, and notify via Slack.
■Overview The flow 'Generate answers using ChatGPT for questions submitted via Google Forms, add them to Google Docs, and notify on Slack' is a business workflow that automates the task of responding to questions. By utilizing this workflow, efficient and consistent responses are possible, improving business efficiency.
■Recommended for ・Support personnel collecting questions from customers or internally using Google Forms ・Team leaders who want to implement an automated response system using ChatGPT ・Administrators who want to centrally manage questions and answers in Google Docs ・Those who want to quickly share information within the team using Slack ・Executives aiming to advance business automation and improve productivity
■Notes ・Please integrate ChatGPT and Outlook with Yoom. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・To execute ChatGPT (OpenAI) actions, a paid plan contract for OpenAI's API is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. ・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.
■Overview This flow, 'Notify the person in charge on Slack with a DM when an email with specific keywords is received,' is a business workflow to promptly respond and avoid missing important emails.
■Recommended for: ・Business persons who use Gmail regularly and want to avoid missing important emails ・Managers who want to facilitate communication within the team using Slack ・Business staff who want to automate and improve efficiency based on specific keywords ・Companies aiming to expedite information sharing by enhancing the collaboration between email and chat tools
■Notes ・Please link each of Gmail and Slack with Yoom. ・Branches are a feature (operation) available on plans of Mini Plan or above. If you are using the Free Plan, operations set in the flow bot will result in an error, so please beware. ・Paid plans such as Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please be aware that the shortest trigger interval varies depending on the plan.
■Overview The "Notify Slack when a message with specific conditions is posted on Google Chat" workflow facilitates seamless information sharing across different communication tools. For example, it automatically notifies Slack when a message containing specific keywords is posted on Google Chat. This improves the efficiency of information sharing within the team and ensures important messages are not missed.
■Recommended for - Team leaders who use Google Chat and Slack daily - IT personnel who want to automate information sharing between different chat tools - Company administrators who want to set message notifications based on specific conditions to improve business efficiency
■Cautions - Please link Google Chat, Slack, and Yoom individually. - The trigger activation interval can be set at 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval depends on the plan. - Integration with Google Chat is only possible with Google Workspace. See below for details. https://intercom.help/yoom/ja/articles/6647336
■Overview The 'Create a folder in Box based on a specific post on Slack' flow is a business workflow that automates necessary folder creation through the integration of Slack and Box. With this workflow, when a message containing specific keywords is posted on Slack, a folder will be automatically created on Box, achieving efficient file management.
■Recommended for those who: - Are business users who regularly use Slack and Box and feel challenged by information organization - Are administrators who want to strengthen integration with Slack while using Box for project management and team collaboration - Are IT staff in companies who want to reduce the hassle of manual folder creation and improve business efficiency - Want to automate folder creation and smoothly proceed with document storage
■Notes - Please connect Slack and Box with Yoom, respectively. - The branches are a feature (operation) available on plans higher than the Mini Plan. For the free plan, the operation of the flow bot being set will result in an error, so please be careful. - Paid plans like the Mini Plan can be tested free for two weeks. During the free trial, you can use restricted apps and features (operations). - Triggers can be set to intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs by plan.
■Overview Do you want to manage task requests and important reports from Slack in Trello without missing them? Manually picking out tasks from messages posted in the channel and creating cards is time-consuming and can lead to missed follow-ups. By using this workflow, you can detect Slack messages that contain specific keywords and automatically create cards in Trello, improving task management efficiency and preventing omissions.
■Who we recommend this template for - Project managers who manually copy requests and reports from Slack into Trello - Support representatives who want to manage customer inquiries and bug reports posted in Slack - Team leaders who want to streamline task management within the team and prevent missed responses
■Notes - Connect Yoom with both Slack and Trello. - You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. - The shortest trigger interval varies by plan.
■Overview The workflow 'Automatically create a GitLab issue when receiving a message containing a specific keyword in Slack' generates issues directly from team communication. This allows important information to be promptly reflected in project management tools, preventing omissions and delays in work. By automatically creating issues from daily chats, it enables efficient task management.
■Recommended for: - Team leaders who use Slack and GitLab daily - Engineers who want to create issues directly from chats and improve task management efficiency - Managers who want to automate project management and prevent work omissions - Those who want to enhance integration between GitLab and Slack to boost team productivity
■Cautions - Please link Yoom with both Slack and GitLab. - Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available with Mini Plan and above. For Free Plan users, operations set for flow bots will result in errors, so please be aware. - Paid plans like Mini Plan can be trialed for free for two weeks. During the free trial, you can use restricted apps and features (operations).
■Overview Do you find it time-consuming to manually copy the information received via forms into a Google Docs template each time? Especially for documents with many input items, such as employment contracts, manual transcription can easily lead to human errors. By using this workflow, you can use input to Yoom's form feature as a trigger to automatically generate a PDF from a document template created in Google Docs, streamlining these routine tasks and allowing you to devote time to more important work.
■Recommended for ・Those who want to automate the creation of documents such as employment contracts using Yoom's form feature and Google Docs ・Those who currently copy the contents received via forms into Google Docs by hand and feel it is inefficient ・Those who want to eliminate human errors in routine document issuance and improve operational accuracy
This flow generates a PDF from the employment contract template in Google Docs using the content entered in the form and sends it to the recipient via email.
■Overview This flow retrieves Microsoft Excel data at a specified time, converts it to PDF, and sends it via Gmail. With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for ・Sales team members who submit daily sales reports or KPI reports to their managers ・Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports ・Individuals who want to send monthly reports such as sales data or inventory status to stakeholders ・Project managers who send regular progress reports or performance reports to clients or business partners ・Marketing personnel who regularly analyze marketing data and report to the team or clients
■Notes ・Please integrate Microsoft Excel, Google Docs, and Gmail with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail. ・For setting up operations to manipulate the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/ja/articles/9003081 ・Please prepare a template for the Google Docs report. For details, please refer to the following: https://intercom.help/yoom/ja/articles/8237765
■Overview This is a flow to retrieve data from Google Sheets at a specified date and time, convert it to PDF, and send it via Gmail. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Sales representatives who submit daily sales reports or KPI reports to their superiors ・Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports ・Those who want to send monthly reports such as sales data or inventory status to stakeholders ・Project managers who send regular progress reports or performance reports to clients or business partners ・Marketing personnel who regularly analyze marketing data and report to the team or clients
■Notes ・Please integrate Google Sheets, Google Docs, and Gmail with Yoom. ・Prepare a template for the report in Google Docs. For details, please refer to the link below. https://intercom.help/yoom/en/articles/8237765
Create a new document in Google Docs when information is added
By automatically generating a Google Doc based on the information from the source tool, errors during document creation are reduced, enabling accurate information sharing.
Generate Google Documents in bulk for multiple rows in a Google Spreadsheet.
■Overview The flow 'Generate Google Documents in bulk for multiple rows in a Google Spreadsheet' is a business workflow to streamline data management and document creation. It reduces manual effort and improves work efficiency.
■Recommended For ・Business persons managing large amounts of data in Google Spreadsheets ・Those who frequently create standardized Google Documents based on data ・Team leaders spending time on manual document creation ・Executives looking to enhance work efficiency by leveraging the integration of Google Documents and Spreadsheets ・Anyone considering automation as they regularly need to create reports and materials
■Notes ・Please integrate Google Spreadsheets and Google Documents with Yoom. ・Branches are features (operations) available in Mini Plan or higher plans. In the Free Plan, the operations set in Flowbot will result in an error, so please be careful. ・Paid plans like Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Operations between 'Repeat the same process' are only available in Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations and data connect set in Flowbot will result in an error, so please be careful. ・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 features (operations).
■Overview Are you manually copying meeting minutes and specifications created in Confluence into Google Docs as well? Such manual copy-and-paste is not only time-consuming but also prone to issues like missed updates and transcription errors. By leveraging this workflow, when a page is created in Confluence, a Google Docs document will be generated automatically, streamlining the entire set of tasks related to document management.
■Recommended for ・Those who also manage information created in Confluence in Google Docs ・Those who find transferring information between multiple tools cumbersome and want to streamline their work ・Those who want to eliminate issues such as transcription errors that occur with manual document creation
■Notes ・Please connect both Confluence and Google Docs with Yoom. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum execution interval varies by plan.
By automatically transferring Slack conversations to Google Docs, you can expect an improvement in the accuracy of information gathering. For example, consider the scenario of creating meeting minutes for a project meeting. Traditionally, you would need to take notes during the meeting and create the minutes afterward. By integrating Slack with Google Docs, the statements made during the meeting are automatically recorded in the document, reducing the effort required to create meeting minutes. Additionally, since information is shared in real-time, it is expected that transitioning to tasks after the meeting will be smoother.
Benefit 2: Organization and Visualization of Information
Integrating Slack with Google Docs should allow you to centralize and visualize information related to your work. For example, when managing multiple projects simultaneously. Tasks, progress, 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 establishes a system where necessary information can be quickly searched.
Benefit 3: Enhanced Transparency
Integrating Slack with Google Docs may lead to more transparent information sharing within the organization. For example, sharing project progress on Slack and automatically recording that content in Google Docs. This ensures that all team members are always aware of the latest project status, potentially preventing information from being concentrated among only a few members. Additionally, since past decisions and discussions are retained, new members can easily understand the project's history.
Conclusion
Integrating Slack with Google Docs offers numerous benefits, such as improved work efficiency, organization and visualization of information, and enhanced transparency. In particular, by eliminating the need for manual information transcription, you should be able to focus on other tasks.
By following the steps introduced in this article, anyone can easily achieve this automation. Be sure to incorporate it into your daily work.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With approximately 8 years of experience in the call center industry, I will share valuable content based on the challenges identified from various perspectives, including those of operators and management. By utilizing Yoom, I aim to communicate ways to enhance operational efficiency and ensure smooth service utilization.
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