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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.
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!
■Overview
This is a flow that adds content posted in a specific Slack room to a Google Document.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Teams using Slack
・Those who conduct business communications via Slack
・Those who use Slack's search function for information gathering
2. Those using Google Documents
・Those who share information within the team using Google Documents
・Those who want to consolidate Slack chat content
■Benefits of using this template
When daily communication is conducted via Slack, the volume of information increases daily, making it difficult to organize chat content.
Additionally, when checking past information through Slack's search, it may take time and potentially hinder business progress.
With this flow, when a chat is posted in a specific Slack room, the content can be added to a Google Document.
By organizing the information added to Google Documents, it becomes easier to search for information, thereby streamlining information gathering.
Furthermore, sharing information with newly joined members can be done smoothly.
■Notes
・Please integrate both Slack and Google Documents with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
[What is Yoom]
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".
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.
■Overview
This is a flow that adds content posted in a specific Slack room to a Google Document.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Teams using Slack
・Those who conduct business communications via Slack
・Those who use Slack's search function for information gathering
2. Those using Google Documents
・Those who share information within the team using Google Documents
・Those who want to consolidate Slack chat content
■Benefits of using this template
When daily communication is conducted via Slack, the volume of information increases daily, making it difficult to organize chat content.
Additionally, when checking past information through Slack's search, it may take time and potentially hinder business progress.
With this flow, when a chat is posted in a specific Slack room, the content can be added to a Google Document.
By organizing the information added to Google Documents, it becomes easier to search for information, thereby streamlining information gathering.
Furthermore, sharing information with newly joined members can be done smoothly.
■Notes
・Please integrate both Slack and Google Documents with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Copying completed!
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 [Copy]".
Click on the "App Trigger" icon for Slack.
Select "When a new message is posted to a channel" as the trigger action.
Once you have 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 candidates.
Once the setup is complete, press the test button.
If "Test Successful" is displayed, it is complete.
Click Save.
Click on the "Integrate with App" icon for Google Docs.
Check for 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 within the item. This time, select "Message Content".
Once the setup is complete, click "Test" → "Test Successful" → "Save".
Once the flow bot is created, 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
■Overview
This is a flow that adds content posted in a specific Slack room to a Google Document.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Teams using Slack
・Those who conduct business communications via Slack
・Those who use Slack's search function for information gathering
2. Those using Google Documents
・Those who share information within the team using Google Documents
・Those who want to consolidate Slack chat content
■Benefits of using this template
When daily communication is conducted via Slack, the volume of information increases daily, making it difficult to organize chat content.
Additionally, when checking past information through Slack's search, it may take time and potentially hinder business progress.
With this flow, when a chat is posted in a specific Slack room, the content can be added to a Google Document.
By organizing the information added to Google Documents, it becomes easier to search for information, thereby streamlining information gathering.
Furthermore, sharing information with newly joined members can be done smoothly.
■Notes
・Please integrate both Slack and Google Documents with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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!
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.
■Overview
The flow of "Generating responses with ChatGPT to questions submitted via Google Forms, adding them to Google Docs, and notifying on Slack" is a business workflow that automates the task of responding to inquiries.
By utilizing this workflow, efficient and consistent responses become possible, improving business efficiency.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that issues an employment contract based on the responses received in the Yoom form and notifies Slack.
Normally, it is necessary to copy a template document, enter information, and then issue it as a PDF. However, with this process, such actions are unnecessary, and it is possible to issue and send documents with just the form input, without directly interacting with the template.
■Notes
・Please integrate Yoom with both Google Docs and Slack.
・Customize the form settings and contract creation process to meet your organization's requirements.
Automatic notifications based on specific keywords can eliminate the need for manual verification tasks.
■Overview
The flow "Receive an email containing specific keywords and send a DM notification to the person in charge on Slack" is a business workflow to ensure important emails in Gmail are not missed and can be responded to promptly.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Notify Slack when a message with specific conditions is posted on Google Chat" facilitates seamless information integration between different communication tools.
For example, when a message containing specific keywords is posted on Google Chat, a notification is automatically sent to Slack.
This enhances the efficiency of information sharing across the team, ensuring that important messages are not missed.
■Recommended for
■Benefits of using this template
Since messages with specific conditions posted on Google Chat are automatically notified on Slack, it eliminates the hassle of manual information sharing.
It ensures that messages with specific conditions received on Google Chat are reliably notified, reducing the risk of missing important interactions.
Automation prevents human error in information sharing, making business processes smoother.
Automation can prevent human errors in task creation and help maintain a stable task management process.
■Overview
The flow "Create a folder in Box based on a specific post in Slack" is a business workflow that automates the necessary folder creation through the integration of Slack and Box.
By utilizing this workflow, a folder is automatically created in Box when a message containing specific keywords is posted in Slack, enabling efficient file management.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a card in Trello when a message containing a specific keyword is posted in Slack" is a business workflow that seamlessly integrates communication and task management. For example, when a message containing important project-related keywords is posted in Slack, a card is automatically created in Trello, preventing missed information and overlooked tasks. By utilizing this workflow, information sharing and task management within the team are centralized, leading to improved operational efficiency.
■Who should use this template
■Benefits of using this template
Since a card is automatically created in Trello when a message containing a specific keyword is posted in Slack, you can eliminate the hassle of manually adding tasks.
Cards are added based on the content posted in Slack, maintaining the accuracy of information.
Additionally, by creating important information as cards, you can centralize information and make management easier.
Automation prevents human errors in task creation, enabling efficient task management.
■ Overview
The flow "Automatically create an issue in GitLab when a message containing a specific keyword is received in Slack" is a business workflow that generates issues directly from team communication. This allows important information to be quickly reflected in the project management tool, preventing work omissions and delays.
By automatically creating issues from daily chats, efficient task management is achieved.
■ Recommended for
■ Benefits of using this template
Since issues are automatically created in GitLab when a message containing a specific keyword is received in Slack, the hassle of manual issue registration is eliminated.
Additionally, since issues are created directly in GitLab from Slack messages, centralized information management is possible.
Automation prevents human errors in issue creation and maintains a stable issue management process.
By reducing the effort of manually saving files, you might be able to decrease human errors such as forgetting to save or misnaming files.
■Overview
This is a flow that uploads files posted in Slack channels to OneDrive.
■Recommended for
1. Teams using both Slack and OneDrive
・Those who want to automatically save files shared on Slack to OneDrive for centralized management
・Those who want to eliminate the hassle of manually downloading and uploading files
・Those who want to save Slack's file storage capacity
2. Teams that frequently share files on Slack
・Those who want to back up important files to OneDrive to reduce the risk of loss
・Those who want to utilize OneDrive's file sharing features to streamline collaboration with team members
■Benefits of using this template
・Since files posted on Slack are automatically uploaded to OneDrive, there is no need to manually download and upload, greatly improving work efficiency.
・By consolidating files shared on Slack into OneDrive, you can centralize file management and quickly find the files you need.
・Utilizing OneDrive's file sharing can streamline collaboration with team members.
■Notes
・Please integrate both Slack and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that stores files sent via Slack into Dropbox.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Slack as a communication tool
・Team members who share files on Slack
・Those who have many shared files and find it cumbersome to organize them
2. Those who use Dropbox to manage documents
・Those who want to automate file saving to save time
・Those aiming for centralized and efficient file management
■Benefits of using this template
By implementing this flow, you can automatically upload files shared on Slack to a specified folder in Dropbox.
By reducing the hassle of manually saving files, team members can focus on other tasks, and a consistent file management process can prevent human errors.
Additionally, it is possible to automatically send notifications on Slack once the upload to Dropbox is complete.
■Notes
・Please integrate Yoom with both Slack and Dropbox.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
By completing the entire process automatically, you may be able to eliminate errors caused by manual input.
■Overview
Using the form content, the form content is entered into a pre-prepared Google Document employment contract template, and a PDF is generated.
Normally, the process involves copying the template sheet, entering the information, and generating a PDF, but with this, manual operations are unnecessary, and documents can be automatically generated just by entering the form.
■Notes
・Please integrate Google Documents with Yoom.
・Customize the form settings and contract creation process to meet your organization's requirements.
■Overview
This flow generates a PDF from a Google Document employment contract template based on the content entered in the form and sends it via email to the intended recipient.
It allows for document generation solely through form input, without the need to manually copy the prepared document template or manually generate a PDF.
Additionally, it enables automatic email sending simultaneously, preventing any omissions in sending.
■Notes
・Please integrate Google Documents with Yoom.
■Overview
This is a flow where documents received via email are read and digitized by AI, and automatically transcribed into Google Docs.
■Recommended for
1. Those who want to read and compile content from handwritten documents or image data
・Personnel responsible for customer service tasks, such as administrative staff
・HR department staff managing handwritten resumes
・Professionals managing personal information
2. Those looking to reduce manual data entry by utilizing AI technology
・Owners of small to medium-sized businesses aiming to improve operational efficiency
・Administrative managers interested in workflow automation
3. Those who utilize Google Docs in their work
・Administrative staff managing data using digital tools
■Benefits of using this template
・AI automatically analyzes the data, significantly improving work efficiency by eliminating the need for manual data entry.
・Prevents data entry errors as manual input is not required.
■Notes
・Please integrate Google Docs with Yoom.
・AI operations are only available with the Team Plan and Success Plan. Operations set with the Flow Bot will result in errors if you are using the Free Plan or Mini Plan, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Manual tasks such as transferring aggregated data, file conversion, and email sending become unnecessary, reducing the burden on the person in charge.
■Overview
This flow retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically send PDF files created from aggregated Microsoft Excel data and Google Document templates via Gmail on a specified schedule.
This eliminates the need for manual data entry, file conversion, and email sending, reducing the workload on the responsible person.
Additionally, by reducing human errors such as input mistakes and missed emails, you can send highly accurate data in a consistent format.
You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.
■Overview
This flow retrieves data from a Google Spreadsheet at a specified date and time, converts it to a PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
With this flow, you can automatically send a PDF file via Gmail, based on aggregated data from Google Spreadsheets and a template from Google Docs, according to a specified schedule.
This eliminates the need for manual data transcription, file conversion, and email sending, reducing the burden on the responsible personnel.
Additionally, by reducing human errors such as input mistakes and missed sends, you can send highly accurate data in a consistent format.
You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.
By automatically generating a Google Doc based on the information from the source tool, errors during document creation are reduced, enabling accurate information sharing.
■Overview
The flow of "Generating Google Documents in bulk for multiple rows in Google Sheets" is a business workflow that streamlines data management and document creation.
It reduces manual effort and enhances operational efficiency.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that creates a new document in Google Docs when a page is created in Confluence.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Confluence and Google Docs for information sharing
・Those who want to effortlessly reflect the content of pages created on Confluence in Google Docs
2. Those who want to streamline document management within the company
・Those who use Google Docs as the main document creation tool
■Benefits of using this template
By using this template, a new document is automatically created in Google Docs based on the information from Confluence.
This allows you to enjoy several benefits.
First, by reducing the effort of document creation, the team's work efficiency improves, allowing them to focus on other important tasks.
Additionally, by automatically generating Google Docs based on Confluence information, errors during document creation are reduced, enabling accurate information sharing.
As such, efficient work and accurate information management will enhance the overall quality of the project.
■Notes
・Please connect Yoom with both Confluence and Google Docs.
・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow where a document for meeting minutes is created in Google Docs when customer information is added to a Google Spreadsheet.
■Recommended for
1. Those who manage information using Google Spreadsheets
・Sales representatives managing customer information
・Those who utilize Google Spreadsheets for schedule management
2. Those who utilize Google Docs in their work
・Those who create meeting minutes in Google Docs each time
・Those who want to streamline their work using Google Docs
■Benefits of using this template
Google Docs offers high flexibility in formatting, allowing you to create meeting minutes tailored to your business needs.
However, if you have frequent meetings with clients, you might find it cumbersome to create and prepare meeting minutes each time.
With this template, you can create meeting minutes in Google Docs based on the added information whenever customer information is added to a Google Spreadsheet.
By automating the creation of meeting minutes, you can reduce the time spent preparing for meetings and allocate more time to other important tasks.
Additionally, by linking with Google Spreadsheets again after this flow, it is possible to add a link to the meeting minutes in the Google Spreadsheet.
■Notes
・Please integrate both Google Spreadsheets and Google Docs with Yoom.
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.
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.
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.
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.
