[No-Code, Easy Setup!] Automatically Enter Slack Posts into Microsoft Excel!

This time, we will explain the flow of "Transcribing content posted on Slack to Microsoft Excel"!
There are only 2 steps, so it can be easily created.

1. Setting up a trigger that activates when a message is posted on Slack
2. Microsoft

Setting up the action to transcribe to Excel

If you are already using Yoom, select a project from the "Project List" on the left side of the screen.
If you are creating a new project, you can create it from the "+" next to the "Project List".
When creating a flow, you can start with "Create New" → "Create from Scratch" at the top right.

Please set "Title" and "Description" as you like.
Set the condition for the flow bot to activate to "When a specific app event is received".
You will move to the "Select App" screen, so please select Slack.

Set the title of the "App Trigger" yourself and set the "Trigger Action" to "When a new message is posted in the channel".

Set the "Trigger Activation Time" to any time and set the "Channel ID" from the options.
Click "Test" below, and if "Test Successful" is displayed, the setup is complete.
Click "Save" to complete the settings on Slack.

Next, let's set up the action to transcribe to Microsoft Excel.

You can create it from the "+" under the Slack app trigger you just created.
When "Select Operation Type" is displayed, click "Operate Database".
Select Microsoft Excel.

Enter the title as you like and set the "Execute Action" to "Add Record".

Regarding database integration, please read the explanation at the bottom and enter each one.
Regarding the setting of the operation to manipulate the database in Excel

Click "Next" to move to the detailed settings screen for database operations.

For the value of the record to be added, select "Sender" from the output field → Slack's "When a new message is posted in the channel" → "Sender".
For "Message Content" below that, select "Message Content" from the output field in the same way as the sender.
Click "Test" → "Test Successful" → "Save".

* The header items (first row) of the sheet specified above will be displayed as the value of the record to be added.

To ensure you don't forget, turn the app trigger "ON" to complete all the steps!

Here is the template we introduced this time.

Other Automation Examples Using Slack and Microsoft Excel

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Slack and Microsoft Excel.

If you find something interesting, please give it a try!

‍‍Automation Examples Integrating Slack and Microsoft Excel

You can extract text using AI from content posted on Slack and add it to Microsoft Excel, or read files posted on Slack with OCR and add the content to Microsoft Excel.
Additionally, it is possible to create documents in Microsoft Excel based on the content of Slack posts.

Example of Automation Using Slack

Notify Slack of Form Submissions

Automatically notify Slack of responses submitted through Google Forms or HubSpot forms.

Notify Slack of Today's Schedule and Tasks Due Today

Automatically notify Slack of today's schedule from Google Calendar and tasks due today in Notion.

Notify Slack when a file is saved to cloud storage

Automatically notify Slack when a file is saved to Google Drive or similar services.

Automation Example Using Microsoft Excel

Register Survey Results Received by Email into Microsoft Excel

Automatically register survey results received via Gmail or Outlook into Microsoft Excel.

Add Information Registered in Customer Management Tool to Microsoft Excel

Automatically add customer information registered in Salesforce, HubSpot, etc., to Microsoft Excel.

Automatically transcribe after the meeting and add the minutes to Microsoft Excel

Automatically transcribe after the meeting on Google Meet or Zoom and add the minutes to Microsoft Excel.

Benefits and Use Cases of Integrating Slack with Microsoft Excel

There are three main benefits of integrating Slack with Microsoft Excel.

1. Increased Efficiency by Reducing Manual Work

Using a flow that transfers Slack messages to Microsoft Excel can improve work efficiency. This automation eliminates the need to manually input messages into Microsoft Excel, allowing for more efficient work processes. It's particularly useful in scenarios where data is frequently posted, such as meeting minutes or task progress management.

For example, when you post meeting minutes on Slack, the message is automatically transferred to Microsoft Excel, reducing the time spent on creating minutes. In progress management, Slack task reports can be automatically reflected in Microsoft Excel, making it easier to visualize progress.

2. Prevention of Errors from Manual Input

Integrating Slack with Microsoft Excel can also prevent human errors. When entering data into Microsoft Excel after posting it on Slack, or when adding tasks posted on Slack to Microsoft Excel, input errors or omissions are common. By automating the input into Microsoft Excel through integration, human errors can be prevented, achieving accurate data management.

For instance, when registering content posted on Slack as a task, this integration automatically adds the content to Microsoft Excel, helping to prevent task omissions.

3. Enhanced Information Sharing

The integration of Slack and Microsoft Excel enhances information sharing within the team. Specifically, it allows for automatic notifications on Slack about project progress or task status managed in Microsoft Excel at specified times. This makes it easier for everyone to stay informed.

For example, by notifying task statuses on Slack every morning, tasks become easier to track, enabling efficient prioritization and work progression.

Conclusion

This time, we introduced a flow such as "transferring content posted on Slack to Microsoft Excel."

By utilizing the introduced integration, you can reduce the burden of manual work and errors!
Moreover, integrating Slack and Microsoft Excel offers benefits such as "automating data entry" and "preventing human errors."
Additionally, for those working in teams, communication should become easier.

There are still many apps that can be integrated, so be sure to try using Yoom.