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You've probably found yourself thinking, "It's such a hassle to manually transfer content posted on Slack to Microsoft Excel!"
I'm not well-versed in programming either, so I used to do it manually out of necessity.
You must be thinking you'd like to stop doing such tedious work.
In this article, we'll introduce a method to transfer content posted on Slack to Microsoft Excel.
You can easily connect Slack and Microsoft Excel without any coding, so be sure to give it a try.
In this article, we introduce a method using the no-code tool "Yoom" for integration.
No complicated settings or operations are required, making it easy for non-engineers to implement.
You can start right away using the template below, so be sure to give it a try!
[About Yoom]
Let's quickly integrate Slack and Microsoft Excel.
This time, we will create a flow bot that "transcribes content posted on Slack to Microsoft Excel."
We will register a My App to integrate Yoom with Slack and Microsoft Excel.
After logging into Yoom, click "My Apps" on the left and select "Add." You can either select Slack and Microsoft Excel from the screen or search for them using "Search by App Name."
＜For Slack＞
・Enter the workspace URL and click "Continue."
・Sign in, then set the channel you want to post to and click "Allow" to complete the registration in My Apps.
※For detailed instructions on My Apps, please check here.
＜For Microsoft Excel＞
・Sign in with the account you are using for work.
※Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
With this, the app integration between Yoom, Slack, and Microsoft Excel is complete.
If these apps are displayed in the My Apps registration section, it is complete.
Now, let's create a flow bot. Click "Try it" on the banner below and copy the template for easy setup.
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.
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" → "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 "Trigger from an app event".
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 an action type" is displayed, click or search for "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.
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!
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.
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.
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.
■Overview
The workflow "Automatically transcribe Google Meet meetings and add minutes to Microsoft Excel" is a business workflow that streamlines the recording and organization of meeting content.
By utilizing this workflow, you can automatically transcribe Google Meet notes and add them as minutes to Microsoft Excel, reducing manual effort and efficiently managing meeting content.
■Recommended for
■Benefits of using this template
With the increase in online meetings, creating minutes can be time-consuming and labor-intensive.
In particular, accurately recording meeting content and organizing it for later review is a challenging task.
By utilizing this flow, you can automatically transcribe Google Meet notes and add them to Excel, eliminating the need for manual input.
Additionally, AI transcription accurately records meeting content, providing peace of mind when reviewing later.
Adding minutes to Microsoft Excel consolidates meeting content in one place, making it easy to access and share.
■Overview
By using the workflow "Transcribe and add to Microsoft Excel after Zoom meeting ends," you can streamline post-meeting tasks.
Automatically adding transcription data to Microsoft Excel eliminates the need for manual input.
■Recommended for
■Benefits of using this template
By implementing the flow of transcribing and adding to Microsoft Excel after a Zoom meeting ends, you can enjoy the following benefits.
First, you can quickly document the content of the meeting, making it easy to refer to later.
This allows you to accurately record important points and decisions from the meeting, ensuring smooth tracking.
Additionally, since data is accumulated in Microsoft Excel, organizing and analyzing data becomes easy, leading to improved work efficiency.
Furthermore, using this flow eliminates the need for manual transcription.
There are three main benefits of integrating Slack with Microsoft Excel.
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.
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.
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.
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.
