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

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.

Recommended for

• Those who want to automate meeting minutes: For those who want to automatically transfer Slack meeting minutes to Microsoft Excel.
• Those who want to streamline project progress management: For those who want to automatically transfer task progress from Slack to Microsoft Excel.
• Those who want to facilitate information sharing within the team: For those who want to automatically reflect Slack posts in Microsoft Excel for sharing.
• Those who want to reduce manual input errors: For those who want to accurately reflect Slack content in Microsoft Excel.
• Those who want to automate tasks with no-code tools: For those who want to connect Slack and Microsoft Excel without coding.

For those who want to try it immediately

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]

How to Create a Slack and Microsoft Excel Integration Flow

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."

How to Connect Slack and Microsoft Excel Accounts with Yoom

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.

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" → "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.

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.

Automatically transcribe Google Meet meetings and add the minutes to Microsoft Excel.

Try it

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■ Overview
After a meeting on Google Meet, do you find it time-consuming to listen back to the recording, transcribe it, create minutes, and copy them into Microsoft Excel? This series of tasks is not only time-consuming but also prone to manual transcription and copying errors. By using this workflow, you can automate everything from automatic transcription of audio to AI summarization and recording to Microsoft Excel, triggered by the end of a Google Meet meeting, solving the challenges of creating minutes.

■ Recommended for
・Those who have many meetings on Google Meet and want to reduce the effort of creating minutes
・Team members who manually transcribe and summarize from recorded meeting data
・Those who want to eliminate transcription inaccuracies and copying errors to create accurate minutes

■ Notes
・Please connect Google Meet and Yoom.
・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
・For the trigger, you can select an execution interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the minimum execution interval varies by plan.
・The maximum downloadable file size is 300 MB. Depending on the app specifications, it may be less than 300 MB, so please be aware.
・For details on the file sizes that can be handled by the trigger and each operation, please refer to the following:
https://intercom.help/yoom/en/articles/9413924
・The Wait AI operation is available only with the Team Plan and Success Plan. On the Free Plan or Mini Plan, the operations of the configured Flowbot will result in an error, 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).

See details Try it

Once the Zoom meeting is over, transcribe it and add it to Microsoft Excel.

Try it

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■Overview
Using the workflow "Add transcription to Microsoft Excel after Zoom meeting ends" streamlines post-meeting tasks.
Automatically adding transcription data to Microsoft Excel saves the effort of manual input.

■Recommended for
・Those who frequently conduct online meetings using Zoom
・Those who want to quickly organize and share information after meetings
・Those who find manual transcription cumbersome when recording and managing meeting content
・Companies that use Microsoft Excel for data management
・Those who want to quickly reflect post-meeting information in Microsoft Excel sheets
・Those who want to improve the efficiency of recording and report creation and save time

■Notes
・Please link both Zoom and Microsoft Excel with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has home and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
・Please note that there are actions available and not available depending on the Zoom plan.
・Currently, the following actions are only available with Zoom's paid plans:
　・When the meeting ends
　・Get meeting recording information (only recordings existing in the cloud can be obtained)
・Please see below for notes on obtaining meeting recording information with Zoom.
https://intercom.help/yoom/en/articles/9550398
・AI operations for OCR or transcribing audio are functions available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flowbot set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).

See details Try it

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.