How to integrate Slack with Notion and add message content to Notion when a message is sent in Slack

Step 1: Connect Slack and Notion to My Apps

First, register in My Apps to connect Slack and Notion.
Select "My Apps" from the left side of the Yoom management screen and click "+ New Connection".

Search for "Slack" and "Notion" in the search bar and click to proceed to the next screen.

〈For Slack〉

Please check if the workspace you want to connect is displayed.

You can change or log in to the workspace from the dropdown at the top right.

Click on the field "Where would you like to post from Yoom?".
A list of channels in the workspace will be displayed, so please select the Slack channel you want to connect.

Once the settings are complete, click "Allow". If "My Apps have been registered" is displayed, it is complete.

〈For Notion〉

Please log in to Notion on the following screen.

When the access confirmation screen appears, click "Select a page".

Select the Notion page you want to connect and click "Allow access".

If "My Apps have been registered" is displayed, it is complete.

Step 2: Copy the Flowbot Template

While logged into Yoom, click "Try it out" on the following template.

The template is automatically copied to the workspace.
When the screen below is displayed, click "OK" to move to the Flowbot settings screen.

Step 3: Set Slack Trigger

First, set the Slack trigger action.
Click "When a new message is posted to a channel".

Verify the Slack account to be integrated and click "Next".

On the "App Trigger API Connection Settings" page, set the "Trigger Interval" and "Channel ID".

• The "Trigger Interval" can be selected from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. Please note that the shortest trigger interval varies depending on the plan.

• When you click on the "Channel ID" field, a list of Slack channels linked to My Apps will be displayed. Please select the channel you want to link.

Once the settings are complete, click "Test" to verify the operation.
If there are no issues, click "Save" to complete the Slack trigger action settings.

Step 4: Set Keywords to Extract from Messages

Next, set the keywords to extract from messages posted on Slack.
Click "Extract data from text".

・AI operations are available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set 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 AI features (operations).
For information on how to start a free trial, click here

Click "Next" on the following screen.

On the "Set Details" page, set the text and keywords to be extracted.

• For "Target Text", set "{{Message Body}}".
  As shown in the screen below, click the field and select "Message Body" from "When a new message is posted to a channel" to set the value of "{{Message Body}}".

• For "Items to Extract", specify the items you want to extract from the text, separated by commas (,).

Once the settings are complete, click "Test" to verify the operation.
If there are no issues, click "Save" to complete the settings.

Step 5: Set Notion Action

Next, set the action to add messages posted on Slack to Notion.
Click "Add Record".

On the following page, verify the Notion account to be integrated and set the Notion database ID to add the Slack post content.
When you click on the "Database" field, a list of linked Notion databases will be displayed. Please select the relevant database.

Once the settings are complete, click "Next".

You will transition to the "Database Operation Detailed Settings" page.
Set the values for the records to be added to Notion.

• For "Date", set the date the message was received on Slack.
  As shown in the image below, click the field and set the value of "Today" in your preferred format from "Date".

• For "Message Content", click the field and select the output of the keyword set in Step 4 from "Extract data from text".

Once the settings are complete, click "Test" to verify the operation.
If there are no issues, click "Save" to complete the settings.

Step 5: Turn on the Trigger and Complete Flowbot Activation Preparation

Now the Flowbot is ready to operate.
When "All settings are complete!" is displayed, click "Turn on Trigger" to complete. Well done!

With this, when a message is sent on Slack, the post content will be automatically added to Notion.

Other Examples of Automation Using Slack and Notion

There are many other examples of automation using Slack and Notion at Yoom, so here are a few introductions.

1. Extract tasks due today from the Notion database and notify them in bulk on Slack daily

This flow uses Yoom's scheduled trigger to extract tasks due today from the Notion database and notify them in bulk on Slack every day.
It is especially recommended for those who manage tasks in Notion and use Slack as a daily communication tool.
Automatically notifying task deadlines on Slack helps prevent missing tasks.

2. Extract information from inquiry emails and consolidate in Notion

When an inquiry email is received, Yoom's AI operation extracts the necessary information from the email and automatically consolidates it in Notion.
By centrally managing inquiry content in Notion, progress management and manual creation become smoother.

3. Add a WordPress post to Notion and notify Slack when published

This flow automatically adds information to a Notion database and sends a notification to Slack when a post is published on WordPress.
Integrating WordPress with Notion facilitates smooth information linkage and article management.
It's also ideal for teams that want to share post status on Slack.

Benefits and Examples of Integrating Slack and Notion

Benefit 1: Centralized Management of Important Conversations

By automatically adding important messages and discussions from Slack to Notion, information is centralized in one place.
For example, by saving conversations from project-specific channels to the corresponding Notion page, you can quickly find the necessary information later, reducing the time spent on information searches and improving work efficiency.
Furthermore, centralizing information reduces the hassle of document management and facilitates smooth information sharing among team members.
This also benefits new team members by allowing them to quickly grasp the flow of past discussions when they join.

Benefit 2: Prevent Overlooking Tasks Received on Slack

Task requests received on Slack are automatically added to Notion's task list.
For instance, if instructions from a superior or requests from a client are sent via Slack, they are automatically registered in Notion, preventing any oversight.
Additionally, it allows the person in charge to clearly understand what needs to be done and easily set appropriate priorities.

Benefit 3: Easy Creation of Meeting Minutes and Idea Organization

Adding points and ideas shared on Slack during meetings to Notion makes organizing information simple.
For example, opinions from a brainstorming session can be saved directly in Notion and reviewed later by the entire team.
This ensures that important ideas are captured and incorporated.
Moreover, since Notion allows for visual organization of information, it clarifies relationships and importance, making analysis smoother.

Conclusion

How was it? This time, we introduced how to integrate Slack and Notion to automatically add messages sent on Slack to Notion.
In a business environment where speed is essential, managing information and tasks can often become complex.
Therefore, it is important to centralize information and create an environment where it can be accessed quickly.
By implementing this automation, you can achieve centralized information management and prevent task oversight, leading to improved work efficiency.
It is especially recommended for those who want to reduce the hassle of checking tasks requested via chat, prevent missed responses, or feel challenged by team or individual task management.
Please refer to the steps in this article and try integrating Slack and Notion!