Would you like to integrate Slack and Outlook to improve work efficiency? Do you want to receive notifications in Outlook for interactions on Slack, but find "manual transcription cumbersome" or feel anxious about "information sharing gaps"? Especially between teams using different tools, delays in information transmission can lead to decreased work efficiency.
In this article, we introduce a method to automatically integrate Slack data into Outlook using the no-code tool Yoom. It's easy to set up without programming, so you can feel at ease even without IT expertise!
By smoothly integrating Slack and Outlook, you can reduce manual workload and enable accurate information sharing. This article provides a detailed explanation from basic setup procedures to practical use cases, so please read to the end.
For those who want to try it quickly
By using Yoom, you can easily integrate Slack and Outlook with no code. Yoom offers pre-prepared templates for integrating Slack and Outlook, allowing you to achieve integration immediately just by registering, even without API knowledge.
When a message containing a specific keyword is posted on Slack, notify via Outlook.
■Overview The 'Notify via Outlook when a message containing specific keywords is posted on Slack' workflow is an automation tool to ensure important communication within the team is not missed. For example, when a message containing specific keywords such as project progress or urgent announcements is posted on Slack, a notification is automatically sent to Outlook. This smoothens the integration between email and chat, improving the efficiency of information sharing.
■Recommended for ・Those who use Slack and Outlook daily and want to prevent missing information ・Administrators who want to streamline team communication and immediately catch important announcements ・IT personnel who are spending time on manual notification settings ・Business persons who want to improve work efficiency through the automation of business workflows ・Those who want to clarify work priorities by utilizing notifications based on specific keywords
■Notes ・Please integrate Slack and Outlook with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
By integrating the APIs of Slack and Outlook, you can automatically sync Slack data with Outlook! For example, you can automatically perform data synchronization like the ones below without any manual intervention.
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Slack and Outlook. Registration takes just 30 seconds, so feel free to give it a try!
Notify Outlook When a Message Containing Specific Keywords is Posted in Slack
This flow is recommended for those using Slack as a communication tool and wanting to notify messages to Outlook.
When a message containing a specific keyword is posted on Slack, notify via Outlook.
■Overview The 'Notify via Outlook when a message containing specific keywords is posted on Slack' workflow is an automation tool to ensure important communication within the team is not missed. For example, when a message containing specific keywords such as project progress or urgent announcements is posted on Slack, a notification is automatically sent to Outlook. This smoothens the integration between email and chat, improving the efficiency of information sharing.
■Recommended for ・Those who use Slack and Outlook daily and want to prevent missing information ・Administrators who want to streamline team communication and immediately catch important announcements ・IT personnel who are spending time on manual notification settings ・Business persons who want to improve work efficiency through the automation of business workflows ・Those who want to clarify work priorities by utilizing notifications based on specific keywords
■Notes ・Please integrate Slack and Outlook with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Let's get started by creating a flow that integrates Slack and Outlook! This time, we'll use Yoom to proceed with the integration of Slack and Outlook without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
In this session, we will create a flow that integrates data into Outlook when a specific message is received in Slack! The creation process is broadly divided into the following steps.
Integrate Slack and Outlook with My Apps
Copy the template
Set up Slack triggers and Outlook actions
Turn on the trigger and check the operation
When a message containing a specific keyword is posted on Slack, notify via Outlook.
■Overview The 'Notify via Outlook when a message containing specific keywords is posted on Slack' workflow is an automation tool to ensure important communication within the team is not missed. For example, when a message containing specific keywords such as project progress or urgent announcements is posted on Slack, a notification is automatically sent to Outlook. This smoothens the integration between email and chat, improving the efficiency of information sharing.
■Recommended for ・Those who use Slack and Outlook daily and want to prevent missing information ・Administrators who want to streamline team communication and immediately catch important announcements ・IT personnel who are spending time on manual notification settings ・Business persons who want to improve work efficiency through the automation of business workflows ・Those who want to clarify work priorities by utilizing notifications based on specific keywords
■Notes ・Please integrate Slack and Outlook with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
First, let's connect Slack and Outlook with My Apps. After logging into Yoom, click "New Connection" from "My Apps" in the left menu.
[For Slack]
1. Search for "Slack" and select Slack from the list of apps.
2. Sign in to the Slack account you want to connect with Yoom. Then, configure the following settings:
Workspace you want to connect (selectable from the dropdown at the top right)
Channels within the workspace
After completing the settings, click "Allow".
If administrator approval is required, please refer to the help page.
This completes the My Apps connection for Slack.
[For Outlook]
Note: Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
1. Search for "Outlook" and select Outlook from the list of apps.
2. Enter the email address of the Microsoft account you want to connect with Yoom.
3. Enter the password.
This completes the My Apps connection for Outlook.
For the registration procedure and precautions for My Apps in Microsoft365 services, please also refer to this page.
Step 2: Copy the Template
Once the My Apps connection is complete, let's quickly set up the template. Click "Try it" on the banner below to copy the template.
When a message containing a specific keyword is posted on Slack, notify via Outlook.
■Overview The 'Notify via Outlook when a message containing specific keywords is posted on Slack' workflow is an automation tool to ensure important communication within the team is not missed. For example, when a message containing specific keywords such as project progress or urgent announcements is posted on Slack, a notification is automatically sent to Outlook. This smoothens the integration between email and chat, improving the efficiency of information sharing.
■Recommended for ・Those who use Slack and Outlook daily and want to prevent missing information ・Administrators who want to streamline team communication and immediately catch important announcements ・IT personnel who are spending time on manual notification settings ・Business persons who want to improve work efficiency through the automation of business workflows ・Those who want to clarify work priorities by utilizing notifications based on specific keywords
■Notes ・Please integrate Slack and Outlook with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
When the template is copied to Yoom, the following screen will appear, so press "OK".
Step 3: Set Slack Trigger
(1) Click on "When a new message is posted in the channel" at the top of the template.
(2) Enter the account information of the Slack you want to integrate with and click "Next". The information of the account you integrated with is automatically entered by default.
(3) Configure Slack's [API Connection Settings].
Select thetrigger interval will be activated from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ The activation interval varies depending on the plan, so please be careful.
(4) Set the channel ID where the messages that will trigger the flowbot will be received in "Channel ID". A list of channel IDs in the integrated Slack will be displayed under "Optiomns".
Select the channel ID you want to set in the flow.
Once the settings are complete, send a message on Slack and click "Test" to conduct a test. If the test is successful, click "Save" to complete the settings.
Step 4: Set Branching
(1) Click on "Command Operation" in the template.
(2) It is automatically set, but confirm that the following contents are set.
Title: Set as desired (default is "Command Operation")
Operation: Select "When a new message is posted in the channel"
Retrieved value: Select "Message Text"
※ Branching is a feature available in plans above the mini plan. If you are on a free plan, the operation of the flowbot you set will result in an error, so please be careful. During the free trial, branching settings are possible.
(3) Set the conditions for the branching process in "Branch Condition". For example, if you set "Equal to" and "Issue", the branching process will only occur if the word "Issue" is included in the message body of Slack.
"Equal to" section: Can be set arbitrarily from the dropdown
"Example: Issue" section: Can set any message that will be the target of branching
Additionally, by clicking "+ Add Another Condition", you can set up to 5 branching conditions.
Please set it according to your business needs.
Once the settings are complete, click "Save" to complete the settings.
Step 5: Set to Send Email with Outlook
(1) Click on "Send Email" in the template.
(2) Select the account information to integrate.
(3) Set the Email cContent.
TO: Set the email address to be notified
CC/BCC: Set email addresses to be notified other than To
Subject: Set the subject of the notification as desired
Body: Set the content of the notification as desired (can quote message text or user ID from "Retrieved value")
(4) Confirm the content of the email to be sent. If there are no issues, try executing "Test".
In practice, the obtained output will be reflected in the email body.
If the test is successful, the settings are complete.
Step 6: Turn on the Trigger and Check Operation
With this, all settings are complete. Once the settings are complete, a pop-up like the one below will be displayed, so turn on the trigger. Check to see if the flow operates correctly!
If You Want to Integrate Outlook Data with Slack
This time, we introduced how to integrate data from Slack to Outlook, but if you want to integrate data from Outlook to Slack, please also use the following template.
Notify Slack When a Specific Email is Received in Outlook
This flow is recommended for those who share information using Outlook and want to notify Slack to understand the content of tasks or meetings, etc.
This flow notifies Slack when a specific email is received in Outlook.
Notes - Please connect Outlook and Slack to Yoom. - You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum trigger interval varies by plan. - Microsoft 365 (formerly Office 365) offers consumer plans and business plans (Microsoft 365 Business), and if you are not subscribed to a business plan, authentication may fail.
Share Files on Slack When Receiving Emails with Attachments in Outlook
This flow is recommended for those who use Outlook to share information and want to ensure smooth collaboration by sharing files on Slack.
Other Automation Examples Utilizing Slack and Outlook Integration
The integration of Slack and Outlook can be used not only for automating message notifications but also for improving the efficiency of various tasks. If you find something interesting, please try these automation flows!
Convenient Automation Examples Using Slack
You can automate notifications for form responses, file saving, and even update information in other apps triggered by posts in Slack!
Add members to a group in Google Workspace from content posted on Slack.
■Overview The "Add a member to a group in Google Workspace from content posted on Slack" workflow is a business workflow that automatically adds members to a specified group in Google Workspace triggered by a specific post on Slack. This flow enables accurate member management and contributes to improving work productivity.
■Recommended for ・IT personnel who use Slack regularly and want to strengthen integration with Google Workspace ・Administrators who want to efficiently manage team members, saving time from manual addition tasks ・Business users who want to automate group management in Google Workspace and optimize business flows ・Individuals who want to introduce further automation into existing business workflows using Yoom ・Executives who want to unify team communication and management tasks to enhance operational efficiency
■Notes ・Please integrate each of Slack and Google Workspace with Yoom. ・Google Workspace is an app available only with the team plan and success plan. In the case of the free plan or mini plan, operations and data connections set in flowbot will result in an error, so please be aware. ・Paid plans such as team plans and success plans offer a 14-day free trial. Restricted apps can be used during the free trial.
■Overview The workflow "Register inquiry content received on Slack to Shopify customer information" is a business workflow that streamlines customer support and customer management. By automatically adding inquiries received on Slack to Shopify's customer database, it reduces the effort and errors of manual input, enabling prompt responses.
■Recommended for ・Customer support staff who use Slack as the main inquiry contact. ・Business owners managing customers on Shopify who want to efficiently integrate inquiry information. ・Team leaders who are considering automating tasks due to time-consuming manual data entry. ・IT professionals looking to improve the speed and accuracy of customer support. ・Business owners aiming to optimize business workflows using Yoom.
■Cautions ・Please connect both Slack and Shopify with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies by plan.
■Overview The "Share on Slack when HubSpot deal stage is changed" flow is a business workflow that streamlines communication for sales teams. When a deal stage is updated in HubSpot, a notification is automatically sent to Slack. This allows the entire team to understand the progress of deals in real-time and enables quick responses.
■Recommended for - Sales representatives managing deals using HubSpot - Team leaders who want to share information in real-time on Slack - Business owners looking to improve sales efficiency through deal progress visualization - IT personnel who want to automate operations by integrating multiple SaaS applications
■Notes - Please integrate Yoom with both HubSpot and Slack. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
You can automate tasks such as sending the details of created tasks or meetings to Outlook, or sending and saving the contents of emails and files received in Outlook to other applications!
Add a task to Asana when an email is received in Outlook
■Overview The "Notify Discord when an email is received in Outlook" flow is a business workflow that automatically sends a notification to a specified Discord channel when a new email is received in Outlook. This automation allows you to share important email information with your team in real-time, enabling quick responses and effective communication.
■Recommended for ・Business teams that use Outlook and Discord on a daily basis ・Managers who want to share email notifications with the entire team in real-time ・Corporate personnel aiming to improve information sharing efficiency and facilitate smooth communication
■Notes ・Please link both Outlook and Discord 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. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
By automating the integration of Slack and Outlook, you can reduce manual workload and enable smoother information sharing. Even without programming knowledge, you can easily set it up using Yoom, making it accessible for anyone to use immediately.
If you find it tedious to manually transfer information every time or often miss notifications, why not try Yoom? By registering for free, you can immediately experience the convenience of integrated workflows. Register now and start streamlining your tasks!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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