Have you ever spent too much time searching for a file shared on Slack, only to realize it's almost time for the meeting to start? What if the file was automatically uploaded to Microsoft SharePoint as soon as it was posted on Slack? By integrating Slack with Microsoft SharePoint, you can automatically upload files posted in a channel or create folders in SharePoint triggered by specific messages, greatly enhancing both information organization and team sharing efficiency!
This time, we'll show you how to automate without any coding by demonstrating the actual app integration screen! If you're struggling with time-consuming file searches, this is a must-see.
For those who want to try it out quickly
By using Yoom, you can easily integrate Slack and Microsoft SharePoint without any coding. Yoom provides templates for integrating Slack and Microsoft SharePoint, so you can achieve integration immediately just by signing up, even without any API knowledge.
Upload files posted in a Slack channel to Microsoft SharePoint.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
What You Can Do by Integrating Slack and Microsoft SharePoint
By integrating the APIs of Slack and Microsoft SharePoint, you can automatically link Slack data to Microsoft SharePoint! For example, you can automatically perform data integration like the following without human intervention.
Upload Files Posted in Slack Channels to Microsoft SharePoint
This flow automatically uploads files posted in Slack channels to Microsoft SharePoint. It not only centralizes the management of shared team files and makes them more accessible, but also helps organize documents, thereby improving work efficiency.
Upload files posted in a Slack channel to Microsoft SharePoint.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
Create a folder in Microsoft SharePoint when a message with specific conditions is posted on Slack
This flow automatically creates a corresponding folder in Microsoft SharePoint when a message meeting specific conditions is posted on Slack. It streamlines file management for each project or case and facilitates smooth information sharing within the team.
When a message with specific conditions is posted on Slack, create a folder in Microsoft SharePoint.
■Overview The 'Create a folder in Microsoft SharePoint when a message with specific conditions is posted on Slack' flow is a business workflow that streamlines team communication and document management. For example, when a specific keyword that signals the start of a project is posted on Slack, a related folder is automatically generated on SharePoint. This eliminates the need to manually create folders and achieves centralized information management.
■Recommended for - Team leaders who regularly use Slack and Microsoft SharePoint - IT personnel who find project management and document organization cumbersome - Companies looking to centralize team communication and information management
■Notes - Please integrate Yoom with both Slack and Microsoft SharePoint. - You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. - Note that the minimum trigger interval may vary depending on your plan. - Microsoft365 (formerly Office365) includes household and general business plans (Microsoft365 Business). If you are not enrolled in a general business plan, authentication may fail.
Let's Create a Slack and Microsoft SharePoint Integration Flow
Let's get started by creating a flow that integrates Slack with Microsoft SharePoint!
This time, we'll use Yoom to proceed with the integration of Slack and Microsoft SharePoint without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that uploads files posted in a Slack channel to Microsoft SharePoint!
The creation process is broadly divided as follows:
Integrate Slack and Microsoft SharePoint with My Apps
Copy the template
Set the Slack trigger and Microsoft SharePoint action
Set the trigger to ON and complete the flow operation preparation
Upload files posted in a Slack channel to Microsoft SharePoint.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
Step 1: Integrate Slack and Microsoft SharePoint with My Apps
1) After logging into your Yoom account, register the apps you will use next. Click "My Apps" and select "Add".
2) A list of apps that can be connected with Yoom will be displayed, and you can search for each app using the search box.
For Microsoft SharePoint: Once you can select Microsoft SharePoint, log in with the account you will use. Note that Microsoft 365 (formerly Office 365) has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be careful. For more details, please check here. My App Registration Procedure and Precautions in Microsoft365 Services | Yoom Help Center
For Slack: Once you can select Slack, choose the posting destination and click "Allow".
3) Once registration is complete, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed.
Step 2: Copy the Template
Now, let's explain using the template. First, click on this banner.
Upload files posted in a Slack channel to Microsoft SharePoint.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
When you click the box, the linked channel IDs will be displayed, so please select the ID you want to use.
If the test is successful, click "Save".
Step 4: Set an action to download files posted to Slack
1) Return to the flow and click the "Download posted file" icon to integrate with the app.
2) Ensure the action "Download posted file" is selected, then click "Next".
3) Enter the required fields.
You can select the retrieved value from Slack earlier for entering the download link of the file. Select the relevant item from the output. About Retrieved value | Yoom Help Center
Once input is complete, click "Test". After the test is complete, click "Save".
Step 5: Set an action to upload files to Microsoft SharePoint
1) Return to the flow and click the "Upload file" icon to integrate with the app.
2) Ensure the action "Upload file" is selected, then click "Next".
3) Enter the required fields.
When you click the box, the linked site IDs will be displayed, so please select the site ID you want to use. Also, the drive ID can be selected by setting the site ID. Select the site ID and drive ID you want to use.
You can select the retrieved value from Slack earlier for entering the file name. Select the relevant item from the retrieved value. About Retrieved value | Yoom Help Center
Ensure the file attachment method is "Use Retrieved Value" and the output name is "Downloaded File", then click "Test". After the test is complete, click "Save".
This completes the flow of 【Uploading files posted to a Slack channel to Microsoft SharePoint】.
Step 6: Test and Verify
Once the setup is complete, the following display will appear, click "Turn on Trigger". Start the flow bot and verify it works correctly.
If you want to link Microsoft SharePoint information to Slack
This time, we introduced how to register inquiries from Slack to Microsoft SharePoint, but if you want to link Microsoft SharePoint information to Slack, please also use the following template.
Notify Slack when an item is added or updated in a Microsoft SharePoint list
This flow automatically notifies Slack when a new item is added or an existing item is updated in a Microsoft SharePoint list. Quick information sharing is expected, improving the team's response speed.
Notify Slack when an item is added or updated in a Microsoft SharePoint list.
■Overview The "Notify Slack When an Item is Added or Updated in a Microsoft SharePoint List" flow is a business workflow designed to streamline team information sharing. By integrating data management in Microsoft SharePoint with communication in Slack, you can communicate the latest information to the entire team in real-time. This prevents information update omissions and sharing delays, enabling efficient business operations.
■Who is this template recommended for? - Those who use Microsoft SharePoint for information management but find sharing with the team a hassle - Team leaders who communicate frequently via Slack and want to share the latest information instantly - IT personnel looking to automate notification tasks for information updates and improve business efficiency - Project managers whose team members need to grasp the latest Microsoft SharePoint data in real time
■Notes - Please integrate both Microsoft SharePoint and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail.
Store Minutes Data Attached to Form in Microsoft SharePoint and Notify on Slack
This flow automatically saves the minutes data attached to the form in Microsoft SharePoint and notifies on Slack. It streamlines centralized management of meeting materials and enables speedy information sharing with stakeholders.
Store the minutes data attached to the form in Microsoft SharePoint and notify via Slack.
■Overview The flow 'Store the minutes data attached to the form in Microsoft SharePoint and notify Slack' is a business workflow that streamlines the management and sharing of minutes. It enables seamless delivery of the latest minutes information to the entire team.
■Recommended for ・Those who manually manage minutes and want to improve efficiency ・Team leaders who manage documents using Microsoft SharePoint ・Those who want to improve team communication through information sharing on Slack ・Persons in charge of collecting minutes data using forms
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Slack. ・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.
Other Automation Examples Using Slack and Microsoft SharePoint APIs
By leveraging the APIs of Slack and Microsoft SharePoint, various automations can be achieved.
Automation Examples Using Slack
You can detect specific messages or keywords to send automatic notifications, or integrate with task management tools to set reminders. Additionally, it's possible to automate workflows by using file uploads or channel activities as triggers!
When a new lead is registered in Salesforce, notify Slack.
■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.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
You can automatically organize and share documents, and notify the team of specific updates. By integrating with other tools, you can automate approval workflows and classify and save files under specific conditions!
■Overview Are you manually uploading attachments such as invoices and reports received in Gmail to Microsoft SharePoint? As the number of items increases, this work becomes a heavy burden and also carries the risk of missed saves. By leveraging this workflow, you can use email receipt in Gmail as a trigger to automatically upload attachments to Microsoft SharePoint, freeing you from such routine tasks and helping improve operational accuracy.
■Recommended for ・Those who manually save attachments received in Gmail to Microsoft SharePoint ・Those in departments that handle important files such as invoices and want to prevent missed saves due to manual work ・Those who want to automate routine file management tasks and focus on more important work
■Notes ・Please connect Yoom with both Gmail and Microsoft SharePoint. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations configured in Flow Bots will result in errors, so please be careful. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・For triggers, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note. ・The maximum downloadable file size is 300MB. Depending on the app specifications, it may be less than 300MB, so please be aware. ・For details on the file sizes that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
When a record is registered in the Salesforce account object, a folder is automatically created in SharePoint, and the folder's URL is registered in Salesforce.
This flow uploads received attachments in Outlook to Microsoft SharePoint.
■Notes ・Please connect Yoom with both Outlook and Microsoft SharePoint. ・There are personal and business plans in Microsoft365 (formerly Office365), and if you're not subscribed to the business plan, the authentication may fail. ・Branching is a feature (operation) available in Mini Plan or above. If you are on the Free Plan, the flow bot operations set will return an error, so please be careful. ・Paid plans such as Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
How was it? By integrating Slack with Microsoft SharePoint, you can address challenges such as "reducing the hassle of file management," "facilitating smooth information sharing," and "enhancing team work efficiency." Automating file uploads and folder creation can prevent oversights and enable more efficient business operations.
With the no-code tool Yoom, you can easily integrate Slack and Microsoft SharePoint without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! Experience automatic integration right away.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
