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"Huh, where did I save that document...?"
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.
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.
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.
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.
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.
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:
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.
Now, let's explain using the template.
First, click on this banner.
1) First, click the "Try this template" icon.
2) The following confirmation screen will appear, click "OK".
Once displayed as below, the template has been copied.
The title and details can be edited by clicking on them.
Also, the copied template is saved in My Projects, so you can open it from there as well.
Click the icons with "!" on the right in order from top to bottom to set up the operation.
1) First, click on "When a file is posted to the channel"!
2) Ensure the action "When a file is posted to a channel" is selected, then click "Next".
3) Select the trigger interval and enter your My Domain URL.
The trigger interval varies depending on your subscription plan.
We recommend the shortest time available for your plan.
For details on each plan, please refer here.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
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".
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".
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】.
Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and verify it works correctly.
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.
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.
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.
By leveraging the APIs of Slack and Microsoft SharePoint, various automations can be achieved.
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!
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!
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.
<span class="mark-yellow">With the no-code tool Yoom, you can easily integrate Slack and Microsoft SharePoint without any programming knowledge!</span> 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.
Why not integrate Slack and Microsoft SharePoint to simplify your team's file management?
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