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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.
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business 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 for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
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.
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business 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 for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
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.
■Overview
The flow "Create a folder in Microsoft SharePoint when a message with specific conditions is posted on Slack" is a business workflow that streamlines team communication and document management. For example, when a specific keyword signaling the start of a project is posted on Slack, a related folder is automatically generated in SharePoint.
This eliminates the need to manually create folders and achieves centralized information management.
■Recommended for
■Benefits of using this template
Since a folder is automatically created in Microsoft SharePoint when a message with specific conditions is posted on Slack, the hassle of manually creating folders is eliminated.
The integration of Slack and Microsoft SharePoint consolidates communication and documents, making it easier to organize information.
Additionally, folders are quickly created at the start of a project, speeding up business operations.
Automation prevents human error in folder creation and streamlines folder management.
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:
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business 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 for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
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.
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business 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 for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
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.
■Overview
The "Notify Slack when an item is added or updated in a Microsoft SharePoint list" flow is a business workflow that facilitates smooth information sharing within a team.
By integrating data management in Microsoft SharePoint with communication in Slack, the latest information can be conveyed to the entire team in real-time.
This prevents information update omissions and sharing delays, enabling efficient business operations.
■Recommended for
■Benefits of using this template
Since notifications are automatically sent to Slack when items are added or updated in a Microsoft SharePoint list, the manual effort of notification tasks is eliminated.
Every time a Microsoft SharePoint list is added or updated, notifications are automatically sent to Slack, allowing the entire team to immediately grasp the latest information.
Automation prevents human errors in notification tasks, ensuring reliable information delivery.
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.
■Overview
The flow "Store meeting minutes data attached to the form in Microsoft SharePoint and notify Slack" is a business workflow that streamlines the management and sharing of meeting minutes.
It enables seamless delivery of the latest meeting minutes information to the entire team.
■Recommended for
■Benefits of using this template
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!
■Overview
The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Who should use this template
■Benefits of using this template
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set 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 apps that are subject to restrictions.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
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
This is a flow to upload attachments received in Outlook to Microsoft SharePoint.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Outlook as their email tool
・Those who manually upload received attachments to other tools
2. Those who manage files with Microsoft SharePoint
・Those who want to efficiently upload files to Microsoft SharePoint
■Benefits of using this template
Managing files attached to emails with Microsoft SharePoint streamlines file searching.
However, downloading files attached to emails each time and uploading them to Microsoft SharePoint is inefficient.
With this flow, you can automatically upload attachments received in Outlook to Microsoft SharePoint, thus streamlining manual tasks.
Since you can consolidate attachments received in Outlook into Microsoft SharePoint, it allows for smooth file verification and searching.
Additionally, it prevents file storage omissions, thereby improving the accuracy of file management.
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives who want to centrally manage customer information in Google Sheets and reduce the effort of storing proposal documents and contracts for each customer
・Sales team leaders who manage projects on a per-project basis and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
2. Those who use Microsoft SharePoint for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in Microsoft SharePoint based on the information added to Google Sheets.
It reduces the effort of manual work and prevents human errors such as typos in folder names or forgetting to create folders.
The storage locations for various documents and forms are unified, helping to improve the efficiency of file management.
■Notes
・Please integrate Yoom with both Google Sheets and Microsoft SharePoint.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
◼️Overview
When a record is registered in the Salesforce Account object, a new folder with the account name is created in SharePoint, and the URL of the created folder is registered in Salesforce using a flow bot.
This flow bot allows you to automatically create a folder when an account is registered in Salesforce, enabling you to manage files related to the account in SharePoint.
Feel free to modify the settings as you like.
■Recommended for
・Those who use both Salesforce and SharePoint and frequently switch between the two applications.
・Those who store information according to customer status in both Salesforce and SharePoint.
■Benefits of using this template
By using this flow bot, you can create any folder in SharePoint according to events in Salesforce.
This is particularly beneficial for workflows where sales status is managed in Salesforce and legal/accounting management is done in SharePoint.
◼️Notes
・Please use it by linking your SharePoint and Salesforce accounts with Yoom.
・Available with Yoom's team plan or higher.
・The flow bot will activate 5 to 15 minutes after registering an account in Salesforce.
・Salesforce is an application available only with the team plan and success plan. If you are on a free plan or mini plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as team plans and success plans offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business). If you are not subscribed to a general business plan, authentication may fail.
■Overview
This is a flow that stores files in Microsoft SharePoint once an envelope (completion) is finalized in DocuSign.
■Recommended for
1. Those who frequently handle contracts and important documents
2. Those looking to streamline document management and sharing
3. Those who use DocuSign and Microsoft SharePoint regularly
■Benefits of using this template
・Automatically storing contracts and important documents in SharePoint eliminates the need for manual upload tasks.
・Streamlining contract management and sharing allows you to focus on other important tasks.
■Notes
・Please integrate both DocuSign and Microsoft SharePoint with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
Why not integrate Slack and Microsoft SharePoint to simplify your team's file management?
