Click "Try this template".

Click "OK" and assign a name to the Flowbot for recognition.

The template will be copied to your "My Project".

Step 3: Set Up Slack Trigger Action

Let’s set up the trigger action. Click on the Slack app trigger item.

Give your trigger a title (optional). Check the pre-configured settings, then click “Next”.

Set your trigger interval (how often you want Yoom to check Slack for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan. 

⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.

Select the Channel ID (where you want to check for updates) from the displayed options. 

Once set, send a test message with the attached file. Click “Test”. 

 If the test succeeds, the retrieved value will be updated. Then, click “Save”.

📚 Reference: For more details on retrieved values and how to set them up, see the guide here.

Step 4: Download File

Let’s set up a download file that was posted to the channel earlier. Click on “Download Posted File”.

On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.

The retrieved value from the previous step, Download Link, is set automatically. If no changes need to be made, click “Test”.

If the test succeeds, the Retrieved Value will get updated. Click "Save" to complete the file download settings.

Step 5: Set Up OCR Action

Next, we will set up to extract texts from images/PDFs. Click on the OCR action item. 

Select the file type for testing. 

In this case, we selected “Read Invoice” since we are using an invoice file for testing. 

You can choose actions for other file types, like business cards or contracts. Simply adjust the selection based on the file type relevant to your business needs.

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For the file attachment method, select "Use retrieved value" and choose the "Downloaded file" from Slack.

Enter the items you want to extract from the file.

Specify the text or data you want to extract from the PDF.

Specify the "AI" and "Language", and click "Test".

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Once set, perform a "Test".

If you see correct extraction items in the retrieved value, then click "Save".

Step 6: Upload File to SharePoint

Click on the Microsoft SharePoint action item.

On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.

Enter the required fields to upload the file. 

• Site ID: Select the Site ID from the available options.
• Drive ID: Select the Drive ID from the available options.
• Destination Folder Name: Enter the name of the destination folder. You can search for candidate folders using the entered value. If the target folder isn’t found, try modifying the value or searching for a part of the folder name.
• Destination Folder Item ID: Select the folder from the displayed options based on the destination folder name you entered.
• File Name: Enter the name of the file to upload, including the file extension (e.g., "Sample.pdf").

If you choose to use the retrieved values as the file name, it will be automatically updated for each uploaded file.
For example, if you set the name as "File from {{Issuer Company}}", only the {{}} part will change, and the file name will be assigned accordingly.

Choose a naming format that is clear and easy to understand for your workflow. 

Once all settings are configured, click "Test" to verify if the file uploads as expected.

Step 7: Activate the Flowbot 

Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.

That’s it! 🎉 The Flowbot is now complete! 

💡 Other Automation Examples Using Slack and Microsoft SharePoint

By integrating Slack and SharePoint, you can unlock a wide range of automation possibilities that simplify your workflows. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automation Examples Using Microsoft SharePoint

Create a Folder in Microsoft SharePoint When Information is Registered

Automatically create a folder in Microsoft SharePoint whenever new information is registered. This can reduce the manual effort in creating folders each time and saving valuable time.

Use OCR to Read and Store Documents in Microsoft SharePoint

Use OCR to automatically read document data, update file names, and store them in SharePoint, improving data accuracy and making searches quicker and easier.

Automatically Store Email and Form Attachments in Microsoft SharePoint

Automatically store attachments received via email or forms in SharePoint, streamlining your workflow and centralizing document management.

Automation Example Using Slack

Receive Notifications for Specific Content

Set up automatic notifications in Slack for messages containing specific keywords. You no longer need to manually review and can ensure important messages don't get missed.

Automatically Add Content Posted on Slack

Streamline the process of recording information by automatically adding content posted on Slack to your database, reducing manual data entry and minimizing the risk of input errors.

Create Tasks Automatically from Slack Messages with Specific Keywords

Automatically create tasks in response to Slack messages containing designated keywords, ensuring an efficient task management process.

👏 Benefits of Integrating Slack with Microsoft SharePoint

Benefit 1: Seamless Document Management

You no longer need to switch between tools after integrating Slack with SharePoint. For example, instead of manually downloading a file from Slack, renaming it, and uploading it to SharePoint, these tasks can now be automated into one seamless process. <span class="mark-yellow">This not only saves time but also reduces the risk of human error, allowing you to focus more on valuable work</span>.

Benefit 2: Data Accuracy and Easy File Search

Using OCR in combination with Slack SharePoint integration enhances the accuracy of file management. <span class="mark-yellow">It becomes much easier to find and access files later, improving your overall work efficiency</span>. For example, including document details like dates or IDs in the file name ensures that files are organized and searchable, helping to streamline your workflow.

Benefit 3: Streamlined File Sharing and Collaboration Across Teams

Files stored in SharePoint are accessible to all team members, making collaboration smoother. <span class="mark-yellow">Automation ensures that once a file is posted in Slack, it is automatically processed and stored in the correct location</span>. For example, when a contract is shared within the sales team via Slack, the file is automatically renamed and saved in the appropriate folder, making it easier for team members to review and track the latest updates.

📖 Summary

By integrating Slack with Microsoft SharePoint using Yoom, you can automate document data management and sharing, all without needing any coding knowledge. This saves you time, reduces errors, and enhances overall work efficiency. With the added power of OCR technology, data accuracy improves, making file management and search processes much easier.

Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now