Do you want to streamline document management with Slack and Microsoft SharePoint?
Managing documents with Slack can get too much: downloading files, renaming them, and uploading them to other systems can take up time and lead to input errors. But what if you could automate these tasks for better efficiency and accuracy?
The solution is integrating Slack with MicrosoftSharePoint using Yoom. By using OCR technology to automatically read document data posted in Slack, you can update file names and save them directly to SharePoint. This integration can significantly enhance your workflow, reduce manual effort, and ensure accurate file management.
In this article, we’ll explore the powerful capabilities of Slack SharePoint integration and walk you through the simple steps to set this up.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Slack, SharePoint, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to connect Slack and SharePoint, to extract, update, and store document data from Slack to Microsoft SharePoint with OCR.
✨ Recommended for
Teams using MicrosoftSharePoint for document management and collaboration
Anyone looking to automate the process of receiving, organizing, and storing documents
Those wanting to improve document data accuracy and searchability with OCR
Teams looking to improve file sharing and enhance transparency in business operations
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup in creating an automated file management flow by integrating Slack and SharePoint. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
Read document data posted on Slack using OCR, update the file name, and store it in Microsoft SharePoint.
🚀 Let’s Create an Automatic Document Processing with OCR: Slack to SharePoint Integration
Let's walk through how to set up a flow that automatically processes Slack documents with OCR, updates names, and saves to SharePoint.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Slack and Microsoft SharePoint
If you don’t have a Yoom account yet, register now from thisregistration form!
⚠️ Note: OCR (reading text) used in this Flowbot is only available in Yoom's certain plans. If you're using the Free plan, the Flowbot may face errors due to limited access. But don't worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.
⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.
Step 1: Integrate Slack and Microsoft SharePoint with Yoom
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Connect to Slack
Search for "Slack" from the app list and select it.
Select the Slack workspace and the channel where messages should be posted.
Click "Allow" to grant permissions and complete the integration.
Now your Slack is connected :)
📚 Reference: For more detailed steps on how to connect Slack, refer to this guide here.
Connect to Microsoft SharePoint
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "Microsoft SharePoint" from the app list and select it.
Log in to your Microsoft account.
Now app registration is complete :)
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
Read document data posted on Slack using OCR, update the file name, and store it in Microsoft SharePoint.
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 ChannelID (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 theguide 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 “ReadInvoice” 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.
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".
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!
Read document data posted on Slack using OCR, update the file name, and store it in Microsoft SharePoint.
💡 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. Here are some examples you can explore for your next automation!
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.
Create a folder in Microsoft SharePoint when a client is registered in Notion.
■Overview Every time the number of clients managed in Airtable increases, manually creating folders in Microsoft SharePoint is labor-intensive and can lead to errors such as omissions or incorrect names. By using this workflow, simply registering a new client in Airtable will automatically create a related folder in Microsoft SharePoint, eliminating manual information management effort and enabling smoother operational collaboration.
■Recommended for ・Those who manage client information in Airtable and Microsoft SharePoint and find manual folder creation burdensome ・Sales representatives or administrative departments who manually prepare storage locations for related documents every time a new client arises ・Team leaders who wish to improve efficiency and automation of information management while maintaining data consistency
■Notes ・Please connect both Airtable and Microsoft SharePoint to Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business), and authentication may fail if you are not subscribed to a commercial plan. ・You can choose a trigger polling interval of 5, 10, 15, 30, or 60 minutes. ・Note that the minimum interval varies by plan. ・Please refer to the following for how to retrieve Airtable record details. https://intercom.help/yoom/en/articles/9103858
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 form attachments in Microsoft SharePoint
■Overview The "Automatically store form attachments in Microsoft SharePoint" workflow is a business workflow that automatically saves files uploaded to a form to SharePoint. Manually saving files attached to forms to Microsoft SharePoint is time-consuming and labor-intensive. Especially when handling large amounts of data, this manual work can significantly reduce efficiency. By automatically storing form attachments in Microsoft SharePoint, you can achieve process efficiency and centralized management. This allows you to smoothly proceed with complex tasks.
■Recommended for ・Business personnel who frequently use forms and find it cumbersome to manage their attachments ・IT personnel who want to improve business efficiency by integrating Microsoft SharePoint with other SaaS applications ・Team leaders who spend time manually moving form attachments to SharePoint ・Executives aiming to automate business processes and improve efficiency using RPA and AI ・Management department personnel who want to digitize document management and enhance business transparency through centralized management
■Notes ・Please integrate Microsoft SharePoint with Yoom. ・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.
■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
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.
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.
Receive an email containing specific keywords and send a DM notification to the person in charge on Slack.
■Overview This flow, 'Notify the person in charge on Slack with a DM when an email with specific keywords is received,' is a business workflow to promptly respond and avoid missing important emails.
■Recommended for: ・Business persons who use Gmail regularly and want to avoid missing important emails ・Managers who want to facilitate communication within the team using Slack ・Business staff who want to automate and improve efficiency based on specific keywords ・Companies aiming to expedite information sharing by enhancing the collaboration between email and chat tools
■Notes ・Please link each of Gmail and Slack with Yoom. ・Branches are a feature (operation) available on plans of Mini Plan or above. If you are using the Free Plan, operations set in the flow bot will result in an error, so please beware. ・Paid plans such as Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please be aware that the shortest trigger interval varies depending on the plan.
■Overview The "Notify Slack when a message with specific conditions is posted on Google Chat" workflow facilitates seamless information sharing across different communication tools. For example, it automatically notifies Slack when a message containing specific keywords is posted on Google Chat. This improves the efficiency of information sharing within the team and ensures important messages are not missed.
■Recommended for - Team leaders who use Google Chat and Slack daily - IT personnel who want to automate information sharing between different chat tools - Company administrators who want to set message notifications based on specific conditions to improve business efficiency
■Cautions - Please link Google Chat, Slack, and Yoom individually. - The trigger activation interval can be set at 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval depends on the plan. - Integration with Google Chat is only possible with Google Workspace. See below for details. https://intercom.help/yoom/ja/articles/6647336
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 a folder in Box based on a specific post in Slack
■Overview The 'Create a folder in Box based on a specific post on Slack' flow is a business workflow that automates necessary folder creation through the integration of Slack and Box. With this workflow, when a message containing specific keywords is posted on Slack, a folder will be automatically created on Box, achieving efficient file management.
■Recommended for those who: - Are business users who regularly use Slack and Box and feel challenged by information organization - Are administrators who want to strengthen integration with Slack while using Box for project management and team collaboration - Are IT staff in companies who want to reduce the hassle of manual folder creation and improve business efficiency - Want to automate folder creation and smoothly proceed with document storage
■Notes - Please connect Slack and Box with Yoom, respectively. - The branches are a feature (operation) available on plans higher than the Mini Plan. For the free plan, the operation of the flow bot being set will result in an error, so please be careful. - Paid plans like the Mini Plan can be tested free for two weeks. During the free trial, you can use restricted apps and features (operations). - Triggers can be set to intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs by plan.
■Overview Do you want to manage task requests and important reports from Slack in Trello without missing them? Manually picking out tasks from messages posted in the channel and creating cards is time-consuming and can lead to missed follow-ups. By using this workflow, you can detect Slack messages that contain specific keywords and automatically create cards in Trello, improving task management efficiency and preventing omissions.
■Who we recommend this template for - Project managers who manually copy requests and reports from Slack into Trello - Support representatives who want to manage customer inquiries and bug reports posted in Slack - Team leaders who want to streamline task management within the team and prevent missed responses
■Notes - Connect Yoom with both Slack and Trello. - You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. - The shortest trigger interval varies by plan.
■Overview The workflow 'Automatically create a GitLab issue when receiving a message containing a specific keyword in Slack' generates issues directly from team communication. This allows important information to be promptly reflected in project management tools, preventing omissions and delays in work. By automatically creating issues from daily chats, it enables efficient task management.
■Recommended for: - Team leaders who use Slack and GitLab daily - Engineers who want to create issues directly from chats and improve task management efficiency - Managers who want to automate project management and prevent work omissions - Those who want to enhance integration between GitLab and Slack to boost team productivity
■Cautions - Please link Yoom with both Slack and GitLab. - Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available with Mini Plan and above. For Free Plan users, operations set for flow bots will result in errors, so please be aware. - Paid plans like Mini Plan can be trialed for free for two weeks. During the free trial, you can use restricted apps and features (operations).
■Overview Every time files such as invoices or contracts are shared on Slack, manually checking the content, renaming the files, and storing them in Dropbox is a tedious task and can often lead to naming errors. By utilizing this workflow, AI will read the content and automatically store it in Dropbox with an appropriate file name as soon as a file is posted on Slack, solving document management issues and improving efficiency.
■Recommended for ・Those who manually rename documents shared on Slack and save them in Dropbox ・Those who have naming conventions for document file names but cannot enforce them due to manual work ・Those who want to eliminate human errors in document management tasks and improve efficiency
■Notes ・Please link both Slack and Dropbox 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. ・OCR data may not be readable if it exceeds 6,500 characters or if the text is small. ・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flow bot 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 restricted apps and AI features (operations).
👏 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. This not only saves time but also reduces the risk of human error, allowing you to focus more on valuable work.
Benefit 2: Data Accuracy and Easy File Search
Using OCR in combination with Slack SharePoint integration enhances the accuracy of file management. It becomes much easier to find and access files later, improving your overall work efficiency. 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. Automation ensures that once a file is posted in Slack, it is automatically processed and stored in the correct location. 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 MicrosoftSharePoint 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!
With five years of experience as an SEO writer, I continue to write with the motto of being "easy to read" and "easy to understand." I want to convey the convenience of Yoom, which allows app integration without programming knowledge, to as many people as possible!
