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Step 2: Set Up App Trigger
The initial setting is "When a file is posted to the channel".
Set it up so that the flow activates when a file is posted to a specified Slack channel.
On the first page, the Slack account information linked with My App is reflected.
If necessary, correct the title and check the account information before proceeding.
Next, set the trigger activation interval.
The trigger activation interval can be selected from 5 to 60 minutes, but depending on Yoom's plan, it may not be selectable, so please be careful.
Select the channel ID from the candidates and upload a test document to the specified channel, then click "Test".
If the test is successful, the output can be obtained.
If you can obtain the information of the uploaded file, click "Save" to complete the trigger setting.
Step 3: Set Up File Download
The next setting is "Download the posted file".
This is the setting to download the file posted to the channel earlier.
On the first page, as before, correct the title and check the account before proceeding.
The output of the "Download Link" obtained in the first setting is reflected, so just click "Test".
If the test is successful and the file output is obtained, click "Save" to complete the file download setting.
Step 4: Set Up Text Extraction from File
The next setting is "Extract text from images/PDFs".
First, set up the action.
In this flow, since we are using an invoice file for testing, we selected "Read Invoice".
<span class="mark-yellow">In addition to invoices, there are other actions for business cards and contracts, so you can set it according to the file you want to read.</span>
Change it appropriately according to your business content.
Once the action is set up, proceed to the next step.
If there are additional items you want to extract, enter them if they are not default items.
Once set, perform a "Test", and if successful, click "Save" to complete the text extraction setting.
Step 5: Set Up File Upload to Microsoft SharePoint
Finally, set up "Upload File".
On the first page, as before, correct the title and check the Microsoft SharePoint account information before proceeding.
Next, perform the detailed settings for uploading.
Fill in each required field.
You can search for the "Storage Folder Item ID" based on the "Storage Folder Name" and select from the candidates.
Also, if you use the output for the file name, the name will be automatically updated for each file uploaded.
If you set it as "File from {{Issuer Company}}", only the output part will change, and the file name will be assigned.
Try setting something that is easy for you to understand.
Once everything is set, click "Test" to check if it uploads as configured.
Once confirmed, click "Save" to complete all settings.
Finally, turn on the trigger.
Now, files uploaded to Slack will be automatically read and stored in Microsoft SharePoint.
The flow you set up is as follows.
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