Do you find it tedious to manually register interactions from Slack into Todoist every time, even though you want to turn them directly into tasks? Additionally, you might be struggling with task management being scattered between Slack and Todoist, making it hard to know where everything is...
The solution to these issues is the automatic integration of Slack and Todoist. By implementing a flow that allows you to register content posted on Slack directly as tasks in Todoist, you can eliminate manual work and manage tasks more smoothly. Efficiently organizing interactions on Slack will help you avoid overlooking tasks and streamline your workflow!
In this article, we will explain in detail how to integrate Slack and Todoist without programming by using the no-code tool Yoom.
For those who want to try it quickly
By using Yoom, you can easily integrate Slack and Todoist without any code. Yoom provides templates for integrating Slack and Todoist, so you can achieve integration immediately just by registering, even without API knowledge.
What You Can Do by Integrating Slack and Todoist
By integrating the APIs of Slack and Todoist, you can automatically sync Slack data with Todoist! For example, you can automatically perform data synchronization like the one below without human intervention.
Create a Task in Todoist When a Post is Made in a Slack Channel
By automatically adding tasks to Todoist from interactions in Slack, you can efficiently organize information and manage tasks, ensuring that important tasks are not missed, thereby enhancing the productivity of the entire team.
Add a Comment to a Todoist Task When a Message is Posted in a Slack Channel
Automatically reflecting important statements and information shared on Slack in Todoist tasks helps prevent information leaks and task oversight, supporting efficient business operations.
When a message is posted in a Slack channel, add a comment to a task in Todoist.
■Overview The 'Add a comment to a Todoist task when a message is posted to a Slack channel' workflow seamlessly integrates communication and task management. By automatically reflecting important remarks and shared information from Slack into Todoist tasks, it helps prevent information leaks and task oversights, supporting efficient business operations. This strengthens team collaboration and ensures smooth project progress.
■Who we recommend this template for ・Individuals using Slack and Todoist regularly, seeking unified information management ・Project managers who want to automatically reflect team communication content into task management ・IT specialists aiming to improve work efficiency and actively utilize app integration ・Business leaders wanting to focus on more important tasks without being bogged down by manual task updates ・Anyone looking to enhance team productivity through Slack and Todoist integration
■Notes ・Please link both Slack and Todoist with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Add a Comment to a Todoist Project When a Message is Posted in a Slack Channel
When a message is automatically added as a comment to a specified Todoist project from a Slack channel, communication and task management are streamlined, enhancing work efficiency.
When a message is posted in a Slack channel, add a comment to a Todoist project.
■ Overview The 'Add a comment to a Todoist project when a message is posted to a channel on Slack' flow seamlessly integrates communication and task management as a business workflow. Leveraging this flow, postings to a Slack channel will automatically be added as comments to a designated Todoist project. This ensures centralized information management, enhancing work efficiency.
■ Recommended for ・Individuals who use Slack and Todoist daily and want to strengthen information and task integration ・Project leaders who aim to efficiently utilize team communication for task management ・Business professionals who find manual task registration cumbersome and want to enhance work efficiency through automation ・Individuals aiming to prevent information leaks or double entries and ensure smooth operations
■ Note ・Connect both Slack and Todoist with Yoom. ・Triggers can be set to intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be mindful of this.
Now, let's create a flow that integrates Slack and Todoist! We'll use Yoom to proceed with the integration of Slack and Todoist without any coding, so if you don't have a Yoom account yet, please create one from the Yoom registration form.
[What is Yoom]
This time, we'll create a flow bot that automatically integrates with Todoist when a post is made in a Slack channel! The creation process is broadly divided into the following steps.
Integrate Slack and Todoist with My Apps
Copy the template
Set the Slack trigger and Todoist action
Set the trigger to ON and complete the flow operation preparation
Step 1: Connect Slack and Todoist to My Apps
Here, we will connect Yoom with each app to enable operations. 1. After logging into Yoom, click on My Apps on the left side of the Yoom page screen, and select Add on the right.
Enter "Todoist" in the search box at the top right, and select Todoist from the search results.
2. Next, register Slack to My Apps.
Enter "Slack" in the search box, and select Slack from the displayed options. When the following screen appears, select a channel and click "Authorize" in the red frame.
Connecting Todoist to My Apps only requires entering your account information!
If Slack and Todoist are displayed in My Apps, registration is complete!
Step 2: Copy the Template
We use templates for easy setup, so let's start by copying this. Log into Yoom and click "Try it" on the banner below.
When you copy, the template will be copied to the Yoom management screen as shown below, so let's press "OK" and proceed with the settings.
Step 3: Setting to activate when posted on Slack
This is the first memorable setting! First, please click on the red frame below.
When you click, you will move to the following screen. The item labeled account information contains the information from when you linked your My App in Step 1. Keep the trigger action as is and proceed to the next step!
When you proceed to the next screen, the following screen will be displayed.
Please set the trigger activation time as desired. (The options will vary depending on the Yoom plan.) Select the channel you want to post to from the candidate, conduct a test, and if successful, click save.
Step 4: Setting to retrieve content posted on Slack
Once the trigger setting is complete, click on the red frame below.
1. Please select the conversion type according to the number of characters.
2. When you proceed to the next step, the following screen will be displayed.
Click on "Target Text" to display output options, and select "Message Body". For "Items to Extract", specify the items you want to extract from the target text, separated by commas (,).
Conduct a test, and if successful, save it.
Step 5: Setting to create a task in Todoist
Finally, the last setting! Set up to create a task in Todoist when posted on Slack. Click on the red frame below.
1. Make sure the account information linked with Todoist is correct. Do not change the action from "Create Task".
2. Next, connect to the API. "Content" is set by default. If the test is successful, click save.
Step 6: Set the trigger to ON and complete the flow operation preparation
This completes the flow bot! Well done!
Finally, turn the trigger ON. With this, all settings are complete, so let's check if a record is added to Todoist when a post is made to the channel on Slack! This was the method to create a task in Todoist when a post is made to a channel on Slack!
If you want to link Todoist data to Slack
This time, we introduced how to link data from Slack to Todoist, but if you want to link data from Todoist to Slack, please also use the template below.
Retrieve overdue tasks from Todoist daily and notify Slack
This template is an automated flow that promotes efficiency in task management and communication within the team. By automatically retrieving overdue tasks from Todoist daily and notifying Slack, it prevents task oversight and supports smooth business progress.
Retrieve expired tasks from Todoist every day and notify on Slack.
■Overview The "Daily Retrieve Overdue Tasks from Todoist and Notify Slack" workflow is an automation flow that enhances task management efficiency and promotes communication within the team. By automatically retrieving overdue tasks from Todoist every day and notifying Slack, it prevents overlooking tasks and supports smooth business operations.
■Recommended for Individuals who manage daily tasks using Todoist and Slack Those who frequently miss checking overdue tasks and wish to improve operational efficiency Leaders who want to share task progress status among team members Businesspersons who spend time on manual task management and want to focus on other tasks IT personnel who wish to integrate task management tools with communication tools
■Notes - Please integrate both Todoist and Slack with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest trigger interval may vary depending on the plan.
Retrieve tasks due today from Todoist and notify on Slack daily
This template is an automation flow that seamlessly integrates communication and task management. By automatically adding posts from a Slack channel as comments to a specified project in Todoist, centralized information management is achieved, enhancing work efficiency.
Every day, retrieve tasks due today from Todoist and notify on Slack.
■Overview The 'Retrieve today's due tasks from Todoist daily and notify them on Slack' workflow automates daily task management and enhances operational efficiency. By automatically obtaining tasks due on the current day registered in Todoist and notifying Slack, the entire team can quickly grasp priorities. This allows tasks to be checked effortlessly, supporting smooth operation progress.
■Recommended for ・Those managing daily tasks with Todoist ・Leaders who share information with their team using Slack ・Project managers looking to streamline task deadline management ・Corporate personnel aiming to boost productivity through automation ・Business persons who want to minimize time spent on daily task checks
■Notes ・Please integrate both Todoist and Slack 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.
In addition to integrating Slack and Todoist, you can automate various tasks using these apps.
Here are some recommended automation flows for those looking to improve task management efficiency and optimize information sharing. If any catch your interest, please give them a try!
Convenient Automation Examples Using Slack
Slack can be used not only for team communication but also for automating tasks. By implementing flows like the ones below, you can streamline your daily operations.
Create a reply draft for received emails using ChatGPT and notify on Slack.
■Overview The workflow 'Create a Zoom meeting based on Slack post content and send the link via email' contributes to the efficiency of scheduling tasks. The creation of meetings and sending of emails are completed with operations only on chat, improving convenience.
■Recommended for ・Those who use Slack regularly ・Those who want to communicate efficiently with team members ・Those who frequently hold online meetings using Zoom ・Those who want to easily set up meetings by integrating Slack and Zoom ・Those who want to quickly set up meetings and share links ・Those who want to automate link sending via email to improve work efficiency
■Notes ・Please integrate Yoom with both Slack and Zoom. ・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.
■Overview Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
You can receive notifications for task management and be alerted to deadlines via email. By integrating with other apps, you can expect to improve the efficiency of task management!
Regularly retrieve overdue tasks from Todoist and notify via Gmail.
■Overview The "Periodically retrieve overdue tasks from Todoist and notify via Gmail" flow is a business workflow that supports efficient task management. When a task set in Todoist is overdue, a notification is automatically sent to Gmail, preventing important tasks from being overlooked. By utilizing this workflow, deadline management becomes more reliable, supporting the smooth progress of work.
■Recommended for - Those who use Todoist to manage daily tasks but tend to overlook overdue tasks - Business people who use Gmail regularly and want to centrally manage notifications - Team leaders interested in automating task management and improving work efficiency - IT personnel using multiple SaaS applications who want to facilitate smooth information integration - Managers who want to conduct regular task reviews and understand project progress
■Notes - Please integrate Todoist and Gmail with Yoom.
■Overview The flow "Automatically create a task in Todoist when a new event is registered in Google Calendar" is a business workflow that seamlessly integrates schedule management with task management. By managing daily schedules in Google Calendar and automatically adding related tasks to Todoist, manual input tasks are reduced, supporting efficient business operations. This flow utilizing Yoom enables smooth integration between the two main apps, allowing effective time utilization.
■Recommended for - Those who use Google Calendar and Todoist daily and spend time on manual task management - Freelancers or small team members looking to increase efficiency in their work - Business people who want to achieve unified management of schedules and tasks without missing information - IT personnel who want to leverage Yoom to enhance existing business workflows
■Notes - Please link each of Google Calendar and Todoist with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please be aware that the shortest activation interval varies depending on your plan.
■Overview The flow that marks a Todoist task as completed when a Trello card is moved to a specific list is a business workflow that efficiently links project management and task management. When the status of a card changes in Trello, it automatically marks the corresponding Todoist task as completed, eliminating manual updates and preventing duplicate work and errors.
■Recommended for ・Project managers who use Trello and Todoist on a daily basis ・Team leaders who use multiple task management tools and find manual synchronization burdensome ・Business owners who are considering automating their workflows and seeking greater efficiency ・Freelancers who want to improve work efficiency while maintaining information consistency ・Members of remote work teams who want to share task completion status in real time within the team ・IT personnel who feel challenges with data integration between tools in the current workflow
■Notes ・Please connect Yoom with both Trello and Todoist. ・Branching is a feature (operation) available on the Mini plan or higher. 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 apps and features (operations) that are otherwise restricted.
By automating the integration between Slack and Todoist, you can reduce the hassle of task registration and management, allowing you to work more smoothly! This is especially beneficial for those who want to manage tasks efficiently, as Yoom allows for easy integration without any coding.
Even without programming knowledge, you can automatically register Slack messages to Todoist with intuitive settings. If you're looking to start improving work efficiency, consider signing up for Yoom for free!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After experiencing work as a writer in the marketing department of a company I joined as a new graduate, I engaged in work at a startup company. Utilizing the knowledge gained through experience so far, I am involved in the production of content that contributes to improving work productivity. We aim to disseminate useful and valuable information and deliver useful content to as many people as possible.
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