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When exchanging messages on Slack, it's common for new tasks to arise from the flow of conversation. The problem is that when you think, "I'll register and process this task in Wrike later because I understood it on the spot," and then check Slack, the log might have moved, and you can't figure out which message it was.
Also, have you ever intended to inform Slack that you created a new task in Wrike but forgot, or found out that the task was updated without your knowledge?
In such cases, it's recommended to integrate Slack and Wrike! By utilizing API-based app integration, you can automatically link Slack data to Wrike!
Hearing about API integration might sound daunting, but with Yoom, which allows app integration without programming, you don't need specialized knowledge! We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
By using Yoom, you can easily integrate Slack and Wrike with no code. Yoom offers pre-prepared templates for integrating Slack and Wrike, so even without API knowledge, you can achieve integration immediately just by registering.
■Overview
The "Flow to convert content posted in a Slack channel into tasks in Wrike" is a business workflow that seamlessly integrates team communication and project management. By automatically registering important information and requests from Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to enhancing the overall productivity of the team.
■Recommended for
■Benefits of using this template
By integrating the APIs of Slack and Wrike, you can automatically transfer data from Slack to Wrike!
For example, you can automatically execute data transfers like the ones below without human intervention.
This flow is recommended for cases where Slack is used as a communication tool while Wrike is used for task management.
It is a business workflow that smoothly integrates team communication and project management by automatically extracting important information and requests from Slack and registering them as tasks in Wrike. This will help prevent overlooking information and improve work efficiency.
■Overview
The "Flow to convert content posted in a Slack channel into tasks in Wrike" is a business workflow that seamlessly integrates team communication and project management. By automatically registering important information and requests from Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to enhancing the overall productivity of the team.
■Recommended for
■Benefits of using this template
This flow is recommended for situations where you use Slack as a communication tool while managing tasks in Wrike.
It is a business workflow that automatically reflects Slack posts in Wrike's task management, efficiently utilizing communication for project management and maintaining information consistency.
■ Overview
The "Add a comment to a Wrike task when a post is made in a Slack channel" flow is a business workflow that automatically reflects Slack posts in Wrike task management.
It efficiently utilizes communication for project management and maintains consistency of information.
■ Recommended for
■ Benefits of using this template
Let's get started with creating a flow that integrates Slack and Wrike!
This time, we'll use Yoom to integrate Slack and Wrike with no code, so no programming knowledge is required for setup.
If you haven't used Yoom yet, please register for free here first.
If you are already using Yoom, please log in!
[What is Yoom]
This time, we will create a flow bot that "converts content posted in a Slack channel into tasks in Wrike".
This integration flow is broadly set up through the following processes.
■Overview
The "Flow to convert content posted in a Slack channel into tasks in Wrike" is a business workflow that seamlessly integrates team communication and project management. By automatically registering important information and requests from Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to enhancing the overall productivity of the team.
■Recommended for
■Benefits of using this template
First, register the apps you will use with My Apps.
By registering with My Apps in advance, you can smoothly set up the subsequent integration flow.
To register with My Apps, click "My Apps" on the left side of the Yoom screen, and then click "+ Add" displayed on the right side.
[Register Slack with My Apps]
Enter Slack in the search box and select from the displayed options.
The access permission screen will be displayed, so select the channel you want to connect from the dropdown and click "Allow".
For more details on how to register Slack with My Apps, please refer to here.
[Register Wrike with My Apps]
Enter Wrike in the search box and select from the displayed options.
The Wrike login screen will be displayed, so log in with the account you want to connect.
After logging in, please "Approve" the connection with Yoom.
If Slack and Wrike are displayed in My Apps, the registration is complete!
From here, let's quickly create the integration flow! Use the template for easy setup.
Log in to Yoom and click "Try it" on the banner below to copy.
■Overview
The "Flow to convert content posted in a Slack channel into tasks in Wrike" is a business workflow that seamlessly integrates team communication and project management. By automatically registering important information and requests from Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to enhancing the overall productivity of the team.
■Recommended for
■Benefits of using this template
When you copy, the template will be displayed on the Yoom management screen as shown below. Click "OK" to proceed with the settings!
First, set the trigger so that the flow bot is automatically activated.
Click on "When a new message is posted to the channel" in the copied template.
Clicking will transition to a screen like the one below.
The "Account Information to Integrate" will contain the information registered in My Apps in Step 1. Leave the trigger action as is and click "Next".
Next, configure the API connection settings.
(1/2) Setting the Trigger Activation Interval
Set the trigger activation interval. Select from the dropdown.
* You can choose trigger activation intervals of 5, 10, 15, 30, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
(2/2) Setting the Target Channel ID
Specify the target channel ID that will trigger the flow bot.
When a new message is posted to the channel set here, the flow bot will be activated.
Click the "Channel ID" field and select from the displayed options.
After completing the settings, send a new post to the channel specified in "Channel ID" and execute "Test".
▼ Test Post ▼
▼ Test Result ▼
Check the content of the obtained output and "Save".
* If the test does not succeed
If the test does not succeed even though you are posting text to the specified channel, please refer to this page.
Next, configure each action in the flow.
First, set the action to extract data from Slack posts using AI.
Click "Extract data from text".
Clicking will display the action selection screen.
Since you are using a template, the default settings are fine. Click "Next" as is.
Next, configure the detailed settings.
(1/2) Setting the Target Text
Specify the target text from which to extract data using AI. Set it by quoting the output obtained in the trigger settings.
(2/2) Setting the Items to Extract
Set the items you want to extract from the posted text. Specify them separated by commas (,).
After completing the settings, execute "Test" and confirm that the output is obtained correctly.
Check the content of the output and "Save".
Next, set the action to add a task to Wrike based on the extracted data.
Click "Create Task".
The account integration and action selection screen will be displayed.
The "Account Information to Integrate" will contain the information registered in My Apps in Step 1. Leave the action as is and click "Next".
Next, configure the API connection settings.
(1/6) Setting the Task Title
Set the title for automatically created tasks. By quoting the output obtained in the data extraction action, you can set a title tailored to the content of each task.
(2/6) Setting the Folder ID
Specify the folder to store the created task. Click the "Folder ID" field and select from the displayed options.
* Please specify "Priority Task ID" and "Importance" as needed.
(3/6) Setting the Task Description
Set the content to be described in the task description field.
By using templates and outputs, you can register descriptions tailored to the content of each task.
(4/6) Setting the Task Start Date
Specify the start date for the automatically created task. This time, I quoted the "Date" output and set it so that the day the task is created becomes the start date!
* If you include an item like "Task Start Date" in the Slack post, you can obtain and quote the output in the data extraction action, so please use it.
(5/6) Setting the Task Deadline
Set the task deadline. By quoting the output, it will be automatically registered according to the deadline of each task.
(6/6) Setting the Task Status
Set the status when the task is automatically created. Please select from the dropdown menu as needed.
* Please set "Assignee" and "Shared With" as needed.
After completing the settings, execute "Test" and confirm that the task is created correctly in Wrike. After confirmation, "Save".
All settings are now complete! Turn the trigger "ON" and check the operation.
Thank you for setting up! Please utilize it in your actual work and experience the improvement in work efficiency.
This time, we introduced how to integrate data from Slack to Wrike, but if you want to integrate data from Wrike to Slack, please also use the following template.
This flow is recommended for those using Wrike as a team task management tool and Slack as a team communication tool.
Progress and changes in tasks are automatically notified to Slack, making information sharing smoother, allowing the entire team to grasp the latest situation and achieve efficient work execution.
■Overview
The "Notify Slack when a task is updated in Wrike" workflow is an automation designed to streamline project management and team communication.
By leveraging Yoom to integrate Wrike and Slack, task progress and changes are automatically notified in Slack, facilitating smooth information sharing.
This integration makes it easier for the entire team to stay updated on the latest status, enabling efficient task execution.
■Recommended for
■Benefits of using this template
This flow is recommended for teams using Wrike as a task management tool and Slack as a communication tool.
By preventing task oversight and keeping up-to-date with the latest task information in a timely manner, you can expect quicker response times.
■Overview
This is a flow that notifies Slack when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate in Slack
・Those who want to quickly share task occurrences on Slack to prompt swift responses
・Those who want to enhance information integration between Wrike and Slack to facilitate communication in project management
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through Slack's easy communication environment
・Those who want all team members to be aware of task progress
3. Team members who primarily use Slack
・Those who want to check tasks registered in Wrike on Slack
・Those who want to improve the efficiency of information sharing by integrating Wrike and Slack
■Benefits of using this template
Wrike is a useful tool for project management.
However, when used in conjunction with Slack, manually notifying Slack of each task registration can lead to errors.
By using this flow, task details are automatically notified to Slack when a task is registered in Wrike.
This eliminates the need for project members to check both Wrike and Slack, allowing them to always stay updated with the latest information.
Additionally, it improves work efficiency by reducing the effort and human errors associated with manual transcription.
■Notes
・Please integrate Wrike and Slack with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
By leveraging the APIs of Slack and Wrike, various automations can be achieved!
How about considering the following automations?
In addition to saving attachments and integrating with database tools, we recommend integrations that take advantage of the ease of use and quick response performance of chat tools!
■Overview
The "Read files added to Dropbox with OCR and notify Slack" flow is a business workflow that automatically converts documents saved in Dropbox into text and instantly shares them with the team on Slack.
This eliminates the need for manual information organization and sharing tasks, improving work efficiency.
■Recommended for
■Benefits of using this template
By automating OCR processing and notifications, you can reduce the time spent on manual tasks.
You can quickly share the contents of important documents with team members, speeding up decision-making.
Additionally, automation helps prevent human errors such as input mistakes and notification omissions, leading to accurate information management.
It is useful for managing a variety of data such as standardized internal documents, contracts and forms exchanged with business partners, business cards, and receipts.
■Overview
This is a flow that notifies Slack when a form is submitted on Wix.
■Recommended for
1. Those who utilize Wix for business
・Those who use it for building websites
・Those who handle inquiries on the site
2. Those who use Slack as their main communication tool
・Those who use it for information sharing and communication
■Benefits of using this template
Wix is a useful tool for creating websites.
By setting up forms on the site to receive inquiries, you can streamline customer service operations.
However, manually notifying the team when a form is submitted on Wix is cumbersome and poses a risk of communication errors.
By using this flow, you can automatically notify Slack by quoting the content of the form submitted on Wix.
You can immediately share the form submission within the team, enabling quick responses and improving customer satisfaction.
Additionally, by creating notifications using quoted information, you can prevent communication errors due to human error, leading to more efficient operations.
■Notes
・Please integrate both Wix and Slack with Yoom.
■Overview
This flow adds the content of a post to Notion when a message is sent on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who communicate via Slack for work
・Those who use Slack regularly to conduct business
・Those who search on Slack using specific keywords
2. People who use Notion
・Those who want to centrally manage specific information in Notion
・Those who want to automate the manual task of transferring information
■Benefits of using this template
Searching for posts containing specific keywords from messages sent on Slack can be a hassle.
Additionally, if a single message contains a lot of content, it can take time to interpret, potentially reducing productivity.
With this flow, you can extract lines containing specific keywords from messages sent on Slack and add them to Notion.
By accumulating sentences related to specific keywords in Notion, you can reduce the time it takes to search, thereby improving work efficiency.
You can set keywords for Slack channels and AI functions as desired, allowing customization to meet your needs.
■Overview
This is a flow where files posted on Slack are uploaded to Google Drive.
If you receive a large number of documents on Slack, files will be automatically added to Google Drive, preventing any lapses or omissions in information management.
■Notes
・Please integrate both Slack and Google Drive with Yoom.
・Replace the Google Drive configuration information with any desired values before use.
・If approval is not required, please remove the approval operation before use.
It is possible to support task management for each team by integrating with other task management tools, register tasks in a database, or create tasks based on content added to the database!
■ Overview
The flow of "Registering Issues created on GitHub to Wrike" is a business workflow that streamlines task management for development teams.
When an issue arises on GitHub, it is automatically registered to Wrike using Yoom.
This eliminates the need for manual input across multiple tools and enables centralized information management.
Let's aim for smooth project operation with this workflow that supports team productivity improvement.
■ Recommended for
■ Benefits of using this template
■Overview
This is a flow that creates a task in Wrike when a card is registered in Trello.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies that manage tasks with Trello
・Those who use it for task management within the team
・Those who visualize task progress
2. Companies that manage tasks with Wrike
・Departments that primarily manage tasks with Wrike
■Benefits of using this template
Trello is an effective tool for progressing team tasks, with features like progress visualization and task assignment.
Additionally, using Wrike can further facilitate communication among team members.
However, manually entering Trello content into Wrike each time can negatively impact the overall productivity of the team.
This flow is suitable for teams and their managers who want to smoothly advance team projects.
By utilizing the flow [Create a task in Wrike when a card is registered in Trello], it becomes easy to automatically add Trello information to Wrike, reducing the effort of data entry.
Moreover, by registering quoted content, you can prevent human errors from manual entry and maintain high accuracy of information shared within the team.
■Notes
・Please integrate both Trello and Wrike with Yoom.
■Overview
This is a flow that creates a task in Wrike when a row is added in Google Sheets.
■Recommended for
1. Those who utilize Google Sheets for business
・Those who use it for centralized information management
・Those who want to share sheets within the team to improve communication efficiency
2. Those who use Wrike for task management
・Those who manage detailed project tasks and visualize progress
■Benefits of using this template
Wrike is a tool that can be used for managing tasks related to projects.
However, if you are also managing tasks in Google Sheets, manually adding tasks to Wrike is not efficient.
This flow is beneficial for those who want to eliminate manual entry and share information efficiently.
By using this flow, it detects information registered in Google Sheets and automatically completes task registration, eliminating the need for manual work.
By automatically creating tasks, you can efficiently obtain the latest information from either tool, facilitating smooth business operations.
■Notes
・Please integrate both Google Sheets and Wrike with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that notifies Discord when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate via Discord
・Those who want to enhance the integration between Wrike and Discord to facilitate communication in project management
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through the easy communication environment of Discord
・Those who want all team members to be aware of task progress
3. Team members who primarily use Discord
・Those who want to check tasks registered in Wrike on Discord
・Those who want to improve the efficiency of information sharing by integrating Wrike and Discord
■Benefits of using this template
Wrike is an indispensable tool for improving project management efficiency, but to quickly grasp the occurrence of tasks, it is necessary to constantly check the Wrike screen, which can be a burden for the person in charge.
By using this flow, when a task is registered in Wrike, a notification is sent to Discord, allowing the person in charge to quickly grasp the occurrence of tasks without having to open Wrike. For example, even when looking at a smartphone while out, you can immediately know that a new task has been registered, check the task details and deadlines, and respond immediately if necessary.
■Notes
・Please integrate Wrike and Discord with Yoom respectively.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Create a task in Wrike when an event is added in Google Calendar" flow is a business workflow that streamlines schedule and project management.
Every time a new event is added to Google Calendar, a corresponding task is automatically generated in Wrike.
This allows you to keep track of project progress in real-time without missing important appointments.
It supports improving team productivity by eliminating the manual task creation effort in a busy business environment.
■Recommended for
■Benefits of using this template
By integrating Slack and Wrike, you can expect smoother management and creation of tasks that should be shared within the team! The tasks that were previously done manually, such as task creation and sending to Slack, will be simplified, allowing the entire process to be completed more quickly than doing it manually.
Additionally, Yoom offers many templates beyond the automation introduced this time! If you can easily implement integration between the apps you regularly use, a stress-free workflow might be achievable...!
Furthermore, since no programming is required for integration, it is easy to implement, and you can set it up smoothly even without specialized knowledge, which is a great advantage! Take this opportunity to reduce your workload and create a comfortable working environment by registering with Yoom now and introducing automation!
