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!
For those who want to try it quickly:
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.
Convert content posted in a Slack channel into tasks in Wrike.
■Overview The "Convert content posted to a channel on Slack into tasks in Wrike" flow is a business workflow that smoothly integrates team communication and project management. By automatically registering important information and requests on Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to improving the productivity of the entire team.
■Recommended for ・Team leaders who use Slack and Wrike on a daily basis ・Project managers who want to improve work efficiency by reducing time spent on manual task management ・IT personnel of companies who want to centralize communication and task management ・Those who want to automate task creation during information sharing to reduce errors
■Notes ・Please link both Slack and Wrike with Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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.
1. Convert content posted in Slack channels into tasks in Wrike
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.
Convert content posted in a Slack channel into tasks in Wrike.
■Overview The "Convert content posted to a channel on Slack into tasks in Wrike" flow is a business workflow that smoothly integrates team communication and project management. By automatically registering important information and requests on Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to improving the productivity of the entire team.
■Recommended for ・Team leaders who use Slack and Wrike on a daily basis ・Project managers who want to improve work efficiency by reducing time spent on manual task management ・IT personnel of companies who want to centralize communication and task management ・Those who want to automate task creation during information sharing to reduce errors
■Notes ・Please link both Slack and Wrike with Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
2. Add a Comment to a Wrike Task When a Message is Posted in a Slack Channel
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.
Add a comment to a Wrike task when a post is made in a Slack channel.
■Overview The workflow 'Add a comment to a Wrike task when a message is posted in a Slack channel' automates the reflection of Slack posts into Wrike task management. It efficiently utilizes communication for project management and maintains consistency of information.
■Recommended for - Team members who use Slack and Wrike regularly - Project managers who want to automatically reflect communication into project tasks - Those who do not want to spend time updating tasks manually - Representatives of companies aiming for unified information management and operational efficiency
■Notes - Please connect both Slack and Wrike to Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest trigger interval depends on the plan.
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.
Integrate Slack and Wrike with My Apps
Copy the template
Set the Slack trigger and configure each action in the flow
Turn on the trigger and verify the operation
Convert content posted in a Slack channel into tasks in Wrike.
■Overview The "Convert content posted to a channel on Slack into tasks in Wrike" flow is a business workflow that smoothly integrates team communication and project management. By automatically registering important information and requests on Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to improving the productivity of the entire team.
■Recommended for ・Team leaders who use Slack and Wrike on a daily basis ・Project managers who want to improve work efficiency by reducing time spent on manual task management ・IT personnel of companies who want to centralize communication and task management ・Those who want to automate task creation during information sharing to reduce errors
■Notes ・Please link both Slack and Wrike with Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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!
Step 2: Copy the Template
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.
Convert content posted in a Slack channel into tasks in Wrike.
■Overview The "Convert content posted to a channel on Slack into tasks in Wrike" flow is a business workflow that smoothly integrates team communication and project management. By automatically registering important information and requests on Slack as tasks in Wrike, it prevents information from being overlooked and improves work efficiency. This contributes to improving the productivity of the entire team.
■Recommended for ・Team leaders who use Slack and Wrike on a daily basis ・Project managers who want to improve work efficiency by reducing time spent on manual task management ・IT personnel of companies who want to centralize communication and task management ・Those who want to automate task creation during information sharing to reduce errors
■Notes ・Please link both Slack and Wrike with Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
When you copy, the template will be displayed on the Yoom management screen as shown below. Click "OK" to proceed with the settings!
Step 3: Setting the Slack Trigger
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.
Step 4: Setting Data Extraction Using AI
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".
Step 5: Setting the Action to Add a Task to Wrike
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".
Step 6: Turn the Trigger ON and Check Operation
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.
If You Want to Integrate Wrike Data with Slack
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.
1. Notify Slack When a Task is Updated in Wrike
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 workflow 'Notify Slack when a task is updated in Wrike' is an automation to facilitate project management and team communication. By leveraging Yoom to integrate Wrike and Slack, task progress or changes are automatically notified in Slack, ensuring smooth information sharing. This integration makes it easier for the entire team to grasp the latest situation, resulting in efficient business execution.
■Recommended for - Project managers who use Wrike and Slack daily and want to streamline information sharing - Team leaders who want to quickly communicate task updates to their team - Business owners who want to automate tasks without spending time on manual notifications - Companies that value rapid communication and wish to enhance business transparency
■Attention - Please integrate Yoom with both Wrike and Slack. - You can select launch intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the trigger. - Please note that the shortest launch interval varies depending on the plan. - Branching is a function (operation) available on plans higher than the Mini Plan. In the Free Plan, operations set for flowbots will result in errors. - Paid plans like the Mini Plan offer a 2-week free trial. You can use restricted apps and functions (operations) during the free trial.
2. Notify Slack when a task is registered in Wrike
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.
When a task is registered in Wrike, notify in Slack.
Other Automation Examples Using Slack and Wrike APIs
By leveraging the APIs of Slack and Wrike, various automations can be achieved! How about considering the following automations?
Automation Examples Using Slack
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!
Read files added to Dropbox using OCR and notify on Slack.
■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 ・Team leaders who frequently use Dropbox ・Those who want to quickly share the contents of files uploaded to Dropbox with their team ・Administrative staff spending time on manual OCR processing ・Those who want to automate file text conversion to focus on other important tasks ・Companies that want to smoothly share information on Slack ・Those who want to improve communication efficiency by promptly notifying Slack of information read by OCR ・Business people who want to automate business processes to increase productivity ・Those who want to achieve daily work automation by utilizing the integration of Dropbox and Slack
■Notes ・Please integrate Yoom with both Dropbox and Slack. ・The OCR AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations). ・Triggers 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. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924 ・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the characters are small.
■Overview When inquiries or applications are submitted via forms on websites created with Wix, sharing with the person in charge may be delayed or responses may be missed. Manual checks and notifications via copy and paste are not only time-consuming but also a source of human error. By using this workflow, when a form is submitted in Wix, a notification is automatically sent to the specified Slack channel, enabling swift initial responses and preventing missed sharing.
■Who we recommend this template for ・Web managers who want to streamline handling inquiries from forms on websites created with Wix ・Those who want to share lead information and other data sent from forms in Slack in real time to respond quickly ・Those who want to resolve issues such as missed communications or delays caused by manual information sharing
■Notes ・Please connect Wix and Slack with Yoom respectively.
This flow adds the post content to Notion when a message is sent on Slack.
■ Notes - Please link Slack, Notion, and Yoom respectively. - AI operations are a feature available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations of the flow bot that you are setting will result in an error, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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 'Register to Wrike when a GitHub Pull Request is created' workflow is a business workflow that smoothly links the development process with project management. When a code change is proposed on GitHub, it is automatically registered as a task in Wrike, making it easy for the entire team to manage progress. This bridges the gap between development and management and enables efficient project operations.
■Recommended for ・Leads of development teams who develop using GitHub and manage projects in Wrike ・Developers or project managers who find managing Pull Requests burdensome ・IT personnel at companies who want to automate and streamline the linkage between the development process and project management ・Those who want to centralize task management across the team and streamline information sharing
■Notes ・Please integrate Yoom with both GitHub and Wrike. ・You can select the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by 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. Each time a new event is added to Google Calendar, a corresponding task is automatically generated in Wrike. This ensures you don't miss important appointments and allows you to monitor the progress of projects in real-time. It reduces manual task creation effort and enhances team productivity in a busy business environment.
■Recommended for ・Project managers using both Google Calendar and Wrike who find linking tasks cumbersome. ・Team leaders looking to centrally manage event and task information. ・Executives interested in introducing schedule automation to improve work efficiency. ・Freelancers and sole proprietors wasting time on manual task creation.
■Notes ・Please link Yoom with both Google Calendar and Wrike.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I changed from a medical office to a web production director, and while involved in web production, I began to be interested in creating articles such as web columns.
When using Yoom to improve work efficiency, we will continue to deliver useful content that is “convenient to have” in an easy-to-understand manner!
