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SPIRAL is a convenient tool for streamlining operations, allowing centralized management of various tasks such as customer information management, survey aggregation, and email distribution.
However, many people find it burdensome to manually send notifications every time a record is registered.
This article provides a detailed explanation of the benefits of integrating SPIRAL with Slack and the steps for setting it up.
The content introduced this time is recommended for the following people!
・Those who want to utilize SPIRAL for quick information sharing among teams via Slack
・Those aiming to speed up information transmission between teams and improve customer response and business speed
・Those who want to reduce the burden on personnel and promote work style reform through business automation
By sending automatic notifications to Slack every time a record is registered in SPIRAL, quick responses become possible.
This allows personnel to receive information quickly and potentially reduce the time it takes to start responding.
For example, when a new inquiry or reservation information from a customer is registered, a notification is immediately sent to a dedicated Slack channel set up in advance. The notification can include specific information such as the customer's name, inquiry details, and registration date, enabling personnel to start necessary actions immediately upon receiving the notification.
As a result, the entire business process is expected to become smoother, improving the speed and accuracy of customer responses.
When a record is registered in SPIRAL, the content is automatically notified to Slack, allowing for a system that quickly shares information within the team.
For example, when the sales team registers a new customer, this information is automatically notified to Slack, allowing the marketing team to secure time to prepare appropriate materials or campaign information for that customer.
Furthermore, even members who are not in the office due to remote work can check SPIRAL updates on Slack, allowing the same information to be shared regardless of physical location.
As a result, information transmission across the team is expected to proceed more quickly.
Repetitive tasks such as data verification and information sharing that occur in daily operations can be a significant burden for many personnel.
By introducing a system that automatically notifies Slack when a record is registered in SPIRAL, these tasks can be streamlined.
For example, the hassle of logging into the system and manually checking data to share with the team every time applicant data is registered in SPIRAL during recruitment activities is eliminated.
This allows personnel to focus on tasks that require more advanced judgment or on planning and strategizing directly linked to team growth.
As a result, it may not only reduce the workload on personnel but also contribute to promoting work style reform.
This article will proceed with integration using Yoom.
If you haven't used it yet, please take a look at First Time with Yoom.
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This time, we will create a flow of [Notify Slack when a record is registered in SPIRAL].
If the following display appears, the template copy is successful.
1. First, click on "When a record is created" at the top.
2. Set the title as you like.
Configure the account information to link with SPIRAL.
Select "When a record is created" as the trigger.
Once you have finished entering, click "Next".
3. Set the trigger activation interval, App ID, and Database ID. You can choose the trigger activation interval from 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 click the input fields for App ID and Database ID, suggestions will appear, so use them as needed.
1. Finally, click the icon for "Send a message to the channel".
2. Configure the account information to link with Slack.
Select "Send a message to the channel" as the action.
Once you have finished entering, click "Next".
3. Set the channel ID and message for posting.
When you click the input field for the channel ID, suggestions will appear, so select from them.
When you click the message editing field, the output will be displayed. Use it as needed when creating messages.
Once the settings are complete, click "Test" and if there are no issues, click "Save".
4. With this, the flow of [Notify Slack when a record is registered in SPIRAL] is complete.
Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.
With Yoom, you can intuitively set up without programming knowledge.
Try this convenient flow from the link below.
There are many other examples of automation using SPIRAL at Yoom, so here are a few introductions.
1. A flow that notifies Google Chat when a record is registered with SPIRAL.
By utilizing this template, the information entered into SPIRAL will be automatically shared on Google Chat, enhancing collaboration with stakeholders.
This will help avoid human errors such as incorrect entries or forgetting to share information.
2. This is a flow to create an invoice in freee Invoice when the status is updated in SPIRAL.
By utilizing this template, every time the status is updated in SPIRAL, the creation of invoices in freee Invoice is automated.
This allows for quicker invoice creation, and the process of reviewing and sending invoices to customers can proceed more smoothly.
3. This is a flow to create a folder in OneDrive when a client is registered in SPIRAL.
By using this template, you can automatically generate a dedicated folder in OneDrive when a client is registered in SPIRAL.
This eliminates the hassle of creating folders and allows team members to share files quickly.
By integrating SPIRAL with Slack, you can now automatically receive notifications on Slack whenever a record is registered in SPIRAL.
This reduces manual work and is expected to improve work efficiency and reduce human errors.
Yoom is an automation tool that even beginners can easily start using, and no programming knowledge is required.
By simply selecting a template, you can smoothly build processes that suit your business needs.
Tasks and routine operations that were previously done manually can now be handled more efficiently by utilizing automation.
Why not take the first step towards improving work efficiency by implementing Yoom?
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