RPAとGoogle Chatの連携イメージ
How to Utilize RPA

2024/11/06

Integrate browser RPA with Google Chat to retrieve information from a website daily and send notifications to Google Chat.

k.ohshiro

Have you ever struggled with gathering information from websites?
Many people collect information from websites daily for purposes such as checking market trends or conducting competitor analysis.
However, manually searching for this information each time can be very challenging.
That's when the integration discussed in this article might come in handy!
This article explains how to automatically retrieve information from websites daily and send notifications to Google Chat.
By using the no-code tool Yoom, you can set it up easily without the need for scraping.
If you're interested, please refer to this article!

[What is Yoom]

Benefits of Retrieving Website Information and Notifying Google Chat

Benefit 1. Reduction in Work Time

By using the integration introduced here, you can automatically retrieve information from websites daily and send notifications to Google Chat.
This allows you to eliminate the tasks of gathering information and sharing it with members, leading to a reduction in work time.
Those who have been collecting information manually can use the extra time for other tasks, potentially improving productivity.
Since notifications are sent automatically, the risk of forgetting to share with members is also reduced.

Benefit 2. Enables Quick Decision-Making

By utilizing the integration discussed in this article, you can automatically collect information and share it with members via Google Chat.
This prevents overlooking or missing important information, while also enabling quick decision-making.
For example, if important information is found among the collected data, there may be cases where the entire team needs to respond.
When the collected information is automatically shared with the team, subsequent decision-making can proceed smoothly.
As a result, effective strategies for the company can be swiftly implemented.

How to Set Up the Flow to Retrieve Website Information and Send Notifications to Google Chat

Here, we will explain the integration steps.
The flow introduced here is to [retrieve website information daily and notify Google Chat].
<span class=”mark-yellow”>As an example, we will explain assuming you want to retrieve the latest article links from theYoom blog list page every day at 9 AM and send notifications to Google Chat.</span>
The setup steps are as follows.

  1. Set up a scheduling trigger
  2. Use RPA to retrieve information from the website
  3. Notify Google Chat with the retrieved URL

Yoom provides the above three steps as a template.
You can create a flow bot more easily than starting from scratch, so first, click the "Try it" button on the banner below to copy the template!
Once copied, you can operate it from "My Projects" in the sidebar.

※Notes

・RPA operations are available only on some paid plans. Depending on your plan, the operations or data connections of the flow bot you set up may result in errors, so please be careful.
・A two-week free trial is available for paid plans. During the free trial, you can use the restricted apps.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to How to Send Messages to Spaces in Google Chat.

My App Integration with Google Chat

After copying the template, register Google Chat as a My App in Yoom as a preliminary step.
You will also need to add the Yoom Google Chrome extension.
If both are already completed, please proceed to "Step 1. Setting the Scheduling Trigger".

(My App Integration)

1. After logging into Yoom, click "My Apps" → "+ New Connection".

2. Search for Google Chat in the search window.
Two types will be displayed in the search results as shown below, but select "Google Chat (OAuth)".

3. Log in to Google and enter the necessary information.

4. Obtain the "Client ID" and "Client Secret" and enter the values in each field. For details on how to obtain them, please refer to How to Register My App for Google Chat (OAuth).

If Google Chat (OAuth) is displayed in the My Apps list, you're done!

(Add Extension)

1. Please add it from the Browser Operation Setting Tool page.
2. After adding, open Manage Extensions > Details of "Yoom Browser Operation Setting Tool" and allow execution in incognito mode.

__wf_reserved_inherit

This completes the preliminary steps. Let's proceed to the specific setup instructions!

Step 1. Setting the Scheduling Trigger

First, click the scheduling trigger "Start at 9:00 every day".

On this page, you will specify the execution time.
By default, it is set to run at 9:00 AM every day.
If you want to set it to another time, please refer to How to Set Cron Settings.

(Example)

  • To run at 5:00 PM every day → [0 17 * * *]
  • To run at 5:00 PM every Monday → [0 17 * * 1]

Once the settings are complete, click "Save" to finish setting the trigger.

Step 2. Retrieve Website Information Using RPA

Next, click "Retrieve Website Information Using RPA".

In this step, you will set up to retrieve links from a website.
As mentioned earlier, this explanation assumes a case where you want to retrieve the link of the latest blog (the article in the top left) from the Yoom Blog List.

1) First, select the initial step "Access URL".

2) A popup will appear as shown below, enter the "Action Name" and "Target URL", and click "Save".

3) Next, select "+" > "Specify Operation in Browser".

4) A popup will appear as shown below, specify the URL and click "Start Operation".

5) The page of the specified link will open. Since we want to obtain the link of the latest blog in the top left, select the target blog. Then, you can choose the action to apply, so select "Click".

6) A popup will appear as shown below, enter the action name, and click "Add".

7) After pressing "Add", you will be redirected to the latest blog. Since we want to obtain the URL of this page, click on an appropriate element (an element with a light blue background when hovered over) and select "Get Page URL".

8) A popup will appear as shown below, change the "Action Name" and "Name of Retrieved Value" as needed, and click "Add".

9) Click "Return to Yoom Screen" at the bottom left.

10) When you return to the Yoom screen, the added actions will be displayed as shown below.

11) Click "Test" to check if the URL can be retrieved correctly. The URL of the latest blog will be displayed in the "Retrieved Value" field as shown below.

If there are no issues up to this point, click "Save" to proceed to the final step.
Next, we will set up to notify the obtained URL to Google Chat.

Step 3. Notify the Obtained URL to Google Chat

Now, click the final step "Notify the Obtained URL to Google Chat".

On the first page, the account information of the pre-linked Google Chat will be displayed, so if there are no issues, click "Next".

On the next page, enter the "Resource Name of the Space" and "Message Content".
For "Message Content", use the value obtained in Step 2 as shown in the image below.

Click "Test" and if no errors occur, click "Save".
If a popup like the one below appears, all settings are complete.
When you turn on the trigger, the flow will be executed.

How was it? The above was the setup procedure for the flow of [Retrieving Website Information Daily and Notifying Google Chat]!
If you want to try it, please copy the template from the "Try it" button below.

Other Automation Examples Using Google Chat

Yoom offers numerous automation examples utilizing Google Chat.
It can integrate with various apps, so please refer to the representative examples below.

1. Notify Google Chat when a form is submitted on Wix

For those operating a blog or e-commerce site using Wix, the following template is recommended.
It allows you to automatically notify Google Chat of form information received, enabling you to quickly grasp the information.

2. Retrieve the latest report from Google Analytics daily and notify via Google Chat

If you are conducting data analysis and report creation with Google Analytics, consider this integration.
It is recommended for situations where you want to share the latest report information with team members.

3. Extract tasks due today from the Notion database daily and notify them in bulk on Google Chat

For those managing tasks in Notion, integrating with Google Chat might help prevent overlooking tasks.
This integration allows you to remind yourself of tasks with approaching deadlines.

Summary

In this article, we explained the setup procedure for the flow of "retrieving information from a website daily and notifying Google Chat." By using this integration, you can streamline information gathering and sharing with team members, allowing you to enjoy various benefits. Not only does it reduce working time, but it may also enable quicker decision-making through faster information sharing. Please utilize the integration discussed in this article as a means of effective information gathering for implementing strategic measures.

If you are interested in trying automatic integration with Yoom, please register for free from here! Thank you for reading to the end.

The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student. I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other. Since apps can be linked without code with Yoom, anyone can easily set it up. I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
Tags
RPA
Google Chat
Automatic
Automation
Integration
Notification
Related Apps
App integration
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