How to Retrieve Information from a Website Daily and Send Notifications to Slack

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How to Create a Flow to Retrieve Website Information Daily and Notify on Slack

Here, we introduce the setup for the flow "Retrieve website information daily and notify on Slack".
This flow template includes an operation called "Operate the browser", which is available with the Success Plan.
For more details, please check the setup method for "Operate the browser".
If you do not have a Yoom account, please create one from the Yoom account issuance page.

Step 1: Log in to Yoom

(1) Click "Try this template" from "See details" in the banner below.

(2) From the list of workspaces, select any project.
The copied template is stored in "My Projects" in the project list, so please check there.
(3) When the following screen is displayed, proceed to Step 2.

Step 2: Setting Up a Browser Operation Account

Next, proceed to set up a browser operation account.
(1) Click "My Apps" on the left side of the screen
(2) After selecting the browser operation account, click "+ New Connection"

(3) Refer to the setup method for "Operating the Browser" to register My Apps.

Step 3: Slack Setup

Next is the Slack setup. Please register this in "My Apps" as well.
(1) After selecting the app, click "+ New Connection"

(2) Select Slack from the list of apps
(3) On the access permission request screen, select the channel to post to as desired

(4) Click "Allow"
(5) Registration of Slack in My Apps is complete.
(6) Click "My Projects" from the project list

(7) Click the copied template
(8) Click "Edit" at the top right of the flow list screen and proceed to Step 4.

Step 4: Setting Triggers and Actions

(1) Click "Schedule Trigger" from the flow list screen

(2) Set the title of the schedule trigger
(3) In the schedule settings, set the date or day of the week you want to activate the flow bot
This time, we will use the existing settings of the copied template. For schedule settings, please refer to the method for setting schedule triggers.

(4) Click "Save"
(5) Click "Operate the Browser" displayed under the schedule trigger

(6) Follow the instructions on the detailed settings screen to set the title and each step.
(The following is an example of settings. You can increase or decrease actions according to your operation.)

The specified URL will open in a secret browser, so make the necessary settings on the browser.
This time, the goal is to obtain the URL of the page you want to acquire, so set each path to the relevant page one by one.

For more details, click here.

(7) Hover the cursor and click when the background turns light blue
(The reference page is an example.)

(8) The applicable actions will be displayed, so select the relevant action

(9) Set the action name and click "Add"
Repeat this step until you reach the relevant page, and click anywhere on the page where the background turns light blue.

(10) Select Retrieve Page URL from the applicable actions

(11) Set the action name and click "Add"

(12) Click to return to the Yoom screen

(13) Click "Test" at the bottom right of the screen, and if no errors occur, click "Save"

(14) Finally, click "Integrate with App" at the bottom

(15) Set the title and make sure the action is set to "Send Message to Channel"

(16) Click "Next"
■API Connection Settings
(17) For the channel ID to post to, click the input field once to display candidates. Select any from the list.

(18) The message can be composed by combining text and output.
This time, we will create a message with the setting to notify Slack of the latest ranking information.
(The following is an example of input.)

(19) If no errors occur in "Test", click "Save"
(20) When the following screen is displayed, click "Turn On Trigger"

Thank you for your hard work, the setup is complete.
The flow bot template introduced this time is available by registering with Yoom.

Other Automation Examples Using Slack and RPA Features

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Slack and RPA features.
All of them can be used with simple settings, so if you find something interesting, please give it a try!

Automation Examples Using Slack

Notify Specific Received Content

Automatic notifications based on specific keywords can potentially eliminate the need for manual confirmation tasks.

Notify on Slack when audio data is stored

As soon as the audio data is uploaded, transcription and notification of the results are automatically performed, making it easier to understand the content.

Read document data posted on Slack with OCR, update the file name, and store it

By reducing the effort of manually organizing documents and changing file names, it seems possible to increase the time to focus on other tasks.

Examples of Automation Using RPA Functions

Registering in the Company's Core System Using Browser RPA

By automating registration in the core system with RPA, the task of transcribing into the core system becomes unnecessary, leading to improved data reliability.

Download and upload CSV from a specific website at the specified schedule

By completing the download and upload according to the specified schedule, it may prevent omissions or delays in work, thereby improving data accuracy.

Retrieve Customer Information and Automatically Submit to Google Forms Using RPA

By retrieving customer information and utilizing RPA to automatically submit it to Google Forms, it can lead to centralized information management and prevent duplicate data entry.

Benefits of Integrating Slack with RPA Features

Benefit 1: Support for Efficient Information Gathering and Organization

By automatically obtaining the latest data from information sources and notifying the results on Slack, it seems possible to reduce the effort of manual collection and organization!
This automation is expected to reduce manual errors and improve the accuracy of information gathering.
The information collection process may become smoother, enabling business operations based on accurate data.

Benefit 2: Information Sharing Across the Entire Team

With information automatically collected and notified on Slack, the entire team should be able to easily access the latest data at all times.
This can maintain information consistency and potentially reduce delays in sharing and information omissions.
Communication within the team will become smoother, allowing discussions based on the latest data during meetings and decision-making.
As a result, the quality of decision-making will improve, enabling more effective responses.

Conclusion

By utilizing Yoom's RPA operation features to integrate with Slack, information gathering tasks will be automated, reducing manual work.
You can expect smoother information sharing with the team while maintaining data accuracy.
Maintaining data consistency should also facilitate smoother business progress!

With Yoom, which allows easy no-code integration setup, you can efficiently build business processes without technical knowledge.
Take this opportunity to try Yoom!