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While it's fun to keep up with the latest trends and news, gathering information from multiple websites inevitably takes time.
Why not lighten that load a bit by using Yoom?
For those who regularly check website updates or want to make the most of the latest data, Yoom's RPA operation features will be extremely helpful.
For example, you can automatically gather the latest data from several information sites and notify it on Slack.
This reduces manual work and allows you to proceed with your tasks more smoothly while maintaining the accuracy of the information.
In this article, we will clearly explain how this automation can be beneficial and how to set it up.
This article introduces how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away with the template below, so please give it a try!
[What is Yoom]
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.
(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.
Next, proceed to set up a browser operation account.
(1) Click "My Apps" on the left side of the screen
(2) After selecting "account for browser automation", click "+ Add"
(3) Refer to the setup method for "Operating the Browser" to register My Apps.
Next is the Slack setup. Please register this in "My Apps" as well.
(1) After selecting "apps", 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.
(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.
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!
Automatic notifications based on specific keywords can potentially eliminate the need for manual confirmation tasks.
As soon as the audio data is uploaded, transcription and notification of the results are automatically performed, making it easier to understand the content.
By reducing the effort of manually organizing documents and changing file names, it seems possible to increase the time to focus on other tasks.
By automating registration in the core system with RPA, the task of transcribing into the core system becomes unnecessary, leading to improved data reliability.
■Overview
This is a flow to register information from HubSpot into the core system.
By using a trigger with a Chrome extension, you can directly initiate the trigger from HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who manage company information in HubSpot
・Those who manually register data from HubSpot into the core system
■Benefits of using this template
When aggregating information by registering company information from HubSpot into the core system, there is a risk of reduced data reliability if there are registration omissions.
Moreover, you may find it cumbersome to operate both HubSpot and the core system, with repetitive transcription tasks.
This flow automates the registration into the core system using RPA by initiating it from the company information page in HubSpot with a Chrome extension trigger.
This eliminates the need for transcription tasks into the core system and enhances data reliability.
■Notes
・Please integrate HubSpot with Yoom.
・For instructions on setting up a trigger using the Chrome extension, please refer to here.
・The operation to control the browser is only available in the Success Plan. In the Free Plan, Mini Plan, and Team Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps and browsers.
・For instructions on setting up operations to control the browser, please refer to here.
■Overview
This is a flow to register information from Notion into the core system.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.
■Recommended for
1. Those who utilize Notion for business purposes
・Those who manage temporary data in Notion and manually integrate it into the core system
・Those who want to enhance the accuracy of data integration into the core system
■Benefits of using this template
When consolidating and managing data from Notion into the core system, manual data integration can be cumbersome.
However, manual data integration is time-consuming and carries the risk of human error.
In this flow, by triggering from the Notion database using a Chrome extension trigger, the process of data retrieval and registration into the core system via RPA is automated.
This allows for reduced work time and prevention of human error, thereby enhancing data accuracy.
■Notes
・Please integrate Notion with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・The operation to control the browser is a feature available only in the Success Plan. In the case of Free Plan, Mini Plan, or Team Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that control restricted apps and browsers.
・For instructions on setting up operations to control the browser, please refer to here.
■Overview
This is a flow to register Salesforce information into the core system.
By using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Salesforce in their business
・Those who manually integrate Salesforce data into the core system
■Benefits of using this template
By using this flow, you can streamline data registration into the core system by activating the Chrome extension trigger from the Salesforce lead detail page.
This eliminates the need for input work and verification or correction tasks due to input errors, thereby improving operational efficiency.
■Notes
・Please integrate Salesforce with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Operations that manipulate the browser are only available in the Success Plan. In the case of the Free Plan, Mini Plan, or Team Plan, operations set in the Flowbot will result in an error, so please be careful.
・Salesforce is only available as an app in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations and data connections set in the Flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use operations that manipulate restricted apps and browsers.
・For instructions on setting up operations that manipulate the browser, please refer to here.
By completing the download and upload according to the specified schedule, it may prevent omissions or delays in work, thereby improving data accuracy.
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.
■Overview
This is a flow that retrieves customer information from Microsoft Excel and automatically sends it to Google Forms using RPA.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage customer information with Microsoft Excel
・Those who find it tedious to manually enter data into Google Forms each time
・Those who want to reduce input errors and improve work efficiency
2. Those who want to improve work efficiency by utilizing RPA (Robotic Process Automation)
・Those who want to automate manual processes using RPA but are unsure how to start
・Those who want to automate specific tasks with RPA to allocate time to other tasks
■Benefits of using this template
By automatically sending customer information from Microsoft Excel to Google Forms using RPA, data consistency and accuracy are improved.
When done manually, there is a risk of input errors and information omissions, but this flow helps prevent that.
Additionally, it allows for timely input and rapid processing of large amounts of data, improving work efficiency.
Since data is sent automatically without human intervention, it also leads to time and resource savings, contributing to increased productivity.
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.
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.
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!
