◼️Overview
Create a list of Slack channels in the Yoom database and automatically add specified users to that list of Slack channels.
◼️Preparation
List up the Slack channels to which members will be added in the Yoom database.
■Recommended for
・Those responsible for onboarding new employees.
・Those who regularly use Slack for communication with clients and partners.
■Benefits of using this template
By using this flow bot, you can automate the onboarding process for new employees and the invitation of partner members.
Additionally, since it allows for bulk invitations to private channels, it can prevent omissions and errors in the invitation process in companies where the channels one can join are determined by position or role.
◼️Setup Method 1
Create a list of Slack channels in the Yoom database
① Navigate to the flow bot creation screen, and press the + mark without setting a trigger.
② From the operations for app integration, select Slack, choose the action to retrieve the list of channels, and set it as follows.
・Perform a test on the next page to retrieve the list information of channels including the channel ID.
・Copy only the channel IDs and channel names you will use this time from the displayed list, and paste them into a memo or similar.
③ Navigate to the database creation screen, create a new database, and set the following settings in the table within the database to complete the setup.
・Select two columns from the already displayed ones and change their names to Channel Name and Channel ID.
・Delete any unnecessary columns.
・Paste the channel names and channel IDs noted in step ② into the corresponding columns to match them.
◼️Setup Method 2
Add specified users to multiple channels using the created database
① Select the form trigger from the triggers, prepare a question item to input the Slack user ID, and input a sample value for the question set on the next page, then set and save it.
② Press the + mark under the trigger, select Yoom from the operations to manipulate the database, then select the database created in Setup Method 1, and choose the action to retrieve multiple records.
Perform the following settings and save them.
・Set the search condition as Channel Name or Channel ID is not empty, and perform a test.
③ Press the + mark, select the operation to repeat the same process, and perform the following settings and save them.
・Operation: Select the operation to retrieve multiple records from step ②.
・Output: Select the column name corresponding to the Channel ID.
・For details on setting up to repeat the same process, please refer to here.
④ Press the + mark in the loop direction, select Slack from the operations to integrate with the app, press the action to invite members to the channel, and perform the following settings, then test and save.
・Channel ID: Embed the loop variable of the Channel ID obtained in the repeated process of step ③ as {{Channel ID loop variable}}.
・Member ID: Embed the user ID entered in the form of step ① as {{User ID}}.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set the account information to integrate with in the Slack operations.
・Integration (My App Registration)
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