When a message is sent in Slack, update all matching records in Google Sheets
When a message is sent in Slack, update all matching records in Google Sheets
Launch this workflow to connect
Google Sheets &
Slack
!
■Overview
Manually transferring and updating business communications received in Slack to Google Sheets each time is time-consuming and prone to input errors. With this workflow, AI extracts information triggered by specific Slack messages and automatically updates all relevant records in Google Sheets, helping you streamline these repetitive tasks.
■Recommended for
- Anyone who updates Google Sheets based on information received in Slack
- Anyone who spends time on or encounters errors during manual data transfer and updates
- Anyone looking to automate information management in Google Sheets more efficiently
■Benefits of using this template
- When a message is posted in Slack, all relevant records in Google Sheets are automatically updated, reducing the time spent on manual work.
- Eliminating manual data transfer and update tasks helps reduce the risk of human errors such as incorrect entries and missed updates.
■Workflow steps
- First, connect Google Sheets and Slack to Yoom.
- Select Slack as the trigger and set it to “When a message containing specified text is posted in a channel.”
- Next, use the AI feature in an operation to extract the data required for the update from the Slack message.
- Then, use Google Sheets’ “Get multiple records” action to retrieve all records to be updated.
- Finally, use the “Repeat process” command operation to update the retrieved records one by one with the “Update record” action.
※“Trigger”: An action that initiates the workflow. “Operation”: An action that performs processing within the workflow after the trigger starts.
■Customizing this workflow
■Customizing this workflow
- In Google Sheets’ “Get multiple records” and “Update record” actions, set the Google Sheets ID and sheet name (tab name) you want to use.
- In the Slack trigger settings, specify which channel and what type of message text should trigger the workflow.
- In the AI operation, specify what data to extract from the Slack message and which columns in Google Sheets to update.
■Notes
- Connect both Slack and Google Sheets to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Trigger intervals vary depending on your plan. Please take note of this.
- Apps used between “Repeat the same process” operations are available on the Personal plan and above. On the Free plan, the configured workflow operations and data connections will result in errors.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.
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Google Sheets
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Slack
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
When a Posted Message Is Updated (Webhook)
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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