Automatically create documents from Slack posts and save them to OneDrive
Automatically create documents from Slack posts and save them to OneDrive
Launch this workflow to connect
Microsoft OneDrive &
Slack
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■Overview
Slack communication is active, but creating and properly storing documents based on those conversations can be time-consuming. In particular, manually compiling multiple pieces of information and saving them to OneDrive takes time and increases the risk of human error. With this workflow, a Slack post triggers AI to organize the information, automatically create a document in Google Docs, and save it to OneDrive, helping you streamline these tasks.
■Who This Template Is For
- Anyone who regularly creates reports or meeting minutes based on Slack posts
- Anyone who finds manually creating documents and uploading files to OneDrive time-consuming
- Anyone looking to speed up information sharing within their team and streamline document management
■Benefits of Using This Template
- Automate the entire process from posting to Slack to creating and saving documents in OneDrive, reducing time spent on manual work so you can focus on other tasks.
- Reduce the risk of human error, such as data entry mistakes and missed file uploads, and improve document accuracy.
■Workflow
- First, connect Slack, Google Docs, and OneDrive to Yoom.
- Next, select Slack as the trigger, set the action to “When a message is posted to a channel,” and specify the channel to monitor.
- Then, set up the AI feature’s “Extract data from text” action and extract the required information from the Slack post.
- Next, configure Google Docs under the “Create document” operation, insert the extracted information into a prepared template, and create the document.
- Finally, set up OneDrive’s “Upload file” action and save the created Google Docs document to the specified folder.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.
■Customization Options
- In the Slack trigger settings, choose the channel where you want to monitor messages.
- In the AI feature operation, specify the information you want to extract from Slack posts, such as the project name, owner, or deadline.
- In the Google Docs operation, choose the document template you want to use and set variables to determine where the information extracted by the AI feature should appear in the document.
- In the OneDrive operation, choose the folder where you want to save the created documents.
■Notes
- Connect Slack, Google Docs, and OneDrive to Yoom.
- Microsoft 365 (formerly Office 365) offers consumer and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on how to create documents, see How to Configure “Create document”.
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Templates using
Slack
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About the apps you use
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a File Is Created or Updated in a Specific Folder
When a Folder Is Created or Updated in a Specific Folder
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
Search Folders and Files
Get a List of Files in a Specific Folder
Create Folder
Download File
Upload File
Copy a File
Create Excel File
Grant Permissions to Folder or File
Change Folder or File Name
Create Sharing Link
Delete File/Folder
Move File to Another Folder
Download File as PDF
Get Top-level Folder List
Get Subfolders of a Specific Folder
Send Message to Channel
Send Direct Message
Get Member IDs in a Channel
Flowbot triggers
When a File Is Created or Updated in a Specific FolderWhen a Folder Is Created or Updated in a Specific Folder
Flowbot operations
Search Folders and FilesGet a List of Files in a Specific FolderCreate FolderDownload FileUpload FileCopy a FileCreate Excel FileGrant Permissions to Folder or FileChange Folder or File NameCreate Sharing LinkDelete File/FolderMove File to Another FolderDownload File as PDFGet Top-level Folder ListGet Subfolders of a Specific Folder
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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