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Analyze form responses with AI and send relevant grant information to Slack

Analyze form responses with AI and send relevant grant information to Slack

Launch this workflow to connect Forms & Slack !
■Overview
Reviewing form responses one by one and searching for relevant grant information can be time-consuming and labor-intensive.
When handling a large volume of information, you may also risk overlooking the right opportunities.
With this workflow, AI analyzes form responses as they are submitted and automatically sends highly relevant grant information to Slack, helping you solve these challenges effortlessly.

■Who This Template Is For
  • Anyone who wants to efficiently collect the most relevant grant information based on form responses
  • Anyone looking to improve operational efficiency by using AI to automate information gathering and analysis
  • Anyone who wants to quickly and reliably share valuable information with their team using Slack

■Benefits of This Template
  • Automate the entire process—from analyzing grant information based on form responses to notifying Slack—and reduce the time spent manually gathering and sharing information.
  • Use objective AI-powered analysis to uncover grant opportunities that might otherwise be missed and reduce bias in decision-making, helping minimize the risk of human error.

■Flowbot Steps
  1. First, register Slack as a connected app in Yoom.
  2. Next, select the form trigger and configure the “Response Form” so the workflow starts whenever a new response is submitted to the specified form.
  3. Then, configure the “Generate Text” action under the text generation feature and instruct AI to analyze the form responses and extract relevant grant information.
  4. Finally, configure Slack’s “Send a Message to a Channel” action to automatically notify the specified channel with the grant information generated by AI.
※ “Trigger”: An action that initiates a workflow. “Operation”: An action that processes data within the workflow after the trigger is activated.

■Customization Options
  • When setting up the form trigger, freely design the questions and formats needed to collect the information required for selecting grants.
  • When configuring the text generation feature, adjust the AI instructions (prompt), the character count of the generated text, the output language, and other settings to suit your needs.
  • For the Slack message action, specify the ID of the channel where you want to receive notifications, and customize the message content to match the situation.

■Notes
  • Connect Slack with Yoom.
  • The form feature is available on the Mini plan and above. On the Free and Personal plans, the configured Flowbot operations and data connections will result in errors.
  • Paid plans, including the Personal, Mini, Team, and Success plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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About the apps you use
Forms
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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Templates

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

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No-Code API Actions
Executable API actions
Flowbot triggers
    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
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    There is no action.
Flowbot operations
    There is no action.
Flowbot triggers
    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
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access