Create a report and notify Microsoft Teams when a Slack message meets specific conditions
Create a report and notify Microsoft Teams when a Slack message meets specific conditions
Launch this workflow to connect
Slack &
Microsoft Teams
!
■Overview
Do you sometimes miss specific messages in Slack or find it time-consuming to manually create reports based on their content and notify Microsoft Teams? This workflow solves these challenges by automating the entire process—from triggering on Slack posts that meet specific conditions to having AI create a report and notify Microsoft Teams.
■Who This Template Is For
- People who regularly create reports based on specific Slack information and share them in Microsoft Teams
- Team leaders who want to eliminate oversights and delays caused by manual information gathering and notifications
- People who want to streamline information sharing between Slack and Microsoft Teams and respond faster
■Benefits of Using This Template
- Automate everything from creating reports based on Slack posts that meet specific conditions to notifying Microsoft Teams, reducing the time previously spent on manual work.
- Help prevent human errors such as inaccuracies when creating reports manually and missed notifications in Microsoft Teams.
■Workflow Steps
- First, connect Slack and Microsoft Teams to Yoom.
- Next, select Slack as the trigger and set the action to “When a message is posted to a channel.” Specify the channel to monitor.
- Then, configure the branching feature under Operations and use the “Branch” action to continue to the next step only when the Slack post meets specific conditions.
- Next, select the AI feature under Operations and use the “Generate text” action to create a report based on the Slack post.
- Finally, select Microsoft Teams under Operations and use the “Send a message to a channel” action to send the generated report to the specified channel.
※“Trigger”: An action that starts the workflow. “Operation”: An action that performs processing within the workflow after the trigger starts.
■Customization Options
- In the Slack trigger settings, configure the workflow execution interval and the channel ID to monitor as needed.
- In the branching settings, customize the specific conditions for proceeding to report creation using the post content retrieved by the Slack trigger, such as the message body and poster.
- In the AI text generation settings, customize the instructions (prompt) for turning Slack posts into reports by combining fixed values with information retrieved by the trigger.
- In the Microsoft Teams notification settings, specify the destination team ID and channel ID, and customize the notification message by combining fixed values with the report text generated by AI.
■Notes
- Connect both Slack and Microsoft Teams to Yoom.
- Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- Branching is an Operation available on the Personal plan and above. On the Free plan, the configured workflow operation will result in an error.
- Paid plans, such as the Personal plan, include a 2-week free trial. During the free trial, you can use apps and features (Operations) that are otherwise subject to restrictions. For details, see the Pricing Plans page.
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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)
When a Message Is Sent to a Channel
When a Message Is Sent to a Chat
When an Event Is Added to the Calendar
When a Message with a File Is Sent to the Channel
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
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 Access
Flowbot triggers
When a Message Is Sent to a ChannelWhen a Message Is Sent to a ChatWhen an Event Is Added to the CalendarWhen a Message with a File Is Sent to the ChannelWhen a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get TeamsGet Team MembersGet Channel ListPost a Message to a ChannelSend Message to ChatRetrieve a List of ChatsCreate ChannelPost a Message to a Channel (Mention a Channel)Get User PresenceReply to a Message Posted to a ChannelCreate a Calendar EventGet Folder InformationDownload FileAdd Member to TeamGet Replies to a Specific MessageGet Messages in a Specific ChannelGet User InformationUpdate Calendar EventGet Events[For Next Page Link] Get EventsCreate a TeamDownload Meeting Recording DataGet Meeting InformationGet Meeting Recording ListRequest ApprovalGet Approval ListCancel ApprovalRetrieve a Message in a Specific ChannelMore inspiration for you
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