When a specific message is sent on Discord, extract the text and add a client in Float

■Overview

Communicating on Discord is fast and convenient, but manually registering client information shared there in Float, a resource management tool, can be time-consuming. With this workflow, when a specific message is sent on Discord, AI automatically extracts the relevant text and adds the client to Float. Automate the integration between Float and Discord to eliminate the inefficiencies of manual data entry.

■Who Is This Template For?

• Teams that use both Discord and Float and find it time-consuming to manually transfer client information
• Teams that want to eliminate input errors and omissions when registering information received on Discord in Float
• Teams that want to connect Float and Discord and automate their client information registration workflow

■Benefits of This Template

• Automatically add clients to Float when a specific Discord message triggers the workflow, reducing the time previously spent on manual tasks.
• Eliminate manual data transfer to help prevent human errors such as incorrect client information and missed registrations.

■Workflow Overview

1. First, connect Discord and Float to Yoom.
2. Next, select Discord as the trigger and set the action to “When a message is sent in a channel.”
3. Next, configure a conditional branch in the operation so that subsequent steps run only when specific conditions are met.
4. Next, configure the AI feature in the operation to extract the required information, such as the client name, from the Discord message.
5. Finally, configure Float’s “Add Client” action in the operation to add the client based on the extracted information.

※“Trigger”: An action that starts the workflow. “Operation”: An action that performs a process within the workflow after the trigger runs.

■Customization Options

• For the Discord trigger, set the server ID and channel ID where you want to detect notifications.
• For the conditional branch, set any conditions required to start the subsequent workflow, such as processing only messages that contain specific keywords.
• For AI text extraction, configure the workflow to extract any information required for registration in Float, such as the client name, from the Discord message.

■Important Notes

• ‍‍Connect both Discord and Float to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Conditional branching is an available operation on the Mini plan and above. On the Free Plan, configured operations that use conditional branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.