Regularly retrieve discussions from Smartsheet and notify assignees in Discord
Launch this workflow to connect
Smartsheet &
Discord
!
■Overview
Managing multiple projects in Smartsheet can make it time-consuming to review and share discussions. Manual reviews also increase the risk of missing important updates. With this workflow, you can automatically retrieve discussion IDs from Smartsheet in bulk on a regular schedule, format the content, and send notifications to Discord. This helps prevent missed updates and keeps your team informed.
■Who should use this template
- Anyone looking to streamline discussion reviews when managing projects in Smartsheet
- Anyone who wants to retrieve Smartsheet discussion IDs and other information in bulk and reduce the effort required for manual sharing
- Anyone using Discord as a team communication tool and looking to automate information sharing
■Benefits of using this template
- Automatically retrieve and notify your team about Smartsheet discussion information on a regular basis, reducing the time spent on manual reviews
- Prevent human errors such as missed reviews and incorrect notifications, ensuring important updates are reliably shared with your team
■How the Flowbot works
- First, connect Smartsheet and Discord to Yoom
- Next, configure the schedule trigger and specify when you want the Flowbot to run
- Then, configure Smartsheet's “Get a list of discussion IDs” action to retrieve information from the target sheet
- Use the AI feature to create instructions for generating a message to notify Discord based on the retrieved information
- Finally, configure Discord's “Send a message” action and send the generated message to the specified channel
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts
■Customization options
■Customization options
- When generating text with the AI feature, you can freely customize the prompt to include the information retrieved from Smartsheet and tailor the notification content to your needs
- For Discord notifications, you can select any destination channel, add fixed text to the message, or insert values retrieved by previous operations as variables
■Notes
- Connect both Smartsheet and Discord to Yoom.
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About the apps you use
Smartsheet
In Yoom, you can integrate with Smartsheet's API without any code and automate operations on Smartsheet via the API. For example, you can link information registered in Smartsheet to other services like Salesforce or Google Sheets, or automatically register information from emails or input forms into Smartsheet.
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Discord
It is possible to automate various tasks by integrating with Discord's API without code. For example, you can automatically send messages or files to any text channel on Discord.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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