Search Microsoft SharePoint for keywords mentioned in Slack and add the results to a Google Spreadsheet
Search Microsoft SharePoint for keywords mentioned in Slack and add the results to a Google Spreadsheet
Launch this workflow to connect
Microsoft SharePoint &
Google Sheets &
Slack
!
■Overview
Do you spend too much time searching for specific information across the many folders and files stored in Microsoft SharePoint? With this workflow, you can automatically search across Microsoft SharePoint using keywords mentioned in Slack and consolidate the results in Google Sheets. This streamlines the file search process that was previously handled manually and helps you respond to requests faster.
■Who This Template Is For
- Anyone who spends too much time searching through the many folders and files stored in Microsoft SharePoint
- Anyone who frequently searches for files in Microsoft SharePoint in response to requests received in Slack
- Anyone looking to automate file search requests from various team members and streamline the response process
■Benefits of Using This Template
- From searching to recording the results, everything runs automatically when you are mentioned in Slack, reducing the time spent on manual searches and data entry.
- Search results are automatically consolidated in Google Sheets, enabling centralized information management and making it easier to review and share information.
■Flowbot Overview
- First, connect Slack, Microsoft SharePoint, and Google Sheets to Yoom.
- Next, select Slack as the trigger and set the “When mentioned in a channel” action.
- Then, set up “Extract text” using the AI feature in the operation and extract search keywords from the Slack mention.
- Next, set up Microsoft SharePoint’s “Search folders and files” action in the operation and search using the extracted keywords.
- To handle multiple search results, configure the repeat feature to run the subsequent steps for each file.
- Finally, set up Google Sheets’ “Add a record” action to add the search result information as a row in the specified sheet.
※“Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization Options
■Customization Options
- In the Slack trigger settings, specify the channel where you want to start the flow and the user ID to be mentioned.
- You can customize the instructions (prompt) for extracting text with the AI feature to match the format of the mention.
- You can freely customize the information added to Google Sheets using data collected in previous steps, such as Microsoft SharePoint search results (file names, URLs, etc.), Slack information (the requester’s user ID, etc.), and extracted text.
■Notes
- Connect Slack, Microsoft SharePoint, and Google Sheets to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home users and business users (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The “Repeat the same process” operation is available only on the Team and Success plans. On the Free and Mini plans, the configured flowbot operations and data connections will result in errors.
- Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
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About the apps you use
Microsoft SharePoint
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
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