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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
  1. First, connect Slack, Microsoft SharePoint, and Google Sheets to Yoom.
  2. Next, select Slack as the trigger and set the “When mentioned in a channel” action.
  3. Then, set up “Extract text” using the AI feature in the operation and extract search keywords from the Slack mention.
  4. Next, set up Microsoft SharePoint’s “Search folders and files” action in the operation and search using the extracted keywords.
  5. To handle multiple search results, configure the repeat feature to run the subsequent steps for each file.
  6. 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
  • 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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Microsoft SharePoint
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About the apps you use
Microsoft SharePoint
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Templates

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

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Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.

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Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When Item Is Added or Updated in List
    When a File Is Created or Updated in a Specified Folder Within the Site
    When a Folder Is Created or Updated in a Specified Folder Within the Site
    When a Row Is Added
    When a Row Is Updated
    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
    Upload File
    Create Folder
    Search Folders/files
    Copy File
    Set Values in Document Custom Columns
    Get Item Details
    Download File
    Create Folder in Drive Root
    Retrieve Information for a Specific List
    Get Item Access Count and Unique Users (All Time)
    Get Item Access Count and Unique Users (Last 7 Days)
    Delete File / Folder
    Move File to Another Folder
    Add Item to List
    Update List Item
    Update List Item (Multiple Choice)
    Get Folders/files in a Specific Folder
    Get Initial Delta Link for a Specified List
    Get Incremental Changes for List Items
    Search Folders/files (for Next Page)
    Rename Folder
    Add Worksheet
    Update List Item (Hyperlink)
    Retrieve Specific Item Information (Specify Drive ID)
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
    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
    When Item Is Added or Updated in List
    When a File Is Created or Updated in a Specified Folder Within the Site
    When a Folder Is Created or Updated in a Specified Folder Within the Site
Flowbot operations
    Upload File
    Create Folder
    Search Folders/files
    Copy File
    Set Values in Document Custom Columns
    Get Item Details
    Download File
    Create Folder in Drive Root
    Retrieve Information for a Specific List
    Get Item Access Count and Unique Users (All Time)
    Get Item Access Count and Unique Users (Last 7 Days)
    Delete File / Folder
    Move File to Another Folder
    Add Item to List
    Update List Item
    Update List Item (Multiple Choice)
    Get Folders/files in a Specific Folder
    Get Initial Delta Link for a Specified List
    Get Incremental Changes for List Items
    Search Folders/files (for Next Page)
    Rename Folder
    Add Worksheet
    Update List Item (Hyperlink)
    Retrieve Specific Item Information (Specify Drive ID)
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
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