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Google Sheets Slack
Use AI to review payment records in Google Sheets and automatically send reminder notifications in Slack
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Google Sheets Slack

Use AI to review payment records in Google Sheets and automatically send reminder notifications in Slack

Launch this workflow to connect Google Sheets & Slack !
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■Overview
When managing payment due dates in Google Sheets, the workload involved in identifying outstanding items and sending reminders to those responsible increases as the number of records grows, along with the risk of missed payments. This workflow addresses these challenges by having AI automatically assess payment statuses every day, identify items approaching their due dates, and send reminder notifications in Slack. By reducing manual checks and enabling AI to accurately assess each situation, it helps ease the burden on administrators and keep payment operations on track.

■Who should use this template
  • Accounting professionals who find it challenging to check due dates and send reminders when managing payments in Google Sheets
  • General affairs leaders who manage multiple payment cases and want to prevent outstanding invoices and missed payments
  • Business owners who want to automate daily routine tasks and create an environment that allows them to focus on core business activities

■Benefits of using this template
  • AI automatically checks payment due dates at a set time every day, helping prevent missed visual checks and minimize the risk of late payments.
  • AI handles everything from identifying outstanding items to creating reminder messages in Slack, reducing the time spent on communication tasks.

■Flowbot steps
  1. First, connect Google Sheets and Slack to Yoom.
  2. Next, set a schedule to trigger the flow every day at 10:00 AM.
  3. Finally, to have the AI worker assess payment management data and send notifications, configure Google Sheets' “Get multiple records” action and Slack's “Send a message to a channel” action as the tools to use, then create a manual (instruction) that assesses payment statuses and generates and sends reminder messages.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options
  • Configure the Google Sheets reference sheet and the range of columns containing payment due dates and statuses to match your current management sheet.
  • Adjust the instructions given to the AI worker to freely customize how many days before the payment deadline notifications are sent and the tone of reminder messages.
  • Slack notifications can be sent not only to a shared channel but also as direct messages to specific people in charge.

■Notes
  • Connect both Google Sheets and Slack to Yoom. The apps used within the AI worker also require My Apps connections.
  • For basic AI worker setup, see “[AI Worker] Basic Setup Guide”.
  • The number of AI workers that can run simultaneously, the number of AI workers you can create, and the AI models available to you vary depending on your plan.
  • The apps and operations available within the AI worker are subject to the same usage limitations as Flowbots.
  • Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Executions Are Calculated”.
  • AI workers are more likely to process tasks appropriately when their manuals are configured in detail. For details, see “[AI Worker] How to Create a Manual”.
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About the Apps
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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No-Code API Actions
Executable API actions
All
Google Sheets
Slack
Flowbot triggers
    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
    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 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
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