When a CSV file is added to Google Drive, use an AI worker to aggregate data, create charts, and send a notification in Slack
When a CSV file is added to Google Drive, use an AI worker to aggregate data, create charts, and send a notification in Slack
Launch this workflow to connect
Google Drive &
Slack
!
■Overview
Do you find yourself spending too much time on administrative tasks such as aggregating CSV data from daily sales and advertising reports, creating charts, and analyzing results? While visualizing and analyzing this data is essential, doing it manually requires significant time and effort. With this workflow, simply add a CSV file to Google Drive, and an AI worker will automatically aggregate, visualize, and analyze the data, then send the results to Slack. By automating administrative tasks, your team can always share the latest analysis and make faster decisions.
■Who This Template Is For
- Administrative staff who want to streamline time-consuming tasks such as aggregating CSV data, creating charts, and analyzing results
- Team leaders who want to quickly share the latest sales and advertising reports with their team and encourage data-driven discussions
- Business owners who use Google Drive and Slack and want to reduce the burden of transferring data and preparing reports
■Benefits of Using This Template
- When a CSV file is added to Google Drive, AI automatically aggregates and visualizes the data, freeing up time spent on manual data processing for more important work.
- AI creates objective analysis comments and sends them to Slack along with visualized charts, improving the quality of reports and making it easier to share information across the team.
■How the Flowbot Works
- First, connect Google Drive and Slack to Yoom.
- Next, set the trigger to the Google Drive action “When a new file or folder is created in a specific folder.”
- Finally, create an AI worker manual that instructs the administrative staff to load the CSV, aggregate, create charts, and analyze the data according to custom rules, then save the results to Google Drive. Set Google Drive’s “Download a file” and “Upload a file” actions, along with Slack’s “Send a message” action, as the tools to use.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- In the Google Drive trigger settings, specify the ID of the folder where CSV files will be uploaded.
- By editing the instructions (manual) for the AI worker, you can finely customize rules such as how to aggregate data and which perspectives to use when creating charts and analyzing results.
- Set the Slack notification channel according to your needs, such as a channel for sales reports or advertising operations.
■Notes
- Connect both Google Drive and Slack to Yoom. The apps used within the AI worker must also be connected as My Apps.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits supported by triggers and individual operations, see File Size Limits.
- For basic AI worker setup instructions, 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 vary by your plan.
- The apps and operations available within AI workers are subject to the same usage limits as Flowbots.
- AI workers consume tasks during test runs just as they do during production runs. For details, see [AI Worker] How Task Execution Counts 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
Templates using
Google Drive
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Templates using
Slack
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About the apps you use
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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No-Code API Actions
Executable API actions
Flowbot triggers
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
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
Create Folder
Duplicate File
Search for Files and Folders in a Specific Folder
Delete File
Upload File
Download File
Download Google Sheets File
Download Google Slides
Download Google Docs File
Retrieve a List of Files and Folders in a Specific Folder
Rename File
Retrieve File or Folder Information
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and Folders
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen 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 ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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