Issue a receipt with an AI worker when a message is sent in Slack
Issue a receipt with an AI worker when a message is sent in Slack
Launch this workflow to connect
Google Sheets &
Slack
!
■Overview
When a sales representative requests a receipt, administrative staff must manually transfer information, create documents, and update records, which is time-consuming and increases the risk of input errors. With this workflow, an AI Worker automatically analyzes requests posted in Slack and handles everything from creating receipts using Google Sheets to recording them in a ledger, saving them, and reporting completion. This helps reduce administrative workload while ensuring a smooth, error-free process.
■Who should use this template
- Administrative staff who manually transfer receipt requests received in Slack to Google Sheets
- Team leaders who want to automate the process of issuing and sharing documents more quickly in response to requests from the sales team
- Business owners who want to prevent human errors in administrative tasks and improve back-office efficiency
■Benefits of using this template
- An AI Worker automatically issues receipts and records them in a ledger based on information posted in Slack, reducing the time spent on manual data entry.
- Everything from document creation and saving to reporting is completed without manual intervention, helping prevent errors such as missing information and incorrect recipient names.
■Flowbot steps
- First, connect Slack and Google Sheets to Yoom.
- Next, select Slack as the trigger and set the action to “When a message is posted to a channel (Webhook).”
- Then, configure the AI Worker to extract information from the sales request and create documents in Google Sheets, save them to a folder, and record them in a ledger.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- For the Slack trigger, specify the exact channel ID where receipt requests will be posted.
- Adjust the AI Worker instructions to customize the information to extract, such as the recipient name, amount, and description, as well as the format of the documents to be issued.
- For the Google Sheets “Add a record” action, adjust the mapping to match the destination sheet and the fields in your management ledger.
■Notes
- Connect Slack and Google Sheets to Yoom. You must also connect the tools (apps) used within the AI Worker through My Apps.
- For basic AI Worker setup instructions, see [AI Worker] Basic setup instructions.
- The number of concurrent AI Worker runs, the number of AI Workers you can create, and the AI models available to you depend on your plan.
- The apps and operations available within AI Workers are subject to the same usage restrictions 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 skills are configured in detail. For details, see [AI Worker] How to create a manual.
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About the Apps
Google Sheets
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Google Sheets
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Templates using
Slack
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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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
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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.
see detailsTemplates
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Activate the flow bot at the end of each month and notify Slack.
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Add a comment to a Wrike task when a post is made in a Slack channel.
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Add inquiry content from Slack to Google Sheets
No-Code API Actions
Executable API actions
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
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
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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