Create internal documents with an AI worker and notify Slack when a form is submitted
Create internal documents with an AI worker and notify Slack when a form is submitted
Launch this workflow to connect
Google Docs &
Google Drive &
Slack
!
■Overview
Do you find it time-consuming to create documents such as meeting minutes and daily reports from scratch? Manually compiling information from chats and emails, converting it to PDF, saving it in the designated location, and sharing it with stakeholders can add up to a significant amount of work. With this workflow, simply enter information into a Yoom form, and AI will create the business document, automatically issue it in Google Docs, save it to Google Drive, and send a notification via Slack. Prevent transcription errors and missed saves while creating an environment where you can focus on the work that matters most.
■Who This Template Is For
- Anyone who wants to quickly create polished reports or meeting minutes from sales meeting notes or meeting transcripts
- Administrative staff who want to eliminate the effort of creating folders with the correct naming conventions and saving documents after issuance
- Anyone who wants to shorten the time from document creation to requesting approval from a manager and sending a Slack notification, increasing operational speed
■Benefits of Using This Template
- AI analyzes and structures fragmented information, helping you generate high-quality documents while reducing the time and stress of composing content from scratch.
- Automating everything from data insertion and PDF generation to folder renaming and file uploads reduces the risk of human error.
■Flowbot Steps
- First, connect Slack, Google Drive, and Google Docs to Yoom.
- Next, configure the document issuance action.
- For the trigger, set up a Yoom form trigger and create a form for entering the document type and content.
- Finally, use an AI Worker to turn the submitted information into a business document, then create a PDF using Google Docs' “Issue document” action.
Store the file in the designated folder using Google Drive's “Upload file” action, then send a notification with the completed file link using Slack's “Send message to channel” action.
※ “Trigger”: An action that initiates a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■Customization Options
- Adjust the instructions provided to the AI Worker to create polished documents that match your company's unique formats and preferred tone and style.
- Replace the Google Docs template to flexibly customize the workflow for purposes such as drafting quotations or contracts.
- Feel free to change the Google Drive destination folder name, as well as the Slack notification channel and message content, to match your organization's operating rules.
■Important Notes
- Connect Slack, Google Drive, and Google Docs to Yoom.
- For basic AI Worker setup, see “[AI Worker] How to Set Up the Basics.”
- 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 by your plan.
- The apps and operations available within AI Workers are subject to the same usage limitations 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 Skills (Formerly Manuals).”
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About the Apps
Google Docs
Related apps
Templates using
Google Docs
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Templates using
Google Drive
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The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Templates using
Slack
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.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
About the apps you use
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
see detailsTemplates
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted in a specific room on Slack to a Google Document.
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.
see detailsTemplates
Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.
Convert files containing specific keywords created in Google Drive into Google Slides
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
Create a record in Notion when a new file is added to Google Drive.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Add files to Google Drive using form responses and register leads in Salesforce.
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.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
Add a comment to a Wrike task when a post is made in a Slack channel.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
Add inquiry content from Slack to Google Sheets
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
Append Text to Document
Replace Text
Create a New Document
Get Document Content
Insert Image into Document
Add Document Tab
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
Flowbot triggers
There is no action.
Flowbot operations
Append Text to DocumentReplace TextCreate a New DocumentGet Document ContentInsert Image into DocumentAdd Document Tab
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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