Automate Google Drive and Slack Integration with Simply

Learn how to automate Google Drive and Slack integration using Simply for seamless file sharing and notifications. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Simply for Google Drive and Slack Integration

The first step in automating file sharing is using Simply to connect Google Drive and Slack. Begin by visiting the Pabbly Connect homepage where you can sign in or create a free account. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. This process takes less than two minutes and provides you with 100 free tasks each month.

Once logged in, navigate to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Connect Google Drive with Slack’. Select the appropriate folder for your workflow and click ‘Create’. This sets the stage for integrating Google Drive and Slack.

2. Setting Google Drive as the Trigger Application

To set up the automation, we need to define a trigger in Simply. In this case, the trigger is Google Drive. Select Google Drive as your trigger application and choose the event that will initiate the workflow. The event should be set to ‘New File in Specific Folder’, which means the workflow will trigger whenever a new file is uploaded to a designated folder.

• Select the Google Drive account you want to connect.
• Choose the specific folder where new files will be uploaded.
• Click ‘Save and Send Test Request’ to capture the latest file uploaded.

After successfully connecting Google Drive, you will receive a response indicating that the connection is established. This response will also include the file ID of the newly uploaded document, which is crucial for the next steps in your automation.

3. Setting Slack as the Action Application

Next, we need to set up Slack as the action application in our Simply workflow. Click on the ‘Add Action Step’ button and select Slack. Choose the action event as ‘Send Channel Message’. This means that whenever a new file is uploaded to Google Drive, a message will be sent to your selected Slack channel.

To connect Slack, you will need to enter a token type for authorization. Choose either a user token or a bot token based on your needs. For sending messages, a bot token is generally sufficient. After selecting the token type, click ‘Connect’ to authorize Simply to access your Slack workspace.

• Select the Slack channel where you want to send the messages.
• Compose the message that will be sent to the channel, including dynamic data from the Google Drive response.
• Click ‘Save and Send Test Request’ to ensure the message is sent successfully.

Once the message is sent, you can check your Slack channel to confirm that the notification has been received. This completes the integration between Google Drive and Slack using Simply.

4. Automating File Sharing with Simply

Now that both Google Drive and Slack are connected through Simply, you can automate the file sharing process. Whenever a new invoice is uploaded to the specified Google Drive folder, it will automatically generate a sharable link and send a message to the Slack channel you selected.

The message can include details such as the file name, a notification about the new purchase order, and the link to the file. This ensures that your team members are promptly informed about updates without manual intervention.

The workflow captures the file ID from Google Drive and uses it to create a sharable link. The link is then included in the message sent to Slack. This process is completely automated, saving time and reducing errors.

By following these steps, you can ensure that your online store operates efficiently, with all team members updated in real-time whenever new invoices are generated and uploaded.

5. Conclusion: Simplifying Automation with Simply

In conclusion, integrating Google Drive and Slack using Simply enables seamless file sharing and notifications. This automation ensures that important documents are shared promptly with your team members. By following the steps outlined, you can set up this workflow easily and efficiently.

Utilizing Simply for automating such processes not only saves time but also enhances collaboration within your team. Start automating your workflows today and experience the benefits of streamlined communication and file management.