Automate Saving Ideas from Slack to Notion with Pabbly Connect

Learn how to automate saving ideas and feedback from Slack to Notion using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate saving ideas or feedback from Slack into Notion, you first need to access Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account to access monthly tasks for testing automation workflows. Existing users can simply log in to their accounts to get started.

2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow. Click on the blue button labeled ‘Create Workflow’ and provide a descriptive name for your automation.

For this integration, name your workflow something like ‘When New Messages are Posted in Slack, Save Those Messages in Notion’. After naming your workflow, click on the ‘Create’ button to proceed.

3. Set Up Trigger and Action for Slack and Notion

In this section, you will set up the trigger and action for your automation using Pabbly Connect. Choose Slack as your trigger application and select the event ‘When New Message is Posted’. This will allow Pabbly Connect to capture messages from your Slack channel.

To connect to your Slack account, click on the ‘Connect’ button and authorize Pabbly Connect to access your Slack channels. Select the specific channel, such as ‘Announcements’, where messages will be captured.

• Select Slack as the trigger application.
• Choose ‘When New Message is Posted’ as the trigger event.
• Authorize Pabbly Connect to access your Slack account.

Once the connection is established, you can test it by posting a message in the selected Slack channel. Pabbly Connect will capture the details of the message for further processing.

4. Fetch User Details from Slack

After capturing the message, the next step is to fetch user details using Pabbly Connect. You will need to add another action step by selecting Slack again and choosing the action event ‘Get User by ID’. This allows you to retrieve the name and email of the user who posted the message.

Map the user ID from the previous step to fetch the corresponding user details. Once the user details are retrieved, you will have access to the user’s name and email address, which are essential for saving the data in Notion.

• Select Slack as the action application.
• Choose ‘Get User by ID’ as the action event.
• Map the user ID to fetch user details.

This step ensures that every message saved in Notion includes the relevant user information, enhancing the context of the feedback or ideas shared.

5. Save Captured Data to Notion

The final step in this automation process is saving the captured data into Notion using Pabbly Connect. Select Notion as the action application and choose the action event ‘Create Database Item’. This allows you to create a new entry in your Notion database for each message received from Slack.

Map the required fields such as the message, user name, user email, and channel name to their corresponding columns in your Notion database. Once the mapping is complete, click on the ‘Save and Send Test Request’ button to verify that the data is being saved correctly.

With this setup, every new message posted in your Slack channel will automatically be saved in your Notion database, allowing you to track ideas and feedback efficiently.

Conclusion

By using Pabbly Connect, you can automate the process of saving ideas and feedback from Slack into Notion seamlessly. This integration not only saves time but also ensures that all important discussions are captured and organized in one place.

With just a few steps, you can create workflows that enhance your productivity and keep your team aligned. Start using Pabbly Connect today to streamline your automation needs!