How to Automate Gmail Attachments to Slack Using Pabbly Connect

Learn how to automate sending Gmail email attachments to Slack channels using Pabbly Connect. Step-by-step tutorial with detailed instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail and Slack Integration

To automate sending email attachments from Gmail to a Slack channel, the first step is to access Pabbly Connect. Begin by visiting the Pabbly website and signing in or signing up for a free account. Signing up gives you access to free tasks each month, which is beneficial for setting up this integration.

Once logged in, click on the ‘Create Workflow’ button located at the top right. You will be prompted to name your workflow; enter a name like ‘Gmail to Slack’. This workflow will automate the process of sending attachments from Gmail emails directly to your Slack channel through Pabbly Connect.

2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger event in Pabbly Connect. Select ‘Email Parser’ as your trigger application. This choice enables Pabbly Connect to extract files and information from incoming emails. After selecting it, an email address will be generated for you.

Copy the generated email address and navigate to your Gmail settings. In Gmail, go to the settings icon, select ‘See all settings’, and then navigate to the ‘Forwarding and POP/IMAP’ tab. Here, you will add the Pabbly-generated email address as a forwarding address. Follow these steps:

• Go to ‘Forwarding and POP/IMAP’ settings.
• Click ‘Add a forwarding address’ and paste the copied email.
• Confirm the forwarding by entering the verification code sent to the Pabbly email.

After saving your changes in Gmail, return to Pabbly Connect and click on ‘Re-capture Email Parser Response’ to ensure the connection is established correctly.

3. Testing the Gmail and Pabbly Connect Integration

To verify that your setup is working, conduct a test by sending an email with an attachment to the Pabbly-generated email address. This email should contain a document or file you wish to forward to Slack. Once sent, go back to Pabbly Connect to check if the email parser received the response.

Upon successful reception, you will see details such as the subject, sender, and attachment link. This confirms that Pabbly Connect has successfully connected with your Gmail account and is ready to process incoming emails. You can now use the extracted information in subsequent steps of your integration.

4. Setting Up Slack as the Action Application

Now that the trigger is configured, the next step is to set Slack as the action application in Pabbly Connect. Select ‘Slack’ and choose the action event ‘Send Channel Message’. This allows you to send messages to a specified Slack channel when an email attachment is received.

To connect Slack, you will need to provide either a user or bot token. Since you are already logged into your Slack account, select the user option. Next, choose the channel where you want the message to be sent, such as the ‘General’ channel. Finally, compose the message to include the email body and attachment link. You can format the message using data mapped from the email parser.

• Select the channel (e.g., General) to send messages.
• Map the email body for the message content.
• Attach the email attachment link in the message.

After configuring these settings, you can save and send a test request to see if the integration works correctly.

5. Final Testing and Confirmation of Integration

After setting up the action in Slack, it’s time to conduct a final test of the entire workflow in Pabbly Connect. Ensure that you receive a response indicating that the message has been sent to the selected Slack channel. Check the Slack channel to confirm that the message, along with the email attachment, appears as expected.

This final step validates that the integration between Gmail and Slack via Pabbly Connect is functioning smoothly. You should see the message formatted correctly, with the attachment link accessible for your team members. This automation saves time and ensures that important documents are shared promptly.

Conclusion

In conclusion, using Pabbly Connect to automate Gmail email attachments to Slack channels streamlines communication and enhances productivity. By following the steps outlined, you can set up an efficient workflow that ensures your team stays updated with essential documents effortlessly.