Integrating Microsoft Excel with Slack Using Pabbly Connect

Learn how to post Slack channel messages from new Microsoft Excel rows using Pabbly Connect. Step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Excel and Slack Integration

To begin the process of posting Slack channel messages from new Microsoft Excel rows, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, sign up by clicking on the ‘Sign Up for Free’ button. This process is quick and grants you 100 free tasks upon account creation. Existing users can simply sign in to their account. Once logged in, you will be directed to the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, locate the ‘Create Workflow’ button on the right side of the screen. Click on it to initiate the workflow setup. A dialog box will prompt you to name your workflow; for this integration, you can name it ‘MS Excel to Slack Integration’.

• Click on ‘Create’ to proceed.
• This will lead you to a new window with trigger and action events.

In this window, you will set Microsoft Excel as your trigger application. Select the trigger event as ‘New Row in Worksheet’. This event will activate your workflow every time a new row is added to your Excel spreadsheet.

3. Connecting Microsoft Excel to Pabbly Connect

Next, you need to connect your Microsoft Excel account to Pabbly Connect. Click on the ‘Connect’ button after selecting Microsoft Excel as the trigger application. Here, you will be prompted to add a new connection.

Select your Microsoft Excel account and grant permission for Pabbly Connect to access it. After successful authorization, choose the specific workbook where your data is stored. For this example, select the workbook named ‘Slack Messages’ and the worksheet titled ‘Demo’.

4. Setting Up Slack to Receive Messages

Now that your Excel connection is established, it’s time to set up Slack as the action application. Choose Slack and select the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to link your Slack account to Pabbly Connect.

• Choose the token type as ‘User’ for sending messages.
• Authorize Pabbly Connect to access your Slack workspace.
• Select the specific Slack channel where messages will be posted.

Once the channel is selected, you will need to map the data received from Excel to the message format for Slack. This involves selecting the message content that you want to send to your Slack channel.

5. Testing the Integration Between Excel and Slack

After setting up your workflow, it’s crucial to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send a test message to your selected Slack channel.

Check your Slack channel to verify if the message was received successfully. For example, you might see a message saying, ‘Hello team, we have been given the permission to go ahead with this project. Congratulations!’ This confirms that your integration is functioning correctly.

Keep in mind that the trigger checks for new data every 8 hours, meaning any new rows added to your Excel sheet will be sent to Slack after this interval. This one-time setup will allow for ongoing automation without further intervention.

Conclusion

Integrating Microsoft Excel with Slack through Pabbly Connect allows you to automate message posting seamlessly. By following the steps outlined, you can ensure that your team stays updated with the latest information from Excel. This integration enhances communication and efficiency within your team.