The purpose of this article is to explain the process of integrating Slack with MS Excel to enable automatic saving of Slack channel messages to an Excel worksheet. After setting up the integration, any message received on the Slack channel will be automatically saved to your designated MS Excel worksheet.
To achieve this automation, you will need to complete a one-time setup using Pabbly Connect.
The steps involved include connecting Slack to Pabbly Connect to retrieve newly received messages, and then linking Pabbly Connect with MS Excel to store the messages in the Excel worksheet.
Steps to Automatically Send Slack Channel Messages to MS Excel Worksheet
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Setup Slack as the Trigger App to Gather Channel Messages
3. Setup Slack as the Action App to Fetch User Information
4. Setup Microsoft Excel as the Action App to Save Messages
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Setup Slack as the Trigger App to Gather Channel Messages
Now, we will look at the procedures for setting up a link between Slack and Pabbly Connect, which will allow you to fetch any fresh messages or content that have been published on your Slack channel.
A. Trigger App
Trigger enables us to select the application from which Pabbly Connect will gather the data. In this instance, it would be Slack.
Choose ‘Slack’ as the Trigger App, select ‘New Message’ as the Trigger Event, and click on ‘Save’.
B. Connect Slack Account
To connect with your Slack account, select ‘Add New Connection’ and then click on ‘Connect With Slack’.
Enter your Token Type and click on ‘Save’ to proceed. Then, authorize the necessary permissions to establish the connection.
Select the desired channel from which you wish to capture messages, then click on ‘Save & Send Test Request’.
Expand Response Received to ensure that the latest message posted on your selected Slack channel is visible, thereby confirming the successful establishment of the connection.
Step 3:- Setup Slack as the Action App to Fetch User Information
Action allows us to choose the application that will get executed by the workflow trigger.
The data we captured from Slack does not include the details of the message sender. To fetch the details, we will set up Slack as our Action App.
A. Action App
Choose ‘Slack’ as the Action App, select ‘Get User by Id’ as the Action Event, and click on ‘Connect’.
B. Establish Connection
Given that we are already linked to your Notion account, all you need to do is choose ‘Select Existing Connection’ and then click on ‘Save’.
Map the User Id from the previous step, and click on ‘Save & Send Test Request’.
When you click on ‘Save & Send Test Request’, the information of the user who sent the message will be captured.
Step 4:- Setup Microsoft Excel as the Action App to Save Messages
Our primary goal is to save the messages and user information obtained from Slack in an MS Excel worksheet. To achieve this, we will now configure MS Excel as our Action App.
A. Action App
Choose ‘Microsoft Excel’ as the Action App, select ‘Add Row to Worksheet’ as the Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Choose the Workbook and Worksheet where you wish to store your data in MS Excel.
Once you have selected your desired worksheet, the columns from that sheet will be automatically reflected as fields in your Action Step.
C. Map Necessary Fields
Now that you have successfully connected your Microsoft Excel account, the next step is to map the necessary details from the previous steps. Mapping ensures that your data remains dynamic and updates accordingly based on the received responses.
Map the Name from the step above.
Likewise, map the other fields, and click on ‘Save & Send Test Request’.
Once you click on ‘Save & Send Test Request’, the message will be automatically saved in your MS Excel worksheet.
Congratulations! Your automation is now complete, and Slack has been successfully integrated with MS Excel. From now on, whenever you receive a new message on your Slack channel, it will be automatically saved in your designated MS Excel worksheet.
You can copy this entire workflow by clicking this link.
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