- How to automatically send Slack direct messages when a new spreadsheet is added to a Google Sheets folder
- 1. Set the Google Sheets trigger as “Spreadsheet added to folder”
- 2. Add the “Send DM” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Slack and Google Sheets
- Related blog posts
- More how-to guides featuring Slack and Google Sheets
How to automatically send Slack direct messages when a new spreadsheet is added to a Google Sheets folder
Set the Google Sheets trigger as “Spreadsheet added to folder”
Add the Google Sheets trigger to initiate your playbook's actions when a new spreadsheet is added to a folder.
To do this, click "Add trigger" in your playbook. Select the "Spreadsheet added to folder" trigger option from the dropdown menu under Google Sheets. It will enable your playbook to automatically identify newly added spreadsheets and trigger necessary actions.
If you still need to connect your Google Sheets account to Relay.app, a prompt will guide you through the connection process.
Add the “Send DM” step in Slack
Integrate Slack automation into your playbook to ensure that you receive timely updates on new spreadsheets added to a folder.
Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name and the body of the message containing detailed information.
If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to send direct messages through your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when a new spreadsheet is added to a Google Sheets folder without requiring manual intervention.
To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.