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