For example, you could use Process Street to structure your team meetings and automatically send all of your meeting notes to the team’s Slack channel to keep record.
Slack can also notify your team when it’s time to join the meeting.
- A company uses Process Street to structure their team meetings and record meeting notes
- The company wants to be notified when the meeting checklist runs, and see a summary of the meeting notes in their group Slack channel
- We will configure Zapier to listen out for a trigger word in Slack to run a meeting checklist
- Zapier will send the checklist URL to a Slack channel to signify the start of the meeting
- When the last step of the meeting checklist is ticked off, Process Street will send the meeting notes to Slack via Zapier
Let’s look at how we can do this.
But first, since we’re using a meeting checklist, here’s a standup meeting checklist for development teams you can use (or feel free to make your own).
How to connect a recurring Process Street checklist to Slack
Zapier, a platform that connects over 750 different apps and services, can be used to create simple integration from scratch.
Any action in any of the range of apps (like forwarding an email or running a attachment) can trigger an event in another app automatically. These integrations are known as ‘zaps’. Zapier has a Process Street integration, so it can effectively listen out for when a new checklist runs and send that information anywhere.
In this article, we’ll be walking you through how to set up a zap that listens for a trigger word in Slack, sends the checklist URL, and then sends Process Street data to that same Slack channel.
First, you need to set up a zap to listen for a trigger word
Let’s say you want to run a standup meeting whenever somebody says ‘run standup meeting’ in your team’s Slack channel. This gives you the flexibility to run meetings whenever, not just on a schedule.
Set Slack’s ‘New Message Posted to Channel’ as the trigger step, and select the specific channel from the drop-down.
Add a filter to the trigger so it only runs the zap if the message in Slack contains the words ‘run daily standup’.
You’re going to want to add the time and date of the Slack message to the title of the meeting checklist so Process Street keeps track of your meetings.
For this, you’ll want to add Formatter by Zapier as an action step next.
The fourth and final step of the zap is an action step that triggers a new Process Street checklist. The checklist title field will pull in the formatted time of the original Slack trigger message, so make sure to add that variable in like the example shown below:
Now, you’ll need a second zap that listens for new checklists and notifies your channel with the link.
Configure Zapier to notify Slack when a new Process Street checklist runs
Here is a pre-made zap you can use to trigger Slack notifications when a new checklist runs in Process Street:
Alternatively, here’s the DIY method:
Go back to Zapier and click ‘Make a zap!’
Set the trigger to Process Street’s New Checklist, then choose the template you want to use as the trigger.
Continue, test, and move onto the action step. Select Slack as the action app, and configure it to send a channel message:
Connect your Slack account in the next step if necessary, and then move on to editing the message template.
Use the fields icon highlighted above to insert the checklist URL in your Slack messages.
Continue through the Zapier steps, and then test to see if your notification comes through in Slack.
Now we have a way to reliably structure our meetings and get notified in Slack. Next, we’ll look at sending meeting notes you make in Process Street form fields to Slack.
Structure checklist data into a Slack message
Create a new zap in Zapier, and set the trigger to listen for a new checked task in Process Street.
In this example, we’ve configured Zapier to fire when the last task of this checklist is checked off:
Select your meeting template, then choose the last task from the drop-down:
Now, set up Slack as the action step. Again, use ‘Send Channel Message’, and then move on to configure the message template:
Fields let you dynamically insert information into an automated Slack message, so you can use Process Street’s form fields to build the Slack message like in the screenshot above.
Here’s the zap in action:
To finish up, make sure Zapier is fully able to test both steps, and that you’re able to see the results in Slack.