Guide

How to automatically send Slack messages to a channel each time a new row is added to Retable

Efficient workflows and seamless communication are vital for organizational success. But, juggling data management and communication tools can be challenging, causing missed opportunities and decreased productivity. Relay.app connects Retable and Slack, automating internal notifications and saving time. With customized messages on Slack for each new Retable row, you can streamline communication and foster a more responsive team environment. This guide will show you how to set up the integration in four easy steps. Say goodbye to complexity and welcome enhanced efficiency and productivity. Transform how you work and take your team to the next level with the Relay.app!
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1

Create your Relay.app playbook

To start coordinating your workflow between Retable and Slack, you must set up specific steps.

Firstly, sign up for Relay.app and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Send messages each time a new row is added to Retable," and choose a relevant emoji like 📩 to help you quickly identify it.

2

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.

3

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.

4

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.

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