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Hi everyone,

 

In a podcast by Hubspot (https://www.daphnelopes.com/podcast/, S02 #8), they are explaining how they automated their business reviews. Using Workato, this is their workflow:

  • An employee triggers the automation by typing a command in Slack (e.g. \businessreviewwcustomerid]) 
  • A Google Slides and Google Sheets copy is made from a template
  • Data (from a specific client and specific time frame) is retrieved from data warehouse Snowflake
  • Data is populated in the Google Sheet, where pre-built graphs are filled in
  • Data is inserted in Google Slides template
    • Text and Image tokens are replaced 
  • Google Sheets&Slides are renamed and assigned to owner
  • Documents are sent to employee through Slack and email

We also use Slack, Google and Snowflake, but we have Zapier instead of Workato. I have been trying to find out if this workflow is possible in Zapier for almost 2 months now - but I just can’t figure it out. If additionally any Python programming is needed, that’s no problem. 

Can someone help me?
Thank you!
Annemijn

Hi @Studytube 

For us to have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode and elaborate about where you are having issues configuring the steps.

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that lists the triggers/actions and help articles.

e.g. GSlides: https://zapier.com/apps/google-slides/integrations

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts

Hi @Troy Tessalone 

I don’t have the Zaps made yet, I was just wondering if these steps are even possible. Do you know if, in theory, this would be possible?

Thanks!
 

@Studytube 

I recommend researching the available triggers/actions for each of your apps to help determine if the desired functionality is supported.

 

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that lists the triggers/actions and help articles.

e.g. GSlides: https://zapier.com/apps/google-slides/integrations

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