Automate Typeform Responses to Slack with AI-Powered Workflows
Automate Typeform Responses to Slack with AI-Powered Workflows: Learn how to use Vector Shift's no-code platform to build a Typeform automation that triggers when a new form is filled out, processes the responses, and sends a summary to Slack.
January 15, 2025
Streamline your workflow and stay on top of customer inquiries with this automated Typeform to Slack integration. Effortlessly process form submissions, summarize key details, and instantly notify your team - all powered by the Vector Shift platform's no-code capabilities.
Automate Typeform to Slack Workflow with AI
Build the Pipeline in Vector Shift
Connect the Typeform Trigger
Test the Automation in Action
Conclusion
Automate Typeform to Slack Workflow with AI
Automate Typeform to Slack Workflow with AI
To automate the Typeform to Slack workflow, we'll leverage the Vector Shift platform's no-code builder and automation features. Here's how it's done:
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Build the Pipeline:
- Create three input nodes to capture the name, email, and inquiry from the Typeform.
- Use an OpenAI language model to summarize the inquiry concisely.
- Pass the name, email, and summary to a text output node.
- Connect the output node to a Slack writer node to send the message to a designated Slack channel.
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Configure the Automation:
- Deploy the pipeline as an automation.
- Connect the Typeform app and select the specific form to trigger the automation.
- Map the Typeform fields to the corresponding input nodes in the pipeline.
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Test the Workflow:
- Submit a test entry in the Typeform.
- Verify that the summary and details are correctly posted to the Slack channel.
By automating this workflow, you can ensure that new Typeform submissions are promptly processed and the relevant information is shared with your team in Slack, without the need for manual intervention.
Build the Pipeline in Vector Shift
Build the Pipeline in Vector Shift
To build the pipeline in Vector Shift, we'll need to create three input nodes to capture the three fields from the Typeform: name, email, and inquiry. We'll then use the OpenAI Language Model to summarize the inquiry and pass the name, email, and summary to a Slack writer node to send the message to a designated Slack channel.
Here are the steps:
- Drag out three input nodes to capture the name, email, and inquiry fields.
- Create a text output node to hold the final message.
- Connect the name and email inputs directly to the output node.
- Use the OpenAI Language Model to summarize the inquiry input and connect the response to the output node's summary field.
- Create a Slack writer node, connect it to the output node's message, and configure the Slack channel.
- Save the pipeline and deploy it as an automation.
Now, whenever a new entry is submitted in the Typeform, the pipeline will be triggered, processing the responses and sending a summary to the designated Slack channel.
Connect the Typeform Trigger
Connect the Typeform Trigger
To connect the Typeform trigger to the Vector Shift workflow, follow these steps:
- On the Pipelines page, click "Deploy as" and select "Automation" to create a new automation.
- Select the Typeform app and connect your Typeform account.
- Choose the "New Entry" trigger to respond to a new form submission.
- Name the automation "Typeform Automation V3" and connect it to the "Contact Us" Typeform.
- Map the Typeform fields (Name, Email, Inquiry) to the corresponding input nodes in the Vector Shift workflow.
- Save and deploy the automation.
Now, whenever a new entry is submitted in the "Contact Us" Typeform, the Vector Shift workflow will be triggered. It will capture the form data, summarize the inquiry using the OpenAI model, and send a message to the specified Slack channel with the name, email, and summary.
Test the Automation in Action
Test the Automation in Action
To test the automation in action, we will go through the following steps:
- Fill out the Typeform with sample data.
- Observe the Slack channel for the automated message.
Fill out the Typeform
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Navigate to the Typeform that was connected to the automation.
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Fill out the form with the following sample data:
- Name: Albert
- Email: [email protected]
- Inquiry: I have encountered a bug in the Vector Shift platform. I am not able to integrate my data.
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Submit the Typeform.
Observe the Slack Channel
- Go to the Slack channel that was configured to receive the automated message.
- Verify that the following message has been posted:
Name: Albert
Email: [email protected]
Summary: Albert has a pretty big inquiry on data is not actually not loading in the Vector Shift platform. Albert Mal demo requestiones.
The message includes the name, email, and a concise summary of the inquiry, as well as the sentence "Albert Mal demo requestiones" to indicate that a demo request has been made.
Conclusion
Conclusion
Here is the section body in Markdown format:
In this tutorial, we have demonstrated how to build a Typeform automation using the Vector Shift platform. We have created a pipeline that takes in three inputs from a Typeform (name, email, and inquiry), summarizes the inquiry using OpenAI's language model, and then sends a message to a Slack channel with the key details.
The key steps involved in this process were:
- Creating the pipeline in the Vector Shift no-code builder, with three input nodes to capture the Typeform data, and then using an OpenAI language model to summarize the inquiry.
- Connecting the pipeline to a Slack channel to send the summary message.
- Configuring the Typeform automation to trigger the Vector Shift pipeline whenever a new form entry is submitted.
By leveraging the power of Vector Shift's no-code platform and integrations, we were able to quickly build a custom automation that streamlines the process of managing Typeform submissions and ensures that important information is surfaced in a timely manner within Slack.
This example showcases the flexibility and versatility of the Vector Shift platform, allowing users to easily connect various data sources and services to create powerful, automated workflows tailored to their specific needs.
FAQ
FAQ