Automation 101: Build Your First Google Forms to Slack Zapier Automation in 12 Minutes! скачать в хорошем качестве

Automation 101: Build Your First Google Forms to Slack Zapier Automation in 12 Minutes!

Welcome to the first episode of Automation 101 on LinkAI! In this video, I walk you through setting up your first automation using Zapier to send a Slack message whenever someone submits a Google Form. Follow along with the step-by-step guide below to create your own automation in just 30-45 minutes. Perfect for beginners looking to streamline workflows! Task 1: Form → Slack Notification (Zapier) Your First Automation - Step by Step Guide Goal: Send a Slack message automatically when someone submits a Google Form. Tools: Zapier, Google Forms, Slack Time: 30-45 minutes Prerequisites (Do This First) Gmail account (for Google Forms) Slack account (free is fine) Zapier account (free tier works) Step 1: Create Your Google Form (10 minutes) 1.1 Go to Google Forms Open your browser and go to forms.google.com Click "+ Blank" to create a new form 1.2 Set up your form Form title: "Contact Form - Task 1" Form description: "This is my first automation test form" 1.3 Add these exact fields: Field 1: Question: "What's your name?" Type: "Short answer" Mark as "Required" Field 2: Question: "Your email address" Type: "Short answer" Mark as "Required" Field 3: Question: "What's your message?" Type: "Paragraph" Mark as "Required" 1.4 Test your form Click the "eye" icon (preview) at the top Fill out the form once to test it works Keep this tab open - you'll need it later Step 2: Set Up Slack (5 minutes) 2.1 Create/Join a Slack workspace If you don't have one: Go to slack.com → "Create a workspace" Workspace name: "Automation Testing" (or use existing workspace) 2.2 Create a test channel In your Slack workspace, click "Add channels" Click "Create a channel" Channel name: "automation-alerts" Make it Public Click "Create" Step 3: Create Your First Zapier Automation (20 minutes) 3.1 Sign up for Zapier Go to zapier.com Click "Sign up" (use your Gmail account) Choose "Free" plan when prompted 3.2 Create your first Zap Click "Create Zap" (big orange button) You'll see the Zap editor with two steps: Trigger and Action 3.3 Set up the Trigger (Google Forms) Step 1 - Trigger: Search for "Google Forms" Click on "Google Forms" app Choose Event: Select "New Form Response" Click "Continue" Connect Google Account: Click "Sign in to Google Forms" Choose your Gmail account Allow Zapier access Click "Continue" Set up Trigger: Form: Select your "Contact Form - Task 1" Click "Continue" Test Trigger: Click "Test trigger" You should see the test response you submitted earlier If no data shows up, go back to your form and submit another response Click "Continue with selected record" 3.4 Set up the Action (Slack) Step 2 - Action: Search for "Slack" Click on "Slack" app Choose Event: Select "Send Channel Message" Click "Continue" Connect Slack Account: Click "Sign in to Slack" Choose your workspace Click "Allow" Click "Continue" Set up Action: Channel: Select #automation-alerts Message Text: Copy and paste this exactly: 🎉 New form submission! Name: {{Name}} Email: {{Email address}} Message: {{Message}} Submitted at: {{Response Date}} Bot Name: "Form Bot" Leave other fields as default Click "Continue" Test Action: Click "Test & Continue" Check your Slack channel - you should see the message! If it worked, you'll see a success message 3.5 Name and Turn On Your Zap At the top, name your Zap: "Contact Form to Slack" Click "Publish Zap" (turn it ON) Step 4: Test Your Complete Automation (5 minutes) 4.1 Submit a new form response Go back to your Google Form Submit a NEW response with different information: Name: "Test User 2" Email: "test2@example.com" Message: "This is my second test message" 4.2 Check Slack Go to your #automation-alerts channel Within 1-2 minutes, you should see a new message SUCCESS! Your first automation is working! 🎉 Step 5: Document Your Success Take these screenshots to share with the group: Your Google Form (the form interface) Your Zapier dashboard showing the Zap is ON Your Slack channel with the automated messages Zapier task history showing successful runs Task 1 Complete - Checklist Google Form created with 3 fields Slack workspace and channel ready Zapier account set up Zap created and published Test form submission sent message to Slack Screenshots taken and ready to share I understand how trigger → action works! What You Just Learned Core Concepts: Trigger: An event that starts the automation (new form response) Action: What happens when triggered (send Slack message) Data mapping: Using form data ({{Name}}) in your Slack message Testing: Always test before going live Technical Skills: Google Forms creation and setup Slack channel management Zapier account and Zap creation Data field mapping between apps Ready for Next Task? Questions? Comment Below! #Automation101 #ZapierTutorial #GoogleForms #SlackAutomation #WorkflowAutomation #NoCode #ProductivityHacks #AutomationForBeginners #TechTutorials #LinkAI