Spoke + Zapier: automate your out of office
Connect Slack and Spoke to make sure nothing gets lost while you're out of office! With this Zap, Zapier will check if the request was created during the dates you will be out of office. If you're out of office, a Slack message containing a link to the request will be triggered to the person who's handling requests while you're out.
Trigger - Spoke
Begin by logging into Zapier, then search for Spoke.
"New Request" as the trigger. This means that each time a new request is created, you'll be notified. Connect your Spoke account to Zapier, and test the first step.
Next, select "+Add a step" and select "Filter."
This step makes sure that you're only receiving updates for the dates you're out of office.
The filter should have 3 parts:
- (Created at) (is after) (Enter the first day you'll be out of office)
- (Created at) (is before) (Enter the day you return to the office)
- (Team Name) (Matches Exactly) (Enter your team name)
Next, Select "+Add a step" to add an action step. Search for Slack and choose "Send a direct message"
Enter the user who is answering requests while you're OOO in the "To Username" field.
In the "Message Text" field, enter the message you'd like to send.
When you're finished, click the "+" Symbol to add the "Hyperlink" from step 1. This way, you include a link to the newly created request in your message.
Press "Save" and test this step.
Congratulations, you're set up! Make sure you've toggled on your Zap.
Any time that a request is routed to your team within your vacation dates, your replacement will receive a DM reminding them to help. This reminder will include a link to the request that needs attention.