Automate Rocket Chat Recordings into Google Sheets

Table of Contents

1. Introduction
2. Why Record Chats from Rocket Chat?
3. Benefits of Automating Chat Recordings
4. Setting Up Automation with Padley Connect
   • Step 1: Create a Workflow
   • Step 2: Set Up the Trigger
   • Step 3: Connect Rocket Chat
   • Step 4: Perform a Test Submission
   • Step 5: Connect Google Sheets
   • Step 6: Map Data to Google Sheets
   • Step 7: Test the Connection
5. Real-Time Example
6. Conclusion
7. FAQ

Introduction

In this article, we will explore the process of automating the record of chats from Rocket Chat into Google Sheets. We will discuss the benefits of automating chat recordings and guide You through setting up the automation using Padley Connect. By the end of this article, you will have a clear understanding of how to save time and effort by automatically capturing Chat Data in an organized manner.

Why Record Chats from Rocket Chat?

Before diving into the automation process, let's understand why recording chats from Rocket Chat can be important. There are several reasons why teams may want to save chat records:

1. Noting down important points: Chat conversations often contain valuable information that needs to be documented for future reference. Recording chats allows team members to easily review and retrieve important details.
2. Creating reports: Chat data can be analyzed to generate reports, providing insights into team performance, customer interactions, and more.
3. Collecting leads: Chat conversations may contain leads or potential business opportunities. By recording chats, teams can efficiently collect and organize lead information.

Benefits of Automating Chat Recordings

Manually collecting and organizing chat data can be a time-consuming and cumbersome process. However, by automating the chat recording process, you can enjoy the following benefits:

1. Time-saving: With automation, there is no need to manually sort through chat details and copy data to another application. The process is handled automatically, saving you valuable time and effort.
2. Increased efficiency: Automating chat recordings reduces the risk of human error that may occur during manual data transfer. It ensures accuracy and consistency in capturing chat data.
3. Easy organization: By recording chats directly into Google Sheets, data is automatically stored in an organized manner, making it easy to search, sort, and analyze.

Setting Up Automation with Padley Connect

To automate the process of recording chats from Rocket Chat into Google Sheets, we will be using Padley Connect, an integration and automation tool. Follow the step-by-step guide below to set up the automation successfully.

Step 1: Create a Workflow

Start by logging into your Padley Connect account and reaching the dashboard. If you don't have an account, you can quickly set one up by following the link provided in the description. Once logged in, click on the "Create Workflow" button.

Step 2: Set Up the Trigger

In the workflow creation page, give a suitable name to your automation, such as "Rocket.Chat to Google Sheets Automation." Click on the "Create" button to proceed. On the workflow page, you will find two sections: the trigger and the action. The trigger is the event that initiates the workflow. In this case, the trigger will be a new message posted to a public Channel in Rocket Chat.

Step 3: Connect Rocket Chat

Select Rocket Chat as the application for the trigger from the "Choose App" field. Then, select the trigger event as "New message posted to public channel." Note down the webhook URL provided on the page. This URL will be used to establish a connection between Rocket Chat and Padley Connect.

To connect Rocket Chat, open your Rocket Chat application and navigate to the administration settings. Click on "Integrations" and then "New Outgoing Integration." Select the trigger event as "Message sent." Provide a name for the integration, specify the channel you want to Collect messages from, and paste the webhook URL from Padley Connect. Save the integration settings.

Step 4: Perform a Test Submission

Return to Padley Connect and click on the "Save" button. The webhook URL status should now Show "Waiting for webhook response." Perform a test submission by sending or receiving a message in the configured Rocket Chat channel. This test submission will trigger the automation workflow. Check the response section in Padley Connect to ensure that the message data is captured successfully.

Step 5: Connect Google Sheets

Next, search for Google Sheets in the action event section. Select "Add new row" as the action event. Click on "Connect" and then "Connect with Google Sheets." Select the Google account associated with your Google Sheets application. Grant any necessary permissions to Padley Connect to establish the connection.

Step 6: Map Data to Google Sheets

After connecting Google Sheets, you need to select the spreadsheet where the chat data will be recorded. Choose the appropriate spreadsheet from the drop-down list. In the mapping section, match the channel ID, timestamp, username, and text message headers with the respective data retrieved from the Rocket Chat trigger. This ensures that the recorded chat details are correctly organized in the Google Sheets.

Step 7: Test the Connection

To confirm the connection with Google Sheets, click on "Save and send test request." This will create a new row in the selected spreadsheet with the mapped chat data. Verify that the data appears correctly in the spreadsheet.

Real-Time Example

By following the above steps, you have successfully set up the automation for recording chats from Rocket Chat into Google Sheets. Now, let's see a real-time example in action.

Imagine you receive a new chat message in Rocket Chat, such as "Hello team! We have captured a new lead from emails." This message triggers the automation workflow, and the chat details are automatically added as a new row in the designated Google Sheets.

Conclusion

Automating the recording of chats from Rocket Chat into Google Sheets offers numerous benefits, from time-saving to improved efficiency and organization. By following the steps outlined in this article and utilizing Padley Connect, you can seamlessly capture chat data and eliminate manual data entry. Embrace automation to streamline your workflow and harness the power of integrated applications.

FAQ

Q: Can I customize the mapping of chat data to different columns in Google Sheets? A: Yes, you can customize the mapping process to match the specific column headers in your Google Sheets. This allows you to organize the chat data according to your requirements.

Q: Can I set up multiple triggers to record chats from different Rocket Chat channels? A: Yes, you can set up multiple triggers in Padley Connect to record chats from different Rocket Chat channels. Simply create separate workflows for each channel and configure the triggers accordingly.

Q: Are there any limitations to the number of chat messages that can be recorded using this automation? A: The number of chat messages that can be recorded depends on the limitations of your Rocket Chat and Google Sheets accounts, such as storage capacity and API restrictions. Ensure that your accounts can handle the volume of chat messages you anticipate.

Q: Can I modify the automation workflow after setting it up? A: Yes, you can modify the automation workflow at any time. Simply log into your Padley Connect account, navigate to the workflow, and make the necessary changes. Remember to save and test the workflow again after modifications.

Q: Are there any additional integrations or automations available through Padley Connect? A: Yes, Padley Connect offers a wide range of integrations and automation possibilities. Explore the Padley Connect platform to discover other automation ideas and improve various aspects of your business.

Resources:

• Padley Connect
• Rocket Chat
• Google Sheets