How to Utilize AI Operations

2024/07/18

Integrate Notion with AI functionality so that when meeting minutes are registered in Notion, the AI automatically summarizes them and sends a notification to Slack.

y.matsumoto

Have you ever found yourself in a situation where minutes from various meetings are sent to you daily, and reading through all of them makes it hard to keep up with your own work? If AI could automatically summarize the minutes, it would be much easier to grasp the general content. In this article, we will explore what can be achieved by automating text summarization using AI features, and we will provide a detailed guide on how to automate this process using Yoom. This is a must-read for those struggling with information processing efficiency or finding task management cumbersome!

Benefits and Automation Examples of Text Summarization Using AI

First, let's explain the benefits of automating summarization using AI features!

1. Efficiency in Information Processing

Benefits: By automating summarization using AI features, you can grasp only the key points of a vast amount of information without spending much time!

Automation Example: You can set up a flow where meeting minutes registered in Notion are automatically summarized and the summary is sent to a specified Slack channel. Our Yoom team also frequently compiles minutes in Notion.

2. Efficiency in Task Management

Benefits: By automating summarization using AI features, you can easily grasp the progress of projects, making task management more efficient!

Automation Example: AI can automatically summarize text-based project reports and add important tasks to Trello. This allows you to easily grasp project progress and automate cumbersome task management. This system enables the automatic advancement of management tasks that tend to become complicated.

3. Efficient Use of Learning Materials

Benefits: By automating summarization using AI features, you can summarize training content and learning materials for efficient learning!

Automation Example: AI can automatically summarize training videos and compile the important points into Google Docs for sharing. Efficiently grasping important points can enhance training effectiveness. This can be expected to be utilized in both business and academic settings.

How to Automatically Summarize Minutes Registered in Notion with AI and Notify on Slack

When you hear about integrating AI features, it might sound complicated, but with Yoom, you can easily create flows without any coding! This time, let's actually create the flow for "Automatically summarize minutes registered in Notion with AI and notify on Slack" from the "Efficiency in Information Processing" section we introduced earlier!

Before Getting Started

First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page.
If necessary, create a database in Notion for storing meeting minutes in advance. For an actual example, please refer to here.

※Note: The summary feature is only available with the Team Plan and Success Plan.
※Note: Paid plans like the Team Plan and Success Plan offer a 2-week free trial.

Step 1: Connect My Apps

① Connect Notion
Select "My Apps" and then choose "+ New Connection". Connect Notion from My Apps.
Check the permissions granted to Yoom and click "Select Pages".

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Select the page you want to grant access to and click "Grant Access".

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The integration of Notion with My Apps is now complete!

② Connect Slack
Select "My Apps" and then choose "+ New Connection". Connect Slack from My Apps.
Select the channel you want to use from "Search Channels" and click "Authorize".

The integration of Slack with My Apps is now complete!

Step 2: Set Up App Triggers

Select the project you are creating from the project list on the left.
Click the "Create New" button and select "Create from Scratch".
Choose "When a specific app event is received" as the condition to trigger the flow bot.

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Set up the linked account and action as follows.
※Note: Always select "When a page in a specific database is created or updated" for the action.

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Trigger activation interval: Set as desired.
Database ID: The part of the URL "/workspace_name/****/" is the database ID.
Conduct a test, and if successful, click Save.

Step 3: Retrieve Property Information Including Meeting Minutes

Click the + button below the action you just created and select "Operate Database".
Set up the database integration.
※Note: Always select "Retrieve Record" for the action.

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Click Next.

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Set the conditions for the records you want to retrieve as shown above.
In the rightmost blank, click "When meeting minutes are registered" in the output and select "Object ID".
Conduct a test, and if successful, click Save.

Step 4: Summarize

Click the + button below the action you just created and select the operation type.
Select "Summarize" as the operation type.
Choose "Summarize text within 3500 characters" for the action.

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Click Next and configure the details.
Text to summarize: Click "Retrieve property information including meeting minutes" in the output and select "Meeting Minutes". Confirm that "{{Summary Result}}" is displayed.
※Explanation: By setting it this way, you can automatically quote and summarize the meeting minutes on Notion.
Character count, summary conditions: Select as desired.

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Conduct a test, and if successful, click Save.

Step 5: Notify Summary Content to Slack

Click the + button below the action you just created and select "Integrate with App".
Select Slack as the app.
Set up the linked account and action as follows.
※Note: The title and account can be set as desired, but always select "Send message to channel" for the action.

Click Next and configure the API connection settings.
Channel ID to post to: Set as desired.
Message: Click "Summarize" in the output and select "Summary Result". Confirm that "{{Summary Result}}" is displayed.
For any other necessary items, you can quote and automatically input them as shown in the image below, so feel free to set them as desired!
※Explanation: By setting it this way, you can automatically quote the summary result and send it to Slack.

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Conduct a test, and if successful, click Save.

Great job! This completes the flow of "Automatically summarizing meeting minutes registered in Notion with AI and notifying Slack".

Advanced AI Text Summarization Flow

How was the process of creating a flow to automate text summarization using AI?

This time, we will introduce two advanced text summarization flows!

Summary

This time, we introduced a method to automate text summarization using AI features! AI is not only effective for organizing information but also as a tool to speed up decision-making.
The flow we introduced allows you to automatically summarize text and send the content to Slack just by saving meeting notes in Notion, making it easier to share with the team. This can enhance information sharing across the team and speed up task allocation.
Additionally, the template introduced in the advanced section enables the realization of more sophisticated flow bots, so please take this opportunity to try app integration!
By using Yoom, anyone can easily set up integrations without coding, allowing you to improve the efficiency of various tasks according to your needs.

The person who wrote this article
y.matsumoto
Until now, I have experienced sales and sales office work in the human resources industry. Based on my experience in my previous job, I feel that the problems faced by various companies can be reduced by “automating operations.” Through Yoom, we will continue to send out information on a daily basis so that we can solve your problems even a little bit!
Tags
Notion
Automation
Slack
Task Management
Related Apps
App integration
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