How to Utilize AI Operations

2024/07/12

How to integrate Slack with a long text summarization feature to automatically summarize meeting minutes added to the database and notify Slack

y.matsumoto

"The meeting records have become too long, making it difficult to grasp the main points," "I don't have time to create minutes in the first place," "I can't respond quickly to lengthy customer inquiries," do you have any such concerns?
In the course of work, there are surprisingly many opportunities where you need to summarize long texts, which is a very labor-intensive task.
In fact, this summarization of long texts can be done automatically by utilizing AI functions!
This article will explain in detail the automation examples that can be achieved by automating long text summarization using AI functions, and how to summarize using Yoom!
This is a must-read for those who want to efficiently grasp key points and strengthen project management!

Benefits and Automation Examples of Using AI Functions for Long Text Summarization

First, let's explain what benefits can be gained by automating long text summarization using AI functions!

1. Speeding Up Key Point Grasping

Benefit: By automating long text summarization using AI functions, you can grasp only the key points in a short time.

Automation Example: When you receive a long email in Yoom, you can set up a flow where AI automatically summarizes the content and notifies a specific channel in Slack. This allows you to efficiently address the key points of important emails.

2. Improving Customer Support Efficiency

Benefit: By utilizing AI for long text summarization, you can automatically summarize customer inquiries and feedback, allowing for efficient responses.

Automation Example: You can create a flow that automatically summarizes long customer inquiry emails and adds them to a Google Spreadsheet. This allows the responsible person to respond quickly, improving customer satisfaction and reducing the burden on the support team.

3. Strengthening Project Management

Benefit: By summarizing long project progress reports with AI, you can quickly grasp important information and make decisions swiftly.

Automation Example: You can create a flow where AI summarizes long project progress reports and automatically adds them to Trello. This allows the entire project team to share important information and smoothly advance the project.

How to "Summarize Minutes Added to the Database with ChatGPT and Notify Slack"

We have understood that automating long text summarization using AI functions offers various benefits in business!

Automation using AI is very convenient, but do you find it difficult because it often requires programming knowledge and skills to actually use it?
However, with Yoom, you can connect apps and automate business flows without any special knowledge, all in a no-code manner!
There is also a two-week free trial period, so it's recommended for those who want to try it out!

This time, we will explain how to create a flow bot for "Summarizing minutes added to the database with ChatGPT and notifying Slack" under 1. Speeding Up Key Point Grasping.

Before Getting Started

First, if you don't have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.

※Note: Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and text summarization (operation).
※Note: Text summarization is only available in the Team Plan and Success Plan. It is not available in the Free Plan or Mini Plan, so please be aware.

Step 1: Connect My Apps

After logging into Yoom, select "My Apps" and then select "+ New Connection".
Connect Slack from My Apps.
Select "My Apps" and then select "+ New Connection". Connect Slack from My Apps.
Select the channel you want to use from "Search Channels" and click "Allow". This completes the connection of My Apps!

Step 2: Set Up Email Trigger

Select the project you are creating this time from the project list on the left column.
Click the "Create New" button and select "Create from Scratch".
Enter the conditions for the email trigger.
Set the title and receiving address as desired.
※Supplement: By entering trigger conditions, you can activate it only when an email matching the conditions is received.
For example, by setting it as follows, you can activate it only when the body contains the word "inquiry".
Search Location: Body
Search Condition: Contains
String: Inquiry

Click "Next" and test the email trigger.
If the test is successful, click "Save".

Step 3: Set Up Action (Summarize)

Click the + button under the action you just created and select the operation type.
Select "Summarize" as the operation type.


Set the account as shown in the image below.
The title and action can be set as desired.

Click Next and set the details.
Text to be summarized: Click "When email arrives" in the output and select "Body". Confirm that {{Body}} is displayed.

Number of characters: Set as desired.
Summary conditions: Set as desired (e.g., "Summarize the key points in bullet points").

Test it, and if successful, click "Save".

Step 4: Set Up Action (Notify Slack)

Click the + button under the action you just created, select the operation type, and choose "Integrate with App".
Select Slack as the app.
Set the linked account and action as shown below.
※Note: The title and account can be set as desired, but the action must be "Send a message to the channel".

Click Next and set 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.
※Explanation: By setting it this way, you can automatically quote the summary result and send it to Slack.


Test it, and if successful, click "Save".

Well done! This completes the flow of "Summarizing meeting minutes added to the database with ChatGPT and notifying Slack"!

Introducing Advanced Applications of the Text Summarization Flow

How was the method for creating a flow to summarize long texts using AI features?

Yoom offers a wide variety of other flow bots!
Besides the flow this time, you can create original flows tailored to actual challenges or arrange them.
Please click on the following flows as well!

This is a flow that automatically transcribes audio files of meetings sent to the form, converts them into minutes, and adds them to the database while notifying the chat.
Text information can be automatically generated by AI, allowing you to focus on the meeting itself.
* As a preliminary step, please set the column names of the information in the PDF that you want to add to the Yoom database in advance.
* Column names refer to items such as "Date of Implementation," "Meeting Partner," and "Minutes."

This is a flow where when a new email is received in Outlook, its content is automatically summarized by ChatGPT, and the summarized text is notified to Microsoft Teams.
Since you can customize the notification destination in Microsoft Teams and the summary content, please use it according to your business needs.

Summary

This time, we introduced a method to automatically summarize long texts using AI features with Yoom! This can greatly improve the efficiency of information processing and sharing of documents.
Also, in the flow introduced this time, by simply saving the document in the database, ChatGPT automatically summarizes the text and sends the content to Slack, which is very convenient!

Please try the flow for yourself!

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
Automation
Slack
Notification
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