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"The meeting minutes have become too long, making it difficult to grasp the key points," "I don't have time to create meeting minutes in the first place," "I can't respond quickly to lengthy customer inquiries" — do you have any of these concerns?
In the course of work, there are surprisingly many opportunities where you need to summarize long texts, and it is a very labor-intensive task.
In fact, this summarization of long texts can be automated by using Yoom, which will help reduce the workload!
In this article, we will explain in detail the examples of automation that can be achieved by automating long text summarization using AI functions, and how to actually summarize using Yoom!
This is a must-read for those who want to efficiently grasp key points or strengthen project management!
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately from the template below, so please give it a try!
■Overview
This is a flow where, upon receiving a new email in Yoom, the content is summarized by AI and notified to Slack.
By using AI-generated summaries, it is possible to automatically summarize the main points of long email texts, reducing the manual workload.
■Notes
・Please integrate Slack with Yoom.
・AI operations are features (operations) available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
[What is Yoom]
With Yoom, you can connect apps and automate workflows without any special knowledge or coding!
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 to "Receive a long email with Yoom, summarize the content, and notify Slack".
For basic operations of Yoom, refer to First Time with Yoom.
After logging into Yoom, select "My Apps" and then choose "+ Add".
Connect Slack from My Apps.
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 "Allow". This completes the connection of My Apps!
Once the app connection is complete, click "Try it" on the template below to copy it!
■Overview
This is a flow where, upon receiving a new email in Yoom, the content is summarized by AI and notified to Slack.
By using AI-generated summaries, it is possible to automatically summarize the main points of long email texts, reducing the manual workload.
■Notes
・Please integrate Slack with Yoom.
・AI operations are features (operations) available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Once the copy is complete, we will start creating the Flowbot.
Enter the conditions for the first step, the email trigger.
Please set the title and receiving address as desired.
Note: By entering trigger conditions, you can activate it only when an email that meets the conditions is received.
For example, by setting it as follows, it will only activate when the body contains the word "inquiry".
Search Target: Subject
Search Condition: Equal
Search Term: Inquiry
Click "Next" and test it.
If the test is successful, click "Save".
Click on the second step. Please change the action as desired according to your operation.
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., "Please summarize the key points in bullet points")
Conduct a test, and if successful, click "Save".
Let's move on to the third step!
Note: The title and account can be set as desired, but be sure to select "Send a message to the channel" for the action.
Click "Next" and set up the API connection.
Channel ID to post to: Set as desired.
Message: Click "Summarize" in the output and select "Summary Result". Confirm that "Summary Result" is displayed.
Note: By setting it this way, you can automatically quote the summary result and send it to Slack.
Conduct a test, and if successful, click "Save".
Well done!
This completes the flow of "When a long email is received in Yoom, summarize the content and notify Slack"!!
■Overview
This is a flow where, upon receiving a new email in Yoom, the content is summarized by AI and notified to Slack.
By using AI-generated summaries, it is possible to automatically summarize the main points of long email texts, reducing the manual workload.
■Notes
・Please integrate Slack with Yoom.
・AI operations are features (operations) available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
In addition to the flow introduced this time, you can achieve various business automations by using Slack and summary features.
All of them can be used with simple settings, so if there is something you are interested in, please give it a try!
By reducing the hassle of manually saving files, you may be able to reduce human errors such as forgetting to save or misnaming files.
■Overview
This is a flow that uploads files posted in Slack channels to OneDrive.
■Recommended for
1. Teams using both Slack and OneDrive
・Those who want to automatically save files shared on Slack to OneDrive for centralized management
・Those who want to eliminate the hassle of manually downloading and uploading files
・Those who want to save Slack's file storage capacity
2. Teams that frequently share files on Slack
・Those who want to back up important files to OneDrive to reduce the risk of loss
・Those who want to utilize OneDrive's file sharing features to streamline collaboration with team members
■Benefits of using this template
・Since files posted on Slack are automatically uploaded to OneDrive, there is no need to manually download and upload, greatly improving work efficiency.
・By consolidating files shared on Slack into OneDrive, you can centralize file management and quickly find the files you need.
・Utilizing OneDrive's file sharing can streamline collaboration with team members.
■Notes
・Please integrate both Slack and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that stores files sent via Slack into Dropbox.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Slack as a communication tool
・Team members who share files on Slack
・Those who have many shared files and find it cumbersome to organize them
2. Those who use Dropbox to manage documents
・Those who want to automate file saving to save time
・Those aiming for centralized and efficient file management
■Benefits of using this template
By implementing this flow, you can automatically upload files shared on Slack to a specified folder in Dropbox.
By reducing the hassle of manually saving files, team members can focus on other tasks, and a consistent file management process can prevent human errors.
Additionally, it is possible to automatically send notifications on Slack once the upload to Dropbox is complete.
■Notes
・Please integrate Yoom with both Slack and Dropbox.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
As soon as the audio data is uploaded, transcription and notification of the results are automatically performed, making it easier to understand the content.
■Overview
The "Notify Slack when audio data is stored in OneDrive" workflow is a business workflow that automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly become aware of the addition of audio files, enabling prompt response and sharing.
■Recommended for
■Benefits of using this template
■Overview
This is a flow where, when an audio file is uploaded to Google Drive, it is transcribed and a notification is sent to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage audio files
・Those who handle a lot of audio files in their work and find it cumbersome to check the content
・Those who find transcribing audio files tedious and want to automate it
2. Those who use Slack as their main communication tool
・Those who find it cumbersome to share information within the team
・Those who want to efficiently share transcription results with the team
■Benefits of using this template
Transcribing audio files is a task prone to errors when done manually.
With this automation, audio files saved in Google Drive can be transcribed by AI and the content can be notified to Slack.
By completing the entire process automatically, information sharing within the team can be streamlined.
Furthermore, by allocating the time previously spent on manual transcription to other tasks, the progress of work can be made smoother.
■Overview
This is a workflow that transcribes audio data uploaded to Dropbox and notifies Slack. It facilitates smooth management and sharing of audio files in business workflows.
■Recommended for
■Benefits of using this template
While saving audio data from meetings and interviews to Dropbox, sharing the content can be cumbersome. With this workflow, transcription is automatically performed the moment audio data is uploaded, and a notification is sent to Slack, allowing the entire team to easily check the content.
Automation enables a reduction in work time and faster information sharing, allowing the transcription content to be quickly shared with the entire team. Additionally, automation helps prevent human errors, reducing mistakes that occur during manual input.
By integrating with Yoom's form to send notifications, you can potentially prevent any oversight in responses.
■Overview
When a response is submitted to the Yoom form, the direction of progress is switched and notifications are sent to separate chat rooms according to the content of the application.
It is possible to notify specific teams based on the form responses.
■Preparation
・Pre-registration (integration) with the app to be used is required. The following is a reference guide for integration.
※ There may not be a detailed guide available for apps that can be easily integrated. https://intercom.help/yoom/ja/collections/3041779
■Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary question items such as name, contact information, address, and prize information for the application form.
・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※ For details on form settings, please refer to here.
② Press the + mark under the trigger, select the operation to switch the direction of progress, configure the following settings, and save.
・Operation: Select the form trigger from step ①.
・Output: Select the item for which you want to switch the direction of progress in step ①. In this example, it is switched based on prize content.
・Switching conditions: Directly enter the values obtained in step ①. You can add routes by pressing "Add value".
※ Please note that an error will occur if the entered values do not match.
※ For details on the operation to switch the direction of progress, please refer to here.
ーーーーーーThe following settings are the same for each routeーーーーーー
③ Press the + mark, select Slack from the operation to integrate with the app, configure the following settings, and perform a test and save.
・Action: Send a message to the channel
・Channel ID to post to: Click the field and select the channel you want to send to from the displayed options.
・Message: Enter any message. You can also embed the values obtained in step ① as shown below. (Embed output)
※ For embedding output, please refer to here.
ーーーーーーーーーーーーーーーーーーー
A prize application has been received.
--------------
・Name: {{お名前}}
・Email Address: {{連絡先アドレス}}
・Address: {{送付先のご住所}}
・Desired Prize: {{ほしい景品}}
--------------
ーーーーーーーーーーーーーーーーーーー
■Notes
・The operation to switch the direction of progress cannot be used with the free plan. You can also try each paid plan for free, so please take advantage of it if you want to use this operation.
※ For details on the free trial and how to start, please refer to here.
◼️Overview
When a survey response is submitted through Yoom's form, the direction of progress is switched according to the response content, and notifications are sent to separate chat rooms.
It is possible to notify specific teams based on the form responses.
◼️Preparation
You need to register (link) your My Apps with the app you will use in advance. Below is a reference guide for linking.
For apps that allow simple integration, detailed guides may not be available. https://intercom.help/yoom/ja/collections/3041779
◼️Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary question items such as name, contact information, address, and product information for the survey form.
・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
・For detailed form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select the operation to switch the direction, configure the following settings, and save.
・Operation: Select the form trigger from step ①.
・Output: Select the item for which you want to switch the direction in step ①. In this example, it is switched based on the purchased product content.
・Switching conditions: Directly enter the values obtained in step ①. You can add routes by pressing "Add value."
・Please note that an error will occur if the entered values do not match.
・For details on the operation to switch the direction, please refer here. https://intercom.help/yoom/ja/articles/8077098
ーーーーーーThe following settings are the same for each routeーーーーーー
③ Press the + mark, select Slack from the operation to link with the app, perform the following settings, test, and save.
・Action: Send a message to the channel
・Channel ID to post to: Click the field and select the desired channel from the displayed options.
・Message: Enter any message. It is also possible to embed values obtained in step ① as shown below. (Embed output)
・For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528
ーーーーーーーーーーーーーーーーーーー
A survey response has been received.
--------------
・Name: {{お名前}}
・Email Address: {{連絡先アドレス}}
・Address: {{送付先のご住所}}
・Purchased Product: {{今回購入された商品}}
・Satisfaction: {{購入した商品の満足度を教えてください。}}
・Reason for Satisfaction: {{満足度の理由を教えてください。}}
--------------
ーーーーーーーーーーーーーーーーーーー
◼️Notes
・The operation to switch the direction cannot be used with the free plan.
・You can also try each paid plan for free, so please take advantage of it if you wish to use this operation.
・For details on the free trial and how to start it, please refer here. https://intercom.help/yoom/ja/articles/9115350
The contents of the meeting minutes are automatically summarized and notified, allowing team members to quickly grasp important points without reading the entire minutes.
■Overview
This is a flow that summarizes the contents of meeting minutes registered in the Notion database and notifies them on Discord.
■Recommended for
1. Persons responsible for creating and managing meeting minutes in Notion
・Those who want to streamline information sharing with team members by avoiding the hassle of reading the full minutes
2. Meeting participants and stakeholders
・Those who want to save time reading lengthy meeting minutes
■Benefits of using this template
Notion is a very useful tool for team information sharing and project management, but checking detailed long-form content like meeting minutes every time can be a waste of time and effort.
By implementing this flow, the contents of the meeting minutes registered in the Notion database are summarized and automatically notified on Discord, allowing team members to instantly check and understand the important points without reading the entire minutes, leading to improved operations.
■Notes
・Please link Notion and Discord with each other.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that summarizes the contents of meeting minutes registered in the Notion database and notifies them to Google Chat.
■Recommended for
1. Persons responsible for creating and managing meeting minutes in Notion
・Those who want to share summarized information in Google Chat after creating meeting minutes
2. Meeting participants and stakeholders
・Those who want to check only the key points of the meeting minutes in Google Chat after the meeting
■Benefits of using this template
Notion is a very useful tool for team information sharing and project management, but checking detailed long-form content like meeting minutes every time can be a waste of time and effort.
By implementing this flow, team members can instantly grasp important points without reading the entire meeting minutes, leading to improved productivity. Additionally, automatic notifications to Google Chat encourage discussions and questions about the contents of the meeting minutes, contributing to enhanced communication within the team.
■Notes
・Please integrate Notion and Google Chat with Yoom.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
■Overview
This is a flow that summarizes the contents of meeting minutes registered in the Notion database and notifies Microsoft Teams.
■Recommended for
1. Personnel responsible for creating and managing meeting minutes in Notion
・Those who want to centralize information sharing by linking Notion with Microsoft Teams
2. Meeting participants and stakeholders
・Those who do not want to miss important decisions and tasks through Microsoft Teams notifications
■Benefits of using this template
Notion is a very convenient tool for organizing information, but checking the meeting minutes registered in the database each time is cumbersome and there is a possibility of missing important information.
By utilizing this flow, once the meeting minutes are registered in the Notion database, the contents are automatically summarized and notified to Microsoft Teams, eliminating the hassle of checking the minutes and promoting efficient information sharing and prompt decision-making.
■Notes
・Please link each of Notion and Microsoft Teams with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
By taking appropriate actions according to the situation, the team's cooperation can be strengthened, and the project is likely to progress smoothly.
◼️Overview
This is a flow that, upon receiving an email in Outlook, uses AI to extract and summarize the content of the email, and then notifies Microsoft Teams.
By utilizing AI for data extraction, it eliminates the need for complex regular expression settings to obtain names, email addresses, and addresses within the email, allowing for a more streamlined flow bot.
◼️Notes
・For information on how to forward emails from Microsoft Outlook and activate the email trigger, please refer to here.
・AI operations are features available only in the Team Plan and Success Plan. For Free Plan and Mini Plan users, the flow bot operations you set will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has both a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail.
■Overview
The "Summarize Discord Post Messages and Notify Microsoft Teams" workflow contributes to faster information sharing.
By summarizing content on Discord and then notifying, the readability of information is improved.
■Recommended for
■Benefits of using this template
By summarizing Discord post messages and notifying Microsoft Teams, you can streamline information sharing across multiple platforms.
Utilizing this flow ensures that team members using different tools do not miss important information.
The speed of information sharing improves, and the response time to issues accelerates.
Additionally, since notifications are automatically sent to Microsoft Teams, manual information transcription tasks are reduced, increasing efficiency.
As a result, you will save time and be able to focus on other important tasks.
■Overview
The workflow "Summarize Google Chat posts and notify Microsoft Teams" helps to speed up information sharing and reduce workload.
By being able to notify with a summary, the readability of the information will also improve.
■Recommended for
■Benefits of using this template
By linking Google Chat and Microsoft Teams, there is the benefit of being able to quickly check the posted content.
This enables smooth responses.
By taking appropriate actions according to the situation, the team's cooperation system will be strengthened, and the project's progress will become smoother.
It also contributes to smoother communication among members.
Based on the information notified to Microsoft Teams, discussions and information sharing can be conducted on the spot, strengthening the collaboration among members.
By automating long text summarization using AI features, you will be able to grasp only the key points in a short time.
AI automatically summarizes the content of long emails and notifies the summarized content to a specific Slack channel, allowing you to quickly understand the key points of important emails.
This may also help reduce misunderstandings among team members, potentially improving work efficiency.
By utilizing AI for long text summarization, you can automatically summarize customer inquiries and feedback for efficient handling.
For example, automatically summarizing long customer inquiry emails and consolidating them into notification messages could aid in analyzing past data.
Additionally, quick notifications allow team members to respond promptly, potentially speeding up resolution times and improving customer satisfaction!
Summarizing long project progress reports with AI allows you to quickly grasp important information, enabling faster decision-making.
For example, AI can summarize long project progress reports and automatically notify them, ensuring that all stakeholders receive the information quickly!
This will be a useful tool to support project progress.
This time, we introduced how to use Yoom to automatically summarize long texts using AI features!
Automation of tasks is expected to improve the efficiency of information processing and sharing of texts!
Furthermore, the quick notification flow should also enhance team collaboration.
Please try the flow for yourself!
