[Mock Test 6] Achieve Smooth Information Sharing by Notifying Daily Zoom Meeting Information on Slack

Zoom is a tool for managing and hosting meetings and webinars. Slack is a representative chat tool used in business settings. By integrating Zoom and Slack, you can easily keep track of daily meeting information. Our company offers an optimal flow bot for those who find it cumbersome to check daily meeting information. Operations that previously required programming can now be implemented with no code.

This article will clearly explain the setup methods and benefits, so please read to the end.

Recommended for

The flow bot introduced this time is perfect for the following people.

Those who utilize Zoom and Slack
Remote workers
Administrators
Creative professionals such as designers and writers

Three Benefits and Specific Use Cases of Automatically Notifying Slack of Zoom Meeting Information Daily

This convenient automation is recommended for remote workers, managers, and creative professionals.

1. Support Remote Workers with a System that Ensures No Information is Missed

Remote workers, wouldn't it be convenient if you could check meeting information even when you're out? You can save the hassle of accessing Zoom daily to check meeting information and understand the day's meeting schedule just by opening Slack. A list of meetings arrives on Slack at a set time every day, reducing the worry of forgetting. Additionally, by utilizing Slack's notification settings, you can create an environment where you can smoothly check only the necessary information. When information sharing becomes easy, you can focus on your work and gain peace of mind.

2. Recommended for Managers: Smooth Confirmation with Centralized Management

By integrating Zoom and Slack, managers can quickly grasp the day's meeting schedule for members, making it easier to give instructions. With multiple members' meeting information centralized in Slack, there's no need to open Zoom individually. For example, by receiving daily meeting schedules on Slack, you can immediately contact members who need follow-up and provide accurate support. Having consolidated meeting information reduces the hassle of confirmation and makes management easier.

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From here, we will explain the setup method for automating "notifying Slack of Zoom meeting information daily" using Yoom's flow bot template.

Integration Process

Register My Apps on Yoom (Zoom and Slack)
Copy the template
Set the schedule trigger and app integration
Turn on the trigger button and check the integration operation

[About Yoom]

How to Create an Integration Flow to Notify Slack When a Message is Received on Zoom

Things to Prepare in Advance

Here is a list of items needed for the integration process.

Zoom

Zoom account information (email address, etc.)
Client ID and Client secret
- These can be obtained from app registration on the Zoom App Marketplace.

You can check how to obtain each item from "How to Register My Apps for Zoom (OAuth) and Zoom Phone".

Slack

URL of the workspace to notify
Channel to post
- Administrator approval may be required, so please check in advance.

＞Help: Details on How to Register My Apps on Slack

＞Slack Official: Manage App Approvals in Your Workspace

Step 1: Set Up My App Integration

Here, we will set up the registration of app information to be integrated into Yoom. Log in to Yoom's workspace and click + New Connection in the My Apps screen.

A list of apps that can be connected to Yoom will be displayed. Select the app to connect from the search window and proceed with My App registration.

Zoom

Enter "Zoom" in the search window and click Zoom (OAuth). The input screen for integration information will be displayed.

Client ID and Client secret can be obtained from app registration on the Zoom App Marketplace after registering a Zoom account.

＞Help: How to Register My Apps for Zoom (OAuth) and Zoom Phone

Once each item is entered, click the add button to complete the registration of Zoom's My App.

Slack

Search for the app name in the search window. Click the app name that appears. You will be redirected to the Slack sign-in screen.

Enter the URL of your workspace and click continue. You will be taken to a screen to request access permission from Yoom to Slack.

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Click allow to complete the integration.

＞Help: Details on How to Register My Apps on Slack
＞Slack Official: Manage App Approvals in Your Workspace

Enter the access token and click the add button to complete the registration of Slack's My App.

Adding the Yoom app to the channel to be notified will make the process smoother. Right-click on the channel list/relevant channel in the desktop app, and you can add it from Show Channel Details/Integrations.

Step 2: Copy Yoom's Flow Bot Template to My Project

Click this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3: Schedule Trigger "At 9 AM Every Day"

Click on the first step of the template.

Since it is pre-configured, the light blue icon (proof of completion) is lit, but we will introduce the contents.

(1/1) Specify Execution Time

This time, select only weekdays from the day selection tab and set it to start at 9:00. You can reconfigure the repeat days or change the time from this screen. If you need detailed timing settings such as minute intervals, you can operate from the Cron settings tab.

＞Learn more: How to Set Cron Settings

Step 4: Integrate Apps "Get List of Meetings"

Click on the second step of the template.

Retrieve meeting information scheduled for the day on Zoom.

(1/2) Select Linked Account and Action

The items displayed here are pre-configured.

Title
Schedule Settings
Account Information Linked with Zoom
Trigger Action

→ Click Next

(2/2) API Connection Settings

Email Address
- Please enter the email address of your Zoom account
Start Date of Retrieval
- Set to the current day.
End Date of Retrieval
- Set to the current day.

→ Click Test → Success: The list of meetings scheduled for the day has been retrieved.

→ Click Save

Step 5: Integrate Apps "Send Message to Channel"

Click on the third step of the template.

In this step, set the template message to be sent to Slack.

(1/2) Select Linked Account and Action

These items are pre-configured.

App Trigger Title
App
Account Information Linked with Slack
Trigger Action

→ Click Next.

(2/2) Detailed Settings for Database Operations

Channel ID to Post
- Click the edit field to display a list of linked channels. Select the relevant channel to quote the ID.
- Alternatively, right-click the relevant channel in the channel list of the Slack desktop app, proceed to Copy/Copy Link, and obtain the URL. The string after /archive/ is the channel ID.

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Message Content
- Click the edit field to display the output retrieved from Zoom. Create the template message while quoting this. It becomes easier to understand if you enter the item name before the quote code.

→ Click Test. → Success

→ Click Save. This concludes the settings for this flow.

Step: Turn ON the App Trigger

Once all steps are configured, a completion screen will be displayed.

Turn ON the Trigger to activate the flow bot. You can switch it with the toggle at the top left of the template. The notification was confirmed in the Slack channel.

<span class="mark-yellow">You have configured the flow bot without programming.</span> Here is the template used this time.

If you want to efficiently notify multiple meeting details, it can be achieved by adding more steps.

Make the Most of It! 3 Zoom Automation Tips

Zoom can be automated by integrating with apps other than Slack.

1. Automatically generate meeting minutes after Zoom and notify the summary to Slack

Once a Zoom meeting ends, the meeting content is automatically transcribed, and the summary is notified to Slack. This eliminates the need for creating meeting minutes and makes it easy to review the meeting content.

2. Automatic Registration for Zoom Webinar via Google Form Submission

When a Google Form is submitted, you will be automatically registered for the Zoom webinar. This prevents manual input errors and ensures smooth registration of participant information.

3. Consolidate Recording Information into Sheet After Zoom Ends

Once a Zoom meeting ends, recording information is automatically added to a Google Spreadsheet. This makes data management easier and allows quick access to necessary information.

Summary

<span class="mark-yellow">Check out this flow bot now and start automating!</span>

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Well then, see you again!