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When exchanging messages on Slack, there are times when you discuss the date, time, and details of a Zoom meeting, right?
Wouldn't it be convenient if you could create a Zoom meeting based on the content of the messages exchanged here?
Moreover, how about not only creating a Zoom meeting but also automating tasks like sending emails to participants automatically and sending the recorded data to Slack once the Zoom meeting is completed?
The key to achieving such automation is the data integration between Slack and Zoom!
By utilizing API integration, it becomes possible to automatically link Slack data to Zoom!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, there's no need for specialized knowledge.
We provide an easy-to-understand guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
By using Yoom, you can easily integrate Slack and Zoom with no code. Yoom offers pre-prepared templates for integrating Slack and Zoom, so even without API knowledge, you can achieve integration immediately just by signing up.
■Overview
The workflow "Create a Zoom meeting based on Slack posts" will reduce the hassle of creating meetings.
It leads to improved work efficiency as it can be completed through chat operations without directly accessing Zoom.
■Recommended for
■Benefits of using this template
By introducing the flow of creating Zoom meetings based on Slack posts, meeting scheduling can be done smoothly.
Since you can set up Zoom meetings directly from interactions on Slack, there are fewer action switches, making it efficient.
Furthermore, as Zoom meetings are automatically set up at the time a meeting is proposed on Slack, the time spent on meeting adjustments is reduced, allowing for quick responses.
Additionally, since all members can share meeting information through Slack, coordination can be achieved swiftly.
By integrating the APIs of Slack and Zoom, you can automatically link Slack data to Zoom! For example, you can automatically perform data integration like the following without human intervention each time.
This is recommended if you use Slack for internal or departmental communication and want to create Zoom meetings using the post content as is. It saves the hassle of switching back and forth between Slack and Zoom for meeting creation.
■Overview
The workflow "Create a Zoom meeting based on Slack posts" will reduce the hassle of creating meetings.
It leads to improved work efficiency as it can be completed through chat operations without directly accessing Zoom.
■Recommended for
■Benefits of using this template
By introducing the flow of creating Zoom meetings based on Slack posts, meeting scheduling can be done smoothly.
Since you can set up Zoom meetings directly from interactions on Slack, there are fewer action switches, making it efficient.
Furthermore, as Zoom meetings are automatically set up at the time a meeting is proposed on Slack, the time spent on meeting adjustments is reduced, allowing for quick responses.
Additionally, since all members can share meeting information through Slack, coordination can be achieved swiftly.
This flow is recommended for those hosting webinars using Zoom and looking to streamline the participant registration process.
■Overview
The workflow "Register participants for a Zoom webinar based on Slack posts" reduces the burden of registering webinar participants.
Registration is completed with operations only on chat, improving convenience.
■Recommended for
■Benefits of using this template
By registering participants for a Zoom webinar based on Slack posts, participant registration can be done quickly.
This allows for the speedy reflection of the latest participant information, enabling quick responses from the organizers.
Additionally, as manual registration work is reduced, work efficiency improves, and more time can be focused on other important tasks.
As a result, webinar preparation and operation become smoother, and an improvement in service to participants can be expected.
Not only can you create a Zoom meeting, but you can also share its details with participants via email, saving you the hassle of sending emails!
■Overview
The workflow "Create a Zoom meeting based on Slack posts and send the link via email" contributes to improving the efficiency of scheduling tasks.
Since the creation of meetings and sending of emails are completed with just chat operations, convenience is enhanced.
■Recommended for
■Benefits of using this template
By introducing an automated flow combining Slack and Zoom, busy business people can achieve speedy meeting setups.
This ensures that an appropriate Zoom meeting is smoothly created and notified to all participants when meeting content is posted.
As a result, meetings can be started more efficiently than manually convening them, minimizing time lags.
Additionally, automating the series of tasks reduces human errors and alleviates the hassle of scheduling adjustments.
Now, let's create a flow that integrates Slack and Zoom!
This time, we will use Yoom to proceed with the integration of Slack and Zoom without any coding. If you do not have a Yoom account yet, please issue an account from this registration form.
[What is Yoom]
This time, we will create a flow bot that creates a Zoom meeting based on the content posted on Slack!
The creation process is broadly divided into the following steps.
■Overview
The workflow "Create a Zoom meeting based on Slack posts" will reduce the hassle of creating meetings.
It leads to improved work efficiency as it can be completed through chat operations without directly accessing Zoom.
■Recommended for
■Benefits of using this template
By introducing the flow of creating Zoom meetings based on Slack posts, meeting scheduling can be done smoothly.
Since you can set up Zoom meetings directly from interactions on Slack, there are fewer action switches, making it efficient.
Furthermore, as Zoom meetings are automatically set up at the time a meeting is proposed on Slack, the time spent on meeting adjustments is reduced, allowing for quick responses.
Additionally, since all members can share meeting information through Slack, coordination can be achieved swiftly.
After logging into Yoom, click on "My Apps" on the left side of the screen, then click "+Add".
Search for Slack using the search box at the top right.
Enter your workspace's Slack URL and click "Continue".
Next, enter your email address and click "Sign in with Email".
Enter the verification code sent to your email address.
Select the Yoom posting destination and click "Allow" to complete the Slack My Apps integration.
For more details, please check About Slack My Apps Integration.
Similarly, search for Zoom.
Refer to "How to Register Zoom (OAuth) My Apps" to enter the Client ID and Client secret, and click Add to complete the Zoom My Apps integration.
Log into Yoom and click "Try it" on the banner below.
■Overview
The workflow "Create a Zoom meeting based on Slack posts" will reduce the hassle of creating meetings.
It leads to improved work efficiency as it can be completed through chat operations without directly accessing Zoom.
■Recommended for
■Benefits of using this template
By introducing the flow of creating Zoom meetings based on Slack posts, meeting scheduling can be done smoothly.
Since you can set up Zoom meetings directly from interactions on Slack, there are fewer action switches, making it efficient.
Furthermore, as Zoom meetings are automatically set up at the time a meeting is proposed on Slack, the time spent on meeting adjustments is reduced, allowing for quick responses.
Additionally, since all members can share meeting information through Slack, coordination can be achieved swiftly.
Click "OK" when "The template has been copied" is displayed.
Click "When a new message is posted to a channel".
The title can be edited. Set the trigger action to "When a new message is posted to a channel", ensure the account name is correct, and click "Next".
The screen for API connection settings for the app trigger will be displayed, so enter the necessary information.
First, select the trigger interval.
* 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. →About Yoom's Plans
Next, select the channel ID from the candidates.
Next, send a message containing "Company Name, Scheduled Date, Start Time, Meeting Duration" to the specified room and click the test button.
If successful, save it.
The retrieved value can be utilized in the next step.
Click "Extract data from text".
Select the conversion type and click "Next".
Enter the target text.
This time, we will use the retrieved values in Step 3 and use Slack messages.
Enter the items you want to extract and test.
By entering the items you want to extract in the section below, you can extract the corresponding parts from Slack messages and automatically create a Zoom meeting according to the content.
Please note that if there are no extraction items, a Zoom meeting may not be created.
If successful, save it. The retrieved values can also be utilized in the next step.
Click "Create Meeting".
The action is "Create Meeting". Click "Next".
The screen for API connection settings will be displayed, so enter the necessary information.
First, enter the email address of the Zoom account to create the meeting.
Next, enter the topic. You can also use the retrieved value to enter it.
You can optionally set a password.
Furthermore, you can set meeting description.
Finally, enter the date, start time, and meeting duration using the retrieved values, and click test.
If successful, save it.
Finally, click "Turn on Trigger" to complete the automation setup.
Make sure the flow bot is activated correctly.
This was the method to create a Zoom meeting based on Slack post content!
This time, we introduced how to link data from Slack to Zoom, but if you want to link data from Zoom to Slack, please also use the following template.
This flow is recommended if you want to quickly share Zoom meeting content on Slack.
■Overview
This is a flow that notifies the recording URL to Slack once a meeting on Zoom has ended.
With this flow, you can smoothly share recordings intended for the entire team without any omissions.
You can freely arrange the notification destination and message.
■Notes
・It is necessary to link accounts with each app and Yoom.
・Please note that an error will occur if the meeting was not recorded.
You can compile the list of webinar registrants and report it on Slack, making it easier to share with channel members!
■Overview
This is a flow that notifies a designated Slack recipient with a list of webinar registrants once a Zoom meeting has ended.
With this flow, you can share the list of webinar registrants with your team without accessing Zoom.
Additionally, it helps prevent any oversights in sharing the list of webinar registrants, reducing management errors and effort.
You can freely arrange the Slack notification destination and message.
■Notes
・Please integrate Zoom and Slack with Yoom respectively.
In addition to integration with Zoom, it is possible to automate various tasks using Slack's API.
If you find something interesting, be sure to give it a try!
You can notify Slack with data from OneDrive, Outlook, and also integrate with CRM and other database tools!
■Overview
This is a flow that notifies Slack when new opportunity information is registered in Salesforce.
By integrating Salesforce and Slack, you can automatically notify Slack of registered opportunity information, eliminating any gaps or omissions in information management and improving operational efficiency.
■Notes
・Please integrate both Salesforce and Slack with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, 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 apps that are subject to restrictions.
■Overview
This process is triggered when a new meeting minutes is registered in the Notion database. It uses AI to automatically generate a summary and notifies the summary to Slack.
Meeting or event minutes can be smoothly summarized and quickly shared with stakeholders.
■Preparation
Create a database in Notion for storing meeting minutes in advance.
* Please refer to this actual example.
■Setup Method
① Select Notion from the app triggers in the trigger section and press the action when a page is created or updated in a specific database.
② Enter the launch interval and database ID, then test and save.
* For common errors with Notion integration, please see here. https://intercom.help/yoom/ja/articles/8687023
③ Press the + mark, select Notion from the operations to manipulate the database, retrieve records from the action (ID search), enter the same database ID as the trigger, and proceed to the next step.
④ Set the search condition as "Record ID is equal" and embed the object ID obtained in the trigger of step ① as {{object ID}}, then test and save.
⑤ Press the + mark, select "Summarize text within ●● characters" from the summarize operation, set it as follows, then test and save.
・Text to summarize: Embed the output of the minutes property obtained in the database operation of step ④.
・Number of characters: Enter the desired number of characters.
・Summary conditions: Enter the desired summary conditions.
* If a large number of characters is expected in the minutes, please select within 15,000 characters.
* For detailed summary settings, please refer here. https://intercom.help/yoom/ja/articles/8675551
* For details on dynamic embedding settings of output, please refer here. https://intercom.help/yoom/ja/articles/8223528
⑥ Press the mark, select the action to send a message to a Slack channel from the operations to integrate with the app, set it as follows, then test, save, and complete the setup.
・Channel ID to post: Select the specified channel ID you want to notify from the options.
・Message: Enter any message. You can also embed the summarized minutes from step ⑤ as output.
■Notes
・Be sure to register the minutes by adding a new row.
* Notion triggers activate when a page in the database is newly created or updated, so if you want to trigger only on new creations, please note the above.
■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 that notifies Slack when a contract is completed in DocuSign.
■Recommended for
1. Those who conduct contract work using DocuSign
・Companies or sole proprietors who create and manage contracts using DocuSign
2. Those who want to quickly notify team members on Slack when a contract is completed
・Those who want to smoothly proceed with post-contract processes through rapid information sharing
■Benefits of using this template
DocuSign is a tool for smoothly creating and managing forms.
By also notifying Slack, you can smoothly share information with the entire team.
However, having to manually confirm and reflect notifications of contract completion and document sending on Slack each time can hinder productivity.
By integrating DocuSign and Slack, you can eliminate the hassle for improving the overall team's productivity.
Automatically notifying Slack of completed contracts reduces manual work, allowing you to focus on core tasks and improve productivity by using time for other operations.
■Notes
・Please integrate both DocuSign and Slack with Yoom.
It is possible to prepare for Zoom meetings based on data from Google Sheets or HubSpot, and to automate post-processing tasks such as sending follow-up emails and creating meeting minutes after the meeting.
■Overview
This flow creates a meeting in Zoom and sends the meeting information via email to the other party when a lead is registered in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for work
・Those who manage lead information in Google Sheets
・Those who want to streamline processes by integrating Google Sheets data with other tools
2. Those who use Zoom
・Those who conduct meetings with leads via Zoom
・Those who send registered Zoom meeting information individually via email
■Benefits of using this template
When conducting meetings with leads via Zoom as a follow-up, creating meetings and sharing meeting information each time can be time-consuming.
Additionally, using multiple tools increases the number of steps, which can lead to human errors.
With this flow, when a lead is registered in Google Sheets, a meeting is created in Zoom, and the meeting information is sent via email.
By adding leads to Google Sheets, you eliminate the need to operate Zoom and email, simplifying your workflow.
Reducing manual tasks also helps prevent human errors such as input mistakes, registration omissions, and incorrect email recipients.
■Notes
・Please integrate Google Sheets and Zoom with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
The workflow "Register for a Zoom webinar and send a participation link via email when the HubSpot deal stage changes" automates the integration of sales processes and webinars.
This allows for automatic registration for Zoom webinars according to the progress of the deal, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for
■Benefits of using this template
When the HubSpot deal stage changes, it automatically registers for a Zoom webinar and sends the participation link via email, reducing the hassle of manual work.
Additionally, it prevents manual registration errors and email omissions, ensuring reliable customer service.
Automation enables quick and reliable information delivery, facilitating smooth business operations.
■Overview
This is a flow that automatically sends follow-up emails via Gmail after a Zoom webinar ends.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who frequently host webinars on Zoom
・Those who want to ensure follow-up emails are sent to participants after a webinar but find manual work cumbersome
・Those who want to send follow-up emails to webinar participants quickly and efficiently
2. Those who use Gmail as their primary means of communication
・Those who use Gmail regularly and want to improve work efficiency by automating template emails
・Those who want to eliminate the hassle of sending individual emails to all participants
■Benefits of using this template
By automatically sending follow-up emails via Gmail after a Zoom webinar ends, you can follow up with participants quickly and effectively.
Using this automated flow eliminates the need for manual email sending tasks, improving work efficiency.
Additionally, ensuring that follow-up emails reach all participants prevents any follow-up omissions and enhances participant satisfaction.
Furthermore, conducting follow-ups with consistent email content can give a professional impression and contribute to improving your brand image.
■Overview
This flow involves transcribing and summarizing Zoom meeting recordings and saving the minutes as a PDF on Google Drive after the meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By transcribing Zoom meeting recordings, you can create and share meeting minutes with both attendees and absentees.
However, manually transcribing recording data can be time-consuming and may delay the sharing of minutes.
With this flow, you can automate the transcription, summarization, and creation of meeting minutes from Zoom recordings once the meeting ends, and save them on Google Drive.
This eliminates the need for manual transcription and summarization, allowing for timely creation and speedy sharing of meeting minutes.
The created meeting minutes are centrally managed on Google Drive, making file searches easy.
■Overview
The flow of "Creating meeting minutes with ChatGPT and emailing them to participants after a Zoom meeting" automates the process of recording and sharing meeting details.
This workflow is ideal for teams that frequently hold meetings or organizations that prioritize accuracy in record-keeping.
■Recommended for
■Benefits of using this template
By integrating Slack data with Zoom, you can automate tasks such as creating Zoom meetings and sending meeting URLs to participants via email more easily than ever before!
This simplifies the process of accessing Zoom while checking Slack messages and manually sending emails to participants, thereby reducing the administrative work involved in hosting Zoom meetings.
The key point of this data integration is that it can be achieved without any programming knowledge!
With the no-code tool Yoom, you can easily enable such app integrations and data synchronization.
Even beginners in app integration can easily get started, so register with Yoom now and start automating!
