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!
For those who want to try it as soon as possible
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.
Create a Zoom meeting based on the content of a Slack post.
■Overview The "Create a Zoom meeting based on Slack post content" workflow will help reduce the hassle of creating meetings. It leads to improved work efficiency as it is completed through chat operations without directly accessing Zoom.
■Recommended for ・Those who use Slack for team communication ・Those who want to quickly set up Zoom meetings based on Slack messages ・Those with projects on a tight schedule who want to set up meetings quickly and discuss efficiently ・Those who regularly use Zoom as an online meeting tool ・Those who regularly use both Slack and Zoom and are looking for an efficient flow that integrates both
■Notes ・Please integrate both Slack and Zoom with Yoom. ・The trigger 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.
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.
Create a Zoom Meeting Based on Slack Posts
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.
Create a Zoom meeting based on the content of a Slack post.
■Overview The "Create a Zoom meeting based on Slack post content" workflow will help reduce the hassle of creating meetings. It leads to improved work efficiency as it is completed through chat operations without directly accessing Zoom.
■Recommended for ・Those who use Slack for team communication ・Those who want to quickly set up Zoom meetings based on Slack messages ・Those with projects on a tight schedule who want to set up meetings quickly and discuss efficiently ・Those who regularly use Zoom as an online meeting tool ・Those who regularly use both Slack and Zoom and are looking for an efficient flow that integrates both
■Notes ・Please integrate both Slack and Zoom with Yoom. ・The trigger 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 "Register participants to Zoom webinar based on Slack postings" workflow reduces the burden of registering webinar participants. Registration is completed with only chat operations, improving convenience.
■ Recommended for ・People who use Slack for communication ・Those who host webinars using Zoom but feel the registration process is cumbersome ・Those who wish to enhance work efficiency by integrating multiple tools ・Those who want to register webinar participants swiftly ・Regular Slack users who want to capture important information without missing it ・Those aiming to smoothly operate webinars for satisfying participants
■ Notes ・Please connect both Slack and Zoom with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval depends on the plan, so please be careful.
■Overview The workflow 'Create a Zoom meeting based on Slack post content and send the link via email' contributes to the efficiency of scheduling tasks. The creation of meetings and sending of emails are completed with operations only on chat, improving convenience.
■Recommended for ・Those who use Slack regularly ・Those who want to communicate efficiently with team members ・Those who frequently hold online meetings using Zoom ・Those who want to easily set up meetings by integrating Slack and Zoom ・Those who want to quickly set up meetings and share links ・Those who want to automate link sending via email to improve work efficiency
■Notes ・Please integrate Yoom with both Slack and Zoom. ・The trigger 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.
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.
Integrate Slack and Zoom with My Apps
Copy the template
Set the Slack trigger and Zoom action
Set the trigger to ON and complete the preparation for flow operation
Create a Zoom meeting based on the content of a Slack post.
■Overview The "Create a Zoom meeting based on Slack post content" workflow will help reduce the hassle of creating meetings. It leads to improved work efficiency as it is completed through chat operations without directly accessing Zoom.
■Recommended for ・Those who use Slack for team communication ・Those who want to quickly set up Zoom meetings based on Slack messages ・Those with projects on a tight schedule who want to set up meetings quickly and discuss efficiently ・Those who regularly use Zoom as an online meeting tool ・Those who regularly use both Slack and Zoom and are looking for an efficient flow that integrates both
■Notes ・Please integrate both Slack and Zoom with Yoom. ・The trigger 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.
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.
Step 2: Copy the Template
Log into Yoom and click "Try it" on the banner below.
Create a Zoom meeting based on the content of a Slack post.
■Overview The "Create a Zoom meeting based on Slack post content" workflow will help reduce the hassle of creating meetings. It leads to improved work efficiency as it is completed through chat operations without directly accessing Zoom.
■Recommended for ・Those who use Slack for team communication ・Those who want to quickly set up Zoom meetings based on Slack messages ・Those with projects on a tight schedule who want to set up meetings quickly and discuss efficiently ・Those who regularly use Zoom as an online meeting tool ・Those who regularly use both Slack and Zoom and are looking for an efficient flow that integrates both
■Notes ・Please integrate both Slack and Zoom with Yoom. ・The trigger 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.
Click "OK" when "The template has been copied" is displayed.
Step 3: Set Slack Trigger
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.
Step 4: AI Operation Settings
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.
Step 5: Set Zoom Action
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.
Step 6: Turn on the Trigger to Complete Setup
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!
If You Want to Link Zoom Data to Slack
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.
Notify Slack of the Recording URL When a Zoom Meeting Ends
This flow is recommended if you want to quickly share Zoom meeting content on Slack.
When the meeting ends on Zoom, notify the recording URL on Slack.
Other Automation Examples Using Slack and Zoom APIs
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!
Convenient Automation Examples Using Slack
You can notify Slack with data from OneDrive, Outlook, and also integrate with CRM and other database tools!
Notify Slack when Salesforce opportunity information is registered.
■Overview The "Notify Slack when audio data is stored in OneDrive" workflow automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly recognize the addition of audio files, enabling prompt response and sharing. ■Recommended for - Teams that use OneDrive and Slack regularly and want to facilitate smooth information sharing - Business personnel who manage a lot of audio data and spend time on notification tasks - Companies that want to automate and streamline existing business processes using Yoom - Managers who want to facilitate communication between teams in a remote work environment - IT support personnel who find manual notification tasks cumbersome
■Notes - It is necessary to integrate with both OneDrive and Slack through Yoom. - Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. - The AI operation for transcribing audio is only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful. - 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). - The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. - For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/ja/articles/9413924
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.
After the Zoom meeting ends, create minutes with ChatGPT and send them to participants via email.
■Overview The "After Zoom meeting, create minutes with ChatGPT and send email to participants" flow is a business workflow that automates the creation and sharing of meeting records. It is an ideal workflow for teams that frequently hold meetings or organizations that prioritize the accuracy of records.
■Recommended for ・Business persons who frequently use Zoom and spend time creating minutes after meetings ・Project managers who want to accurately record meeting content and share it with the entire team ・IT personnel who want to improve work efficiency by utilizing ChatGPT ・Managers of companies who want to improve the quality of minutes and facilitate smooth information sharing ・Team leaders who find manual minute creation burdensome in meetings with many participants
■Notes ・Please link Zoom, ChatGPT, and Yoom respectively. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be careful. Please refer to here for details. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・Please check below for details on the file size that can be handled by triggers and each operation. https://intercom.help/yoom/ja/articles/9413924 ・OCR or AI operations that transcribe audio to text are functions available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations of the flow bot set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI functions (operations).
■Overview Isn't creating meeting minutes after a Zoom meeting a task that requires a lot of effort—watching the recording, transcribing, summarizing, and managing files? By using this workflow, once a Zoom meeting ends, it will automatically transcribe and summarize the recording, convert the minutes into a PDF, and save it to Google Drive. By automating the entire process, you can eliminate the burden of creating minutes and spend your time on more important work.
■Who we recommend this template for - Those who feel that transcribing recordings and creating minutes for every Zoom meeting is time-consuming - Managers who want to speed up sharing of meeting content and improve team productivity - Those who want to automate manual minute creation and focus on core tasks
■Notes - Please note that available actions vary depending on your Zoom plan. - As of now, the following actions are available only on paid Zoom plans. - When a meeting has ended - Get meeting recording information (only recordings that exist in the cloud can be retrieved) - For details, please refer to the following: https://intercom.help/yoom/en/articles/9550398 - You can choose the trigger run interval from 5, 10, 15, 30, or 60 minutes. - The minimum run interval differs depending on your plan. - The maximum downloadable file size is 300 MB. Depending on the app specifications, it may be less than 300 MB. - For details on the file sizes that can be handled by the trigger and each operation, please refer to the following: https://intercom.help/yoom/en/articles/9413924 - AI operations for OCR or speech-to-text are available only with the Team plan and Success plan. In the Free or Mini plan, operations configured in flowbots will result in errors. - 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). - In the "Issue Document" action, you can set any storage location in Google Drive.
■Overview This is a flow to automatically send 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 the webinar ends 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 a primary means of communication ・Those who use Gmail daily and want to improve work efficiency by automating template emails ・Those who want to avoid the hassle of sending individual emails to all participants
■Notes ・Please connect both Zoom and Gmail with Yoom. ・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.
This is a flow to create a meeting in Zoom and send the meeting information to the other party via email when a lead is registered in Google Spreadsheet.
■Overview The workflow "When the HubSpot deal stage is changed, register for the Zoom webinar and send the participation link via email" automates the integration of the sales process and webinars. This allows for automatic registration for Zoom webinars based on deal progress, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for ・Sales representatives managing their sales process using HubSpot ・Marketing personnel who frequently host Zoom webinars and find participant management cumbersome ・Administrators of companies looking to strengthen the integration of sales and marketing and automate operations ・Team leaders who spend time on manual webinar registration and email sending
■Notes ・Please integrate with both HubSpot and Zoom with Yoom. ・The trigger 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.
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.
I come from an administrative background in the education industry. In order to manage a wide range of tasks with a small team, I was constantly exploring ways to improve efficiency, such as creating Excel templates. If I had access to Yoom at that time, I believe the level of efficiency would have been incomparable. Drawing on these past experiences, I am committed to sharing information that will be beneficial to everyone.
