[Talknote API] A Comprehensive Guide from Integration Methods with Various Apps to Use Cases.
Automation Ideas
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2024/12/01
[Talknote API] A Comprehensive Guide from Integration Methods with Various Apps to Use Cases.
m.wadazumi
What You Can Do with Talknote API
By utilizing the Talknote API, you can automate notifications when AI or OCR is used or when database records are created. The most in-demand feature is the ability to automatically notify Talknote when a message arrives in an external application's messaging tool, using AI translation or OCR to translate the message. For example, when messages in different languages arrive in Google Chat or Microsoft Teams, you can notify Talknote with the AI-translated content. This is particularly useful when communicating with members in different languages on a daily basis.
The next most in-demand feature is the automatic notification to Talknote when records are created in applications like Notion or kintone. You can quickly share data registered in Notion or kintone, making it easier to verify the data.
By leveraging the Talknote API and external application APIs, you can eliminate notification omissions and reduce the effort of verification tasks.
How to Use Talknote API
This time, we will use a service called Yoom to utilize the Talknote API without coding.
[What is Yoom]
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How to Connect Talknote with Yoom
Setting Up My App Integration
Register your app to connect with Yoom. Log in to Yoom and click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps that can be connected with Yoom will be displayed. Search for "Talknote" in the search box at the top. Enter "Talknote" in the search box and click on Talknote.
The input screen for integration information will be displayed. Refer to here to set the "Client ID" and "Client Secret".
If Talknote is displayed in your My Apps section, the registration is complete. By registering in My Apps, you can now use all the APIs provided by Talknote from Yoom!
Master the Talknote API Using Yoom Templates!
Yoom offers many "Flowbot Templates" that allow you to use numerous flowbots with just a click. Flowbots are introduced in detail in the following video.
From here, we will introduce the templates that are actually prepared for each recommended job type and usage scene.
Examples of Automation Achievable with Talknote API
1. Automatically Notify Using AI or OCR
By utilizing the Talknote API and external application APIs, you can automatically translate messages from external applications using AI, read attached files with OCR, and automatically notify Talknote.
Translate Messages and Notify Through the API of external applications' email or chat tools, you can automatically translate the content with AI and notify Talknote. For example, when messages in different languages arrive in Google Chat or Microsoft Teams, AI can automatically translate them and notify Talknote with the translated content, making it easier to communicate with overseas members.
Notify Summary of Meeting Minutes After automatically transcribing and summarizing the contents of meeting minutes registered in external applications, you can also notify Talknote. For example, when a Zoom meeting ends, the transcription and summary of the minutes are done, and a notification is sent to Talknote, allowing for speedy sharing of the meeting content. This automates the entire process at the end of meetings in external applications or when the minutes are registered in the database, reducing the burden on the person in charge.
Read attached files and message content with AI and notify It is possible to read the message content and attached files of emails and forms from external applications with AI and notify them to Talknote. For example, when receiving an email with an attached invoice, the invoice can be read with AI-OCR, and once the responsible person has completed the check, a notification can be sent to Talknote. This ensures that invoice data is notified to Talknote, preventing any oversight.
2. Automatically Notify When a Database Record is Created
By utilizing the Talknote API and external application APIs, it will become easier to avoid missed notifications and share information manually. For example, when a customer inquiry page is created in Notion, it can be notified to Talknote. This eliminates the need to constantly check whether an inquiry page has been created, making it easier to keep track of new inquiries. Additionally, when a new record is added to kintone or Google Sheets, it is automatically notified to Talknote, facilitating data sharing. With information sharing through the Talknote API, all stakeholders can view the same data, potentially enabling speedy decision-making and discussions.
3. Automatically Notify When a Task is Created
By utilizing the Talknote API and external application APIs, you can make your work processes more visible. For example, when a task is created in external applications like Wrike or Jooto, it will automatically be notified in Talknote. All tasks will be notified in Talknote, allowing you to see the progress at a glance. With this visibility into task progress, those responsible can recognize which tasks and duties should be prioritized, potentially improving work speed. Additionally, it becomes easier to identify tasks that are falling behind schedule, allowing for appropriate responses. This automation is especially recommended for those working remotely or project managers.
4. Automatically Notify When a Lead is Registered
By utilizing the Talknote API and external application APIs, you can expect to improve the efficiency of sales and marketing operations. For example, when the sales team registers a new lead in Mazrica, a notification is sent to Talknote. This makes it easier for related departments, such as sales representatives and the marketing team, to understand the lead status. Additionally, since you can add lead details to the notification in Talknote, it becomes easier to share data with stakeholders. Therefore, there is no need to constantly check whether a lead has been registered in an external application, allowing personnel to focus on sales activities and marketing strategies.
In this way, automation using the Talknote API and external application APIs seems to contribute to the efficiency of sales and marketing operations.
Additionally, you can obtain advertising reports from external applications and notify Talknote. For example, by retrieving the latest advertising reports from Google Analytics daily and notifying Talknote, you can understand advertising performance. This allows advertisers to access important reports from Talknote notifications, enabling them to take corrective actions.
5. Automatically Notify When a Comment is Posted
By combining the Talknote API with external application APIs, comments and messages posted on external applications can be notified to Talknote, making it easier to keep track of messages. For example, when an inquiry comment is posted by a customer on kintone, it is notified to Talknote, allowing the person in charge to respond quickly. Additionally, when a message is received from a user on the official LINE account, it is shared with Talknote, which may help prevent missed messages or delayed responses. Such message notifications through APIs can prevent missing messages and enable smooth customer support.
Recommended Users for Talknote API
Those interested in automating business processes using the Talknote API
Those who want to automate meeting minutes and task progress notifications for faster data sharing
Those in marketing or sales departments who want to automatically notify and track lead information
Those who want to prevent missing comments or messages from external applications
Summary
Automation using the Talknote API and external application APIs can enhance data sharing and improve business efficiency. This allows personnel to avoid the hassle of manual notifications and data sharing, enabling them to focus on other tasks. Additionally, sharing meeting content and lead information ensures all stakeholders are up-to-date with the latest information.
Yoom's automation can be easily implemented by anyone without the need for complex coding. Let's use the templates introduced here to streamline daily operations.
The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom.
While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society.
I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.