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[No Programming Required] How to Automatically Link Zoom Recording Data to Box
"It's hard to organize meeting recordings" "It takes time to compile minutes" — Do you have these concerns?
Even if you try to utilize Zoom's recording data, the reality is that saving, sharing, and summarizing can be cumbersome.
Moreover, when you want to integrate Zoom with Box, many might feel that "the setup seems difficult" or "it seems to require specialized knowledge."
In such cases, the no-code tool Yoom is your reliable ally.
You can easily build a flow that connects Zoom and Box, automatically transcribes and summarizes post-meeting recordings, and saves them as a minutes PDF in Box.
This makes post-meeting handling smoother and improves the accuracy of information sharing.
In this article, we introduce a more accessible way to achieve data integration between Zoom and Box, along with specific flows.
Be sure to check it out until the end.
For those who want to try it quickly
By using Yoom, you can easily integrate Zoom and Box with no code.
Yoom provides templates for integrating Zoom and Box in advance, so you can achieve integration immediately just by registering, even without API knowledge.
After the Zoom meeting ends, transcribe and summarize the recording, then save the minutes as a PDF in Box.
Try it
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
What You Can Do by Integrating Zoom and Box
By managing information in Box starting from Zoom meetings, sharing and reviewing become seamless.
You can build a system to efficiently utilize meeting content, from archiving recordings and summarizing content to creating minutes.
Here, we introduce some templates using Zoom and Box.
Simply click "Try it out" on the automation example you're interested in and register your account information to immediately experience the integration of Zoom and Box.
Registration takes just 30 seconds, so feel free to give it a try!
After a Zoom Meeting, Transcribe and Summarize the Recording and Save the Minutes PDF to Box
This flow involves downloading the Zoom video file, performing AI-based transcription and summarization, issuing the minutes as a PDF in Google Drive, and uploading that PDF to a specified folder in Box.
Since everything from recording the meeting content to saving it as minutes is done automatically, you can significantly reduce the effort required for post-meeting tasks.
After the Zoom meeting ends, transcribe and summarize the recording, then save the minutes as a PDF in Box.
Try it
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
Save to Box after the Zoom meeting ends
In this flow, you download the Zoom video file and upload it directly to Box.
This is effective if you want to save nuances and screen sharing content that cannot be covered in meeting minutes, or if you want to manage it as a backup in Box.
■Overview
This is a flow that retrieves recording information after a Zoom meeting and stores the data in Box.
■Recommended for
1. Those who frequently hold Zoom meetings and need to manage their recordings
- Project managers and team leaders
- HR personnel and training coordinators
- Sales representatives and customer support
2. Those who want to reduce manual recording management and automate the process
- Owners of small to medium-sized businesses aiming for operational efficiency
- Personnel managing information using digital tools
3. Those who regularly use Zoom and Box
- Users conducting online meetings with Zoom and managing files with Box
- Teams looking to efficiently organize and share meeting records
■Benefits of using this template
・Recording information is quickly organized, significantly improving work efficiency.
・Recordings are automatically saved to Box after meetings, saving time on manual file management.
■Notes
・Please integrate Zoom and Box with Yoom respectively.
■Overview
This is a flow that retrieves recording information after a Zoom meeting and stores the data in Box.
■Recommended for
1. Those who frequently hold Zoom meetings and need to manage their recordings
- Project managers and team leaders
- HR personnel and training coordinators
- Sales representatives and customer support
2. Those who want to reduce manual recording management and automate the process
- Owners of small to medium-sized businesses aiming for operational efficiency
- Personnel managing information using digital tools
3. Those who regularly use Zoom and Box
- Users conducting online meetings with Zoom and managing files with Box
- Teams looking to efficiently organize and share meeting records
■Benefits of using this template
・Recording information is quickly organized, significantly improving work efficiency.
・Recordings are automatically saved to Box after meetings, saving time on manual file management.
■Notes
・Please integrate Zoom and Box with Yoom respectively.
Let's Create a Zoom and Box Integration Flow
Now, let's create a flow that integrates Zoom and Box!
This time, we will use Yoom to proceed with the integration of Zoom and Box without any coding.
If you do not have a Yoom account yet, please create one from the Yoom account creation link.
[What is Yoom]
In this article, we will create the "After a Zoom meeting ends, transcribe and summarize the recording, and save the minutes as a PDF in Box" flow that we introduced earlier!
The creation process is broadly as follows.
- Integrate the apps you will use with My Apps
- Copy the template
- Set up to retrieve recordings from Zoom and save them to Box
- Prepare for flow operation (set the trigger to ON)
After the Zoom meeting ends, transcribe and summarize the recording, then save the minutes as a PDF in Box.
Try it
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
About Plan Limitations
Please be aware that the available actions differ depending on the Zoom plan.
Currently, actions such as "End Meeting" and "Retrieve Meeting Recording Information" are only available with Zoom's paid plans.
For more details, please refer to here.
Yoom's OCR and voice transcription features are exclusive to paid plans (Team Plan and Success Plan). These features are not available in the free plan and will result in an error, but you can try them out with a 2-week free trial.
Step 1: My App Integration for the Apps to Use
Register the three apps (Zoom, Box, Google Docs) used in this flow to My Apps and integrate them with Yoom.
Select "My Apps" from the sidebar of the Yoom management screen, and click "+ Add" on the right side of the My Apps screen.
Let's start by integrating Zoom.
When the "App List" is displayed, search for and select Zoom.
Refer to this article to set up the integration between Yoom and Zoom, and enter the "Client ID," "Client Secret," and "Secret Token" respectively.
* Location to check "Client ID" and "Client Secret" on Zoom. Click to copy.
* Location to check "Secret Token" on Zoom.
After entering, click "Add."
Review the content and click "Allow."
Return to the "My Apps" screen, and if Zoom has been added, the integration is complete.
Next, let's integrate Box.
After clicking "+ Add" in "My Apps," when the "App List" is displayed, search for and select Box.
Log in with any account.
Review the content and click "Grant Access to Box."
Return to the "My Apps" screen, and if Box has been added, the integration is complete.
Finally, let's integrate Google Docs.
Search for and select Google Docs in the "App List."
Click "Sign in with Google."
Select any Google account to sign in.
Review the content and click "Continue."
Review the content and click "Continue."
* If "Please select the information Yoom can access" is displayed, check "Select All."
Return to the "My Apps" screen, and if Google Docs has been added, the integration is complete.
Step 2: Copy the Template
Once the integration of the three apps is complete, copy the template to use.
After logging into Yoom, click "Try it" on the banner below.
After the Zoom meeting ends, transcribe and summarize the recording, then save the minutes as a PDF in Box.
Try it
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
■Overview
This is a flow that saves meeting minutes as a PDF in Box by transcribing and summarizing the recording after a Zoom meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
- Those who manually create meeting minutes based on Zoom meeting recordings
- Those who need to quickly share meeting minutes within their team
- Those who want to streamline the creation of meeting minutes and enhance work productivity
■Benefits of using this template
If you frequently hold Zoom meetings, you might find the manual creation of meeting minutes each time to be time-consuming and cumbersome.
Additionally, if the task of creating meeting minutes is of high priority, it may hinder your focus on other tasks, potentially reducing productivity.
With this flow, once a Zoom meeting ends, you can automate the transcription and summarization based on the recording data, as well as the creation and saving of meeting minutes to Box.
By automating the creation of meeting minutes and saving them to Box, you can seamlessly handle tasks related to meeting minutes after a Zoom meeting ends.
By streamlining the creation of meeting minutes, you can reduce your workload and focus on other important tasks.
The template will be copied to your Yoom management screen.
Click "OK" to proceed to the flow settings.
Step 3: Setting the Zoom Trigger
First, set the trigger action that will be the starting point of the flow.
Click on "When the meeting ends" in Zoom.
Check the content and click "Next".
Select a desired interval from the "Trigger Interval" dropdown. It is generally recommended to use the shortest interval of the plan.
※ The trigger interval can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Depending on your plan, the shortest trigger interval you can set may vary, so be sure to check.
Enter the email address of the Zoom account you want to set as a trigger in the "Email Address" field.
After ending the meeting for setup, click "Test" to perform a test to retrieve the meeting information.
When the "Test Successful" result is displayed, meeting information will be added to the "Retrieved value". If there are no issues with the output, click "Save".
Return to the flow screen, and if there is a checkmark on "When the meeting ends", it is complete.
Step 4: Retrieving Recording Information
In Steps 4 and 5, you will retrieve the Zoom recording files.
Click on "Get Meeting Recording Info" in Zoom.
Check the content and click "Next".
The "Meeting ID" is set to the meeting ID obtained in Step 3.
Values obtained in each action can be selected from the retrieved value displayed when clicking the input field.
Click "Test" to perform a test to retrieve the recording information.
When the "Test Successful" result is displayed, recording information will be added to the "Retrieved data". If there are no issues, click "Save".
Return to the flow screen, and if there is a checkmark on "Get Meeting Recording Info", it is complete.
Step 5: Downloading the Recording File
Click on "Download Meeting Recording File" in Zoom.
Check the content and click "Next".
The "Download URL" is set to the download URL obtained in Step 4.
Click "Test" to perform a file download test.
When the "Test Successful" result is displayed, a file will be added to the "Retrieved Data". If there are no issues with the output, click "Save".
Return to the flow screen, and if there is a checkmark on "Download Meeting Recording File", it is complete.
Step 6: Setting Up Transcription
Next, let's set up the conversion of the downloaded recording file to text.
Click on "Transcribe Audio Data" in AI Operations.
Select the desired condition from the "Action" dropdown.
Select "Use Retrieved Value" and "Downloaded File" from the "Audio File" dropdown.
Click "Test" to perform a transcription test.
When the "Test Successful" result is displayed, the analysis result will be reflected in the "Retrieved value"! Check it and click "Save".
Return to the flow screen, and if there is a checkmark on "Transcribe Audio Data", it is complete.
Step 7: Setting Up Summarization
Let's summarize the analysis results!
Select the desired number of characters and purpose from the "Action" dropdown.
Once selected, click "Next".
Next, specify the conditions for summarization.
The "Text to Summarize" is set by default to the analysis result transcribed in Step 6.
In "Number of Characters", set the desired number of characters for the summary.
If necessary, set conditions such as style or essential elements in "Summary Conditions".
Click "Test" to perform a summarization test.
When the test is successful, you can check the summarized text, and by clicking "Save", the settings up to this point are complete!
Return to the flow screen, and if there is a checkmark on "Summarize", it is complete.
Step 8: Setting Up the Document to be Created
Just a few more settings to go!
Let's issue a PDF file to be saved in Box based on the summarized text.
Click on "Issue Document" in Google Docs.
Set the template Google Document in the "Document File ID".
When you click the input field, candidates from the linked Google account will be displayed, so select the target template document.
※ For creating a template document, refer to this article.
Set the destination Google Drive folder ID where the issued PDF will be stored.
Similarly, when you click the input field, candidates from the linked Google account will be displayed, so select the target folder.
Set a unique file name in "Exported File Name".
The default is "Date of File Creation_Minutes". Change it if necessary.
Click "Next".
The {content} part of the template document is set to be replaced with the summary result from Step 7.
Click "Test" to perform a file issuance test.
When the "Test Successful" result is displayed, you should be able to obtain the PDF information.
After checking, proceed to the next step by clicking "Save".
※ Issued PDF on Google Drive
Return to the flow screen, and if there is a checkmark on "Issue Document", it is complete.
Step 9: Setting Up Upload to Box
Finally, the last setting!
Finally, set up to upload the PDF issued in Step 8 to Box. Click on "Upload File" in Box.
Check the content and click "Next".
The "File Name" and "File Attachment Method" are set by default to the PDF information issued in Step 8.
Set the content ID of the Box folder where the issued PDF will be saved in "Destination Folder Content ID".
Click "Test" to perform an upload test to Box.
When the "Test Successful" result is displayed, confirm that the PDF has been uploaded to the specified Box folder as instructed, and click "Save".
Step 10: Preparing for Flow Operation (Set Trigger to ON)
Return to the flow screen, and if "All settings are complete!" is displayed, the flow setup is complete.
If you want to operate the flow immediately, click "Set Trigger to ON".
If you want to operate it later, you can set the trigger to ON by clicking the trigger switch on the flow screen.
Based on this flow bot, you can automate various other tasks as well!
Please try out Yoom's convenient features.
Other Automation Examples Using Zoom and Box
In addition to the integration of Zoom and Box, various automations can enhance work efficiency by utilizing each app individually. If you want to make meeting recordings and file sharing more convenient, be sure to check out the automation examples below!
Convenient Automation Examples Using Zoom
Seamlessly handle various tasks that occur before and after Zoom meetings, such as registering participant information, organizing recordings and transcriptions, and sharing with other tools, through integration with other apps.
By automating the bridging of information, you can build a flexible workflow that leverages each role without relying on specific tools.
■Overview
This is a flow to select a meeting partner from Salesforce and create a Zoom meeting URL.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Salesforce for customer management and sales activities
・Those who manage customer information in Salesforce but struggle with scheduling meetings
・Those who want to streamline meeting setup and facilitate smooth communication with customers
2. Those who use Zoom as a communication tool
・Those who hold meetings regularly on Zoom and want to easily create and share meeting URLs
■Benefits of using this template
By integrating Salesforce and Zoom, meeting setup can be done smoothly.
With this flow, you can automatically create a Zoom meeting URL just by selecting a meeting partner from Salesforce.
This reduces the preparation time for meetings and enables efficient schedule management.
Additionally, since there is no need to manually create URLs, the risk of human error is reduced.
By achieving quick and accurate meeting setup, team productivity is improved, allowing more time to focus on core tasks.
■Notes
・Please integrate Yoom with both Salesforce and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・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 flow bot you set will result in errors, 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 apps that are subject to restrictions.
■Overview
The "Automatically Save Zoom Meeting Recordings to Dropbox After Meeting Ends" workflow leverages the integration between Zoom and Dropbox to streamline the management of meeting recordings.
After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.
■Recommended for
- Business professionals who frequently use Zoom and want to efficiently manage meeting recordings
- Team leaders who spend a lot of time saving and sharing recording data
- Companies that already use Dropbox and want to enhance integration with other tools
- Administrators who want to automate post-meeting data organization to improve work efficiency
- Individuals who wish to reduce manual data saving tasks and focus on more creative work
■Benefits of Using This Template
- Time-saving through automation: After a Zoom meeting ends, the recording data is automatically saved to Dropbox, eliminating the need for manual transfer tasks.
- Centralized data management: Integration with Dropbox allows you to consolidate recording data in one place, making it easily accessible when needed.
- Reduction of errors: Provides a system that prevents mistakes from manual operations and ensures data is securely saved.
- Improved efficiency in information sharing among teams: Automatic saving of recording data enables efficient information sharing with team members.
■Overview
This is a flow to add registrants to a Zoom webinar when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets in their work
・Companies that register tool account information by department
・Sales representatives who edit sheets while on the go
2. Those who use Zoom for communication
・HR personnel conducting group interviews online
・Customer service department staff responsible for planning and managing seminars
■Benefits of using this template
Google Sheets is a tool that can maintain high security of business information by granting access permissions.
However, manually adding information from Google Sheets to Zoom webinar registrants increases the risk of human error.
This flow is suitable for those who want to prevent manual input errors and data loss.
When information is registered in Google Sheets, it is automatically registered in Zoom based on the registered content, eliminating manual work.
Additionally, using the quoted content for registration ensures the accuracy of the information.
■Notes
・Please integrate both Google Sheets and Zoom with Yoom.
■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.
◼️Overview
After a meeting ends on Zoom, the meeting content is automatically transcribed and the transcription data is saved to Notion.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link accounts with both Zoom and Notion through Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operation of the set flowbot 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).
■Overview
This is a flow to select a meeting partner from Salesforce and create a Zoom meeting URL.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Salesforce for customer management and sales activities
・Those who manage customer information in Salesforce but struggle with scheduling meetings
・Those who want to streamline meeting setup and facilitate smooth communication with customers
2. Those who use Zoom as a communication tool
・Those who hold meetings regularly on Zoom and want to easily create and share meeting URLs
■Benefits of using this template
By integrating Salesforce and Zoom, meeting setup can be done smoothly.
With this flow, you can automatically create a Zoom meeting URL just by selecting a meeting partner from Salesforce.
This reduces the preparation time for meetings and enables efficient schedule management.
Additionally, since there is no need to manually create URLs, the risk of human error is reduced.
By achieving quick and accurate meeting setup, team productivity is improved, allowing more time to focus on core tasks.
■Notes
・Please integrate Yoom with both Salesforce and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・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 flow bot you set will result in errors, 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 apps that are subject to restrictions.
■Overview
The "Automatically Save Zoom Meeting Recordings to Dropbox After Meeting Ends" workflow leverages the integration between Zoom and Dropbox to streamline the management of meeting recordings.
After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.
■Recommended for
- Business professionals who frequently use Zoom and want to efficiently manage meeting recordings
- Team leaders who spend a lot of time saving and sharing recording data
- Companies that already use Dropbox and want to enhance integration with other tools
- Administrators who want to automate post-meeting data organization to improve work efficiency
- Individuals who wish to reduce manual data saving tasks and focus on more creative work
■Benefits of Using This Template
- Time-saving through automation: After a Zoom meeting ends, the recording data is automatically saved to Dropbox, eliminating the need for manual transfer tasks.
- Centralized data management: Integration with Dropbox allows you to consolidate recording data in one place, making it easily accessible when needed.
- Reduction of errors: Provides a system that prevents mistakes from manual operations and ensures data is securely saved.
- Improved efficiency in information sharing among teams: Automatic saving of recording data enables efficient information sharing with team members.
■Overview
This is a flow to add registrants to a Zoom webinar when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets in their work
・Companies that register tool account information by department
・Sales representatives who edit sheets while on the go
2. Those who use Zoom for communication
・HR personnel conducting group interviews online
・Customer service department staff responsible for planning and managing seminars
■Benefits of using this template
Google Sheets is a tool that can maintain high security of business information by granting access permissions.
However, manually adding information from Google Sheets to Zoom webinar registrants increases the risk of human error.
This flow is suitable for those who want to prevent manual input errors and data loss.
When information is registered in Google Sheets, it is automatically registered in Zoom based on the registered content, eliminating manual work.
Additionally, using the quoted content for registration ensures the accuracy of the information.
■Notes
・Please integrate both Google Sheets and Zoom with Yoom.
■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.
◼️Overview
After a meeting ends on Zoom, the meeting content is automatically transcribed and the transcription data is saved to Notion.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link accounts with both Zoom and Notion through Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operation of the set flowbot 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).
Convenient Automation Examples Using Box
By integrating Box with various applications, it can function as a hub for your entire business, not just as storage. You can be freed from manual file management and expect smooth business operations without errors.
■Overview
This is a flow bot that integrates box and OneDrive, uploading files to OneDrive that have been uploaded to a specific folder in box.
Please use it when you want to store files in both box and OneDrive.
■Recommended for
1. Those who use both box and OneDrive
2. Those who want to improve efficiency with box and OneDrive
3. Those who have tasks that require storing the same files in both box and OneDrive
■Benefits of using this template
・Once a file is placed in box, it can be automatically uploaded to OneDrive, reducing the effort of uploading files to both tools.
・Automatically uploading files reduces omissions and errors.
■Notes
・Integration with Yoom is required for both box and OneDrive apps.
・Feel free to change the settings for the folder ID in box and the destination folder in OneDrive as needed.
■Overview
When a DocuSign envelope is completed, download the certificate of the envelope and store it in a specific folder in Box.
◼️Overview
This is a flowbot that integrates Salesforce and Box via API. When a new record is registered in the Salesforce account object, a folder with the account name is created in Box, and the folder URL is recorded in the record.
Since the folder name is created with the account name, there is no need to manually create a folder.
Please change the ID of the parent folder where a new folder will be created in Box and use it accordingly.
◼️Notes
・Please link your Box and Salesforce accounts with Yoom to use this service.
・Salesforce is an app that can only be used with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flowbot will result in errors, 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 apps that are subject to restrictions.
■Overview
The "Regularly Sync File List in Box Folder to Google Spreadsheet" workflow streamlines file management and allows you to always check the latest information in a spreadsheet.
When using Box, managing files within folders and tracking update information can become complicated.
Especially in environments where many files are frequently added or updated, manually organizing information is challenging.
By utilizing this workflow, you can automate the integration between Box and Google Spreadsheet, making it easy to always check the latest file list.
■Recommended for
- Those who manage a large number of files using Box and want to centrally manage the latest information in a spreadsheet
- Business personnel who spend time manually updating file lists
- Team leaders aiming for efficient data management by linking Box and Google Spreadsheet
- Executives who want to regularly check file status and share it within the team
■Benefits of using this template
By automating the synchronization from Box to Google Spreadsheet, you can reduce manual update tasks by regularly syncing the file list in the Box folder to Google Spreadsheet.
Additionally, since file additions and changes are reflected in Google Spreadsheet, you can always grasp the latest status.
Automation allows you to manage multiple file information in a single spreadsheet, facilitating smooth information sharing.
■Overview
The "Update Box File Name When a Quote is Accepted in Wix" flow is a business workflow that automates file management after a quote is accepted.
When a quote is approved in Wix, the name of the related file in Box is automatically updated, eliminating the need for manual file name changes.
■Who We Recommend This Template For
- Business professionals who use Wix and Box on a daily basis
- Sales teams who spend a lot of time managing files after quote acceptance
- IT professionals considering automating business processes
- Managers who find manual file name changes cumbersome
- Owners of small and medium-sized enterprises aiming for efficient document management
■Benefits of Using This Template
- Improved operational efficiency: Eliminates the need for manual file name changes.
- Reduction of human error: Automation prevents human errors such as overlooking approvals or incorrect file name settings.
- Time savings: Allows you to focus on other important tasks.
■Overview
This is a flow bot that integrates box and OneDrive, uploading files to OneDrive that have been uploaded to a specific folder in box.
Please use it when you want to store files in both box and OneDrive.
■Recommended for
1. Those who use both box and OneDrive
2. Those who want to improve efficiency with box and OneDrive
3. Those who have tasks that require storing the same files in both box and OneDrive
■Benefits of using this template
・Once a file is placed in box, it can be automatically uploaded to OneDrive, reducing the effort of uploading files to both tools.
・Automatically uploading files reduces omissions and errors.
■Notes
・Integration with Yoom is required for both box and OneDrive apps.
・Feel free to change the settings for the folder ID in box and the destination folder in OneDrive as needed.
■Overview
When a DocuSign envelope is completed, download the certificate of the envelope and store it in a specific folder in Box.
◼️Overview
This is a flowbot that integrates Salesforce and Box via API. When a new record is registered in the Salesforce account object, a folder with the account name is created in Box, and the folder URL is recorded in the record.
Since the folder name is created with the account name, there is no need to manually create a folder.
Please change the ID of the parent folder where a new folder will be created in Box and use it accordingly.
◼️Notes
・Please link your Box and Salesforce accounts with Yoom to use this service.
・Salesforce is an app that can only be used with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flowbot will result in errors, 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 apps that are subject to restrictions.
■Overview
The "Regularly Sync File List in Box Folder to Google Spreadsheet" workflow streamlines file management and allows you to always check the latest information in a spreadsheet.
When using Box, managing files within folders and tracking update information can become complicated.
Especially in environments where many files are frequently added or updated, manually organizing information is challenging.
By utilizing this workflow, you can automate the integration between Box and Google Spreadsheet, making it easy to always check the latest file list.
■Recommended for
- Those who manage a large number of files using Box and want to centrally manage the latest information in a spreadsheet
- Business personnel who spend time manually updating file lists
- Team leaders aiming for efficient data management by linking Box and Google Spreadsheet
- Executives who want to regularly check file status and share it within the team
■Benefits of using this template
By automating the synchronization from Box to Google Spreadsheet, you can reduce manual update tasks by regularly syncing the file list in the Box folder to Google Spreadsheet.
Additionally, since file additions and changes are reflected in Google Spreadsheet, you can always grasp the latest status.
Automation allows you to manage multiple file information in a single spreadsheet, facilitating smooth information sharing.
■Overview
The "Update Box File Name When a Quote is Accepted in Wix" flow is a business workflow that automates file management after a quote is accepted.
When a quote is approved in Wix, the name of the related file in Box is automatically updated, eliminating the need for manual file name changes.
■Who We Recommend This Template For
- Business professionals who use Wix and Box on a daily basis
- Sales teams who spend a lot of time managing files after quote acceptance
- IT professionals considering automating business processes
- Managers who find manual file name changes cumbersome
- Owners of small and medium-sized enterprises aiming for efficient document management
■Benefits of Using This Template
- Improved operational efficiency: Eliminates the need for manual file name changes.
- Reduction of human error: Automation prevents human errors such as overlooking approvals or incorrect file name settings.
- Time savings: Allows you to focus on other important tasks.
Conclusion
This time, we introduced a method to streamline the process from transcription of recorded data to automatic saving of meeting minutes by integrating Zoom and Box.
Even without programming knowledge, you can create such a convenient workflow by using Yoom.
It is especially recommended for those who are overwhelmed with daily meetings or want to make information sharing smoother.
Why not start with a free registration and try out the perfect way to use it for your work?
