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"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.
<span class="mark-yellow">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.</span>
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.
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.
By managing information in Box starting from Zoom meetings, sharing and reviewing become seamless.
<span class="mark-yellow">You can build a system to efficiently utilize meeting content, from archiving recordings and summarizing content to creating minutes.</span>
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!
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, <span class="mark-yellow">you can significantly reduce the effort required for post-meeting tasks.</span>
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.
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.
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.
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.
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.
The template will be copied to your Yoom management screen.
Click "OK" to proceed to the flow settings.
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.
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.
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.
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.
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.
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.
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".
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.
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!
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.
<span class="mark-yellow">By automating the bridging of information, you can build a flexible workflow that leverages each role without relying on specific tools.</span>
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.
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?
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