Integrate Zoom with Direct to transcribe and summarize meeting minutes when a Zoom meeting ends, and notify Direct.

With the advancement of IT technology, it is not uncommon for internal meetings during remote work, as well as business negotiations with distant companies, to be conducted via Zoom. In such scenarios, automating the summarization of Zoom meeting audio is quite convenient.
By implementing this automation, the content of Zoom meetings can be automatically summarized, potentially significantly reducing the time required to create meeting minutes.
Furthermore, the summarized meeting data is notified to the communication tool direct, allowing for quick sharing of meeting content.
This automation can be implemented without the need for programming. Please take advantage of this opportunity.

Recommended for

Teams using direct
Companies that frequently hold Zoom meetings
Individuals who often manually summarize Zoom meeting content
Leaders who want to quickly share Zoom meeting content
Those who want to quickly complete the creation of minutes for long meetings

Now, let's explain how to use the no-code tool Yoom to "transcribe and summarize meeting minutes after a Zoom meeting ends and notify direct".

[What is Yoom]

How to transcribe and summarize meetings that ended on Zoom and notify direct

First, use Zoom's API to obtain the cloud-recorded meeting data. Then, use Yoom's API to receive that data, perform transcription with AI, and then summarize it.
Finally, by using direct's API to receive the summary results, this automation can be realized.
Generally, implementing such integration requires programming knowledge, but with the no-code tool Yoom, it can be easily implemented without programming knowledge.

The integration flow this time is broadly divided into the following processes.

Integrate Zoom and direct with My Apps
Set up to launch Zoom, obtain cloud recording data, and download it
Set up transcription and summarization, and send to direct
Turn on the trigger button and check the integration operation of Zoom, AI functions, and direct

First, register with Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.

Step 1: Integrate Zoom and direct with My Apps

After completing the registration for Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integrate Zoom with Yoom

1. Search

Search for Zoom and click the Zoom icon.

2. Enter Required Information

Enter the required information.

To register Zoom in My Apps, you will need "Client ID" and "Client secret".
For more details, please check How to Register My App for Zoom (OAuth).

Also, the above integration method is within the scope of Zoom's Admin-managed permissions.
If you want to integrate within the scope of User-managed permissions, please refer to here.

3. Integration Complete

After entering the required information, click the add button at the bottom right.
If the screen changes and the above display appears, the integration is complete.

Integrate direct with Yoom

1. Search

Search for direct.

2. Enter Required Information

Enter the required information. These required items can be obtained from the direct application registration page.
Note that when registering the application, enter based on the information in the red frame.

3. Add

Once you have entered the information, press the add button at the bottom right.
If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Zoom and set up to obtain and download cloud recording data

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
Click on "【Copy】When the meeting ends in Zoom, transcribe and summarize the minutes, and notify direct".

3. Select app trigger

Click on "When the meeting ends".
Since the title and other settings are already completed, press Next.‍

4. Set trigger activation interval

Specify the trigger activation interval.

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.

5. Enter address

Follow the supplement at the bottom of the box to set it up.‍

6. Run the test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Next, set up to obtain the meeting recording information.

1. Integrate with the app

Click on "Obtain meeting recording information".
Since the title and other settings are already completed, press Next.

・To obtain Zoom recording information, meeting data must be cloud recorded.・Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer here.

2. Confirm content

Since you are using a template, the settings are complete. Check if it matches the image.
If it matches the screen, press the test button, and if "Test Successful" is displayed, click Save.

Next, set up to download the meeting recording file.

1. Integrate with the app

Click on "Download meeting recording file".
Since the title and other settings are already completed, press Next.

2. Confirm content

This setting is also complete as before. Check if it matches the image.
If it matches the screen, press the test button, and if "Test Successful" is displayed, click Save.

Step 4: Transcribe and summarize, then send to direct

1. Transcribe

Select "Transcribe audio data".
Click Next.

・AI operations are only available with Team Plan and Success Plan. If you are on a Free Plan or Mini Plan, the operation set in the Flowbot will result in an error, so please be aware.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

2. Attach file

Attach the file you downloaded earlier.

Select "Downloaded File" from the dropdown as shown in the image.

3. Run the test

To Further Automate

Yoom is packed with features and innovations not only for automation but also for facilitating smooth business operations.
For example, the automation introduced here can be customized to better suit your needs.

Arrangement 1: Store in Notion

You can also store summarized data on a specified page in Notion.
If you are accumulating meeting minutes or business discussions, this can eliminate manual work, allowing for efficient data management.

Of course, you can also notify directly at the end.
In this case, besides the summary results, you can also notify which database in Notion it was stored in, making it easier for members to access Notion.

Arrangement 2: Save to Google Drive

This is a flow where you can store meeting data directly in Google Drive.
Not only can you review the summary results, but you can also revisit the entire meeting, which might help you capture subtle nuances from the other party.

Additionally, members who couldn't attend the meeting will find it easier to review.

Other Examples of Automation Using Zoom

Here are some other examples of automation using Zoom.

1. Issue a Zoom meeting based on responses from a reservation form, add it to Google Calendar, and notify via email

Automatically create a Zoom meeting based on the client's reservation. It will also be registered in Google Calendar, which might streamline schedule management.

2. Notify Slack with a list of webinar registrants after the Zoom meeting ends

You can share the list of webinar registrants with your team. This allows you to see who participated on the day, which may be useful for marketing or sales data.

3. Integrate with Zoom to create a meeting at a specific schedule

Use this feature to create meetings held at regular intervals, such as regular meetings.

Benefits and Examples of Integrating Zoom with Direct

Benefit 1: Reduction of Work Time through Automatic Transcription and Summarization

By implementing this integration, it is possible to automate not only the transcription of Zoom meeting content but also its summarization. Furthermore, the summary results are sent to Direct, which is expected to reduce the work time of the entire process.
For example, when summarizing lengthy meeting data, the work time inevitably becomes longer. Even if AI is used for summarization, the time spent waiting for a response may proportionally increase with the length of the summary, making it less efficient.
However, with this integration, the flow of transcription, summarization, and notification is completed quickly, which should result in significant resource savings.

Benefit 2: Consistency of Content through AI Summarization

Since the content of Zoom meetings is automatically summarized by AI, there is a higher possibility of achieving consistency in content compared to manual summarization.
For example, when summarizing manually, there is a possibility of bias depending on the summarizer. Sometimes, important data might not be shared because key points are overlooked.
Automation serves as a means to easily avoid such human errors. As a result, it may be possible to create summaries that are easy to understand for anyone.

Benefit 1: Improved Sharing Speed through Quick Notification to Direct

The final step of this flow allows the summary content to be sent to Direct. Therefore, it is expected that members who need to share meeting or negotiation content can quickly grasp it.
For example, if a lengthy Zoom meeting is held, reviewing the meeting content from the beginning while summarizing it can be time-consuming, potentially delaying sharing with members.
By implementing this automation, summaries and notifications of summary data are conducted quickly, enabling efficient information sharing.

Conclusion

Transcribing the content of long meetings can be considered a rather labor-intensive task. Moreover, when summarizing, important points must be picked out, which can take a considerable amount of time.
However, by implementing this integration and automating the process, not only will the content of Zoom meetings be summarized, but notifications will also be sent to Direct, which the team uses, significantly reducing administrative work.
By utilizing Zoom to introduce automation, you may be able to improve your operations. Please take this opportunity to try it out.

The person who wrote this article

a.ohta

After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!