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Isn't it a hassle to create minutes for every web meeting?
Especially if you frequently use Zoom meetings, creating minutes can take time, delaying information sharing and causing other important tasks to fall behind.
In such cases, it is recommended to automate the creation and sharing of web meeting minutes!
This will free you from the tedious task of creating minutes and allow you to focus more on important tasks.
Here, we introduce a method to integrate Zoom and Google Chat without any coding.
After the web meeting ends, the creation and sharing of minutes will be done automatically, so please give it a try!
This article introduces a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away with the template below, so please give it a try!
■Overview
This flow automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and notifies the transcription results to Google Chat.
■Recommended for
1. Departments that frequently use Zoom meetings and share information via Google Chat
・Those who want to improve work efficiency by reducing the effort of creating meeting minutes
・Those who want to share meeting content with team members on Google Chat
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of speeches and discussion trends
■Benefits of using this template
Creating meeting minutes after a meeting can be a significant burden for participants.
Transcribing from audio data, organizing speeches, summarizing, etc., can take a lot of effort and time, often preventing focus on the primary tasks.
By implementing this flow, AI automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and the transcription results are sent to Google Chat. This eliminates the need for participants to create meeting minutes, allowing them to focus on reviewing the meeting content and the next actions, leading to improved business operations.
■Notes
・Please integrate Zoom and Google Chat with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the configured flow bot will result in an error, so please be careful.
・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).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
[What is Yoom]
Let's set up the flow using Yoom.
This flow is designed to "transcribe and summarize meeting minutes when a Zoom meeting ends and notify Google Chat."
These four main steps can be completed without programming knowledge.
Click "Try it" on the banner below, copy the template, and let's proceed with the setup together.
(※1) AI operations (transcription) are available only on certain paid plans. These paid plans offer a two-week free trial, during which you can use restricted apps and AI features (operations).
(※2) To retrieve Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For more details, please refer tohere.
■Overview
This flow automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and notifies the transcription results to Google Chat.
■Recommended for
1. Departments that frequently use Zoom meetings and share information via Google Chat
・Those who want to improve work efficiency by reducing the effort of creating meeting minutes
・Those who want to share meeting content with team members on Google Chat
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of speeches and discussion trends
■Benefits of using this template
Creating meeting minutes after a meeting can be a significant burden for participants.
Transcribing from audio data, organizing speeches, summarizing, etc., can take a lot of effort and time, often preventing focus on the primary tasks.
By implementing this flow, AI automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and the transcription results are sent to Google Chat. This eliminates the need for participants to create meeting minutes, allowing them to focus on reviewing the meeting content and the next actions, leading to improved business operations.
■Notes
・Please integrate Zoom and Google Chat with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the configured flow bot will result in an error, so please be careful.
・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).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
First, let's integrate the apps we will use with Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.
When the "New App Connection" window appears, search for the app name and proceed with the input according to the displayed content.
＜For Zoom (OAuth)＞
・Enter the Client ID and Client secret, then click "Add".
* The method to obtain Zoom's Client ID and Client secret can be checked on this help page.
・Click "Allow" to complete the registration of My Apps.
＜For Google Chat (OAuth)＞
・Click "Sign in with Google" to sign in.
* Integration with Google Chat is only possible for Google Workspace. For details, please refer to here.
* Only those with administrator privileges on Google Cloud Platform can perform Google Chat integration.
・Enter the Client ID and Client Secret, and upon registration, it will be completed in My Apps.
* Please check the help page for the Client ID and Client Secret.
Once the integration is complete, it will be displayed in the My Apps list, so please check it.
The initial setting is "When the meeting ends".
When clicked, the account information of the Zoom integrated with My Apps is reflected.
The title can be modified, so change it to something easy to understand if necessary.
Once you have confirmed the account information, proceed to the next step.
Next, set the trigger interval.
Check whether the meeting has ended at the specified time interval. A short setting is generally recommended.
Enter the email address of the Zoom account to be checked, then host a test meeting on Zoom, end it, and click "Test" to confirm the integration.
* 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.
If successful, the output can be obtained.
If the details of the meeting tested are displayed next to each item in the above image, the test is successful.
This completes the app trigger settings.
Next, set up "Obtain Meeting Recording Information".
On the first page, as before, confirm the account information (modify the title if necessary) and proceed to the next step.
Enter the email address of the Zoom account from which to obtain recording information and click "Test".
Output related to the recording can be obtained.
Note that only cloud recordings can be obtained.
An error will occur during local recording, so please check the following link as well.
Points to note when obtaining meeting recording information in Zoom
Once the output is obtained, click "Save" to complete the setup for obtaining recording information.
The next setting is "Download the Meeting Recording File".
As before, on the first page, confirm the account information and modify the title if necessary.
On the next page, the output is reflected in the download URL field.
Let's test it as it is.
The output of the downloaded file can be obtained, so click "Save" to complete the setup.
Next, set up the AI operation "Transcribe Audio Data".
Let's set up the action.
The number of tasks consumed varies depending on the specified action, so please check the contract plan and select the appropriate one.
Next, set up the file attachment method.
Since the value of the downloaded file will be used, set it as shown in the image above.
The audio data obtained in the "Download Meeting Recording File" flow will be used automatically.
Click "Test" to obtain the analysis results of the audio data of the prepared meeting as output.
Click "Save" to complete the settings up to this point.
The next AI operation setting is "Summarize".
Set up the action as in the transcription settings.
Once set, proceed to the next step to set the summarization conditions.
Specify the text to be summarized and the conditions for summarization.
The conditions for summarization can be freely entered. Since it is an instruction to ChatGPT, make it concise and easy to understand.
The following link provides conditions for summarizing text, so please refer to it.
Once the necessary items are set, click "Test", and if no error occurs, click "Save" to complete the summarization settings.
Finally, click "Notify Google Chat".
First, confirm the account information and modify the title.
Once confirmed, click "Next".
Next, set the content to be notified to Google Chat.
After selecting the resource name of the space from the candidates, use the output to enter the content of the message.
Once set, click "Test" to check if the message is delivered to the specified space.
If there are no issues, click "Save" to complete the notification setup.
Finally, turn on the trigger and run the flow.
Thank you for your hard work on the setup. Now the meeting content will be automatically summarized and notified to Google Chat.
■Overview
This flow automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and notifies the transcription results to Google Chat.
■Recommended for
1. Departments that frequently use Zoom meetings and share information via Google Chat
・Those who want to improve work efficiency by reducing the effort of creating meeting minutes
・Those who want to share meeting content with team members on Google Chat
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of speeches and discussion trends
■Benefits of using this template
Creating meeting minutes after a meeting can be a significant burden for participants.
Transcribing from audio data, organizing speeches, summarizing, etc., can take a lot of effort and time, often preventing focus on the primary tasks.
By implementing this flow, AI automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and the transcription results are sent to Google Chat. This eliminates the need for participants to create meeting minutes, allowing them to focus on reviewing the meeting content and the next actions, leading to improved business operations.
■Notes
・Please integrate Zoom and Google Chat with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the configured flow bot will result in an error, so please be careful.
・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).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs and AI features of Zoom and Google Chat.
If you find anything interesting, please give it a try!
When a meeting ends on Zoom, you can notify Google Chat with the recording URL.
Additionally, it is possible to set up an integration that notifies Google Chat of Zoom meeting information daily.
■Overview
This is a flow that automatically notifies Google Chat of Zoom meeting information at a fixed time every day.
■Recommended for
1. Companies conducting remote meetings using Zoom
・Those conducting remote meetings for business negotiations or customer interactions
・Business professionals who frequently hold meetings
2. Companies using Google Chat as an internal communication tool
・Those notifying meeting information via Google Chat for team information sharing
・Those checking the day's meeting information by accessing Zoom at the start of work
■Benefits of using this template
Many people conduct remote meetings using Zoom.
While it eliminates the need for travel and increases the number of meetings that can be held in a day, it also increases the burden of managing and understanding meeting-related information.
This template is effective for those facing such challenges.
By using this template, you can receive daily notifications of scheduled Zoom meeting information via Google Chat.
This reduces the chances of realizing a meeting is imminent and rushing to prepare, allowing you to prepare with more time.
As a result, you can expect an improvement in the success rate of business negotiations and an increase in sales.
■Notes
・Please integrate both Zoom and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to the link below.
https://intercom.help/yoom/ja/articles/6647336
■Overview
This flow notifies a designated recipient in Google Chat with the recording URL of a meeting once it ends in Zoom.
This flow ensures smooth and comprehensive sharing of recordings with the entire team.
You can freely arrange the notification destination and message in Google Chat.
■Notes
・Please integrate Zoom and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
Select a meeting participant in the customer management app to create a Zoom meeting URL
Automatically create a Zoom meeting URL by selecting a meeting participant in platforms like Salesforce or HubSpot.
■Overview
This is a flow to create a Zoom meeting URL by selecting a meeting participant from Airtable.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
■Recommended for
1. Those who manage contacts and meeting schedules using Airtable
・Those who have multiple contacts registered in Airtable and want to efficiently select meeting participants
・Those who want to centrally manage meeting schedules and reduce manual management
2. Those who use Zoom for online meetings and discussions
・Those who frequently set up Zoom meetings but find creating and sharing links cumbersome
・Those who want to quickly set up meetings and communicate smoothly with participants
■Benefits of using this template
By integrating Airtable and Zoom, the meeting scheduling process is simplified.
For example, by directly selecting participants from Airtable, a Zoom meeting URL is automatically generated, eliminating the need for manual URL entry and verification.
This can lead to time savings and increased efficiency.
Additionally, meeting preparation can be done smoothly, reducing stress.
Furthermore, tracking which participants attend which meetings can be centrally managed in Airtable, reducing coordination errors and improving overall work efficiency.
■Notes
・Please integrate Yoom with both Airtable and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This is a flow to select a meeting partner from HubSpot and create a Zoom meeting URL.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with the Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Those who use HubSpot for sales activities
・Those who manage data on HubSpot but find it time-consuming to set up meetings
・Those who want to streamline daily sales activities and easily set up Zoom meetings
2. Those who use Zoom for remote meetings
・Those who use Zoom regularly but find setting up meetings and sharing URLs cumbersome
・Those who have many meetings with sales or clients and want to automatically generate meeting URLs to save time
■Benefits of using this template
The primary benefit of using this flow is the ability to quickly and smoothly set up meetings by easily selecting meeting partners from HubSpot.
This allows for quick meeting preparation and improved productivity.
Additionally, since Zoom meeting URLs are automatically generated, it prevents errors associated with manual URL creation and ensures that the correct URL is shared with all meeting participants.
Furthermore, by utilizing this flow, schedule management is centralized, allowing for efficient meeting operations.
As a result, you can expect smoother business communication and overall operational efficiency.
■Notes
・Please connect Yoom with both HubSpot and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■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.
After a Zoom meeting ends, transcribe and summarize the recording, and save the minutes as a PDF in cloud storage
After a Zoom meeting ends, transcribe and summarize the recording, and automatically save the minutes as a PDF to Google Drive, OneDrive, etc.
■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
■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 flow involves transcribing and summarizing Zoom meeting recordings and saving the minutes as a PDF on Google Drive after the meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By transcribing Zoom meeting recordings, you can create and share meeting minutes with both attendees and absentees.
However, manually transcribing recording data can be time-consuming and may delay the sharing of minutes.
With this flow, you can automate the transcription, summarization, and creation of meeting minutes from Zoom recordings once the meeting ends, and save them on Google Drive.
This eliminates the need for manual transcription and summarization, allowing for timely creation and speedy sharing of meeting minutes.
The created meeting minutes are centrally managed on Google Drive, making file searches easy.
■Overview
This flow involves transcribing and summarizing the recording of a Zoom meeting and saving the minutes as a PDF in OneDrive after the meeting ends.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
When creating meeting minutes for Zoom meetings, you may find manual transcription and summarization tasks cumbersome.
Additionally, if the Zoom meeting is lengthy, the burden of creating minutes increases, potentially impacting other tasks.
With this flow, once a Zoom meeting ends, transcription and summarization of the recording data are performed, making the creation of meeting minutes and saving to OneDrive seamless.
You can automate the entire process related to creating meeting minutes, allowing for efficient workflow management.
Since the created minutes are saved in OneDrive, sharing them with team members is also smooth.
Notify Google Chat When There Is a Form Response
Automatically notify Google Chat when there is a response to a Google Form or a HubSpot form.
■Overview
This flow notifies Google Chat of the response content when a new response is submitted to a Google Form.
■Recommended for
1. Teams using both Google Forms and Google Chat
・Those who accept surveys or applications via Google Forms and want to notify Google Chat of responses in real-time
・Those who want to share response content with the team to promote prompt action and discussion
・Those who want to eliminate the hassle of manual notifications and information sharing
2. Individuals using Google Forms for information gathering
・Those who want to receive notifications in Google Chat when there is a response to their Google Form
・Those who want to immediately check the response content and take necessary actions
■Benefits of using this template
・Notifications are sent to Google Chat immediately after a new response is submitted to a Google Form, allowing for prompt action.
・Sharing response content in Google Chat facilitates smooth information sharing among team members, leading to efficient responses.
・Eliminating the need for manual notifications and information sharing improves work efficiency, allowing more time for other tasks.
■Notes
・Please integrate both Google Forms and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/ja/articles/6807133
■Overview
This is a flow that sends a notification to Google Chat when a form is submitted to Hubspot.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to track form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with their team to strengthen collaboration
・Those who use Google Chat regularly and want to receive notifications in Google Chat
2. Sales professionals using HubSpot
・Those who want to respond quickly to inquiries from potential customers
・Those who want to create business opportunities based on form submission information
・Those who want to collaborate with their team on Google Chat to efficiently handle leads
■Benefits of using this template
・Improves work efficiency by eliminating the need for manual notifications and information sharing, allowing more time for other tasks.
・Utilizes Google Chat's chat and thread features to facilitate smooth discussions and information sharing about leads.
■Notes
・Please integrate both Hubspot and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
■Overview
This is a flow that notifies Google Chat when a form is submitted on Wix.
■Recommended for
1. Those who utilize Wix for business
・Those who use it for building websites
・Those who set up forms for communication with customers
2. Those who use Google Chat as their main communication tool
・Those who use it for information sharing and communication
■Benefits of using this template
Wix is a useful tool for smoothly creating websites.
By setting up forms on the site, communication with customers becomes possible, leading to better site construction and more.
However, manually notifying Google Chat every time a form is submitted on Wix can cause delays in information sharing.
This flow is suitable for those who want to share information quickly.
By using this flow, you can automatically notify Google Chat by quoting the content whenever a form is submitted on Wix.
By eliminating manual notifications, you can avoid the risk of human error and maintain the accuracy of the shared information.
Additionally, since notifications are made immediately after form submission, the entire team can quickly learn the content of the form, increasing the speed to start handling tasks.
■Notes
・Please integrate Wix and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
Notify messages posted on Google Chat to other chat tools
Automatically notify messages posted on Google Chat to Slack, Discord, etc.
■Overview
This is a flow that notifies Slack of messages posted on Google Chat.
■Recommended for
1. Those who use multiple chat tools such as Google Chat and Slack for work
・Department heads using it for internal communication
・Sales assistants responsible for communication with client companies
2. Those who want to reduce manual input tasks
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Office managers interested in workflow automation
・Administrative staff managing data using digital tools
■Benefits of using this template
・Automatically sends message content, significantly improving operational efficiency by eliminating the need for manual input.
■Notes
・Please integrate both Google Chat and Slack with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the details here.
■Overview
This flow translates messages posted on Google Chat and posts the translated version to a Discord thread.
■Recommended for
1. Multilingual teams using both Google Chat and Discord
・For those who feel challenged by communication due to team members using different languages
2. Companies with frequent collaboration with global enterprises or overseas offices
・For those who want to facilitate communication with team members or partners using different languages
■Benefits of using this template
When team members use different languages, communication barriers can arise, hindering smooth information sharing and collaboration.
By utilizing this flow, messages posted on Google Chat can be automatically translated and the translated version posted to a Discord thread. This allows all team members to communicate smoothly across language barriers.
■Important Notes
・Please integrate both Google Chat and Discord with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you set up will result in an error, 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 restricted apps and AI features (operations).
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
https://intercom.help/yoom/ja/articles/6647336
・For instructions on how to obtain a Webhook URL in Discord, please refer to here.
■Overview
This is a flow that notifies Microsoft Teams of messages posted on Google Chat.
■Recommended for
1. Teams using both Google Chat and Microsoft Teams
・For those who want to improve information sharing by automatically forwarding Google Chat messages to Microsoft Teams when different communication tools are used between departments or project teams.
・For those who want to notify specific posts from Google Chat spaces to specific channels in Microsoft Teams to prevent missing important information.
2. Those who want to consolidate and manage Google Chat information in Microsoft Teams
・For those who want to archive Google Chat messages in Microsoft Teams to make past interactions easier to search.
・For those who primarily use Microsoft Teams as their main communication tool and want to centrally manage notifications from Google Chat as well.
■Benefits of using this template
・It saves the trouble of switching communication tools, thereby improving work efficiency.
・By automatically forwarding Google Chat messages to Microsoft Teams, it facilitates smooth information sharing between different communication tools, enhancing communication efficiency.
■Notes
・Please integrate both Google Chat and LINE WORKS with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Read Documents with OCR Functionality
Automatically read documents received via email or forms using OCR.
■Overview
The workflow "Read Outlook attachments with OCR and add them to Microsoft Excel" contributes to reducing the burden of transcription work.
Automation reduces the amount of manual work, which is likely to reduce human errors such as input mistakes.
■Recommended for
■Benefits of using this template
By reading Outlook attachments with OCR and adding them to Microsoft Excel, manual data entry becomes unnecessary.
By utilizing this flow, the information described in the attachments is automatically reflected in Microsoft Excel, preventing input errors and data duplication.
Additionally, work efficiency improves, allowing for the processing of large amounts of data in a short time.
By automating in this way, the person in charge can focus on high-value-added tasks, likely improving overall productivity.
■Overview
This flow reads business card images attached to Google Forms using OCR and adds them to a Notion database.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who want to streamline their work using Google Forms
・Those who are collecting information using Google Forms but find manual tasks time-consuming
・Those who want to improve work efficiency but do not know specific methods
2. Those who use Notion for project management and information organization
・Those who manage information using Notion but find data entry laborious
・Those who want to organize data more efficiently and advance projects
■Benefits of using this template
By using the flow that reads business card images attached to Google Forms with OCR and adds them to a Notion database, you can streamline the management of business card information.
This eliminates the need for manual entry of business cards, reducing work time.
Reducing manual tasks also prevents input errors, enabling accurate data management.
Additionally, this flow allows for centralized information management, enabling quick confirmation and utilization of necessary information.
This will promote quick business responses and decision-making, improving work efficiency.
■Overview
The workflow of "Reading invoices received in Gmail with OCR and adding them to Google Sheets" contributes to the efficiency of data management.
Since the information from the received invoices is automatically added to the database, the workload is reduced.
■Recommended for
■Benefits of using this template
There are several benefits to implementing the flow of reading invoices received in Gmail with OCR and adding them to Google Sheets.
First, by quickly digitizing the contents of invoices and promptly reflecting them in Google Sheets, the efficiency of accounting work is improved.
This reduces the hassle of manually entering invoices, allowing for more efficient use of time.
Additionally, this automation flow can reduce errors from manual entry, improving data accuracy and making management easier.
Accurate data enables reliable settlements and reporting, enhancing business transparency and reliability.
Extract text and add it to apps or databases
Automatically extract specific content from messages posted in chat tools using AI and add it to other apps.
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This flow extracts text from messages sent in Microsoft Teams using AI and adds it to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Microsoft Teams for work
・Teams that handle inquiries or reports in specific channels on Microsoft Teams
・Those who want to efficiently organize and manage shared information
2. Those who use Microsoft Excel for work
・Those who want to efficiently record daily reports, work reports, inquiries, and meeting minutes
・Those aiming for systematic management of complaints and improvement proposals
・Those who want to reduce the effort and errors associated with manual data entry
■Benefits of using this template
If you use specific channels in Microsoft Teams for inquiries or reports, manually transferring that information to Microsoft Excel for accumulation and analysis is not efficient.
By implementing this flow, you can automatically extract necessary information from messages sent in Microsoft Teams and add it to Microsoft Excel.
It automatically synchronizes only the necessary information set in advance from the content of reports and inquiries, reducing the time spent on message verification, organization, and transcription.
Additionally, it helps prevent human errors such as missed registrations and duplicate entries.
■Overview
This flow adds the content of a post to Notion when a message is sent on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who communicate via Slack for work
・Those who use Slack regularly to conduct business
・Those who search on Slack using specific keywords
2. People who use Notion
・Those who want to centrally manage specific information in Notion
・Those who want to automate the manual task of transferring information
■Benefits of using this template
Searching for posts containing specific keywords from messages sent on Slack can be a hassle.
Additionally, if a single message contains a lot of content, it can take time to interpret, potentially reducing productivity.
With this flow, you can extract lines containing specific keywords from messages sent on Slack and add them to Notion.
By accumulating sentences related to specific keywords in Notion, you can reduce the time it takes to search, thereby improving work efficiency.
You can set keywords for Slack channels and AI functions as desired, allowing customization to meet your needs.
When a Zoom meeting ends, transcription and summarization are automatically performed and posted to Google Chat. This helps prevent information from being overlooked or missed, making it convenient. Additionally, since meeting minutes are accumulated in Google Chat, it's easy to search past meeting content.
For example, if you want to check the progress of a project from a few months ago, you can quickly obtain the necessary information by using the search function within Google Chat.
It's also useful for reviewing work and conducting effective follow-ups.
Furthermore, it can be beneficial in situations where quick responses are required, such as sales meetings or project meetings.
After a Zoom meeting ends, automatic transcription and summarization are performed, and notifications are sent to Google Chat, eliminating the need for manual minute-taking. This reduces the time spent organizing meeting content, allowing you to allocate more time to other tasks.
Additionally, it helps prevent omissions and errors in manual recording, potentially improving the accuracy of information.
This can lead to improved work efficiency, especially for sales departments and project management teams that often handle multiple meetings in a short period.
In this way, automating minute-taking should simultaneously reduce effort and errors.
With Yoom, you can easily integrate Zoom with Google Chat and perform automatic transcription and summarization without programming knowledge.
This should lead to improved work efficiency and information accuracy.
For those who want to make effective use of their time and focus on other tasks, Yoom becomes a powerful ally.
Start with a free registration and experience the benefits of automation.
