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For those who regularly use Zoom and Google Sheets, manually organizing data and compiling necessary information after meetings can inevitably be time-consuming. At such times, you might often feel, "I wish I could do this more efficiently."
In this article, we introduce several workflows that can streamline your work by integrating Zoom and Google Sheets! For example, a workflow that automatically retrieves necessary data from Google Sheets after a Zoom meeting and sends it via email could significantly enhance work efficiency.
We will introduce detailed setup methods and templates you can use starting today, so please take a look!
By using Yoom, you can easily integrate Zoom and Google Sheets without any coding. Yoom provides pre-prepared templates for integrating Zoom and Google Sheets, allowing you to achieve integration immediately just by signing up, even without API knowledge.
■Overview
This is a flow that automatically sends follow-up emails by retrieving addresses from a Google Spreadsheet after a Zoom meeting ends.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Spreadsheets
・Those who want to streamline the process of sending follow-up emails to participants after meetings
・Those who want to eliminate the hassle of manually retrieving participant addresses and sending emails
2. Companies or organizations that hold online meetings using Zoom
・Those who want to automate the sending of follow-up emails for online meetings
・Those who want to conduct follow-ups quickly and reliably after meetings
■Benefits of using this template
By implementing a flow that retrieves participant addresses from a Google Spreadsheet and automatically sends follow-up emails after a Zoom meeting ends, you can streamline the entire process. This automation saves time on tasks that would otherwise be time-consuming if done manually.
Additionally, being able to conduct rapid follow-ups improves the response speed to participants, leading to increased satisfaction. These advantages enhance the overall productivity of the team and ensure smooth follow-ups after meetings.
By integrating the APIs of Zoom and Google Sheets, you can automatically transfer Zoom data to Google Sheets!
For example, you can execute data transfers like the ones below automatically, without human intervention.
After a Zoom meeting, emails can be automatically sent to the participants.
This flow is recommended for HR personnel who have many interviews or sales representatives who have many business meetings.
■Overview
This is a flow that automatically sends follow-up emails by retrieving addresses from a Google Spreadsheet after a Zoom meeting ends.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Spreadsheets
・Those who want to streamline the process of sending follow-up emails to participants after meetings
・Those who want to eliminate the hassle of manually retrieving participant addresses and sending emails
2. Companies or organizations that hold online meetings using Zoom
・Those who want to automate the sending of follow-up emails for online meetings
・Those who want to conduct follow-ups quickly and reliably after meetings
■Benefits of using this template
By implementing a flow that retrieves participant addresses from a Google Spreadsheet and automatically sends follow-up emails after a Zoom meeting ends, you can streamline the entire process. This automation saves time on tasks that would otherwise be time-consuming if done manually.
Additionally, being able to conduct rapid follow-ups improves the response speed to participants, leading to increased satisfaction. These advantages enhance the overall productivity of the team and ensure smooth follow-ups after meetings.
This flow is recommended for project managers who frequently review Zoom meeting minutes.
By summarizing the meeting content and transcribing it into Google Sheets, information sharing becomes smoother!
◼️Overview
Automatically transcribe and summarize conversations held on Zoom and record them in a Google Spreadsheet.
This helps avoid missing parts of the conversation and allows you to manage it in Google Spreadsheet, thereby increasing work efficiency.
◼️Notes
・Please integrate Yoom with both Zoom and Google Spreadsheet.
・AI operations are available only with the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operation of the configured Flowbot will result in an error, so please be aware.
・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).
This flow is recommended for those who find it cumbersome to share Zoom meeting data.
It centralizes the organization and management of Zoom recording information.
■Overview
This is a flow to retrieve recording information and add it to a Google Spreadsheet after a Zoom meeting ends.
■Recommended for
1. Those who conduct events or meetings using Zoom
・Corporate administrative or customer service department personnel
・Executives who want to review meeting minutes
2. Those who manage data using Google Spreadsheets
・Office staff who share data within the department
・Sales assistants who want to work on the same sheet simultaneously
■Benefits of using this template
When conducting meetings online, it's common to want to share a summary of the recordings. However, it can be confusing to know which data should be seen by whom, or where the data is stored, leading to delays in sharing. Companies that frequently hold web meetings or seminars might feel these risks and inconveniences even more.
By using this template, you can automatically retrieve Zoom meeting information after it ends and consolidate Zoom meeting information (such as Topic and download URL) into a Google Spreadsheet, eliminating the hassle of data sharing and making data management significantly easier.
Additionally, you can add actions like "notify via chat" to this flow, allowing for customization to suit your needs.
If you can manage everything with a single Google Spreadsheet, anyone who wants to check the record details can access the information immediately, eliminating the need to ask someone or wait for it.
■Notes
・Please integrate both Zoom and Google Spreadsheet with Yoom.
・To retrieve Zoom recording information, the meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For more details, please refer to here.
Now, let's actually create a flow that integrates Zoom and Google Sheets!
This time, we will use Yoom to proceed with the integration of Zoom and Google Sheets without any coding.
If you don't have a Yoom account yet, please issue one from the Yoom registration form.
[What is Yoom]
This time, we will set up a "Flow Bot that retrieves data from Google Sheets and sends an email after a Zoom meeting ends"!
The creation process is broadly divided into the following steps.
■Overview
This is a flow that automatically sends follow-up emails by retrieving addresses from a Google Spreadsheet after a Zoom meeting ends.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Spreadsheets
・Those who want to streamline the process of sending follow-up emails to participants after meetings
・Those who want to eliminate the hassle of manually retrieving participant addresses and sending emails
2. Companies or organizations that hold online meetings using Zoom
・Those who want to automate the sending of follow-up emails for online meetings
・Those who want to conduct follow-ups quickly and reliably after meetings
■Benefits of using this template
By implementing a flow that retrieves participant addresses from a Google Spreadsheet and automatically sends follow-up emails after a Zoom meeting ends, you can streamline the entire process. This automation saves time on tasks that would otherwise be time-consuming if done manually.
Additionally, being able to conduct rapid follow-ups improves the response speed to participants, leading to increased satisfaction. These advantages enhance the overall productivity of the team and ensure smooth follow-ups after meetings.
First, register your apps with Zoom and Google Sheets.
Click "+ Add" on the right from "My Apps" on the left.
After clicking "+ Add," search for "Zoom" from the list of apps.
Refer to this article to input the Client ID , Client secret and Secret Token then click "Add" to proceed to the next step.
When the following screen appears, click "Allow."
If "Zoom" appears in My Apps, the integration is complete.
* It is recommended to create the sheet you will use in the flow before integrating My Apps.
You can modify the content later, so create the sheet first. If you create it after integration, there might be issues with reading the information correctly.
After clicking "+ Add," search for "Google Sheets" from the list of apps.
When the following screen appears, click the red box "sign in with Google."
When the following screen appears, select the account you want to use (the account you want to integrate).
Check the following screen and click "Continue."
Check the following screen and click "Continue" to proceed.
If "Google Sheets" appears in My Apps, the integration is complete.
Now, let's create the flow bot!
Click "Try it" from the banner below to copy the template.
■Overview
This is a flow that automatically sends follow-up emails by retrieving addresses from a Google Spreadsheet after a Zoom meeting ends.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Spreadsheets
・Those who want to streamline the process of sending follow-up emails to participants after meetings
・Those who want to eliminate the hassle of manually retrieving participant addresses and sending emails
2. Companies or organizations that hold online meetings using Zoom
・Those who want to automate the sending of follow-up emails for online meetings
・Those who want to conduct follow-ups quickly and reliably after meetings
■Benefits of using this template
By implementing a flow that retrieves participant addresses from a Google Spreadsheet and automatically sends follow-up emails after a Zoom meeting ends, you can streamline the entire process. This automation saves time on tasks that would otherwise be time-consuming if done manually.
Additionally, being able to conduct rapid follow-ups improves the response speed to participants, leading to increased satisfaction. These advantages enhance the overall productivity of the team and ensure smooth follow-ups after meetings.
Once the template copy is complete, please click "OK".
*This flow assumes that the topic (Zoom meeting title) includes information such as "Test Corporation_Deal".
First, let's set up the app trigger. Please click "When the meeting ends".
When the following screen appears, check your account information and proceed to the next step.
Next is the API connection settings.
Select the "Trigger Interval" according to your business needs.
*Please note that the shortest trigger interval varies depending on the plan.
Ensure that the "Email Address" is the email address of your Zoom account.
Launch a Zoom meeting for setup and click "Test" after it ends.
The output of the following values will enable data integration between Zoom and Google Sheets by referencing them in subsequent settings.
In actual settings, specific values such as IDs are reflected. After checking, click "Save" and proceed to the next step.
Next, click "Extract Data from Text".
Here, we will set up the extraction of data from text.
When the following screen appears, click next.
Next, the detailed settings.
Select "Topic" from the output for "Target Text".
Enter the item you want to extract for "Item to Extract".
This time, we will set it to "Company Name".
If you also want to extract the person in charge, add "Company Name, Person in Charge" and set it up.
Then, let's conduct a test.
If the item you want to extract is displayed correctly, the test is successful!
The following output will be referenced in the next settings.
Click "Save" to proceed to the next step.
The Google Sheet to retrieve records this time is created as follows.
Click "Retrieve Records".
The following screen will appear.
After checking the account information, scroll down.
Fill in the database integration section.
Select the "Spreadsheet ID" from the options.
Also select the "Spreadsheet Tab Name" from the options.
The "Table Range" refers to the range in Google Sheets.
Alphabets represent columns, and numbers represent rows.
Enter the values for the target range.
Once all inputs are complete, click "Next" to confirm the integration.
Next, we will configure the detailed settings for database operations.
We will retrieve records that meet the following conditions from the specified range in the Google Sheet.
For "Condition for Records to Retrieve", select "Company Name" and "Equal" from the dropdown.
This will retrieve information from rows where the "Company Name" item in the specified sheet matches the "Company Name" in the output.
Set the conditions according to the contents of your sheet!
This setting will retrieve records with the keyword "Company Name".
Next, perform a "Test".
If the test is successful, the following screen will appear.
If the specified range in the Google Sheet is retrieved, it's OK!
The following output values will be referenced in the next settings! Click "Save" to proceed to the next step.
Click "Send Email".
Let's set up the email content.
Select the email address from the output for "To".
The email address value is obtained and referenced from the "E-mail" field specified in the spreadsheet.
Enter the "Subject" using the following example as a reference.
"Thank you for earlier" or "Thank you for the meeting" might also be good.
Set the subject according to the situation in which it will be used.
Enter the "Body" using the following example as a reference.
Select the parts "{{Company Name}}{{Manager}}" from the output. Once everything is set, proceed to the next step.
The following screen will appear, so after confirming the email content, conduct a test.
If the email is sent correctly, the test is successful.
Here is the test email that was actually received.
Finally, click "Save" to proceed to the next step.
All settings are complete!
Once the settings are complete, the following screen will appear, so please turn "Trigger ON".
Well done!!
This time, we introduced how to integrate data from Zoom to Google Sheets, but if you want to perform data integration from Google Sheets to Zoom, please also use the following template.
Automatically adds Zoom users based on the information added to Google Sheets.
This flow is recommended for recruiters who have many interview opportunities.
■Overview
This is a flow that adds a user to Zoom when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Accounting department personnel using it for information management
・Sales personnel managing tasks and leaving comments based on progress
2. Those who use Zoom for communication
・HR personnel using it for recruitment interviews
・Customer service department planning and organizing seminars
■Benefits of using this template
Google Sheets is an effective tool for centralized information management.
However, manually registering users on Zoom every time information is entered into Google Sheets can hinder workflow improvement.
This flow is effective for those who want to ensure smooth workflow within the team.
By automatically registering users on Zoom based on information added to Google Sheets, manual work can be eliminated.
Time previously spent on manual tasks can be allocated to other tasks, increasing the pace of work.
■Notes
・Please integrate both Google Sheets and Zoom with Yoom.
This flow is recommended for sales representatives with many deals or HR recruiters.
It can save you the hassle of creating Zoom meetings every time!
■Overview
This is a flow that creates a Zoom meeting when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets in their work
・Department heads who manage tasks using shared sheets
・Team leaders aiming to improve work efficiency by editing a single sheet simultaneously
2. Those who use Zoom for communication
・Personnel using it for interviews in recruitment activities
・Customer service departments planning and managing seminars
■Benefits of using this template
Google Spreadsheets allow you to edit sheets without being restricted by location, making it a suitable tool for quick information sharing.
However, re-entering information added to Google Spreadsheets into Zoom to create meetings can hinder smooth collaboration within the team.
This flow is effective for those who want to facilitate smooth progress in team operations.
It automatically creates Zoom meetings using the content registered in Google Spreadsheets, automating routine tasks and ensuring smooth progress.
Additionally, by using the quoted content, it prevents human errors from manual input.
■Notes
・Please integrate both Google Spreadsheets and Zoom with Yoom.
In addition to integration with Google Sheets, it is possible to automate various tasks using Zoom's API.
If you find something interesting, please feel free to try it out!
By utilizing templates, you can automate several tasks such as meeting information and sharing URLs before the start!
■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
■Benefits of Using This Template
■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
This is a flow to create a Zoom meeting when information is submitted via Google Forms.
■Recommended for
1. Those who use Google Forms for business
・Those who use Google Forms as a tool for information gathering
2. Those who host meetings on Zoom
・Those who want to streamline manual operations on Zoom
■Benefits of using this template
When creating a Zoom meeting, if you need to manually register and input information collected via Google Forms, it may feel time-consuming and cumbersome.
By utilizing [Create a Zoom meeting when information is submitted via Google Forms], you can automatically create Zoom meetings and streamline manual input tasks.
Additionally, it helps prevent human errors such as input mistakes, thereby reducing management workload.
■Notes
・Please integrate both Google Forms and Zoom with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・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.
■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).
Google Sheets is not only useful for data accumulation but also for automating document issuance.
Additionally, it is helpful for automatically sending emails to customers, making it adaptable to a wide range of administrative tasks.
■Overview
The flow of "Automatically generating and sending guidance emails using ChatGPT from a list in Google Sheets" is a business workflow that streamlines the creation of guidance emails for customers and team members.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to issue invoices based on customer information in Google Sheets and send them to Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who utilize Google Sheets for managing customer information
・Those who manage customer and billing information with Google Sheets
・Those who create invoices by transcribing values from Google Sheets
2. Those who use Gmail for file exchanges
・Those who send invoices to customers from Gmail
・Those who want to prevent misdelivery of emails due to incorrect addresses
■Benefits of using this template
Manual invoice issuance and email sending tasks may pose a risk of human error, and you might feel the need to improve efficiency.
Additionally, if there are many customers, it may take up more time, potentially reducing productivity.
In this flow, when a specific row is updated in Google Sheets, you can automate the issuance of invoices and sending of invoices via Gmail.
By automating manual tasks, you can reduce working time and improve productivity.
The process from issuing to sending invoices progresses quickly, allowing you to respond to customers in a timely manner.
■Overview
This is a flow that automatically retrieves report information from the previous day's Facebook ads at a specified time every day and records it in Google Sheets.
■Recommended for
1. Marketing professionals managing Facebook ads
2. Those who want to streamline data analysis and report creation
3. Companies or teams utilizing Google Sheets
■Benefits of using this template
・Eliminates the hassle of manual report creation, enabling real-time decision-making based on accurate data.
・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.
・Maintains data consistency and accuracy, contributing to the improvement of marketing strategies.
■Notes
・Please integrate both Facebook ads and Google Sheets with Yoom.
■Overview
The flow of "Translating content posted on Google Chat and adding it to Google Sheets" streamlines communication within the team and supports international operations. By automatically translating interactions on Google Chat into English and recording them in a specified Google Sheet, it significantly reduces the effort required for information sharing. In today's business environment, where multilingual support is essential, it enables smooth collaboration.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
In this article, we introduced methods for automation using Zoom and Google Sheets.
This makes organizing data and sharing information after meetings much easier, allowing you to use your time more effectively. No special programming knowledge is required, and anyone can easily start automating.
If you've felt even a little burdened by your previous tasks, try registering for free with Yoom to experience even more convenient automation!
