Add a Summary to Google Sheets After Zoom Ends
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!
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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.
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.
<span class="mark-yellow">This flow is recommended for HR personnel who have many interviews or sales representatives who have many business meetings.</span>
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!
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.
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]
<span class="mark-yellow">This time, we will set up a "Flow Bot that retrieves data from Google Sheets and sends an email after a Zoom meeting ends"!</span>
The creation process is broadly divided into the following steps.
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.
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.
<span class="mark-yellow">This will retrieve information from rows where the "Company Name" item in the specified sheet matches the "Company Name" in the output.</span>
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.
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!
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!
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.
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!
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