ZoomとGoogle スプレッドシートの連携イメージ
How to obtain recording information and add it to a Google Spreadsheet after a Zoom meeting ends
Learn more about Yoom
Try this template
ZoomとGoogle スプレッドシートの連携イメージ
Flowbot Usecases

2025-07-17

How to obtain recording information and add it to a Google Spreadsheet after a Zoom meeting ends

r.suzuki
r.suzuki

In today’s business environment, remote work and online meetings have become the norm

You likely find yourself regularly participating in web meetings with clients or internal teams.
But have you ever found yourself spending too much time figuring out who to share data with, or where that data is stored?

Especially when it comes to meetings with clients, remote offices, or employees working from home, it’s easy to lose track—and finding meeting recordings or summaries can become time-consuming.

That’s why in this article, we’ll show you how to integrate Zoom with Google Sheets to automatically collect and manage your meeting information efficiently.
No programming skills are required—we’ll also walk you through an easy setup method using a no-code tool.

Recommended for

  • Anyone looking to improve workflow efficiency using Zoom and Google Sheets
  • Those who are already managing Zoom data in Google Sheets
  • Those who want to enhance data accuracy by linking Zoom with Google Sheets

For those who want to try it right away

This article introduces a simple integration method using the no-code tool Yoom.
Even non-engineers can set it up easily—no complex settings or operations needed.

You can start immediately using the template linked below.
Give it a try and see how smooth data management can be!


■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.

[What is Yoom]

Integrate Zoom and Google Sheets with Yoom

Do you feel that integrating apps is a bit of a hurdle? Typically, integrating two apps like Zoom and Google Sheets requires some initial setup and system familiarity.
However, with Yoom, you can easily integrate apps without any coding!
What are the benefits of Yoom that differ from traditional integrations?

・Easy Setup

Yoom is designed to be intuitive, so you can easily set it up without any programming knowledge.
This means that even non-engineers can quickly achieve integration.

・Flexible Customization

Yoom offers a variety of templates.
By copying a template, even beginners can easily create flows.
Additionally, flows can be flexibly customized to meet user needs.
With many apps available for integration, you can create the optimal integration for your workflow.

How to Create a Zoom and Google Sheets Integration Flow

Step 1: Register/Login to Yoom and Register Apps

First, access the official Yoom website and create an account.
You can start with a free plan.
If you already have an account, please log in.
Yoom Account Creation Page
※Please refer to this for basic Yoom operations.
Getting Started with Yoom

Once you can log in to your Yoom account, register the apps you will use.
1) Click "Register My Apps" and select "Create New".
2) Select the app you want to register (in this case, Zoom and Google Sheets) and log in with the account you will use.

__wf_reserved_inherit


Once Zoom is registered, click "Create New" again to register Google Sheets.
Please refer to this for Zoom app integration.
How to Register My Apps for Zoom (OAuth) and Zoom Phone | Yoom Help Center (intercom.help)

3) Once registered, an icon will appear in My Apps.
Check if the icons for Zoom and Google Sheets are displayed.

Step 2: Select a Template

This time, we are creating a flow to 【Add recording information to Google Sheets when a meeting ends on Zoom】.
After a Zoom meeting ends, meeting information is automatically retrieved and aggregated into Google Sheets.
This eliminates the hassle of data sharing and makes data management very easy.
If you can manage it with a single Google Sheet, anyone who wants to check the record content can access it immediately at that time, eliminating the need to ask someone or wait.
Additionally, you can add an action to "Notify via chat" to this flow, allowing you to customize it to your liking.


■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.

Step 3: Setting Up Integration Between Zoom and Google Sheets


0)
Prepare a spreadsheet in advance to accumulate data.
In this flow, we will aggregate Zoom meeting information into Google Sheets, so it is necessary to prepare a spreadsheet to compile the information beforehand.
The information that can be extracted through Zoom integration is as follows.

Execution Time
Topic
Meeting Duration (minutes)
Download URL
Shareable URL
Viewing Passcode

__wf_reserved_inherit

1)Copy the template and open it from My Projects.
Click on the template icon introduced earlier.
By copying the template, you can easily create a flow without having to build it from scratch.
2)Click "Edit" in the upper right corner.
The title is filled in to make the content of the flow easy to understand.
Details can also be changed.
Modify it to make it easier to use.

__wf_reserved_inherit


3)Click "App Trigger: When Meeting Ends".

__wf_reserved_inherit


4)Select "When Meeting Ends" as the trigger action and click "Next".

__wf_reserved_inherit


5)Select the trigger interval, enter the email address of the target Zoom account, click "Test", and if the test is successful, click "Save".

__wf_reserved_inherit


6)
Return to the flow and click the icon for "Integrate with App: Get Meeting Recording Information".

__wf_reserved_inherit


7)Select "Get Meeting Recording Information" as the action and click "Next".

__wf_reserved_inherit



8)Enter the user's email address and meeting ID.
Click "Test", and if the test is successful, click "Save".
*In the output, the content in the image below was extracted.
This item can be automatically accumulated in the spreadsheet.

__wf_reserved_inherit

9)Return to the flow and click the icon for "Operate Database: Add Record".

__wf_reserved_inherit


10)Select "Add Record" as the execution action and fill in the "Database Integration" items.
If the app is registered, you can select the spreadsheet ID and tab name from the candidates.
Specify the table range for the target spreadsheet.
Once you have entered the information, click "Next".

__wf_reserved_inherit


11)
You can select the Zoom output information linked earlier from the candidates.
Embed while entering and click "Save".

__wf_reserved_inherit


12)This completes the flow of [When a meeting ends in Zoom, retrieve the recording information and add it to Google Sheets].

Step 4: Testing and Verification

13)Finally, switch the trigger to "ON", activate the flow bot, and check if it operates correctly once.


■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.

Other Automation Examples Using Zoom and Google Sheets

In addition to the integrations introduced, various automations can be achieved by utilizing the APIs of Zoom and Google Sheets.

If you find something interesting, please give it a try!

Automation Examples Integrating Zoom and Google Sheets

After a meeting ends on Zoom, you can summarize the audio data using AI and add it to Google Sheets.
Additionally, when a row is added in Google Sheets, it is possible to create a meeting on Zoom or add users through integration.


■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.


■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.


◼️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).

Example of Automation Using Zoom

Notify the Recording URL to Chat Tools When a Zoom Meeting Ends

Automatically notify the recording URL to Slack, Discord, etc., when a Zoom meeting ends.


■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.


■Overview

This is a flow to notify the recording URL once a meeting on Zoom has ended.

With this flow, you can seamlessly and reliably share the recording with the entire team.

You can freely arrange the notification recipients and message.

■Notes

・Account integration with each app and Yoom is required.

・Please note that an error will occur if the meeting was not recorded.


■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.

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

  • Those who manually create meeting minutes based on Zoom meeting recordings
  • Those who need to quickly share meeting minutes within their team
  • Those who want to streamline the creation of meeting minutes and enhance work productivity

■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

  • Those who create meeting minutes based on Zoom meeting recordings
  • Those who want to streamline the transcription and summarization of recording data
  • Those who want to share meeting minutes quickly

■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

  • Those who find it time-consuming to create meeting minutes from Zoom meeting recordings
  • Those who want to automate transcription and summarization of recordings to streamline the creation of meeting minutes
  • Those who manage meeting minutes centrally in OneDrive

■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.

After a Zoom Webinar Ends, Obtain the Participant List and Share the Recording Link via Email

After a Zoom webinar ends, obtain the participant list and automatically share the recording link via Gmail or Outlook.


■Overview

This is a flow to automatically share the recording link via Outlook after obtaining the participant list following the conclusion of a webinar on Zoom.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

■Recommended for

  • Those who manually obtain recording information and contact participants via Outlook after a Zoom webinar ends
  • Sales or customer support personnel who want to expedite follow-ups after webinars
  • Individuals who frequently host training sessions or online seminars for clients and wish to reduce communication errors with participants
  • Those who feel burdened by the extraction of participant lists and communication tasks due to increased webinar frequency and participant numbers

■Benefits of using this template

With this flow, once a webinar on Zoom concludes, the acquisition of participant information and the sending of the recording link via Outlook are automatically completed.

There is no need for extracting participant lists or sending individual emails, thus reducing the workload for the person in charge.
Even with increased frequency of webinars and participant numbers, no additional effort is required, allowing the person in charge to focus on improving content quality and communication with participants.
This enables efficient management of webinars.

Additionally, it prevents participant oversight and email sending errors, and by reducing working time, it allows for quicker follow-ups.


■Overview

This flow involves obtaining a participant list after a Zoom webinar and sharing the recording link via Gmail.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

■Recommended for

  • Those who manually retrieve recording information and contact participants via Gmail after a Zoom webinar.
  • Sales or customer support representatives who want to quickly follow up after a webinar.
  • Those who frequently hold training sessions or online seminars for clients and wish to reduce communication errors with participants.
  • Those facing challenges due to increased webinar frequency or participant numbers, making participant list extraction and communication tasks burdensome.

■Benefits of using this template

With this flow, once a Zoom webinar ends, participant information retrieval and recording link distribution via Gmail are automatically completed.

There's no need to extract participant lists or send individual emails, reducing the workload on staff.
Even with increased frequency or participant numbers, no additional effort is required, allowing staff to focus on improving content quality and communication with participants.
This enables efficient webinar management.

Additionally, it prevents participant oversight and email sending errors, and by reducing work time, it speeds up follow-up actions.

Automation Example Using Google Sheets

Notify Chat Tools When a Row is Added in Google Sheets

Automatically notify tools like Slack or Discord when a row is added in Google Sheets.


■Overview

This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.

■Recommended for

1. Those who use Google Spreadsheets for business

・Office workers who manage and add information on shared sheets

・Accounting departments that want to edit the same sheet simultaneously with multiple people

2. Those who use Microsoft Teams as their main communication tool

・Companies using it as an internal information sharing tool

・Those who communicate in teams for each project



■Benefits of using this template

Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.

This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.

■Notes

・Please link both Google Spreadsheets and Microsoft Teams with Yoom.

・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.


■Overview

This is a flow that notifies Discord when a row is added in Google Sheets.

■Recommended for

1. People who use Google Sheets for work

・Accountants who accumulate information in Google Sheets

・Administrative department personnel using Google Sheets for collaborative work

2. People who use Discord as their main communication tool

・Those who communicate via Discord in project management

・Companies using Discord as an information-sharing tool

■Benefits of using this template

Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.

This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.

■Notes

・Please integrate both Google Sheets and Discord with Yoom.


■Overview

This flow notifies Slack when a row is added to a Google Spreadsheet.

■Recommended for

1. Those who use Google Spreadsheets for business

・Accounting professionals who manage and add information on shared sheets

・Administrative department personnel who want to edit the same data simultaneously with multiple people

2. Those who use Slack as their main communication tool

・Companies using it as an information-sharing tool for each department

・Project managers who create channels for each project to share information



■Benefits of using this template

Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.

This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.

■Notes

・Please integrate Google Spreadsheets and Slack with Yoom.

Add the content registered in the database to Google Sheets

Automatically add the content registered in Airtable, Salesforce, etc., to Google Sheets.


■Overview

When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet.

You can reflect any fields, such as lead name and contact information, in the spreadsheet.

■Setup Instructions

1. Connect each app, Salesforce and Google Spreadsheet, with Yoom. (My App Integration)

2. Set up the account information to be integrated with the "When a new lead is registered" trigger in Salesforce.

3. In the "Record information in spreadsheet" operation in Google Spreadsheet, set up the target spreadsheet, etc., based on the information obtained from Salesforce.

4. Once the setup is complete, change the trigger to ON at the end.

5. When new lead information is registered in Salesforce, the information is added to the Google Spreadsheet.

■Notes

・It is necessary to set up the account information to be integrated in each app's operation.

・Please replace the setup information for Salesforce and Google Spreadsheet with any desired values.

・Salesforce is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured Flowbot 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 apps that are subject to restrictions.


■Overview
The workflow "Reflect records registered in Airtable to Google Sheets" is a business workflow aimed at improving data management efficiency.
When new data is added to Airtable, the same information is automatically reflected in Google Sheets, eliminating the need for manual data entry and allowing centralized management of the latest information.
This facilitates smooth information sharing across the team and improves the accuracy of operations.

■Recommended for

  • Those who manage data using both Airtable and Google Sheets
  • Business personnel who spend time on manual data transfer
  • Team leaders who want to maintain data consistency and currency
  • Executives considering automating business workflows
  • Those who want to simplify data integration between multiple SaaS applications

■Benefits of using this template

  • Reduce the burden of data entry and improve operational efficiency
  • Maintain information consistency and prevent human errors
  • Quickly update data and share the latest information
  • Enhance team productivity through the automation of business processes

■Overview

This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.

By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.

Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.

■Notes

・Please integrate both Notion and Google Spreadsheet with Yoom.

Issue documents based on Google Sheets information

Automatically create documents such as DocuSign and Google Docs based on the content registered in Google Sheets.


■Overview

This is a flow that creates and sends an envelope from a template in DocuSign when a Google Spreadsheet is updated.

■Recommended for

1. Those who manage information using Google Spreadsheets

・Those who use Google Spreadsheets regularly and aim for efficient data management

・Those who want to automatically execute the next action triggered by data updates in Google Spreadsheets

2. Back-office personnel who frequently use DocuSign for electronic signatures on contracts and important documents

・Those who prioritize work efficiency and want to automate manual tasks

・Those who want to quickly and accurately proceed with document tasks by integrating Google Spreadsheets and DocuSign

■Benefits of using this template

There are several benefits to the automated flow that allows you to automatically create and send an envelope from a template in DocuSign when a Google Spreadsheet is updated.
Firstly, it reduces manual work, allowing you to proceed with tasks efficiently.
Especially for those who frequently handle contract work, it saves working time.
You can use the saved time to advance other tasks, increasing the amount of work you can complete in a day.

Additionally, it reduces human errors that occur when humans are involved, ensuring the accuracy of document creation tasks.
This improves reliability and strengthens relationships with clients and partners.

■Notes

・Please integrate both DocuSign and Google Spreadsheets with Yoom.


■Overview

This is a flow that issues an invoice and saves it to Google Drive when a row in a Google Spreadsheet is updated.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. Those who manage data with Google Spreadsheets

・Those who manage data such as billing information using Google Spreadsheets but find it cumbersome to issue invoices manually

2. Companies that use Google Drive for file storage and sharing

・Those who use Google Drive regularly and want to utilize it for saving and sharing invoices

・Those who want to advance automation but don't know where to start

■Benefits of using this template

By implementing this automation flow, there is a benefit that an invoice is automatically generated and saved to Google Drive every time a row in a Google Spreadsheet is updated.
This reduces the effort of creating invoices and enables highly accurate billing management.

Additionally, it reduces errors associated with manual invoice creation and allows for efficient business operations.
Furthermore, by digitizing invoices, they can be accessed anytime, anywhere, enabling quick responses.
As a result, customer satisfaction and business reliability are likely to improve.

Benefits of Integrating Zoom with Google Sheets

1. Automatic Aggregation of Meeting Information

You can automatically aggregate Zoom meeting information into Google Sheets.
This eliminates the need for manual data entry that was previously required.
This allows for time savings in data entry and reduces human errors such as duplication or omissions.
Particularly for companies or teams that frequently hold meetings, efficient information management can lead to significant operational efficiency improvements.

2. Centralized Data Management and Analysis

It is possible to collectively manage the meeting information aggregated in Google Sheets.
With data consolidated in one place, data analysis becomes easier.
For example, you can quickly analyze the frequency of meetings or participant attendance rates, and use the results for smooth decision-making or quickly derive proposals for business improvements.
This can be a significant advantage, especially for project managers or team leaders.

Conclusion

By integrating Zoom with Google Sheets, automatic aggregation of meeting information and centralized data management have been achieved!
The hassle of data sharing is eliminated, and managing data aggregation and searches has become very easy.
Additionally, automation reduces the likelihood of duplication or omissions due to human processes, and improvements in operational efficiency can be expected.

With Yoom, you can easily set up integrations without programming knowledge.
As introduced in this article, even beginners can easily attempt app integration by copying templates and creating flows!
Everyone is encouraged to integrate apps that suit their business and promote various operational efficiencies!


■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.

Create these powerful automations yourself!
Try now
About the author
r.suzuki
r.suzuki
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
Tags
Automation
Google Sheets
Integration
Zoom