"I want to quickly share the meeting recording URL with the team, but it's a hassle to send it manually..." "I forgot to send the recording URL to the team members..." Manual sharing tasks can be quite cumbersome, can't they?
However, if you integrate Zoom with Slack, you can automatically notify Slack of the recording URL after the meeting ends, or easily share the webinar registrant list, reducing the hassle of these tasks!
By utilizing these automation flows, you might be able to speed up information sharing and improve team productivity.
In this blog, we will introduce how to easily achieve the above automation without any coding! Why not use this method to reduce waste in your work?
For those who want to try it as soon as possible
By using Yoom, you can easily integrate Zoom and Slack without any coding. Yoom provides templates for integrating Zoom and Slack in advance, so you can achieve integration immediately just by registering, even without any API knowledge.
When the meeting ends on Zoom, notify the recording URL on Slack.
By integrating the APIs of Zoom and Slack, you can automatically transfer Zoom data to Slack! For example, you can automatically execute data transfers like the ones below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Zoom and Slack. Registration takes only 30 seconds, so feel free to give it a try!
Notify Slack with the recording URL when a meeting ends in Zoom
By utilizing this flow, you can seamlessly share recordings with the entire team without missing anyone. This flow is recommended for those who want to quickly access the meeting recording URL information!
When the meeting ends on Zoom, notify the recording URL on Slack.
Notify Slack with a list of webinar registrants after a Zoom meeting ends
You can share the list of webinar registrants with your team on Slack without accessing Zoom. This flow is recommended for those who want to eliminate the risk of missing to share the list of webinar registrants and reduce management errors and effort!
Once the Zoom meeting ends, obtain the list of webinar registrants and notify on Slack.
Create a Zoom Meeting Based on Form Information and Notify Slack
This flow is recommended for those who want to streamline the meeting creation process, as it allows you to quickly process the information entered in the form, create a meeting, and notify Slack of that information!
Create a Zoom meeting based on the form information and notify Slack.
■Overview The workflow 'Create a Zoom meeting based on form information and notify on Slack' streamlines the process of scheduling meetings. After creation, notifications are automatically sent, making it effective for information sharing.
■Recommended for ・Those who frequently hold online meetings using Zoom ・Those who collect participant information and agendas using forms but find manual meeting creation and notifications cumbersome ・Those who want to set up meetings quickly and share information promptly with all participants ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly share meeting schedules
■Notes ・Please integrate Yoom with both Zoom and Slack.
Let's get started by creating a flow that integrates Zoom and Slack! This time, we'll use Yoom to proceed with the integration of Zoom and Slack without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Slack with the recording URL when a meeting ends on Zoom!
The creation process is broadly divided into the following steps.
Integrate Zoom and Slack with My Apps
Copy the template
Set up Zoom triggers and Slack actions
Turn on the trigger to complete the flow operation setup
When the meeting ends on Zoom, notify the recording URL on Slack.
Once you have entered the Client ID and Client secret, click "Add". ※Reference: For detailed setup instructions, please check Zoom (OAuth) My App Registration Method. ※Note: The above integration method is within the scope of Zoom's Admin-managed permissions. If you want to integrate within the scope of User-managed permissions, please refer to here. This completes the Zoom My App integration! 2. How to Register Slack Similarly, click "Add" and search for Slack.
When the above screen is displayed, select the channel you want to use and click "Allow". ※For detailed instructions on setting up Slack My App, please check here. This completes the Slack My App integration!
Step 2: Copy the Template
Let's proceed with the automation settings! You can easily set it up by using Yoom's templates. Click "Try it" on the banner below.
When the meeting ends on Zoom, notify the recording URL on Slack.
The template will be automatically copied, so click "OK" to start setting it up!
Step 3: Setting the trigger to activate when the meeting ends
First, click on "When the meeting ends".
The settings on the above screen are complete, so if there are no issues, click "Next" as is!
Please select the trigger interval from the dropdown as desired. Note: The shortest activation interval varies depending on the plan, so please be careful.
Set the email address to the one used with your Zoom account. Once you have set this up, create and end a meeting in Zoom to use in the subsequent operation test.
Click "Test" at the bottom of the screen, and if the Zoom meeting information can be retrieved in the retrieved value, save the settings!
Step 4: Setting the action to get recording information from Zoom meetings
Next, set up "Get Meeting Recording information".
The settings on the above screen are complete, so if there are no issues, click "Next" as is!
Ensure that the Meeting ID is set as shown above. By setting it this way, the "Meeting ID" can be automatically retrieved and referenced when the meeting ends.
After executing the test, click the "Save" button to save the settings.
Step 5: Setting the action to send the recording URL to a Slack channel
Finally, set the item "Send recording URL to channel".
The settings on the above screen are complete, so if there are no issues, click "Next" as is!
Please set the destination channel ID by referring to the annotation outside the frame.
The message is set by default as shown on the above screen. (The message content can be changed according to your needs!) By setting it as shown on the above screen, when a meeting ends, the "Topic", "Sharing URL", and "Viewing Passcode" can be automatically retrieved and notified to Slack. After executing the test, click the "Save" button to save the settings.
Step 6: Turn on the trigger
Finally, turn on the trigger and check the flow operation! This completes the flow of "Notifying the recording URL to Slack when a Zoom meeting ends".
If you want to integrate Slack with Zoom
This time, we introduced how to integrate data from Zoom to Slack, but if you want to integrate data from Slack to Zoom, please also use the template below.
Create a Zoom meeting based on Slack post content
This flow is recommended for those aiming to improve work efficiency by creating Zoom meetings through chat operations without directly accessing Zoom!
Create a Zoom meeting based on the content of a Slack post.
■Overview The "Create a Zoom meeting based on Slack post content" workflow will help reduce the hassle of creating meetings. It leads to improved work efficiency as it is completed through chat operations without directly accessing Zoom.
■Recommended for ・Those who use Slack for team communication ・Those who want to quickly set up Zoom meetings based on Slack messages ・Those with projects on a tight schedule who want to set up meetings quickly and discuss efficiently ・Those who regularly use Zoom as an online meeting tool ・Those who regularly use both Slack and Zoom and are looking for an efficient flow that integrates both
■Notes ・Please integrate both Slack and Zoom with Yoom. ・The trigger 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.
Register participants for a Zoom webinar based on Slack posts
By utilizing this flow, you can quickly update participant information, making webinar preparation and management smoother. This flow is recommended for those who want to reduce the burden of registering webinar participants!
Register participants for a Zoom webinar based on Slack post content.
■ Overview The "Register participants to Zoom webinar based on Slack postings" workflow reduces the burden of registering webinar participants. Registration is completed with only chat operations, improving convenience.
■ Recommended for ・People who use Slack for communication ・Those who host webinars using Zoom but feel the registration process is cumbersome ・Those who wish to enhance work efficiency by integrating multiple tools ・Those who want to register webinar participants swiftly ・Regular Slack users who want to capture important information without missing it ・Those aiming to smoothly operate webinars for satisfying participants
■ Notes ・Please connect both Slack and Zoom with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval depends on the plan, so please be careful.
Other Automation Examples Using Zoom and Slack APIs
It is possible to automate various tasks using Zoom and Slack APIs. If you find something interesting, please give it a try!
Automation Examples Using Zoom
You can create Zoom meetings by referencing calendar schedules and Salesforce information. Additionally, you can send follow-up emails or recording links after the meeting, and even create and send meeting minutes using ChatGPT!
After the Zoom meeting ends, create minutes with ChatGPT and send them to participants via email.
■Overview The "After Zoom meeting, create minutes with ChatGPT and send email to participants" flow is a business workflow that automates the creation and sharing of meeting records. It is an ideal workflow for teams that frequently hold meetings or organizations that prioritize the accuracy of records.
■Recommended for ・Business persons who frequently use Zoom and spend time creating minutes after meetings ・Project managers who want to accurately record meeting content and share it with the entire team ・IT personnel who want to improve work efficiency by utilizing ChatGPT ・Managers of companies who want to improve the quality of minutes and facilitate smooth information sharing ・Team leaders who find manual minute creation burdensome in meetings with many participants
■Notes ・Please link Zoom, ChatGPT, and Yoom respectively. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be careful. Please refer to here for details. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・Please check below for details on the file size that can be handled by triggers and each operation. https://intercom.help/yoom/ja/articles/9413924 ・OCR or AI operations that transcribe audio to text are functions available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations of the flow bot set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI functions (operations).
■Overview This is a flow to retrieve the participant list and share the recording link via Gmail after a Zoom webinar ends. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Those who manually retrieve recording information and contact participants via Gmail after a Zoom webinar ends ・Sales or customer support personnel who want to quickly follow up after a webinar ・Those who frequently hold training or customer-oriented online seminars and want to reduce communication errors with participants ・Those facing challenges with the increasing frequency of webinars and participants, and the burden of extracting participant lists and communication tasks
■Notes ・Please integrate Zoom and Gmail with Yoom. ・To retrieve Zoom recording information, data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer to the link below. https://intercom.help/yoom/ja/articles/9550398 ・Operations between "repeating the same process" are only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, 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 features (operations). ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview This is a flow to send an email after retrieving data from Google Sheets post-Zoom meeting. By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who manage data using Google Sheets ・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
■Notes ・Please connect both Zoom and Google Sheets 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.
■Overview This flow allows you to create a Zoom meeting when an event is created in Google Calendar. This automation reduces the hassle of setting up meetings and allows you to use your time effectively. With Yoom, you can easily connect apps without programming.
■Recommended for ・Business people who frequently use Google Calendar and Zoom ・Those who want to automate schedule management and online meeting setup ・IT personnel in companies looking to improve operational efficiency and reduce manual work ・Leaders who want to reduce the time spent setting up team meetings
■Notes ・You need to connect both Google Calendar and Zoom with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Automatically notify registered information in Airtable, Notion, or Google Drive, create folders in Box based on message content, or transfer data to Microsoft Excel!
Create a folder in Box based on a specific post in Slack
■Overview The 'Create a folder in Box based on a specific post on Slack' flow is a business workflow that automates necessary folder creation through the integration of Slack and Box. With this workflow, when a message containing specific keywords is posted on Slack, a folder will be automatically created on Box, achieving efficient file management.
■Recommended for those who: - Are business users who regularly use Slack and Box and feel challenged by information organization - Are administrators who want to strengthen integration with Slack while using Box for project management and team collaboration - Are IT staff in companies who want to reduce the hassle of manual folder creation and improve business efficiency - Want to automate folder creation and smoothly proceed with document storage
■Notes - Please connect Slack and Box with Yoom, respectively. - The branches are a feature (operation) available on plans higher than the Mini Plan. For the free plan, the operation of the flow bot being set will result in an error, so please be careful. - Paid plans like the Mini Plan can be tested free for two weeks. During the free trial, you can use restricted apps and features (operations). - Triggers can be set to intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs by plan.
■Overview This is a flow that notifies Slack when information is registered in Airtable.
■Who we recommend this template for 1. Those who are responsible for data entry in Airtable ・Those who use Airtable to accumulate internal information ・Those who perform analysis and management of input data 2. Those who communicate with members on Slack ・Those who manually send internal notifications ・Those who want to automate notifications to Slack
■Notes ・Please connect Yoom with both Airtable and Slack. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on your plan. ・Airtable outputs can be retrieved via JSONPath. For how to retrieve them, please see below. https://intercom.help/yoom/en/articles/9103858
■Overview This workflow allows you to automatically retrieve Google Drive file information each month and post it to Slack. This automation eliminates the daily manual effort required for data reflection, enabling efficient and smooth information sharing. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for - Team leaders who want to streamline file management within Google Drive - Administrators who want to easily share monthly file status on Slack - Office staff who spend time manually aggregating file information
■Notes - You need to connect Google Drive and Slack to Yoom. - Operations that involve 'repeating the same process' are only available in the Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the operations or data connections of the configured flowbot will result in errors, 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 and features (operations) that are subject to restrictions.
■Overview Do you feel that manually copying important information shared on Slack into Microsoft Excel is cumbersome and prone to omissions? In particular, communications that require records, such as reports and requests, should be managed accurately. By leveraging this workflow, you can detect posts to a specific Slack channel and automatically copy the poster, message content, etc., into a specified Microsoft Excel file, resolving these information management challenges.
■Recommended for ・Those who manually copy Slack post content into Microsoft Excel to create business reports, etc. ・Team leaders who receive reports from multiple people on Slack and manage tasks and progress in Microsoft Excel ・Those who want to reduce the time spent on manual information transfer and focus on more important work
■Notes ・Please integrate Slack and Microsoft Excel with Yoom. ・You can select a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan. ・Microsoft365 (formerly Office365) offers consumer plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail. ・For the configuration of the operation to manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
By integrating Zoom and Slack, data sharing after meetings can be automated, allowing you to quickly review the meeting content. This makes it easier for team members who couldn't attend the meeting to catch up on what was discussed. Manual sharing of recording URLs is prone to omissions, but such mistakes can be prevented. Additionally, based on participant information and agenda responses from forms, you can automatically create meetings in Zoom and notify them in Slack. Furthermore, you can create Zoom meetings from Slack or register participants for Zoom webinars. By integrating Zoom and Slack in this way, you can introduce various automations! If you are interested in automation using Yoom, please create a free account from here. Registration is simple and can be completed in about 30 seconds, so you can set it up during a break in your work! Let's use the templates introduced this time to streamline the sharing of meeting data and Zoom meetings!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a dental hygienist to the IT industry, I previously worked at a web company where I was involved in tasks such as web page replacements as a director's assistant. Leveraging this experience, I am now fully dedicated to conveying the appeal of Yoom to everyone. With an approach that combines technology and user perspective, I am genuinely committed to helping enhance your operational efficiency through Yoom.
