Do you want to streamline your meeting workflow with Zoom and Slack?
Zoom is widely used for meetings, but manually sharing meeting content can be time-consuming. What if you could automate the process of creating meeting minutes and immediately share them with your team on Slack? With this integration, you can automatically summarize meeting content and post it directly to Slack, ensuring timely and efficient sharing of important information.
In this article, we’ll walk you through how to implement this powerful integration to boost productivity and streamline your workflows.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Zoom, Slack, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to connect Zoom and Slack create a Flowbot that automatically transcribes and summarizes Zoom meeting minutes, and share on Slack.
✨ Recommended for
Teams that regularly use Zoom and Slack
Those looking to enhance work efficiency through Zoom and Slack integration
Teams who want to quickly share online meeting information using Zoom and Slack
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup in automatically summarizing meetings by integrating Zoom and Slack using AI. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
When the meeting on Zoom ends, transcribe the minutes and summarize them, then send a notification on Slack.
🚀 How to Set Up an Automated Zoom Meeting Minutes Workflow with Slack Integration
Let's walk through how to set up a flow that auto-transcribes Zoom meetings and posts summarized minutes on Slack.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Zoom and Slack
If you don’t have a Yoom account yet, register now from thisregistration form!
⚠️Note: To get Zoom recording data, cloud recording must be enabled. Cloud recording is only available on specific Zoom plans, so please check your plan details.
⚠️ Note: AI Transcription used in this Flowbot is only available in Yoom's certain plans. If you're using the Free plan, the Flowbot may face errors due to limited access. But don't worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.
Step 1: Connect Zoom and Slack to Yoom
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Connect Zoom
Search for "Zoom" from the app list and select it.
Enter the Client ID and Client Secret. These can be found after registering for a Zoom account in the App Marketplace.
📚 Reference: For more details on how to find the Client ID and Client Secret for Zoom, refer tothis help page.
Connect Slack
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button. Search for "Slack" from the app list and select it.
Select the Slack workspace and the channel where messages should be posted. Click "Allow" to grant permissions and complete the integration.
📚 Reference: For more detailed steps on how to connect Slack, refer to this guide here.
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
When the meeting on Zoom ends, transcribe the minutes and summarize them, then send a notification on Slack.
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Step 3: Set Up Trigger Action
Click on the Zoom app trigger action.
Give your trigger a title (optional). Check the pre-configured settings and click “Next”.
Set your trigger interval (how often you want Yoom to check Zoom for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then enter the EmailAddress registered with Zoom.
Once the settings are complete, run a test. If the test is successful, the data will be reflected in the retrieved value.
After confirming that the retrieved value is correct, click “Save” to finalize the setup.
📚 Reference: For more details on retrieved values and how to set them up, see theguide here.
Step 4: Get Meeting Record Info
Click on the next Zoom action item.
On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.
Select the Meeting ID.
Once the settings are complete, run a test. If the retrieved value is correct, click “Save”.
Step 5: Download Meeting Record File
Click on the next Zoom action item.
On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.
Specify Download URL. Select the URL retrieved from the previous action.
Once the settings are complete, run a test. If the retrieved value is correct, click “Save”.
Step 6: Transcribe Audio Data
Now let’s set up the action to transcribe audio data. This step involves using AI-powered operations. Click on the Transcription action.
Select the Action based on the length of the meeting time.
Then click “Next”.
Specify the File Attachment Method.
In this case, we want to use the date retrieved from Zoom. So select Use Retrieved Values and Downloaded File to use Zoom’s retrieved data to transcribe the audio.
Once set, click “Test”. If the test succeeds, the retrieved value will be updated with the transcribed audio.
Step 7: Create a Summary
Let’s set up the last action item to create a summary of the transcribed data. Click on the Summarization action.
On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.
Specify the text to summarize.
In this case, we want to summarize the transcribed data from the previous step. So select the AnalysisResult from the retrieved value into the input box.
Click on the fifth process. Although it is displayed as configured, there are necessary settings to confirm.
Specify the number of characters.
The default setting is 1000 characters. Adjust this based on the length of the analysis result. While you can specify the character count, the final output will be determined by the AI. Please note that the summary may be shorter than the specified number of characters.
☝️Tip: If you want a more concise summary, you can instruct the AI with terms like "more concise" in the summary conditions.
Once configured, click "Test". If the test is successful, a summary will be generated.
Step 8: Share the Result on Slack
Let’s set up to share the summarized content in Slack. Click on the Slack action item.
On the next screen, same as before, give an action a title (optional). Confirm the settings, and click “Next”.
Select the Channel ID (where you want to share your result) from the displayed options.
Let’s set up the message and post the summarized result to Slack. Click inside the box and select “SummaryResult” from the previous action’s retrieved value. By configuring it as below, you can automatically use the AI’s translated message and post it to Slack.
You can customize the message as needed.
When you run a test, a test message will be sent to Slack. If the translation result is correctly sent, click “Save”.
Step 9: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
When the meeting on Zoom ends, transcribe the minutes and summarize them, then send a notification on Slack.
By integrating Zoom and Slack, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Other Automation Examples with Zoom and Slack
You can set up workflows to automatically send notifications through Slack with the recording URL when a Zoom meeting ends, or create a Zoom meeting directly from content posted on Slack. Additionally, if you integrate with Gmail, you can automatically register a Zoom meeting when an email is received, and then share through Slack.
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.
■Overview This is a flow that automatically registers in Zoom when a schedule adjustment is received in Gmail and information is extracted. With Yoom, you can easily achieve this flow without programming as it allows integration between apps.
■Who we recommend this template for
■Notes ・Please link Gmail, Zoom, and Yoom respectively. ・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.
Notify via Slack with Zoom Recording URL When the Meeting Ends
When a Zoom meeting ends, send the recording URL directly to Slack, ensuring the entire team can easily access the meeting recording without missing any details.
When the meeting ends on Zoom, notify the recording URL to Microsoft Teams.
This flow automatically sends notifications in Slack whenever audio data is uploaded, helping teams quickly access transcriptions and understand the content.
Once the audio data is stored in OneDrive, notify Slack.
■Overview The "Notify Slack when audio data is stored in OneDrive" workflow automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly recognize the addition of audio files, enabling prompt response and sharing. ■Recommended for - Teams that use OneDrive and Slack regularly and want to facilitate smooth information sharing - Business personnel who manage a lot of audio data and spend time on notification tasks - Companies that want to automate and streamline existing business processes using Yoom - Managers who want to facilitate communication between teams in a remote work environment - IT support personnel who find manual notification tasks cumbersome
■Notes - It is necessary to integrate with both OneDrive and Slack through Yoom. - Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. - The AI operation for transcribing audio is only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set 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). - The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. - For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/ja/articles/9413924
■Overview This is a flow that transcribes an audio file and notifies Slack when it is uploaded to Google Drive. By using Yoom, you can easily integrate apps without programming.
■Recommended for 1. Those who manage audio files ・Those who handle many audio files in their work and find it troublesome to check the contents ・Those who find transcribing audio files cumbersome and want to automate it
2. Those who use Slack as their main communication tool ・Those who find it troublesome to share information within the team ・Those who want to efficiently share transcription results with the team
■Notes ・Please link both Google Drive and Slack to Yoom. ・OCR or AI operations that transcribe audio are functions available only with the Team Plan and Success Plan. If you use the Free Plan or Mini Plan, the operations set in the flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview This is a flow to transcribe an audio data uploaded to Dropbox and notify Slack. It is a business workflow to smoothly manage and share audio files.
■Who do we recommend this template for - People who frequently save audio data to Dropbox Teams that are taking time to share the contents of audio data - People who transcribe audio data Those who want to automate transcription - People who use Slack for business Business leaders who want to streamline team communication - Those who want to optimize the business workflow IT personnel who want to automate daily tasks
■Notes - Please connect Yoom with Dropbox and Slack. - OCR or AI operations for transcribing audio are available only on Team Plan and Success Plan. For Free Plan or Mini Plan, the operations set on FlowBot will result in an error, so please be cautious. - Paid plans such as Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
■Overview ・Perform image analysis of the qualified invoice received by email, add it to the database, and notify the chat. ・By adding a request to the person in charge in the middle, more reliable data addition is possible.
■Overview When an email with an invoice attachment is received, this flow uses AI to read the invoice, has an assignee review the extracted contents, and then notifies Slack. By adding an assignee review step, you can pass invoice information more accurately.
■Notes If you want to set up forwarding to the receiving address, please refer to this: https://intercom.help/yoom/en/articles/7266653
Creating meeting minutes and sharing updates can get too much and time-consuming. By automating this flow, key meeting details such as discussed topics, key decisions, and meeting summaries are automatically retrieved from Zoom and posted to Slack. This reduces the need of manually reviewing meeting records to create minutes, saving time and allowing you to focus on other tasks.
Benefit 2: Easily Manage and Share Meeting Data
For project teams, simplifying this process is effective for collaboration. This automated flow allows all team members to access important materials immediately, ensuring they’re able to stay on top of their tasks and review past meeting content easily. It also supports in organizing and managing meetings efficiently, making it easier to track progress and follow up on action items.
📖 Summary
With this automation, you can easily create meeting minutes after a Zoom meeting ends and post the summary to Slack, greatly reducing your workload. Meeting data is efficiently archived, allowing your team to quickly access important information.
With Yoom, you can integrate various apps beyond Zoom and Slack: there’s a whole range of possibilities to explore. Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
With a decade of experience as a Web Planner and Director, my primary responsibilities at a web production company included proposing and managing revision and operation plans for clients. Currently, I am a parallel worker. In the Content Division at Yoom, I am involved in blog production, while also handling external PR projects for companies as an independent contractor. As I embark on a new venture in the vacation rental industry, I am committed to optimizing routine work efficiency.
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