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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.
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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.
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.
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot 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).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
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
If you don’t have a Yoom account yet, register now from this registration 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.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
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 to this help page.
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.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot 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).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
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 the guide here.
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”.
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”.
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.
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.
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 “Summary Result” 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”.
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!
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot 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).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
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!
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.
■Overview
The workflow "Create a Zoom meeting based on Slack posts" will reduce the hassle of creating meetings.
It leads to improved work efficiency as it can be completed through chat operations without directly accessing Zoom.
■Recommended for
■Benefits of using this template
By introducing the flow of creating Zoom meetings based on Slack posts, meeting scheduling can be done smoothly.
Since you can set up Zoom meetings directly from interactions on Slack, there are fewer action switches, making it efficient.
Furthermore, as Zoom meetings are automatically set up at the time a meeting is proposed on Slack, the time spent on meeting adjustments is reduced, allowing for quick responses.
Additionally, since all members can share meeting information through Slack, coordination can be achieved swiftly.
■Overview
This is a flow where, upon receiving a schedule adjustment in Gmail, a meeting is automatically registered in Zoom and a notification is sent to Slack.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
With this flow, you can automatically create Zoom meeting schedules based on schedule information received in Gmail and notify the details in Slack.
Since manual transcription between tools is unnecessary, it reduces the working time of the person in charge.
Additionally, it prevents human errors such as input mistakes of date and participant information, and omissions in meeting settings, while enabling smooth information sharing.
Even when frequently conducting online meetings with clients or customers, internal meetings, training, or individual briefings for leads, you can streamline schedule management.
■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.
When new information is registered, this automation flow adds participants to a Zoom webinar.
■Overview
This is a flow where when new business card information is registered in Sansan, it is added as a registrant to a Zoom webinar using that information.
By linking Sansan and Zoom, new registration information is automatically added to Zoom, eliminating any gaps or omissions in information management.
Even if you receive multiple business cards at an event venue, you can easily add them as registrants to a Zoom webinar, making it convenient.
■Notes
・Please link both Sansan and Zoom with Yoom.
・Sansan is an app that can only be used with the Team Plan and Success Plan.
・For Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as 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 where a form submission in HubSpot automatically registers the participant for a Zoom webinar.
■Recommended for
1. Those who utilize HubSpot's form functionality
・Those who use HubSpot forms for efficient information gathering
・Those who use HubSpot as an event registration form
2. Those who use Zoom as an online meeting tool
・Those who host webinars on Zoom
・Those who want to automatically add webinar participants to Zoom
■Benefits of using this template
Zoom can host webinars for a large number of participants, which is useful for conducting seminars and training sessions.
However, manually registering participant information collected from HubSpot forms into Zoom is time-consuming and inefficient.
This template allows you to automatically register participants for a Zoom webinar when their information is submitted via a HubSpot form, reducing the burden of manual work.
Even with a large number of participants, the automation of registration to Zoom webinars can improve operational efficiency.
Additionally, by streamlining manual tasks, you can prevent registration omissions and input errors.
■Notes
・Please integrate both HubSpot and Zoom 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 automatically adds a new contact created in HubSpot as a Zoom webinar registrant using that information.
By integrating HubSpot and Zoom, new registration information is automatically added to Zoom without having to check HubSpot, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both HubSpot and Zoom with Yoom.
By selecting meeting participants from your management tool, the Zoom meeting URL is automatically generated.
■Overview
This is a flow to create a Zoom meeting URL by selecting a meeting participant from Airtable.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
■Recommended for
1. Those who manage contacts and meeting schedules using Airtable
・Those who have multiple contacts registered in Airtable and want to efficiently select meeting participants
・Those who want to centrally manage meeting schedules and reduce manual management
2. Those who use Zoom for online meetings and discussions
・Those who frequently set up Zoom meetings but find creating and sharing links cumbersome
・Those who want to quickly set up meetings and communicate smoothly with participants
■Benefits of using this template
By integrating Airtable and Zoom, the meeting scheduling process is simplified.
For example, by directly selecting participants from Airtable, a Zoom meeting URL is automatically generated, eliminating the need for manual URL entry and verification.
This can lead to time savings and increased efficiency.
Additionally, meeting preparation can be done smoothly, reducing stress.
Furthermore, tracking which participants attend which meetings can be centrally managed in Airtable, reducing coordination errors and improving overall work efficiency.
■Notes
・Please integrate Yoom with both Airtable and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This is a flow to select a meeting partner from HubSpot and create a Zoom meeting URL.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with the Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Those who use HubSpot for sales activities
・Those who manage data on HubSpot but find it time-consuming to set up meetings
・Those who want to streamline daily sales activities and easily set up Zoom meetings
2. Those who use Zoom for remote meetings
・Those who use Zoom regularly but find setting up meetings and sharing URLs cumbersome
・Those who have many meetings with sales or clients and want to automatically generate meeting URLs to save time
■Benefits of using this template
The primary benefit of using this flow is the ability to quickly and smoothly set up meetings by easily selecting meeting partners from HubSpot.
This allows for quick meeting preparation and improved productivity.
Additionally, since Zoom meeting URLs are automatically generated, it prevents errors associated with manual URL creation and ensures that the correct URL is shared with all meeting participants.
Furthermore, by utilizing this flow, schedule management is centralized, allowing for efficient meeting operations.
As a result, you can expect smoother business communication and overall operational efficiency.
■Notes
・Please connect Yoom with both HubSpot and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■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.
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.
■Overview
This flow notifies the recording URL to Microsoft Teams once a Zoom meeting has ended.
With this flow, you can seamlessly share recordings with the entire team without any omissions.
You can freely arrange the notification recipients and message.
■Notes
・Account integration with each app and Zoom is required.
・Please note that an error will occur if the meeting did not have a recording.
・Microsoft365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■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.
Automate notifications to Slack when a new task is registered, improving response times and communication efficiency.
■Overview
When an issue is created on GitHub, the details of the issue are notified on Slack.
■How to Create
When a new issue is created, the flow bot is activated.
The details of the issue are notified to any Slack channel.
■Notes
・Integration settings with both GitHub and Slack are required for Yoom.
■Overview
This is a flow bot that automatically notifies Slack of the content of issues when they are created in Jira.
Please use it when you want to keep track of task information added to Jira on Slack.
■Notes
・Please integrate both Slack and Jira with Yoom.
・Notifications will be sent to Slack 5 to 15 minutes after a task is added in Jira.
■Overview
This is a flow that notifies Slack when a task is registered in Wrike.
■Recommended for
1. Departments that manage tasks in Wrike and communicate in Slack
・Those who want to quickly share task occurrences on Slack to prompt swift responses
・Those who want to enhance information integration between Wrike and Slack to facilitate communication in project management
2. Project managers who primarily use Wrike
・Those who want to smoothly share task-related information through Slack's easy communication environment
・Those who want all team members to be aware of task progress
3. Team members who primarily use Slack
・Those who want to check tasks registered in Wrike on Slack
・Those who want to improve the efficiency of information sharing by integrating Wrike and Slack
■Benefits of using this template
Wrike is a useful tool for project management.
However, when used in conjunction with Slack, manually notifying Slack of each task registration can lead to errors.
By using this flow, task details are automatically notified to Slack when a task is registered in Wrike.
This eliminates the need for project members to check both Wrike and Slack, allowing them to always stay updated with the latest information.
Additionally, it improves work efficiency by reducing the effort and human errors associated with manual transcription.
■Notes
・Please integrate Wrike and Slack 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.
This flow automatically sends notifications in Slack whenever audio data is uploaded, helping teams quickly access transcriptions and understand the content.
■Overview
The "Notify Slack when audio data is stored in OneDrive" workflow is a business workflow that automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly become aware of the addition of audio files, enabling prompt response and sharing.
■Recommended for
■Benefits of using this template
■Overview
This is a flow where, when an audio file is uploaded to Google Drive, it is transcribed and a notification is sent to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage audio files
・Those who handle a lot of audio files in their work and find it cumbersome to check the content
・Those who find transcribing audio files tedious and want to automate it
2. Those who use Slack as their main communication tool
・Those who find it cumbersome to share information within the team
・Those who want to efficiently share transcription results with the team
■Benefits of using this template
Transcribing audio files is a task prone to errors when done manually.
With this automation, audio files saved in Google Drive can be transcribed by AI and the content can be notified to Slack.
By completing the entire process automatically, information sharing within the team can be streamlined.
Furthermore, by allocating the time previously spent on manual transcription to other tasks, the progress of work can be made smoother.
■Overview
This is a workflow that transcribes audio data uploaded to Dropbox and notifies Slack. It facilitates smooth management and sharing of audio files in business workflows.
■Recommended for
■Benefits of using this template
While saving audio data from meetings and interviews to Dropbox, sharing the content can be cumbersome. With this workflow, transcription is automatically performed the moment audio data is uploaded, and a notification is sent to Slack, allowing the entire team to easily check the content.
Automation enables a reduction in work time and faster information sharing, allowing the transcription content to be quickly shared with the entire team. Additionally, automation helps prevent human errors, reducing mistakes that occur during manual input.
By linking Yoom's email trigger function to Slack, you can automate various email-based tasks.
■Overview
・We perform image analysis of qualified invoices received via email, add them to the database, and notify the chat.
・By adding a request to the person in charge during the process, more reliable data addition is made possible.
■Creation Method
① Select the email trigger from the trigger.
② Enter any address for the receiving address and set the trigger conditions.
③ Attach a file in the same format as the invoice to be received to the address in step ②, and send a test email that meets the trigger conditions.
④ Return to Yoom, conduct an email test, confirm receipt of the email, and save.
※ It may take some time for the test to be reflected.
※ If you want to forward from Gmail, please refer to this help page https://intercom.help/yoom/ja/articles/7266653
⑤ Press the + mark under the trigger and select the operation to read text from images/PDFs.
⑥ Select "Read Qualified Invoice" from the action and proceed to the next step.
⑦ In the file attachment method, select "Use Retrieved Value" and set "Attachment File 1" from the options.
⑧ For additional items to extract, the following are obtained by default. If you want to add other values, please enter the items additionally.
※ "Issuer's Name", "Issuer's Registration Number", "Transaction Details", "Amount Subject to 10%", "Consumption Tax Subject to 10%", "Amount Subject to 8%", "Consumption Tax Subject to 8%", "Subtotal", "Total"
※ If the above default items are not included in the invoice, they will not be obtained.
※ Please refer to this for detailed setting methods. https://intercom.help/yoom/ja/articles/8679686
⑨ Conduct a test, confirm if the values were obtained, and save.
⑩ Press the + mark and select the operation to request action from the person in charge.
⑪ Set any person in charge, click the message field, and embed the values obtained in step ⑨ as they are, like {{Issuer's Name}}.
By doing this, the obtained values will be displayed as they are in the request to the person in charge.
※ Please refer to this for dynamically changing values using output. https://intercom.help/yoom/ja/articles/8223528
⑫ Click Add Form and enter the item names obtained in step ⑨ as they are in the fields.
By doing this, it is possible to carry over the output obtained in step ⑨ or use the values modified by the person in charge.
※ Please refer to this for carrying over outputs. https://intercom.help/yoom/ja/articles/6780877
⑬ Press the + mark, select Yoom from "Operate Database", choose a pre-prepared table, and set the action to add a record.
⑭ On the next page, the pre-set column names will be displayed, so click each column name field and enter the items obtained in the operation to request action from the person in charge in step ⑫ in the corresponding column names.
※ Please refer to this for dynamically changing values using output. https://intercom.help/yoom/ja/articles/8223528
⑮ Press the + mark, select Slack from "Integrate with Apps", and choose the action to send a message to a channel.
⑯ On the next page, set the specified channel ID and set any content for the message to complete the setup.
■Notes
・Pre-set the column names of the invoice information you want to add to the Yoom database.
※ Column names refer to items like these: "Issuer's Name", "Issuer's Registration Number", "Amount Subject to 10%", "Consumption Tax Subject to 10%", etc.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations 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).
■Overview
Extract information about the sender from received emails and notify it to Slack.
The notification content, destination Slack channel, and notification message format can be freely customized.
■Setup Instructions
・When an email is received at the email address set as the email trigger, the flow bot will be activated.
・Specify the subject line that you want to trigger the flow bot in the trigger conditions.
・Specify the items you want to extract in the "Data Extraction" operation.
・In the Slack "Send Message to Channel" operation, set it to send the extracted information to the specified channel.
・In the Slack "Send Message to Thread" operation, send the subject and body.
■Notes
・Integration settings with Slack are required.
・Please change the notification content and message format as needed.
・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations 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).
◼️Overview
This is a flow where, upon receiving an email with an attached invoice, the invoice is read using AI-OCR, the content is checked by a responsible person, and then a notification is sent to Slack.
By including a check by the responsible person midway, it allows for more accurate integration of invoice information.
The items read by OCR, the Slack notification channel, and the notification content can be freely changed.
◼️Notes
※ If you want to forward to the receiving address, please refer to this.
https://intercom.help/yoom/ja/articles/7266653
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or 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).
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.
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.
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!
