Zoom is widely used by numerous companies due to its simple interface and high-quality communication. By integrating Zoom with Slack, you can easily keep track of your daily meeting information. The automation flow introduced here can be easily set up even by programming beginners, so even those who think "Programming seems difficult..." can implement it without any coding!
This article clearly explains the setup method and benefits, so please read to the end!
Recommended for
Those who use Zoom and Slack
Remote workers
Administrators
Creative professionals such as designers and writers
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complicated settings or operations are required, making it easy for non-engineers to achieve. You can also start immediately using the template below, so please give it a try!
Here, we will set up the registration of the app information to be integrated into Yoom. Log in to Yoom's workspace and click + Add on the My Apps screen.
A list of apps that can be connected to Yoom will be displayed, so select the app to connect from the search window and proceed with My App registration.
Zoom
Enter "Zoom" in the search window and click Zoom (OAuth). The input screen for integration information will be displayed.
Client ID and Client secret can be obtained from app registration in the Zoom App Marketplace after registering a Zoom account.
Enter the access token and click the Add button to complete the registration of Slack My App.
Adding the Yoom app to the channel to be notified will make it smoother. Right-click on the channel list/target channel of the desktop app, display channel details, and add from integration.
Step 2: Copy Yoom's Flow Bot Template to My Project
The template will be copied to My Project. You can access My Project from the left menu bar.
Step 3: Schedule Trigger "At 9 AM Every Day"
Click on the first step of the template.
Since it is pre-configured, the light blue icon (proof of completion) is lit, but let me introduce the contents.
(1/1) Specify Execution Time
This time, select only weekdays from the day selection tab and set it to start at 9:00. You can reset the repeat days or change the time from this screen. If you need detailed timing settings such as minute intervals, you can operate from the Cron settings tab.
Retrieve meeting information scheduled for the day in Zoom.
(1/2) Select Linked Account and Action
The items displayed here are pre-configured.
Title
Schedule Settings
Account Information Linked with Zoom
Trigger Action
→ Click Next
(2/2) API Connection Settings
Email Address
Please enter the email address of your Zoom account
Start Date of Retrieval
Set to the current day.
End Date of Retrieval
Set to the current day.
→ Click Test → Success: The list of meeting information scheduled for the day has been retrieved.
→ Click Save
Step 5: Integrate Apps "Send Message to Channel"
Click on the third step of the template.
In this step, set the template message to be sent to Slack.
(1/2) Select Linked Account and Action
These items are pre-configured.
App Trigger Title
App
Account Information Linked with Slack
Trigger Action
→ Click Next.
(2/2) Detailed Settings for Database Operations
Channel ID to Post
Click the edit field to display a list of linked channels. Selecting the relevant channel will quote the ID.
Alternatively, right-click the relevant channel in the Slack desktop app's channel list, proceed to Copy/Copy Link, and obtain the URL. The string after /archive/ is the channel ID.
Message Content
Click the edit field to display the output obtained from Zoom. Use this as a reference to create the template message. Entering the item name before the quote code makes it easier to understand.
→ Click Test. → Success
→ Click Save. This is the end of the settings for this flow.
Step: Turn ON the App Trigger
Once all steps are set, the complete screen will be displayed.
Turn ON the Trigger to activate the flow bot. You can switch it with the toggle at the top left of the template.
You have set up the flow bot without programming! Here is the template used this time.
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Zoom and Slack. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Other Automation Examples with Zoom and Slack
You can create a Zoom meeting at a specified date and time and send the meeting information to Slack, or create a Zoom meeting based on the content of a post. Additionally, it is possible to notify Slack with the recording URL once a meeting has ended.
Create a Zoom meeting at the specified date and time, and notify the meeting information on Slack.
■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.
Create a Zoom meeting when an appointment or reservation is registered
When an appointment or reservation is registered, a Zoom meeting will be automatically created based on that information, reducing the effort required to set up a meeting.
When a lead is registered in Airtable, create a meeting in Zoom and send the meeting information to the other party via Gmail.
This is a flow to create a meeting in Zoom and send the meeting information to the other party via Gmail when a lead is registered in Google Spreadsheet.
■Overview This flow, 'Notify the person in charge on Slack with a DM when an email with specific keywords is received,' is a business workflow to promptly respond and avoid missing important emails.
■Recommended for: ・Business persons who use Gmail regularly and want to avoid missing important emails ・Managers who want to facilitate communication within the team using Slack ・Business staff who want to automate and improve efficiency based on specific keywords ・Companies aiming to expedite information sharing by enhancing the collaboration between email and chat tools
■Notes ・Please link each of Gmail and Slack with Yoom. ・Branches are a feature (operation) available on plans of Mini Plan or above. If you are using the Free Plan, operations set in the flow bot will result in an error, so please beware. ・Paid plans such as Mini Plan offer a two-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, 10, 15, 30, or 60 minutes. ・Please be aware that the shortest trigger interval varies depending on the plan.
■Overview The "Notify Slack when a message with specific conditions is posted on Google Chat" workflow facilitates seamless information sharing across different communication tools. For example, it automatically notifies Slack when a message containing specific keywords is posted on Google Chat. This improves the efficiency of information sharing within the team and ensures important messages are not missed.
■Recommended for - Team leaders who use Google Chat and Slack daily - IT personnel who want to automate information sharing between different chat tools - Company administrators who want to set message notifications based on specific conditions to improve business efficiency
■Cautions - Please link Google Chat, Slack, and Yoom individually. - The trigger activation interval can be set at 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval depends on the plan. - Integration with Google Chat is only possible with Google Workspace. See below for details. https://intercom.help/yoom/ja/articles/6647336
When a new message is posted on Slack, you can automatically send a notification to another communication tool, eliminating the need to manually transfer information.
Notify Microsoft Teams when a new message is posted on Slack.
■Overview Automatically sends a notification to Discord when a new message is posted on Slack. The content and destination of the notification can be customized.
■Notes It is necessary to set up account linking for both Slack and Discord. Please replace the Discord notification destination and message content with any desired values.
■Overview The workflow 'Notify Slack when a task is updated in Wrike' is an automation to facilitate project management and team communication. By leveraging Yoom to integrate Wrike and Slack, task progress or changes are automatically notified in Slack, ensuring smooth information sharing. This integration makes it easier for the entire team to grasp the latest situation, resulting in efficient business execution.
■Recommended for - Project managers who use Wrike and Slack daily and want to streamline information sharing - Team leaders who want to quickly communicate task updates to their team - Business owners who want to automate tasks without spending time on manual notifications - Companies that value rapid communication and wish to enhance business transparency
■Attention - Please integrate Yoom with both Wrike and Slack. - You can select launch intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the trigger. - Please note that the shortest launch interval varies depending on the plan. - Branching is a function (operation) available on plans higher than the Mini Plan. In the Free Plan, operations set for flowbots will result in errors. - Paid plans like the Mini Plan offer a 2-week free trial. You can use restricted apps and functions (operations) during the free trial.
1. Support Remote Workers with a Reliable System to Ensure No Information is Missed
Remote workers, wouldn't it be convenient if you could check meeting information even when you're on the go? You can save the hassle of accessing Zoom daily to check meeting details and simply open Slack to grasp the day's meeting schedule. A list of meetings will be delivered to Slack at a set time each day, reducing the worry of accidentally forgetting them. Additionally, by utilizing Slack's notification settings, you can create an environment where you can smoothly check only the necessary information. When information sharing becomes easier, you can focus more on your work and gain peace of mind.
2. Recommended for Managers: Streamlined Management for Smooth Confirmation
By integrating Zoom and Slack, managers can quickly grasp the day's meeting schedule for their team members and issue instructions more smoothly. With the meeting information of multiple members centralized in Slack, there will be no need to open Zoom individually. For instance, by receiving daily meeting schedules in Slack, you can immediately contact members who need follow-up and provide accurate support. Having consolidated meeting information can reduce the effort of confirmation and make management easier.
3. Flexible Notification Management to Support the Focus of Creative Departments
By sending individual notifications of Zoom meeting schedules to Slack, you should no longer need to worry about meeting schedules. For designers, writers, and others engaged in creative work, isn't the task of checking schedules a potential distraction from concentration? By utilizing this integration, you can automatically receive meeting information daily and adjust notification timings, making it easier to concentrate on your tasks. You can check the necessary information only when needed by simply opening the channel, reducing concerns about meetings while efficiently tackling your work. This kind of automation can also be beneficial for creative tasks.
Conclusion
Yoom's Flowbot, which enables daily Zoom meeting information notifications without coding, is sure to be a powerful support in streamlining your daily tasks! Its strength lies in the easy setup that requires no programming, allowing you to integrate Zoom and Slack and put it into practice immediately. Why not challenge yourself with a new workflow through this automation?
Check out this Flowbot now and start automating!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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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