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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!
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!
■Overview
This is a flow that automatically notifies Slack of Zoom meeting information every day.
■Recommended for
1. Companies using Zoom as a cloud meeting tool
・Those in roles such as sales or customer success where meetings occur frequently
・Those who want to check the list of meetings on Slack at a fixed time every day
2. Companies using Slack as an internal communication tool
・Those who want to check meeting information on Slack to prevent oversight
・Those who want to send notifications to Slack for sharing with team members
■Benefits of using this template
For those in roles such as sales or customer success who frequently hold meetings, it is important to be aware of scheduled meetings in advance.
If there is an oversight of a meeting and it turns out to be an important business negotiation, it could lead to a loss for the company.
By using this template, you can obtain Zoom meeting information at a fixed time every day, allowing you to check what meetings are scheduled on Slack.
This eliminates the hassle of accessing Zoom to check, reducing confirmation costs.
Being able to easily understand scheduled meetings in advance allows for appropriate preparation, which can lead to improved negotiation success rates and customer satisfaction.
As a result, an increase in company revenue can also be expected.
■Notes
・Please integrate Yoom with both Zoom and Slack.
[About Yoom]
From here, we will explain how to set up automation to "notify Slack of daily Zoom meeting information" using Yoom's flow bot template.
Here is a list of items needed for the integration work.
You can check how to obtain each item from "How to Register My Apps for Zoom (OAuth) and Zoom Phone".
＞Help: Details on How to Register My Apps in Slack
＞Slack Official: Managing App Approvals in a Workspace
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.
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.
＞Help: How to Register My Apps for Zoom (OAuth) and Zoom Phone
Once each item is entered, click the Add button to complete the registration of the Zoom My App.
Search for the app name from the search window. Click the app name that hits. You will transition to the screen to sign in to Slack.
Enter the URL of your workspace and click Continue. You will move to the screen to request permission to access Slack from Yoom.
Click Allow to complete the integration.
Enter the access token and click the Add button to complete the registration of Slack My App.
Click this banner.
■Overview
This is a flow that automatically notifies Slack of Zoom meeting information every day.
■Recommended for
1. Companies using Zoom as a cloud meeting tool
・Those in roles such as sales or customer success where meetings occur frequently
・Those who want to check the list of meetings on Slack at a fixed time every day
2. Companies using Slack as an internal communication tool
・Those who want to check meeting information on Slack to prevent oversight
・Those who want to send notifications to Slack for sharing with team members
■Benefits of using this template
For those in roles such as sales or customer success who frequently hold meetings, it is important to be aware of scheduled meetings in advance.
If there is an oversight of a meeting and it turns out to be an important business negotiation, it could lead to a loss for the company.
By using this template, you can obtain Zoom meeting information at a fixed time every day, allowing you to check what meetings are scheduled on Slack.
This eliminates the hassle of accessing Zoom to check, reducing confirmation costs.
Being able to easily understand scheduled meetings in advance allows for appropriate preparation, which can lead to improved negotiation success rates and customer satisfaction.
As a result, an increase in company revenue can also be expected.
■Notes
・Please integrate Yoom with both Zoom and Slack.
The template will be copied to My Project. You can access My Project from the left menu bar.
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.
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.
＞Learn more: How to Set Cron Settings
Click on the second step of the template.
Retrieve meeting information scheduled for the day in Zoom.
The items displayed here are pre-configured.
→ Click Next
→ Click Test → Success: The list of meeting information scheduled for the day has been retrieved.
→ Click Save
Click on the third step of the template.
In this step, set the template message to be sent to Slack.
These items are pre-configured.
→ Click Next.
→ Click Test. → Success
→ Click Save. This is the end of the settings for this flow.
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.
■Overview
This is a flow that automatically notifies Slack of Zoom meeting information every day.
■Recommended for
1. Companies using Zoom as a cloud meeting tool
・Those in roles such as sales or customer success where meetings occur frequently
・Those who want to check the list of meetings on Slack at a fixed time every day
2. Companies using Slack as an internal communication tool
・Those who want to check meeting information on Slack to prevent oversight
・Those who want to send notifications to Slack for sharing with team members
■Benefits of using this template
For those in roles such as sales or customer success who frequently hold meetings, it is important to be aware of scheduled meetings in advance.
If there is an oversight of a meeting and it turns out to be an important business negotiation, it could lead to a loss for the company.
By using this template, you can obtain Zoom meeting information at a fixed time every day, allowing you to check what meetings are scheduled on Slack.
This eliminates the hassle of accessing Zoom to check, reducing confirmation costs.
Being able to easily understand scheduled meetings in advance allows for appropriate preparation, which can lead to improved negotiation success rates and customer satisfaction.
As a result, an increase in company revenue can also be expected.
■Notes
・Please integrate Yoom with both Zoom and Slack.
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!
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.
■Overview
At the specified date and time, the person in charge will issue a Zoom meeting URL and send it to the designated Slack channel.
Please modify the content of the Zoom meeting and the email as needed before use.
■Setup Instructions
・Please integrate Zoom and Slack with Yoom respectively.
■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 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 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.
■Overview
This is a flow where a meeting is created in Zoom when a lead is registered in Airtable, and the meeting information is sent to the other party via Gmail.
■Recommended for
1. People who use Zoom for business
・Those who use it for meetings with client companies
・Those who value face-to-face communication even from a distance
2. People who utilize Airtable's database
・Those who use it for registering lead information
・Those who register information to set up meetings
■Benefits of using this template
Zoom is a tool that reduces location and time constraints, allowing for face-to-face conversations.
It can be used to set up meetings with companies registered as leads.
However, manually creating meetings in Zoom and communicating using lead information registered in Airtable can be very time-consuming and labor-intensive.
This flow allows you to create meetings with companies registered as leads and automatically send the generated link to the other party.
Automation not only significantly reduces manual effort but also avoids human error, enabling meetings to be created with accurate information.
Additionally, by allocating the time previously spent on a series of tasks to meeting preparation, it contributes to enhancing the content of the meetings.
■Notes
・Please integrate Airtable, Zoom, and Gmail 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.
■Overview
This is a flow where a meeting is created in Zoom and the meeting information is sent to the other party via Gmail when a lead is registered in Salesforce.
■Recommended for
1. Those who use Zoom for business
・Those who use it for meetings with client companies
・Those who improve efficiency by conducting meetings remotely
2. Those who utilize Salesforce's database
・Those who use it for registering lead information
・Those who register information to set up meetings
■Benefits of using this template
Zoom is a tool that allows for efficient meetings.
By setting up meetings with companies whose leads have been registered in Zoom, you can achieve quick meetings and potentially lead to the start of business transactions.
However, manually creating meetings in Zoom using lead information registered in Salesforce is time-consuming and not considered a quick response.
This flow allows you to automatically create a meeting for each registered lead and automatically send the issued link to the other party.
By automating the series of tasks related to setting up meetings, you can shorten the time to set up meetings and improve customer satisfaction.
Additionally, eliminating manual work facilitates smooth business operations.
■Notes
・Please integrate Salesforce, Zoom, and Gmail 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.
・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 set in the flow bot 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.
■Overview
This flow creates a meeting in Zoom and sends the meeting information to the other party via Gmail when a lead is registered in Google Sheets.
■Recommended for
1. Those who use Zoom for business
・Those who use it for meetings with client companies
・Those who set up multiple meetings in a day
2. Those who utilize Google Sheets
・Those who register information by dividing client companies by status on each sheet
・Those who manage detailed information of leads
■Benefits of using this template
Zoom is a tool that allows easy communication by setting up meetings.
However, manually creating a meeting in Zoom from registered lead information and contacting the other party each time poses a risk of human error.
This flow automatically creates a meeting in Zoom from the registered lead information and sends the generated link to the other party, avoiding human errors from manual work.
Avoiding human errors helps maintain the accuracy of registered information and streamlines operations.
Additionally, automating the series of tasks reduces the manual effort and time, making the overall team operations smoother.
■Notes
・Please integrate Google Sheets, Zoom, and Gmail 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.
By automatically sending the link after creating the meeting, the accuracy of the information is maintained.
■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.
■Overview
This flow automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and notifies the transcription results to Google Chat.
■Recommended for
1. Departments that frequently use Zoom meetings and share information via Google Chat
・Those who want to improve work efficiency by reducing the effort of creating meeting minutes
・Those who want to share meeting content with team members on Google Chat
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of speeches and discussion trends
■Benefits of using this template
Creating meeting minutes after a meeting can be a significant burden for participants.
Transcribing from audio data, organizing speeches, summarizing, etc., can take a lot of effort and time, often preventing focus on the primary tasks.
By implementing this flow, AI automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and the transcription results are sent to Google Chat. This eliminates the need for participants to create meeting minutes, allowing them to focus on reviewing the meeting content and the next actions, leading to improved business operations.
■Notes
・Please integrate Zoom and Google Chat with Yoom.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the configured flow bot 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 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.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
■Overview
This flow automatically transcribes and summarizes the meeting content when a Zoom meeting ends, and notifies the transcription results to Telegram.
■Recommended for
1. Teams that frequently use Zoom meetings and share information via Telegram
・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 Telegram
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of speeches and discussion trends
・Those who want to quickly grasp the key points of a meeting with the automatic summarization feature and connect it to the next action
■Benefits of using this template
Zoom is a tool for conducting online meetings efficiently, but creating minutes after meetings can be time-consuming and may lead to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized into minutes and notified to Telegram after the meeting ends. This allows participants to be freed from the task of creating minutes and focus on reviewing the meeting content and the next actions.
■Notes
・Please integrate Zoom and Telegram with Yoom respectively.
・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set 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.
When new information is registered, this flow will automatically add the person as a registrant to the Zoom webinar using that information.
■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 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.
■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.
Automatic notifications based on specific keywords can potentially eliminate manual review.
■Overview
The workflow "Notify Slack when a message with specific conditions is posted on Google Chat" facilitates seamless information integration between different communication tools.
For example, when a message containing specific keywords is posted on Google Chat, a notification is automatically sent to Slack.
This enhances the efficiency of information sharing across the team, ensuring that important messages are not missed.
■Recommended for
■Benefits of using this template
Since messages with specific conditions posted on Google Chat are automatically notified on Slack, it eliminates the hassle of manual information sharing.
It ensures that messages with specific conditions received on Google Chat are reliably notified, reducing the risk of missing important interactions.
Automation prevents human error in information sharing, making business processes smoother.
■Overview
The flow "Receive an email containing specific keywords and send a DM notification to the person in charge on Slack" is a business workflow to ensure important emails in Gmail are not missed and can be responded to promptly.
■Recommended for
■Benefits of using this template
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.
■Overview
This is a flow that notifies connected Google Chat when a message is posted on Slack.
■Recommended for
・Those who use Slack and Google Chat
・Those who use different communication tools between departments
・Sales assistants responsible for interactions with client companies
■Benefits of using this template
・You can quickly share information between different departments by linking Google Chat when a message is posted on Slack.
・Eliminates the need for manual data retrieval and notification tasks, improving work efficiency.
■Notes
・Please connect both Slack and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the details here.
◼️Overview
When a new message is posted on Slack, it notifies Microsoft Teams.
The content of the notification and the destination team can be customized.
◼️Setup Instructions
1. Connect the apps of Slack and Microsoft Teams with Yoom. (My App Integration)
2. Set the trigger "When a new message is posted to a channel" in Slack and specify the target channel.
3. In Microsoft Teams, use the operation "Send a message to a channel" to set the destination team and the content of the message.
◼️Notes
・You need to set up account integration for both Slack and Microsoft Teams.
・Replace the destination team ID and notification message with any desired values.
・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
When a new message is posted on Slack, a notification is automatically sent to Discord.
The content and destination of the notification can be customized.
◼️Notes
・Integration settings with accounts are required for both Slack and Discord.
・Please replace the Discord notification destination and message content with any desired values.
When a task update is immediately notified to Slack, the entire team will be able to quickly grasp the latest information.
■Overview
The "Notify Slack when a task is updated in Wrike" workflow is an automation designed to streamline project management and team communication.
By leveraging Yoom to integrate Wrike and Slack, task progress and changes are automatically notified in Slack, facilitating smooth information sharing.
This integration makes it easier for the entire team to stay updated on the latest status, enabling efficient task execution.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Slack when Trello card information is updated.
■Recommended for
Those who utilize Trello for business
・Project managers who manage overall project planning and progress
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・You can share information in a timely manner as you will be automatically notified on Slack without having to check for updates on Trello card information.
・You can freely customize the content to be notified on Slack.
■Notes
・Please integrate Yoom with both Trello and Slack.
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.
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.
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.
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!
