How to Integrate Applications

2024/10/15

How to Reduce Post-Meeting Burden by Automating Minutes with AI through Zoom and Chatwork Integration

k.hieda

Zoom provides high-quality video and audio and is used by many companies. The recording feature is very convenient, but compiling minutes after a meeting can be time-consuming and burdensome, right? However, by integrating with AI, minutes can be automatically created, making it even more convenient to use.

At our company, we have developed a flowbot template that automatically transcribes, analyzes, and summarizes meetings after they end on Zoom, and notifies stakeholders via Chatwork. Previously, this flow required programming, but the template we are introducing today can be easily implemented with no code. In this article, we will clearly explain how to set it up and how to use it effectively, so please read to the end.

Two Benefits of Automatically Transcribing and Summarizing Zoom Meetings and Posting Minutes to Chatwork

For sales teams and team leaders, sharing the latest information immediately after a meeting is key for all members to quickly move on to the next task. This significantly improves the speed of project progress.

Benefit 1: Reduce Burden by Automating Minutes

For sales team leaders, creating and sharing minutes after a meeting is a time-consuming task. By using AI to automatically create minutes from Zoom recordings and share the summarized content via Chatwork, manual work can be reduced. This allows leaders to focus on other high-priority tasks such as making important decisions and handling clients. Furthermore, since information is automatically sent, sharing errors and delays are less likely to occur, ensuring the accuracy and speed of information. Smooth project progress is achieved through quick and accurate information sharing.

Benefit 2: Quick Team Action with Shared Minutes

For team leaders, quickly sharing minutes is an important element to clarify the next steps. By automatically summarizing the recorded meeting content on Zoom and notifying it via Chatwork, all team members can quickly grasp the information. Chatwork's notification feature ensures that important messages reach members, reducing the likelihood of missed responses. Additionally, by utilizing the task management feature, specific tasks can be generated immediately after the meeting, and progress can be tracked in real-time. This allows projects to proceed efficiently, and information transmission among members becomes more reliable and faster.

Here, we will explain how to automate "transcribing and summarizing minutes after a Zoom meeting ends and notifying via Chatwork" using Yoom's flowbot template.

[What is Yoom]

You can try it from the free plan. Register now and get started!

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Notice

※AI operations are only available on the Team Plan and Success Plan. On the Free Plan or Mini Plan, the set flowbot operations will result in errors, so please be careful.

※Paid plans (Team Plan and Success Plan) offer a two-week free trial, during which you can use apps and AI features with restrictions.

※To obtain Zoom recording information, meetings must be cloud recorded. Cloud recording is only available on certain Zoom plans, so please check the details.

How to Create a Flow Integrating Zoom, Chatwork, and AI

Things to Prepare in Advance

We have listed the items needed for the integration work.

Zoom

Chatwork

Step 1: Set Up My App Integration

Here, we will set up the integration of apps to register with Yoom. Log in to Yoom's workspace and click on new connection from the My Apps section!

A list of apps that can be connected to Yoom will be displayed. Search for the app you will use this time from the search box at the top.

Zoom

Enter "Zoom" in the search box and click on 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 your Zoom account.

>Help: How to Register My Apps for Zoom (OAuth) and Zoom Phone

Once each item is completed, click the add button to complete the registration of Zoom's My App.

Chatwork

Enter "Chatwork" in the search box and click on the app name that appears. The login information input screen will be displayed.

Enter the email address and password of the account to be linked, and allow access from Yoom.

This completes the registration of Chatwork's My App.

Step 2: Copy Yoom's Template to My Project

After registering with Yoom, click on this banner.

The template will be copied to my project. Click on the title in the red frame to navigate to the settings screen.

There are multiple processes to set up, but each is simple. We will create the content to notify Chatwork using the outputs obtained by setting them up in order.

Step 3: App Trigger "When the Meeting Ends"

Click on the first process of the template. Here, we will obtain the recording information.

(1/2) Select Linked Account and Action

The items displayed here are pre-configured.

  • Title of the App Trigger
  • App
  • Account information linked with Zoom
  • Trigger Action

→ Click Next

(2/2) API Connection Settings for App Trigger

  • Trigger Activation Interval
    • You can select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
  • Email Address
    • Please enter the email address registered with Zoom

→ Click Test → Success The output has been obtained.

→ Click Save

Step 4: Integrate with App "Obtain Meeting Recording Information"

Click on the second process of the template! Here, we will set up to obtain information extracted from Zoom.

(1/2) Select Linked Account and Action

Since it is already set, proceed to the next step.

→ Click Next

(2/2) Select Linked Account and Action

  • User's Email Address
    • Please enter the email address registered with Zoom.
  • Meeting ID
    • The citation code is pre-embedded, so no operation is required.

→ Click Test → Success The output can obtain detailed meeting information.

→ Click Save

Step 5: Integrate with App "Download Meeting Recording Files"

Click on the third template! In this process, we will set up to download the meeting files.

(1/2) Select Linked Account and Action

Since it is already set, proceed to the next step.

→ Click Next

(2/2) API Connection Settings

  • Download URL
  • Embed the URL obtained in the previous process. The code is embedded, so no setting is required.

→ Click Test → Success The output can obtain the downloaded file.

→ Click Save

Step 6: Transcribe Audio Data

Click on the fourth process. Although it shows as configured, there are necessary settings to confirm.

(1/2) Select Action

  • Title
    • "Transcribe Audio Data" is configured.
  • Action
    • Select according to the length of the meeting time.

→ Click Next

(2/2) Set Details

  • How to Attach the File
    • Since the file was downloaded in the previous setting, use that value. Select "Downloaded File" from the dropdown.

→ Click Test → Success The output can obtain the analysis results.

→ Click Save

Step 7: Summarize

Click on the fifth process. Although it shows as configured, there are necessary settings to confirm.

(1/2) Select Action

  • Title
    • "Summarize" is configured.
  • Action
    • Select according to the volume of text.

→ Click Next

(2/2) Set Details

Set using the analysis results obtained in the previous process.

  • Text to Summarize
    • The citation code of the analysis result is pre-embedded.
  • Number of Characters
    • It is pre-set to 1000. Please set it with reference to the number of characters in the analysis result. Although the specified number of characters is instructed to AI, the final decision is made by AI, so the summary may not be exactly as specified.
    • ※ Please note that there is a possibility of a significant reduction from the specified number of characters. 
  • Summary Conditions
    • You can input instructions to AI such as "more concise".

→ Click Test → Success The output can obtain the summary results.

→ Click Save

Step 8: Integrate with App "Notify Chatwork"

Click on the sixth process. Here, we will set up the content to notify Chatwork.

(1/2) Select Linked Account and Action

The items displayed here are pre-configured.

  • Title of the App Trigger
  • App
  • Account information linked with Chatwork
  • Trigger Action

→ Click Next

(2/2) API Connection Settings

  • Room ID to Post
    • Click the edit field to open a dropdown, and Chatwork rooms will be picked up. Select the channel to send notifications, and the citation code will be embedded.
  • Message
    • Click the edit field to display the list of obtained outputs. Let's create a template message by quoting the obtained outputs.

→ Click Test → Success

→ Click Save

Step 9: Turn the App Trigger [ON]

Once all processes are set, a complete screen will pop up.

Turn the Trigger [ON] and start the flow bot. The notification was confirmed in Chatwork.

<span class="mark-yellow">Automation was achieved in a short time without using programming.</span> Here is the template used this time.

Make the Most of It! 3 Automation Tips Using Zoom and Chatwork

Zoom and Chatwork offer many other flow bot templates.

1. Automatically Create Zoom Meetings from Chatwork Notifications

You can automatically create Zoom meetings based on the content of Chatwork notifications. This eliminates the hassle of manually creating meetings and allows you to operate directly from Chatwork. Recommended for those who use Zoom and Chatwork regularly.

2. Automatically Send Recording Information After Zoom Meeting Ends

After a Zoom meeting ends, the recording information is automatically sent to Chatwork. This streamlines the process of checking and sharing recordings, preventing oversights and mistakes. The notification destination can be set freely, making information management smoother.

3. Automatically Transcribe Audio Data and Create & Notify Meeting Minutes

The AI automatically transcribes the audio data received through the form and notifies Chatwork as meeting minutes. This simplifies the creation of meeting records and allows for quick sharing with the team.

Summary

The automation flow of Zoom and Chatwork introduced here allows for smooth creation and sharing of meeting minutes after meetings. By using AI to automatically transcribe and analyze the content of Zoom meetings and instantly share the summarized information on Chatwork, you can reduce manual workload and focus on important tasks. Information is reliably delivered to the team and shared quickly, facilitating a speedy transition to the next task. By utilizing this automation flow, which can be easily implemented without programming, you can make the follow-up work after meetings more efficient.

Make post-meeting tasks even smoother with this automation flow! Why not implement it right away?

See you again!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Zoom
Chatwork
Automation
Automatic
Speech-to-Text
Integration
Related Apps
App integration
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