When an RSVP email is received in Outlook, add the registrant to a Zoom webinar
Launch this workflow to connect
Zoom &
Microsoft Outlook
!
■Overview
Checking attendance emails and registering participants for Zoom based on that information can be a time-consuming part of running a webinar. When there are many registrations, manual entry also increases the risk of input errors and missed registrations. With this workflow, when Outlook receives a specific attendance email, AI extracts the necessary information from the email body and automatically adds the registrant to the Zoom webinar. This helps reduce these challenges and keeps your webinar operations running smoothly.
■Recommended for
- Anyone who receives webinar attendance notifications in Outlook and manually registers participants in Zoom
- Anyone who wants to reflect webinar registrant information in Zoom quickly and accurately
- Anyone who wants to reduce the time spent on repetitive registration tasks and focus on other core responsibilities
■Benefits of using this template
- AI automatically extracts information from emails received in Outlook and registers participants in Zoom, reducing the time required for manual registration.
- Prevent human errors such as transcription mistakes and missing Zoom entries to ensure accurate webinar registration.
■How the Flowbot works
- First, connect Outlook and Zoom to Yoom.
- Next, select Outlook as the trigger and set the action to “When an email with a specific subject is received.” This detects when an email with the specified subject arrives in Outlook and starts the flow.
- Then, select the AI feature as an operation and set the action to “Extract data from text.” Specify the information you want to extract from the received email, such as the participant’s name.
- Finally, select Zoom as an operation and set the “Add registrant to webinar” action. Use the participant information extracted in the previous step to automatically add the registrant to a specific Zoom webinar.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- For the Outlook trigger, you can specify the folder where the emails to be processed are stored and any keywords to include in the email subject.
- For the AI operation, you can specify the information fields to extract from the Outlook email body, such as the participant’s name and company name.
- For the Zoom operation that adds registrants, you can use each piece of information extracted by the AI feature as a variable and map it to any field in the Zoom registrant information, such as the name and email address. You can also set fixed values, such as the webinar ID to register participants for.
■Notes
- Connect both Outlook and Zoom to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home use and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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