When a meeting recording is saved to Google Drive, create meeting notes and automatically add them to Google Sheets
When a meeting recording is saved to Google Drive, create meeting notes and automatically add them to Google Sheets
Launch this workflow to connect
Google Sheets &
Google Drive
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■Overview
Do you spend too much time creating meeting minutes from recorded meetings and transferring the information to Google Sheets? Manual work is time-consuming and can lead to missing or inaccurate information. This workflow automatically transcribes and summarizes meeting recordings saved in Google Drive, then adds the information to Google Sheets, helping you resolve these challenges efficiently.
■Who Should Use This Template
- Anyone who uses Google Drive and Google Sheets and wants to streamline meeting minute creation
- Sales representatives and team leaders who spend significant time manually creating and transferring meeting minutes
- Operations improvement teams looking to improve the accuracy of meeting minutes and standardize the process
■Benefits of This Template
- Automate the entire process—from creating meeting minutes to recording them in Google Sheets—when a recording is added to Google Drive, reducing the time spent on manual work.
- Reduce the risk of human error, such as the effort involved in manual transcription and mistakes when transferring information to spreadsheets, improving data accuracy.
■How the Workflow Works
- First, connect Google Drive and Google Sheets to Yoom.
- Next, select Google Drive as the trigger and set the action to “When a new file or folder is created in a specific folder.” This starts the workflow whenever a recording is added to the specified folder.
- Set the Google Drive “Download a file” action as an operation to import the recording detected by the trigger into Yoom.
- Then, set the AI feature’s “Transcribe audio data” action as an operation to convert the meeting content from the downloaded recording into text.
- Next, set the AI feature’s “Summarize” action as an operation to summarize the key points of the meeting minutes from the transcribed text.
- Finally, set the Google Sheets “Add a record” action as an operation to automatically add the transcription, summary, and other information to the specified spreadsheet.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
- In the Google Drive trigger settings, specify the folder ID where meeting recordings are stored.
- For the AI feature’s “Transcribe audio data” operation, customize the file to process (the downloaded recording), the transcription language (such as Japanese or English), and the AI model to use based on your needs.
- For the AI feature’s “Summarize” operation, customize the number of characters in the generated summary and the text to summarize (such as the transcription) as needed.
- For the Google Sheets “Add a record” operation, customize the spreadsheet ID, sheet name, and values to add to each column (such as the file name, transcription, and summary).
■Notes
- Connect both Google Drive and Google Sheets to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- OCR may not be able to read data exceeding 6,500 characters or text that is too small.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits applicable to triggers and each operation, see File Size Limits.
- The summarization feature is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects in workflows configured with this feature will result in an error.
- Paid plans, including the Personal, Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and FoldersMore inspiration for you
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