After finishing a meeting with a company on Zoom, create a new board on Miro.

■Overview

This is a flow for creating a new board in Miro after finishing a meeting with a company on Zoom.

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■Recommended for

1. Those who use Zoom for meetings

・Those who use Zoom for meetings both internally and externally

・Companies using Zoom as a communication tool

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2. Those who use Miro for work

・Project managers who use Miro for task management

・Team members who collaborate based on Miro workflows

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3. Those who want to automate the manual creation of Miro boards

・Owners of small and medium-sized enterprises aiming for business automation

・Those considering efficiency by integrating Zoom and Miro

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■Reasons to use this template

‍One advantage is that you can collaborate with team members on tasks using Miro.
However, if the level of detail recorded by members varies, it can become unclear what the task is based on.

Checking unclear tasks with members or by looking at the board content each time is cumbersome and reduces work efficiency.
This flow is ideal for those who want to solve this problem by standardizing the level of detail recorded in Miro by members.
After the initial company meeting, you can create a company-specific board in Miro, allowing for automatic standardization of the level of detail.
Boards are separated by company, making it easier for the team to discuss the sales strategy of client companies.

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■Notes

・Please integrate both Zoom and Miro with Yoom.

・To obtain Zoom recording information, meeting data needs to be cloud recorded.
Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer to here.