| New or enhanced feature | Zoom Workflow Automation now generally available | Zoom Workflow Automation is now generally available to paid Zoom users at no additional cost during the trial period. This powerful tool allows users to create and configure automated workflows across Zoom Workplace, including Zoom Meetings, Zoom Team Chat, Zoom Docs, and third-party apps, enhancing productivity and streamlining processes.With Workflow Automation, users can trigger actions, integrate with external tools, and automate responses based on user interactions, such as emoji reactions. This seamless automation improves efficiency for both group admins and individual users. Key updates and benefits include:
- Multi-step workflows: Automate tasks using tools like conditional logic, switches, loops, and delays across Zoom and connected apps.
- No-code drag-and-drop builder: Build workflows easily, without any coding knowledge.
- Triggers: Automate actions based on activities in Team Chat, Meetings, and AI Companion. Examples include:
- Schedule a workflow
- Incoming Webhook
- Team Chat: Emoji reactions, @mentions, Channel Member Joins
- Meeting: Starts, ends, participant joins
- AI Companion: Meeting summary available
- Actions: Automate processes across Team Chat, Meetings, Zoom Docs, Zoom Phone, and third-party apps like Gmail, Google Drive, JIRA, Microsoft OneDrive, Microsoft Outlook, and many more. Examples include:
- Team Chat: Get/send/reply messages, collect information, send an approval request, star/create/archive channels, add members, and more
- Meeting: Schedule, update, add participants, and more
- Zoom Docs: Create, update, share, and more
- AI Companion: Summarize with AI Companion for Team Chat
- Apps : Integrate with Google Mail, Google Docs, Jira issues, Office 365 Docs, and Outlook Calendar events
- Predefined workflow templates: Use ready-made templates to streamline tasks such as introduce new members, recurring project updates, collect team feedback, time-off requests, reply using emojis, create a Zoom Doc from a meeting summary, daily chat summary, incident response, and more.
- Activity log and admin dashboard: Track workflow activity with a detailed log for users and an overview of workflow usage for admins.
- AI Companion summaries: Automatically add AI Companion meeting summaries to Zoom Docs and share them in a dedicated team channel, while also updating Team Chat thread summaries in a designated channel or Zoom Doc to keep teams aligned and informed on ongoing projects.
- Set reminders: Automatically set recurring reminders for project status updates in a Team Chat channel, or use custom emoji reactions to quickly answer common questions
- Track approvals: Create automated notifications and approval workflows in chat to track team member responses
Zoom Workflow Automation makes it easier to automate everyday tasks, integrate with external tools, and enhance the flexibility and efficiency of your Zoom experience.Learn more about enabling and using Zoom Workflow Automation. | Windows
macOS |