Zoom Launches No-Code Workflow Automation Solution

On July 10th, Zoom – best known for its video-conferencing solution – introduced its Workflow Automation in beta.

Workflow Automation is a no-code solution that helps users build complex workflows across Zoom Workplace and third-party applications. It automates workflows within Zoom Team Chat, Zoom’s AI-powered chat solution, with more product capabilities coming soon. 

An example of a Workplace Automation application would be a manager setting up a workflow that automatically reminds users of a scheduled meeting, instead of having to individually email each user.

Maximizing Efficiency 

Users can leverage Workflow Automation to set up automated messages in Team Chat introducing new members to a channel, create recurring reminders for project status updates, simplify the process of submitting time-off requests, and prompt users with questionnaires to collect feedback inside a chat channel. No coding is required, instead, the solution provides drag-and-drop functionality.

How to Use Workflow Automation

With Zoom Workflow Automation, a user can select from pre-built templates or build their own workflow to automate everyday tasks. 

• Zoom Workflow Automation enables users to automate tasks. Examples of these tasks include scheduling recurring project updates and reminding the team to post status updates to a Team Chat channel or gathering and collecting input, whether it be for a feature request, user feedback, or incident reports.
• To simplify workstreams, users can set up sequential, conditional, or switch-based workflows that automate multiple paths and outcomes. For example, a user could establish a workflow in Team Chat where incoming feedback is automatically categorized based on keywords. If the keyword mentioned is related to “billing,” it can route to the finance channel or if it is related to “technical issues,” alert the IT support channel. 
• To enable teams of various skill levels to automate workflows, Zoom says it built Workflow Automation as a user-friendly, no-code experience that makes it easy for anyone to build complex workflows. Pre-built templates are included for common tasks, such as onboarding new members to a channel, or simplifying approval processes like time-off requests. Zoom says it will continue to introduce new templates over time to support a wide range of business needs.

During the beta period, Workflow Automation is available to paid Zoom users at no additional cost. At general availability, paid plans will include unlimited standard workflow runs and allotments of premium workflow runs, with specific per-run charges for allotment overruns.

For more information about Zoom Workflow Automation, visit Zoom’s Website and the support page.