Workflows
Workflows

The workflow builder that turns conversations Into action

Describe what you need in plain language or build it visually. ZoomMate can execute multi-step workflows across meetings, apps, and systems, with governance built in.

Automate your way through "hurry up and wait"

Automate your way through "hurry up and wait"

Decisions get made, meetings end … then nothing for three days. Workflows bridge the gap with sequences that can trigger whenever a key event happens.

Describe it, or drag and drop — it's your call

Describe to ZoomMate the workflow you want, or use the visual builder for more complex flows with conditions, branching, loops, parallel paths, and more. Publish to the template library to share with your org.

Describe it, or drag and drop — it's your call
Connect the apps your team already lives in

Connect the apps your team already lives in

Connect third-party apps like Google or Salesforce to trigger actions, sync data, and route requests across your stack, without custom integrations.

Attach a workflow to a meeting — and let it run from My Notes

Trigger a workflow before, during, or after a meeting using the My Notes transcript as input — it can post a meeting summary to a team channel, update a report, or create tasks in a project tracker.

Attach a workflow to a meeting — and let it run from My Notes
Governed automation that IT can trust

Governed automation that IT can trust

Workflows respect permissions, can add human approvals, and allow admin visibility into actions and usage. Keep automation central and compliant with a limited, approved org-wide library, or even apply workflows org-wide.

Pre-built templates for the workflows you'll use most

Explore and customize templates for common automations like meeting follow-ups, approval routing, weekly reports, daily briefings, and onboarding sequences.

Pre-built templates for the workflows you'll use most

Keep up the momentum between meetings and work

Zoom workflows automate the follow-through — so decisions become outcomes, not forgotten notes.

FAQs
FAQs

Got questions? We've got answers.

A workflow builder is a tool that allows you to create automated sequences of actions that will trigger when an event happens — like a meeting ending or a form being submitted — without writing any code.

With ZoomMate's workflow builder, you can either describe what you need in plain language, or design it visually by dragging and dropping actions (called "nodes") and adding conditional logic, branching, loops, parallel paths, approval steps, and more.

No. ZoomMate's workflow builder works in two intuitive modes: you can describe your automation in plain language and let ZoomMate build it for you, or you can use the visual drag-and-drop builder for more complex workflows with conditional logic and parallel paths. Either way, no coding is required.

ZoomMate's workflow builder supports action nodes that connect to tools like Salesforce, Google Drive, Zoom apps, and more — so you can trigger actions, sync data, and route requests across your entire stack without building custom integrations.

Yes. Before, during, or after a meeting, you can select a workflow — custom or pre-built — directly in My Notes. Using the meeting transcript as input, it can automatically post summaries, update reports, create tasks, and more for both hosts and participants.

Admins have full visibility into workflow actions and usage, with permission-aware execution and human approval steps built in. You can publish approved templates to an org-wide library and apply them across teams or the entire organization — keeping automation centralized and compliant.

Ready to automate the busywork?

Build workflows that turn conversations into action — triggered automatically, no code required.