1.Detect new cloud recording
Integrate Zoom and recording metadata to start the onboarding email workflow when a new cloud recording appears.
Send onboarding recording emails to session attendees promptly
Automatically monitor Zoom cloud recordings across customer onboarding workflows. Send onboarding recording emails when recordings appear, lookup matches, or sends failβso you can email attendees, route owner senders, and notify owners without manual follow-up.
How this automation sends onboarding recording links
When Zoom recordings appear but attendees do not get links, sessions slip and support escalations rise. This automation finds the right invite, sends Gmail messages with recording details, and notifies owners on errorsβso your team can keep onboarding on track.
Zoomor swap with your favorite app
2.Parse and format recording details
Integrate Formatter by Zapier and parsing tools to format recording topic and start time into lookup friendly fields.
Formatter by Zapieror swap with your favorite app
3.Lookup invite and attendee email
Integrate Google Sheets and spreadsheet lookup tools to find the matching invite and return owner name and attendee email.
Google Sheetsor swap with your favorite app
4.Qualify onboarding session records
Integrate Filter by Zapier and conditional routing tools to continue only for onboarding session types with matching rows.
Filter by Zapieror swap with your favorite app
5.Send onboarding recording email
Integrate Gmail and email content tools to send attendee messages with recording share URL and formatted session date.
Gmailor swap with your favorite app
6.DM owner on send errors
Integrate Slack and messaging tools to DM the configured owner or channel with failure context and the recording link.
Slackor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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