A meeting summary as a document and email, automatically

The scenario takes a meeting transcript from почта, makes a summary, formats it as a document in ERPNext, and mails it to participants.

  • The summary is made from the transcript for you
  • Decisions and tasks laid out by section
  • A ready document in ERPNext
  • Participants get an email with the summary
Gmail

How it works

To pass leads from ERPNext to Gmail automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Gmail Trigger
  2. Then: Markdown
  3. Then: Edit Fields1
  4. Then: Generate Summary
  5. Then: Apply Formatting
  6. Then: DocFormat
  7. Then: Create a document
  8. Then: Update a document
  9. Then: Mark a message as read
  10. Then: gpt-4O
  11. Then: Send Email

You can launch this ERPNext + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.