Call summaries, tasks and follow-ups, automatically

After a call the scenario parses the recording, emails participants the summary, creates tasks in Microsoft Teams and schedules the next meeting.

  • Meeting summary with no manual minutes
  • Tasks created automatically
  • Follow-up scheduled automatically
  • Sent to participants in a minute
Microsoft Outlook Tool
Set it upScriptera

How it works

To create SendGrid records from Zoom without manual input, use a ready-made scenario.

  1. Starts when: When clicking ‘Test workflow’
  2. Then: Zoom: Get data of last meeting
  3. Check: Filter: Last 24 hours
  4. Then: Zoom: Get transcripts data
  5. Then: Filter transcript URL
  6. Check: Filter: Only 1 item
  7. Then: Zoom: Get transcript file
  8. Then: Extract text from transcript file
  9. Then: Format transcript text
  10. Then: Zoom: Get participants data
  11. Then: Create meeting summary
  12. Then: Sort for mail delivery
  13. Then: Format to html
  14. Then: Send meeting summary
  15. Then: Create tasks and follow-up call
  16. Then: No Recording/Transcript available
  17. Then: Create tasks
  18. Then: Create follow-up call
  19. Starts when: Execute Workflow Trigger
  20. Then: Split Out
  21. Then: ClickUp
  22. Then: Anthropic Chat Model
  23. Then: Think

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

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