Meeting recording → tasks, a client email and an updated CRM record

The scenario transcribes the meeting, extracts the commitments and next steps, creates the tasks in your CRM, emails them to the client and posts a summary to the team chat.

  • Commitments don't evaporate — they're captured on the spot
  • Tasks land in the CRM with no manual entry
  • The client receives their own list of next steps by email
  • Every meeting stays in the history sheet
WebhookGoogle Sheets
Set it upScriptera

How it works

To keep Pipedrive and Twake in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: When Voice Recording Received
  2. Check: Check Email Provided
  3. If yes: Fetch GHL Contact
  4. Check: Check Contact Exists
  5. If yes: Read Meeting Sheet
  6. Check: If New Meeting Found
  7. If yes: Extract Audio Binary
  8. Then: Transcribe Audio via Deepgram1
  9. Then: Merge Transcript Data
  10. Then: Meeting Analysis Agent
  11. Check: Check If Contact name is Missing
  12. If yes: Upsert Missing Contact
  13. Then: Create a task
  14. Then: Post Tasks to Slack
  15. Check: Check If Name Recognized
  16. If yes: Email Client Tasks
  17. Then: Append row in sheet
  18. Starts when: Respond to Webhook
  19. If no: Create a task1
  20. Then: Post Slack Summary
  21. Check: Check If Tasks Exist
  22. If yes: Email Tasks to Client
  23. Then: Append row in sheet1
  24. Starts when: Respond to Webhook Finished
  25. If no: Upsert GHL Contact
  26. Then: Google Gemini Model
  27. Then: Parse Structured Output

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

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