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Microsoft Outlook + Salesforce + ChatGPT (OpenAI)

Create meeting prep with ChatGPT based on Outlook events and send to Salesforce as notes

Meeting preparation often involves switching between calendars, emails, and your CRM to gather context. This Zap simplifies that process by using ChatGPT to generate a meeting prep summary from new Outlook calendar events. The summary is then sent to Salesforce as a note, giving your team quick access to key details right where they need them.

Meeting preparation often involves switching between calendars, emails, and your CRM to gather context. This Zap simplifies that process by using ChatGPT to generate a meeting prep summary from new Outlook calendar events. The summary is then sent to Salesforce as a note, giving your team quick access to key details right where they need them.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Calendar Event

    Triggers when a new event is created in your calendar.

    TriggerPolling
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this...
    ChatGPT (OpenAI)ChatGPT (OpenAI)
    Conversation (Legacy)

    Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.

    ActionWrite
  4. then do this!
    SalesforceSalesforce
    Create Note

    Creates a new note and links it to a parent record

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.