1.Triggers every hour
Integrate Schedule by Zapier and job automation to start the workflow on a schedule.
Create follow-up tasks from meeting transcripts for reps
Automatically run an hourly transcript extraction across Storage by Zapier and Code by Zapier sessions, so you can detect meeting transcripts for rep follow-up. Create and route follow-up tasks when transcripts exist, transcripts update, or new meeting sessions arriveβso you can assign reps, log refresh tokens, and trigger downstream task creation without manual routing.
How this automation accelerates follow-up tasks
When hourly windows start, manual rep follow-up slips because transcripts need extraction, cleanup, and routing by hand. This automation retrieves meeting sessions with transcripts, filters empty payloads, and loops each meeting into a sub Zap so your team can create follow-up tasks quickly.
Schedule by Zapieror swap with your favorite app
2.Retrieves refresh token
Integrate Storage by Zapier and token storage to fetch the stored refresh token for the meeting API call.
Storage by Zapieror swap with your favorite app
3.Calls meeting API and extracts meetings
Integrate Code by Zapier and meeting APIs to return meeting items with transcript text, summaries, and links.
Code by Zapieror swap with your favorite app
4.Skips empty transcript payloads
Integrate Filter by Zapier and transcript validation to continue only when sessions and transcripts exist.
Filter by Zapieror swap with your favorite app
5.Iterates each meeting item
Integrate Looping by Zapier and batch processing to run one follow-up flow per meeting session.
Looping by Zapieror swap with your favorite app
6.Creates follow-up tasks via sub-Zap
Integrate Sub-Zap by Zapier and task routing to create tasks from each meeting transcript and summary.
Sub-Zap by Zapieror swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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