1.Captures new meeting notes
Integrate Fireflies.ai and transcript tools to capture meeting transcript URL, bullets, action items, title, and date for next steps.
Create meeting note and assign action tasks to owner
Automatically capture new meeting notes across Fireflies.ai and Daylite. Create and update meeting records and owner tasks when new notes arrive, action items are detected, or transcripts generate summariesβso you can format summaries, attach notes, and assign follow-up tasks without manual follow-up.
How this automation creates follow-up tasks you can trust
When new meeting notes come in, action items can stall and same-day follow-up slips. This automation monitors transcripts and formats summaries, then finds appointments, links notes, and creates owner tasksβso your team executes promptly.
Fireflies.aior swap with your favorite app
2.Finds matching appointment
Integrate Daylite and scheduling search tools to search appointments by meeting date and title keywords for attachment.
Dayliteor swap with your favorite app
3.Formats meeting summary
Integrate AI by Zapier and writing tools to clean shorthand bullets into a human-readable meeting summary.
AI by Zapieror swap with your favorite app
4.Creates note and links it
Integrate Daylite and note storage tools to create or attach an appointment note with the transcript URL and summary.
5.Splits action items into lines
Integrate Formatter by Zapier and task parsing tools to split action items into line items for looping.
Formatter by Zapieror swap with your favorite app
6.Loops through qualifying items
Integrate Looping by Zapier and workflow looping tools to iterate through the first 10 qualifying action items.
Looping by Zapieror swap with your favorite app
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Create action item records from meeting notes for tracking
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Create action items from meeting transcripts for teams
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Create action items from meeting transcripts to board
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Accelerate follow-up with automated task capture, owner assignment, and status updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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