1.Detect new meeting conversation
Integrate Avoma to pull conversation transcript details, extracted action items, and attendee data to trigger the summary workflow.
When meeting end conversations occur, delays can stall accountability and cause owners to miss next steps. This automation pulls extracted action items and attendee details, formats recipients, removes the organizer, and sends an action-item emailβso your team can act fast.
Integrate Avoma to pull conversation transcript details, extracted action items, and attendee data to trigger the summary workflow.
Integrate Formatter by Zapier and mapping tools to split attendee names and emails into line items to create clean recipients.
Integrate Formatter by Zapier and filtering tools to remove the organizer from the recipient email list to prevent duplicates.
Integrate Email by Zapier and email templates to map action items into the message body and to send to owners.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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