1.Detects new meeting document
Integrate Google Docs, document folders, and meeting note storage to detect new document additions in a folder and start action-item extraction.
When a new meeting document is added, action items can stall and owners miss next steps. This automation extracts action items and builds an HTML recap, then sends Gmail emails and Slack messagesβso your team can drive follow-up fast.
Integrate Google Docs, document folders, and meeting note storage to detect new document additions in a folder and start action-item extraction.
Integrate ChatGPT (OpenAI) and AI parsing to extract action item bullets and sentiment from the document body.
Integrate ChatGPT (OpenAI) and HTML templating to convert extracted output into a minimal HTML recap for email.
Integrate Formatter by Zapier and date formatting tools to format the created or modified date for the email header.
Integrate Gmail and recipient routing to send the HTML recap email with a mapped subject and owner recipients.
Integrate Slack and team chat delivery to send a bot DM with the extracted bullets to the configured owner or channel.
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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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