1.Detects new meeting notes
Integrate Fireflies.ai and meeting note capture tools to trigger on each new meeting transcript to start the recap workflow.
Create client-ready meeting recap and publish to project board
Automatically capture new meeting notes across Fireflies.ai and collaboration tools. Create summaries, update monday.com items, and draft reviewer emailsβso you can cut manual recap writing and approvals without juggling transcripts.
How this automation publishes client-ready recaps
When new meeting notes arrive, delays can stall client follow-through and reviewer review cycles. This automation creates a structured consulting recap, updates the matching monday.com project item, and generates draft client and internal emailsβso your team can publish consistently.
Fireflies.aior swap with your favorite app
2.Creates summary and emails
Integrate AI by Zapier and document structuring tools to summarize the transcript and generate a client-facing email and reviewer emails.
AI by Zapieror swap with your favorite app
3.Updates project item and doc
Integrate monday.com and project management boards to find or create the meeting item and attach the generated recap link.
monday.comor swap with your favorite app
4.Creates draft message
Integrate Gmail and email routing workflows to create a draft message with the AI email HTML and monday.com item link.
Gmailor swap with your favorite app
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Speed executive follow-up with automated summary sharing, action item routing, and recap logging
Set up in minutes
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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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