1.New speech creates transcript
Integrate Otter.ai and transcription tools to capture each completed recording and generate a new transcript for organizing.
Create dated transcripts and indexed rows for meetings
Automatically monitor new transcript creation across Otter.ai and OneDrive, and SharePoint files. Create and update when meeting audio completes, transcript generations finish, or action items appearβso you can store transcripts, index notes, and share summaries without manual indexing.
How this automation creates indexed meeting notes
When new transcript creation happens, notes stay scattered and hard to find across tools. This automation sanitizes filenames and saves transcript and summary files, then creates SharePoint list entries and indexed Excel rowsβso your team can act faster.
Otter.aior swap with your favorite app
2.Sanitizes meeting title into filename
Integrate Formatter by Zapier and data formatting tools to sanitize the meeting title into a filename base for consistent file naming.
Formatter by Zapieror swap with your favorite app
3.Creates transcript text file
Integrate OneDrive and file storage to create a transcript text file and save it using the generated filename base.
OneDriveor swap with your favorite app
4.Creates summary text file
Integrate OneDrive and file storage to create a summary text file and save it with the generated filename base.
5.Creates SharePoint list item
Integrate Microsoft SharePoint and content management to create a list item that stores summary, outline, and action items.
Microsoft SharePointor swap with your favorite app
6.Adds searchable Excel table row
Integrate Microsoft Excel and reporting systems to add an indexed table row for quick lookup of meeting files and notes.
Microsoft Excelor swap with your favorite app
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Speed executive follow-up with automated summary sharing, action item routing, and recap logging
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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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