1.Detect new meeting summary
Integrate Zoom and meeting notes ingestion tools to receive the new meeting summary payload and meeting identifiers.
Create quick meeting summaries and actions for records
Automatically capture new meeting summary payloads across Zoom. Create and update shareable summaries when meeting identifiers appear, topics are detected, or records qualifyβso you can publish decisions, save next steps, and add searchable metadata without manual note packaging.
How this automation creates shareable meeting summaries
When a new Zoom meeting summary is available, delays can leave decisions buried in notes. This automation filters topics, builds dated summary documents in Google Drive and Google Docs, and inserts meeting entriesβso your team can access next steps fast.
Zoomor swap with your favorite app
2.Filter qualifying topic matches
Integrate Filter by Zapier and rules logic tools to continue only for meetings that match your configured topic keywords.
Filter by Zapieror swap with your favorite app
3.Format date and filename
Integrate Formatter by Zapier and data formatting tools to map start time and host identifier into a dated filename.
Formatter by Zapieror swap with your favorite app
4.Create summary file in Drive
Integrate Google Drive and document storage tools to create a file from text and save it in your summaries folder.
Google Driveor swap with your favorite app
5.Insert entry into master doc
Integrate Google Docs and document publishing tools to find or create a master doc and insert overview, next steps, topics, meeting ID, and date.
Google Docsor 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
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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