1.Detect new meeting notes
Integrate Fireflies.ai, transcript capture tools, and summarization workflows to detect new meeting notes and extract minutes-ready inputs.
Generate meeting minutes and email PDF to stakeholders
Automatically monitor new meeting notes across Fireflies.ai and recording workflows. Create minutes and email PDF to stakeholders when meeting notes arrive, transcripts update, or summaries generateβso you can generate minutes PDF, populate the Google Docs template, and send delivery-ready updates without manual follow-up.
How this automation accelerates stakeholder delivery
When new meeting notes land, delays can stall stakeholder updates and PDFs pile up in inboxes. This automation extracts structured minutes and formats a PDF, then looks up recipients and emails the documentβso your team can distribute minutes fast.
Fireflies.aior swap with your favorite app
2.Wait before processing
Integrate Delay by Zapier and workflow timing tools to wait briefly before downstream formatting and PDF export.
Delay by Zapieror swap with your favorite app
3.Extract structured minutes
Integrate ChatGPT (OpenAI), summarization tools, and document structuring to extract client and project details and action items.
ChatGPT (OpenAI)or swap with your favorite app
4.Format meeting date fields
Integrate Formatter by Zapier and templating tools to format the meeting date to the document layout.
Formatter by Zapieror swap with your favorite app
5.Create and export PDF minutes
Integrate Google Docs, document templates, and PDF export tools to create the minutes document and export a PDF copy.
Google Docsor swap with your favorite app
6.Lookup organizer recipients
Integrate Google Sheets and data lookup tools to match organizer names and resolve email recipients.
Google Sheetsor 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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