1.Detect new file in folder
Integrate Google Drive and storage tools to identify new meeting files and to trigger transcript and notes processing.
Post meeting notes and action items to team
Automatically monitor new meeting files in Google Drive across project folders. Create and update meeting records and post action items to your team when new notes land or transcripts updateβso you can share next steps fast, reduce follow-up delays, and avoid manual formatting.
How this automation streamlines action item sharing
When new meeting notes land but action items still need manual cleanup, updates get delayed and teams miss next steps. This automation formats meeting details, retrieves transcript text, extracts action items, records the meeting, and posts a ready-to-share updateβso your team can follow through without rework.
Google Driveor swap with your favorite app
2.Format meeting metadata
Integrate Formatter by Zapier and date tools to transform created date and split title into meeting name for clean notes.
Formatter by Zapieror swap with your favorite app
3.Retrieve file text
Integrate Webhooks by Zapier and file retrieval tools to get transcript or notes text for extracting action items.
Webhooks by Zapieror swap with your favorite app
4.Extract action items
Integrate Formatter by Zapier and text parsing tools to split transcript text and isolate action items for posting.
5.Find or create meeting record
Integrate Zapier Tables and record lookup tools to find or create a meeting entry and store meeting fields.
Zapier Tablesor swap with your favorite app
6.Post action items to channel
Integrate Slack and project channel tools to post a structured message with links and action items for quick alignment.
Slackor swap with your favorite app
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Explore all meeting notes distribution automations
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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