1.Creates draft from new CRM note
Integrate Wealthbox CRM to detect newly created notes and capture note body for draft summarization.
Send draft meeting summaries to client and archive record
Automatically monitor new note creation and qualifying tags across Wealthbox CRM and Zapier Tables. Create and update when draft meeting summaries are generated and sent for reviewβso you can email client parts, archive the record, and avoid manual reporting.
How this automation accelerates client review drafts
When qualifying CRM notes get created, delays can leave clients waiting for draft meeting summaries. This automation generates AI HTML summary parts, creates an archive record, and sends review email draftsβso your team can reduce back-and-forth automatically.
Wealthbox CRMor swap with your favorite app
2.Continues only for qualifying notes
Integrate Filter by Zapier to check note metadata tags and only continue when notes meet your conditions.
Filter by Zapieror swap with your favorite app
3.Generates HTML summary parts
Integrate ChatGPT (OpenAI) to format the note into HTML and split output into Part A, Part B, Part C, and Part D.
ChatGPT (OpenAI)or swap with your favorite app
4.Parses parts into variables
Integrate Code by Zapier to parse the AI HTML into discrete Part A, Part B, Part C, and Part D variables.
Code by Zapieror swap with your favorite app
5.Creates archive record
Integrate Zapier Tables to create a new record and store Part A to Part D into summary fields with dates.
Zapier Tablesor swap with your favorite app
6.Sends review email draft
Integrate Gmail to send a draft email with HTML parts to the mapped lookup address and include an edit button.
Gmailor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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