1.New meeting recording
Integrate Zoom, meeting capture tools, and case review workflows to detect new meeting recordings and route URLs and timestamps to the automation.
Upload meeting recordings and transcripts to case files
Automatically detect new meeting recordings across Zoom and save qualifying files into matter folders via Dropbox. Create and update when recordings are filtered and named consistentlyβso you can upload recordings, generate sharing links, and start transcription without manual file handling.
How this automation protects searchable case records
When new meeting recordings appear, review queues can stall and evidence stays unsearchable. This automation filters qualifying recordings and formats filenames, then uploads them to Dropbox and starts transcription so your team can accelerate document review.
Zoomor swap with your favorite app
2.Filter qualifying recordings
Integrate Filter by Zapier and transcription readiness criteria to continue only qualifying recordings to forward relevant files.
Filter by Zapieror swap with your favorite app
3.Format consistent filenames
Integrate Code by Zapier and naming conventions tools to format start times into date codes to standardize recording filenames.
Code by Zapieror swap with your favorite app
4.Normalize display dates
Integrate Formatter by Zapier and metadata tools to convert recording start times into display dates to improve transcript context.
Formatter by Zapieror swap with your favorite app
5.Upload recording to matter folder
Integrate Dropbox, file storage tools, and sharing link workflows to upload the recording URL to the matter folder and create a review link.
Dropboxor swap with your favorite app
6.Start transcription job
Integrate Fireflies.ai and transcription tools to submit the recording URL with the sharing link to start transcription.
Fireflies.aior swap with your favorite app
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Accelerate document review workflows with automated file intake, review routing, and status tracking
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Step 1
Connect your tools
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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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