1.Captures finished meeting summary
Integrate Zoom and meeting summary tools to capture the meeting topic and full transcript or summary for processing.
Send AI meeting summaries to session attendees and clients
Automatically monitor finished meeting summary availability across Zoom and email tools. Convert transcripts into HTML and send follow-ups when meeting summaries available, meetings finish, or transcripts completeβso you can draft subjects, find contacts, and send emails without manual follow-up.
How this automation accelerates your client follow-up
When a finished meeting summary becomes available, delayed outreach can lose context and slow decisions. This automation converts the summary into HTML and sends it to the matched contactβso your team can follow up at the peak of intent.
Zoomor swap with your favorite app
2.Extracts session identifier from topic
Integrate Formatter by Zapier and data formatting tools to parse the meeting topic into a session identifier and email subject mapping.
Formatter by Zapieror swap with your favorite app
3.Finds matching attendee record
Integrate Zapier Tables and contact lookup tools to search the configured table and retrieve the contact email.
Zapier Tablesor swap with your favorite app
4.Converts summary to HTML
Integrate Formatter by Zapier and HTML formatting tools to transform the raw summary into a formatted HTML email body.
5.Sends HTML email to contact
Integrate Gmail and email delivery tools to send an HTML message with the mapped subject and body to the retrieved contact email.
Gmailor swap with your favorite app
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Capture meeting takeaways with automated summary delivery, action item logging, and follow-up alerts
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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