1.Detect new meeting notes
Integrate Fireflies.ai, transcription tools, and meeting metadata to capture transcript, attendees, audio link, and raw summary fields.
Create CRM meeting notes with transcript and actions
Automatically monitor new meeting notes across Fireflies.ai and HubSpot. Create CRM engagement notes with transcript, audio, summaries, and action itemsβso you can log meetings without manual note taking.
How this automation creates CRM meeting notes
When new meeting notes come in, missing or inconsistent logging can slow follow-up. This automation converts meeting summaries and action items into formatted outputs, then creates a HubSpot engagement note with transcript and audio linksβso your team can capture next steps without retyping.
Fireflies.aior swap with your favorite app
2.Convert markdown summary to HTML
Integrate Formatter by Zapier and document formatting tools to convert meeting markdown summaries to HTML for your note.
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3.Convert action items to HTML
Integrate Formatter by Zapier and document formatting tools to convert markdown action items to HTML for the note body.
4.Create engagement note in CRM
Integrate HubSpot and contact association tools to create a note and insert transcript, audio, summaries, and action items.
HubSpotor 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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