1.Detect new meeting notes
Integrate Fireflies.ai and meeting note extraction to detect new meeting notes with attendees, metadata, and transcript link.
Add meeting attendees to CRM with transcript notes
Automatically extract meeting notes and attendees across Fireflies.ai, Formatter by Zapier, LeadConnector, and Google Docs. Create and update CRM contacts and transcript documents when meeting completes, external attendees appear, or transcript links become availableβso you can add leads, log action items, and share follow-up context without manual data entry.
How this automation updates your CRM and saves follow-up transcripts
When new meeting notes land, scattered attendees and timestamps can cause delayed follow-up and stale CRM records. This automation monitors meeting notes and transforms attendee fields, then adds or updates contacts and creates dated transcript documentsβso your team can follow up faster.
Fireflies.aior swap with your favorite app
2.Normalize attendee and meeting fields
Integrate Formatter by Zapier and text transformation to split attendee items and normalize meeting start time into a readable date.
Formatter by Zapieror swap with your favorite app
3.Add or update contact record
Integrate LeadConnector and contact mapping to upsert contacts and append summaries, action items, and the transcript link.
LeadConnectoror swap with your favorite app
4.Create dated transcript document
Integrate Google Docs and document storage to create a transcript follow-up document with action items and transcript link.
Google Docsor swap with your favorite app
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