1.Monitors new meeting created
Integrate Granola and meeting capture tools to detect new meeting details and start the flow to create a meeting snapshot.
Add meeting notes and transcripts to customer record
Automatically monitor new meetings in Granola and capture meeting metadata and transcripts across Amazon S3. Create durable meeting snapshots and add AI-enhanced notes to the right Vitally customer record when new meetings are created, so you can review context same day without manual note taking.
How this automation enriches customer notes with transcripts
When meetings and transcripts live in multiple places, knowledge updates lag and customer context gets lost. This automation captures Granola meetings, stores audit-ready files in Amazon S3, and adds AI-enhanced notes to matching customer records in Vitally—so CSMs can review same day.
Granolaor swap with your favorite app
2.Uploads JSON meeting snapshot
Integrate Amazon S3 and object storage to upload a JSON file mapping meeting fields to store a durable meeting snapshot.
Amazon S3or swap with your favorite app
3.Uploads indexable transcript
Integrate Amazon S3 and indexing tools to upload a searchable transcript plus summary to an indexable storage path.
4.Finds matching customer record
Integrate Vitally and customer identifiers to search for the related customer and continue only for qualifying records.
Äußerstor swap with your favorite app
5.Creates customer note with links
Integrieren Sie Vitally and note tools to create a customer note in enhanced content and Amazon S3 attachment links.
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