1.Monitor new meeting completion
Integrate Granola and meeting note tools to capture meeting title, AI summary, transcript, and timing from each completed meeting.
Add AI meeting notes to customer record in CRM
Automatically capture AI meeting notes across Granola and CRM systems. Create and attach CRM notes when meeting completed, AI note generated, or transcript ready—so you can archive transcripts, update customer records, and index notes without manual note taking.
How this automation adds meeting context to your CRM
When a new AI meeting note gets completed, delays can leave customer context out of date. This automation captures meeting fields, uploads transcript files, finds the right customer, and creates CRM notes—so your team can log conversations reliably.
Granolaor swap with your favorite app
2.Uploads meeting metadata file
Integrate Amazon S3 and archival storage to upload a JSON file with meeting metadata, summary fields, transcript content, and timestamp.
Amazon S3or swap with your favorite app
3.Uploads search index file
Integrate Amazon S3 and indexing tools to upload a search-friendly index copy that includes metadata and a link to the archive file.
4.Finds matching customer record
Integrate Vitally and customer lookup tools to search by the external identifier from the meeting metadata and return the customer record.
Vitalementor swap with your favorite app
5.Creates CRM note for customer
Integrate Vitally and CRM note tools to create a note with meeting title, AI summary content, and the S3 archive link attached to the customer record.
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