Create records in Customer Pulze when new meeting notes are captured in Read AI
Make your workflow more efficient with this seamless connection between Read AI and Customer Pulze. When you add new meeting notes in Read AI, a record is instantly created in Customer Pulze using its experimental AI feature. This automation ensures that your key details are transferred accurately, saving you the manual effort and enhancing your data-led strategies.
Make your workflow more efficient with this seamless connection between Read AI and Customer Pulze. When you add new meeting notes in Read AI, a record is instantly created in Customer Pulze using its experimental AI feature. This automation ensures that your key details are transferred accurately, saving you the manual effort and enhancing your data-led strategies.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Record With AI (Experimental)
Creates a new record using AI to process and clean the input data
- Free forever for core features
- 14 day trial for premium features & apps
New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItRaw DataRequired
WorkspaceRequired
AI Instructions
WorkspaceRequired
Record NameRequired
Content
Notes
People