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Create & Send Client Session Summaries from Zoom Meetings via Gmail and Airtable

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Description Whenever a Zoom “Meeting assets” email arrives in your Gmail inbox, this workflow will: 1) Trigger on new Gmail messages filtered by the subject “Meeting assets”. 2) Extract from the email (HTML or plain text): 3) Type of session (e.g. “1 hour”, “2 hours”, or “exploratory call”). Client’s full name. Session date & time (from the GMT… timestamp). Duration (HH:MM:SS). Recording link. Quick summary. Detailed summary. List of next steps. 4) Lookup the client in your Master Ai

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Independent

Category

engineering

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