Create & send client session summaries from Zoom meetings via Gmail and Airtable
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 t...
Template notes
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 Airtable base, table People, by full name.
5) Send a personalized Gmail to the client with all extracted details.
6) Create a new record in your Sessions table in Airtable, linking back to that client.