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n8n templateFreeBy LuisBetancourt.co

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...

DevelopmentCore NodesCommunicationHITLSticky NoteGmail TriggerFunctionIf
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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.