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Google Mail
OpenAI
Zoom
playbook Template

Generate draft email in Gmail with post call action items from Zoom meetings

This automation will create action items from a Zoom meeting once the meeting has ended and a transcript is available. It will then create a draft email in Gmail to the recipients you specify.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

When Zoom transcript is available
Trigger
Get text file content
Action
Find email addresses in text (string)
Action
List action items
Action
Merge text
Action
Create draft email
Action
Run this Google Mail automation with Bardeen in minutes.

How to run the playbook

Struggling to capture key takeaways from Zoom meetings and quickly share them with your team? This automation steps in to streamline the process. After your Zoom meeting ends and the transcript is ready, it automatically generates action items, making sure nothing slips through the cracks. Next, it crafts a draft email in Gmail, addressing the recipients you specify.

Whether you’re juggling multiple projects or simply need to ensure timely follow-up, this automation saves time and reduces the risk of missing important tasks.

Perfect for teams that rely on seamless communication and accurate task delegation, this Playbook transforms post-meeting chaos into organized action.

Let’s set it up!

Step 1: Integrate Gmail and Zoom

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail and Zoom.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card.

You will need to specify the Gmail recipients for the drafts. 

Remember to “toggle on” the automation.

Step 2: Run the automation to generate draft email in Gmail with post call action items from Zoom meetings

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the autobook, it will create action items from a Zoom meeting once the meeting has ended and a transcript is available. It will then create a draft email in Gmail to the recipients you specify.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate draft email in Gmail with post call action items from Zoom meetings
Generate draft email in Gmail with post call action items from Zoom meetings
Generate draft email in Gmail with post call action items from Zoom meetings
Types:
Both
Actions
Triggers
Create instant Zoom meeting
Create instant Zoom meeting
Action
Correct grammar in text
Correct grammar in text
Action
Get meeting recording
Get meeting recording
Action
List action items
List action items
Action
Find emails
Find emails
Action
Create OpenAI composed email from text
Create OpenAI composed email from text
Action
Get text corrected by OpenAI (German)
Get text corrected by OpenAI (German)
Action
Forward email
Forward email
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
Generate example schedule
Generate example schedule
Action
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FAQs

Tables: Is it possible to save data from a Table to a CSV file?

This is possible! Edit your automation and add the "Convert table to CSV" action on the end.‍‍ You should get the CSV once you run the playbook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks: My shared playbook is not updating, how can I share an updated version?

For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. ‍To do this: ‍1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

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