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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
Update email labels
Update email labels
Action
When email is received
When email is received
Trigger
Create OpenAI composed email from text
Create OpenAI composed email from text
Action
When email is starred
When email is starred
Trigger
When Zoom cloud recording becomes available
When Zoom cloud recording becomes available
Trigger
Create Zoom meeting
Create Zoom meeting
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Delete email
Delete email
Action
When email received
When email received
Trigger
Archive email
Archive email
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

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

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

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”.

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/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

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.

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