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Microsoft Outlook Mail
OpenAI
Zoom
playbook Template

Generate draft email in Microsoft Outlook 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 transcription is available. It will then create a draft email to the recipients you specify in Microsoft Outlook.

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 Microsoft Outlook email draft
Action
Run this Microsoft Outlook Mail automation with Bardeen in minutes.

How to run the playbook

After a Zoom meeting, it’s easy to lose track of who’s responsible for what. This automation steps in once the meeting wraps up and the transcription is ready. It identifies key action items from the discussion and drafts an email in Microsoft Outlook, ready to send to the recipients you specify.

This helps you avoid the hassle of manually reviewing transcripts and composing follow-up emails. Ideal for keeping your team aligned and ensuring nothing is missed, this Playbook is perfect for project managers who need to send out clear directives or for busy professionals looking to streamline their post-meeting workflows.

By automating the follow-up process, you can keep your focus on the bigger picture without worrying about the details.

Let’s set it up!

Step 1: Integrate Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook recipients for the drafts. 

Remember to “toggle on” the automation.

Step 2: Run the automation to generate draft email in Microsoft Outlook 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 transcription is available. It will then create a draft email to the recipients you specify in Microsoft Outlook.

Run this Microsoft Outlook Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate draft email in Microsoft Outlook with post call action items from Zoom meetings
Generate draft email in Microsoft Outlook with post call action items from Zoom meetings
Generate draft email in Microsoft Outlook with post call action items from Zoom meetings
Types:
Both
Actions
Triggers
Create question generated by OpenAI
Create question generated by OpenAI
Action
Create instant Zoom meeting
Create instant Zoom meeting
Action
Generate text from model
Generate text from model
Action
Extract tasks from description
Extract tasks from description
Action
Classify text
Classify text
Action
Generate image from text
Generate image from text
Action
Analyze sentiment
Analyze sentiment
Action
Create OpenAI composed email from text
Create OpenAI composed email from text
Action
Find emails
Find emails
Action
Find emails in Microsoft Outlook
Find emails in Microsoft Outlook
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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