Google Drive
OpenAI
Coda
playbook Template

Generate summary and action items from meeting notes in Google Doc using OpenAI and create Coda task

This automation summarizes meeting notes, creates tasks in Coda for action items and unanswered questions.

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?

Find Google Drive file or folder
Action
Merge text
Action
Generate text from model
Action
Add data to Coda table
Action

Bardeen connects Google Drive, OpenAI, and Coda to automate the process of summarizing your meeting notes and creating actionable tasks. This Playbook will scan your meeting notes in Google Drive, generate a summary and action items using OpenAI, and then create a task in Coda with this information. This can help you streamline your meeting follow-ups, ensure important tasks are not overlooked, and enhance your productivity.

Here is how this workflow works:

  1. Find Google Drive File: The first step is to find the Google Drive file or folder that contains your meeting notes. You will need to input the name of the file or folder you are looking for in Google Drive. This ensures that the correct document is used for the following steps.
  2. Merge Text: This step involves merging the text of your meeting notes. The text will be merged using the phrase "Create a quick summary of my meeting notes and include action items..." to ensure that the summary and action items are clearly identified for the next steps.
  3. Generate Text from Model: The OpenAI model is leveraged to generate a summary and action items from your meeting notes. The text generated by OpenAI is based on the merged text from the previous step, ensuring that the output is a concise summary with clear action items.
  4. Add Data to Coda Table: Finally, the summary and action items generated by OpenAI are added to a Coda table. You will need to specify the Coda document and table where the information should be added. This ensures that the summary and action items are easily accessible and actionable in your workflow.
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How to run the playbook

Summarizing meeting notes and turn action items in tasks in Coda can be a tedious task.

However, this automation utilizes OpenAI to generate a summary, action items, and unanswered questions from your meeting notes. The generated summary and action items will be created as tasks in Coda.

Let's set it up!

Step 1: Pin the playbook and integrate Google Drive and Coda

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 Google Drive and Coda.

Step 2: Setup the Playbook

Click on the playbook card, and the setup flow will start. You will be asked to enter your meeting notes

The automation will summarize the meeting notes, create action items for each of the people mentioned and create a summary of any unanswered questions. It will even fix grammar errors while summarizing the notes. Finally, we'll create a Coda task for you with the summarized meeting notes.

Explore more integration alternatives for Coda integrations, OpenAI integrations, Google Drive integrations or the integration of both OpenAI and Coda, or adapt the playbook to better suit your individualized workflow preferences.

Also, find additional integration choices for the integration of both OpenAI and Google Drive or integration of both Coda and Google Drive.

Learn more about the awesome personal productivity automations, product development integrations, and meeting automations solutions available.

Run this Coda automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate summary and action items from meeting notes in Google Doc using OpenAI and create Coda task
Generate summary and action items from meeting notes in Google Doc using OpenAI and create Coda task
Generate summary and action items from meeting notes in Google Doc using OpenAI and create Coda task
Types:
Both
Actions
Triggers
Generate formatted text
Generate formatted text
Action
Generate style-matching tweet
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Action
Find Google Drive file or folder
Find Google Drive file or folder
Action
Extract keywords from text
Extract keywords from text
Action
Generate example schedule
Generate example schedule
Action
List entities and types
List entities and types
Action
Generate joke from text
Generate joke from text
Action
Download Google Drive file
Download Google Drive file
Action
Generate email from prompt
Generate email from prompt
Action
Classify text
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Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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