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

How does this automation work?

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.
Run this Coda automation with Bardeen in minutes.

How to run the workflow

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
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Rank items from criteria
Action
Generate essay from prompt
Generate essay from prompt
Action
Find Coda docs
Find Coda docs
Action
Generate image from text
Generate image from text
Action
Generate question answer
Generate question answer
Action
When Google Drive file is created
When Google Drive file is created
Trigger
List entities and types
List entities and types
Action
Create Google Drive folder
Create Google Drive folder
Action
When Google Drive file is modified
When Google Drive file is modified
Trigger
Extract table from text
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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?

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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

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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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