OpenAI
Asana
Workflow Template

Generate summary and action items from meeting notes using OpenAI and create Asana task

This playbook will generate a summary and action items from meeting notes using OpenAI and create an Asana task.
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Merge text
Action
Generate text from model
Action
Create Asana task
Action

How does this automation work?

Bardeen's workflow automation harnesses the power of OpenAI to transform your meeting notes into actionable tasks within Asana. In today's fast-paced business environment, having a clear summary of meeting outcomes and action items is essential for maintaining productivity and ensuring team alignment. This playbook is designed to save time by summarizing key points and automatically setting up tasks in Asana, helping teams stay on top of their projects and deliverables.

Here is how this workflow generates summaries and action items from meeting notes, and creates an Asana task:

  • Step 1: Merge meeting notes - This step combines your meeting notes into a single text block, preparing it for processing by OpenAI. This allows for a cohesive summary to be generated.
  • Step 2: Generate summary with OpenAI - OpenAI's powerful language models are used to generate a clear and concise summary of the meeting notes, along with defined action items. The temperature setting ensures that the generated text is coherent and focused.
  • Step 3: Create Asana task - With the summary and action items now prepared, a new task is created in Asana. You will specify the task name and the project it belongs to, ensuring the information is organized correctly within your workflow management tool.
Run this Asana automation with Bardeen in minutes.

How to run the workflow

More often than not, post-meeting notes often become a dumping ground for everything that was said, which makes them hard to reference later. This playbook will help you automatically generate a summary of meeting notes and create an Asana task with the action items, allowing for clearer communication and even better followup.

Let's set it up!

Step 1: Set up the playbook.

Click the 'Pin it' button at the top of this page to get this Playbook saved to your Playbooks. Bardeen will ask you to integrate Asana, if you haven't done so already.

Bardeen will also ask you to enter your meeting notes.


Step 2: Run the automation to summarize meeting notes using OpenAI and create Asana task

After each meeting, un the playbook and add your meeting notes. The automation will generate a summary and create an Asana task with the action items.

It will summarize the information, create action items based on the meeting notes and also add a section with any unanswered questions. It will even fix any grammar errors while doing these tasks! Finally, the automation will create an Asana task and attach all the information to the description.

Locate additional integration choices for Asana automations, Google Drive integrations, and OpenAI integrations, or connect the combination of both Asana and Google Drive or customize the playbook to better align with your personalized workflow.

Also, seek out additional integration options for both Google Drive and OpenAI integrations or both Asana and OpenAI.

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

Run this Asana automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate summary and action items from meeting notes using OpenAI and create Asana task
Generate summary and action items from meeting notes using OpenAI and create Asana task
Generate summary and action items from meeting notes using OpenAI and create Asana task
Types:
Both
Actions
Triggers
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Action
Move Asana task
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Action
Get text corrected by OpenAI (German)
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Action
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Find Asana projects
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Meetings: Is there a playbook to record and summarize meetings?

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