Integrations used
Time saving
6 min
Action
Generate
description
This playbook will generate a summary and action items from meeting notes using OpenAI and create a Pipedrive note to the organization.
Workflow Template
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
This playbook will generate a summary and action items from meeting notes using OpenAI and create a Pipedrive note to the organization.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Install the Chrome extension for free.
Merge text
Action
Generate text from model
Action
Create Pipedrive note
Action
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How does this automation work?
How to run the workflow
If you need a quick, reliable way to generate meeting summaries with action items, this automation is for you. It takes meeting notes as input and uses OpenAI to generate a summary and action items. The automation will then create a Pipedrive note and attach it to the organization.
Let's set it up!
Step 1: Pin the playbook
To get started, click the 'Pin it' button at the top of this page. You will be redirected to install the Bardeen browser extension if you don't have it already. Bardeen will also prompt you to integrate Google Drive and Pipedrive.
Step 2: Set up and integrate Pipedrive
Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.
Once you have the extension installed and the integrations set up, click on the playbook card and enter your meeting notes.
Next, specify the Pipedrive organization to which you want to attach the note.
Step 3: Run the playbook to generate summary from meeting notes and create Pipedrive note
Finally, click 'Run Playbook' and Bardeen will generate the summary and action items from the meeting notes in your Google Drive file.
The automation will create a Pipedrive note and attach it to the corresponding organization. The note will contain a summary of the meeting, action items, and any unanswered questions from the meeting notes.
Locate additional integration choices for Pipedrive integrations, Google Drive integrations, and OpenAI integrations, or connect the combination of both Pipedrive 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 Pipedrive and OpenAI integrations.
Learn more about the awesome personal productivity automations, sales and prospecting automations and meeting automations solutions available.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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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.