Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
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.
How does this automation work?
How to run the playbook
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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FAQs
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
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