Google DriveOpenAIPipedrive
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.
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Merge text
Action
Generate text from model
Action
Create Pipedrive note
Action
Merge text
Action
Generate text from model
Action
Create Pipedrive note
Action

How does this automation work?

Run this Google Drive automation with Bardeen in minutes.

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.

Run this Google Drive automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
Types:
Both
Actions
Triggers
Extract keywords from text
Extract keywords from text
Action
Generate formatted text
Generate formatted text
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Analyze sentiment
Analyze sentiment
Action
Create Google Drive folder
Create Google Drive folder
Action
Find Pipedrive person
Find Pipedrive person
Action
Generate song from text
Generate song from text
Action
List entities and types
List entities and types
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Generate question answer
Generate question answer
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.

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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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Google Drive
Google Drive
OpenAI
OpenAI
Pipedrive
Pipedrive
This is some text inside of a div block.
Autobook Icon
Google Drive
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
OpenAI
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
Pipedrive
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization
This is some text inside of a div block.
Generate summary and action items from meeting notes using OpenAI and create Pipedrive note to organization

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.

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.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

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Last update:
January 31, 2024
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