Generate summary and action items from meeting notes on Google Doc using OpenAI and send Slack message

This automation will take meeting notes from a Google Drive file and generate a summary and action items using OpenAI. The generated summary and action items will be sent in a Slack message.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Generate text from model
Action
Send Slack message
Action
Steps:

Bardeen's playbook leverages OpenAI to transform your meeting notes into succinct summaries and actionable tasks, then communicates them directly to your team via Slack. In today's fast-paced business environment, ensuring that meeting outcomes are clearly communicated is essential for maintaining productivity and alignment. This workflow not only saves time by automating the process of summarization but also ensures that no action item gets overlooked by promptly updating your team.

Here's how this workflow generates summaries and action items and sends them to Slack:

  • Step 1: Merge meeting notes text - Begin by combining your meeting notes into a single text string that clearly states the purpose: to create a quick summary including action items.
  • Step 2: Generate summary with OpenAI - Using OpenAI, the merged text is processed to produce a coherent summary and list of action items, with a specified level of creativity controlled by the temperature setting.
  • Step 3: Send Slack message - Finally, the generated summary and action items are sent as a message to a chosen Slack channel or user, ensuring your team stays informed and aligned on next steps.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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