OpenAI
Slack
Workflow Template

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.
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Generate text from model
Action
Send Slack message
Action

How does this automation work?

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.
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How to run the workflow

I know that going through meeting notes can be a real drag for most people. But guess what? There's now a super easy way to get a summary of the meeting and a list of action items, thanks to OpenAI's automation. And the best part? You'll receive the summary and action items in a Slack message. No more having to go through pages of notes to make sense of everything!

Here’s how to set it up:

Step 1: Pin the playbook and integrate Slack and Google Drive

First, click the 'Pin it' button at the top of this page to save this automation. You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Slack and Google Drive.

Step 2: Run the playbook

Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.

Run the playbook and enter your meeting notes. The playbook will send them to OpenAI for processing. OpenAI will summarize the notes taken, create action items, separate any unanswered questions and fix grammar errors.

The generated summary and action items will be sent in a Slack message. You can specify any channel or user as the recipient in Slack.

Identify further integration options for Slack automations, Google Drive integrations, and OpenAI integrations, or connect the combination of both Slack 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 Slack and OpenAI.

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

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Available actions & triggers

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

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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

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