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If you’ve ever tried to summarize meeting notes, you know it’s a pain. This automation will use OpenAI to generate a summary and action items from your meeting notes. It will then send a WhatsApp message with the generated summary, action items and any unanswered questions based on the meeting notes.
Let's set it up!
First, click the 'Pin it' button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Drive. To make sure you receive a Whatsapp message, you have to authenticate Whatsapp by writing something to the number +1 (707) 267-2626.
Click on the playbook card, and the setup flow will start. You will be asked to enter your meeting notes, it can be a notes in Google Docs. Just paste in the link.
The automation will summarize the meeting notes, create action items for each of the people mentioned and create a summary of any unanswered questions. It will even fix grammar errors while summarizing the notes. Finally, the number that you specify will get a WhatsApp message with all the information.
Find more Google drive automations, Whatsapp automations, OpenAI automations, or connect the combination of both Whatsapp 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 Whatsapp and OpenAI.
Learn more about the awesome sales and prospecting automations and meeting automations solutions available.
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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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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.
You can still run the playbook using email, task, and communication tools.
Yes, you can choose where the report is saved or sent.
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.
