OpenAI
WhatsApp
Workflow Template

Generate summary and action items from meeting notes using OpenAI and send Whatsapp message

This playbook will use OpenAI to generate a summary and action items from meeting notes saved in Google Drive. A WhatsApp message will be sent with the generated summary and action items.
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Generate text from model
Action
Send WhatsApp message
Action

How does this automation work?

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How to run the workflow

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!

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

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.


Step 2: Setup the Playbook and integrate WhatsApp and Google Docs

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.

Step 3: Run the automation to summarize meeting notes with OpenAI to Whatsapp

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.

Run this OpenAI automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate summary and action items from meeting notes using OpenAI and send Whatsapp message
Generate summary and action items from meeting notes using OpenAI and send Whatsapp message
Generate summary and action items from meeting notes using OpenAI and send Whatsapp message
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Both
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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?

Unfortunately, Bardeen is not able to download videos to your computer.

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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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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