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Airtable
OpenAI
Zoom
playbook Template

Generate tasks in Airtable after Zoom meeting

This Playbook will create action items of a Zoom meeting and save the tasks to a new row in your specified Airtable, along with the meeting link and date.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

How does this automation work?

When Zoom transcript is available
Trigger
Get text file content
Action
Extract tasks from description
Action
Merge text
Action
Add data to Airtable
Action
Run this Airtable automation with Bardeen in minutes.

How to run the playbook

Tracking tasks after a Zoom meeting can be tedious, especially when details slip through the cracks. This Playbook simplifies that by automatically extracting key action items from your Zoom meeting once it's over.

Once the meeting has ended and the transcription is available, the Playbook identifies action items, then saves them as new rows in your specified Airtable. Along with the action items, the meeting link and date are also recorded, making it easy to reference the context later.

This setup is ideal for teams managing multiple projects who need to ensure all tasks are accounted for, and for professionals who want to streamline their post-meeting workflow. By automating the follow-up process, you can focus more on getting things done, without worrying about what might have been missed.

Let’s set it up!

Step 1: Create your Airtable

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 Airtable and Zoom.

You need to create an Airtable to save the tasks into.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card.

You will need to map the fields from Zoom to your Airtable for the tasks. If you want to leave one of the fields out, you can just skip it.

Step 2: Run the automation to generate tasks in Airtable after Zoom meeting

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the autobook, it will create action items of a Zoom meeting and save the tasks to a new row in your specified Airtable, along with the meeting link and date.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate tasks in Airtable after Zoom meeting
Generate tasks in Airtable after Zoom meeting
Generate tasks in Airtable after Zoom meeting
Types:
Both
Actions
Triggers
Delete Zoom meeting
Delete Zoom meeting
Action
Analyze sentiment
Analyze sentiment
Action
Get Airtable table
Get Airtable table
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Create song with OpenAI
Create song with OpenAI
Action
Generate essay from prompt
Generate essay from prompt
Action
Find Zoom meetings
Find Zoom meetings
Action
Get values from Airtable table
Get values from Airtable table
Action
Generate example schedule
Generate example schedule
Action
Extract tasks from description
Extract tasks from description
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.

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

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

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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