Generate tasks in Airtable after Zoom meeting

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.

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