Generate tasks in Google Sheets after Zoom meeting
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How does this automation work?
How to run the playbook
Keeping track of tasks after a Zoom meeting can be a hassle, especially when you're juggling multiple responsibilities. This Playbook makes it easy by capturing action items directly from your Zoom meeting and organizing them in a Google Sheet.
Once the meeting is over and the transcript is available, the Playbook extracts the key tasks, adds them to a new row in your chosen Google Sheet, and includes the meeting link and date for quick reference.
Perfect for busy teams who need to stay on top of action items without spending time on manual data entry, or for anyone looking to streamline their post-meeting workflow, this automation helps ensure nothing falls through the cracks while giving you a clear record of what needs to be done.
Let’s set it up!
Step 1: Create your Google Sheet
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 Sheets and Zoom.
You need to create a Google Sheets spreadsheet 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.
Remember to “toggle on” the automation.
Step 2: Run the automation to generate tasks in Google Sheets 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 Google Sheet, along with the meeting link and date.
Your proactive teammate — doing the busywork to save you time
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FAQs
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.