Generate tasks in Google Sheets after Zoom meeting

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.

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