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Notion
OpenAI
Zoom
playbook Template

Generate tasks in Notion after Zoom meetings

This Playbook will create action items of a Zoom meeting and save the tasks to a new page in your specified Notion Database, 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.

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How does this automation work?

When Zoom transcript is available
Trigger
Get text file content
Action
Extract tasks from description
Action
Merge text
Action
Create Notion page
Action
Run this Notion automation with Bardeen in minutes.

How to run the playbook

Streamlining post-meeting follow-ups can be a headache, especially when manually tracking action items and ensuring that nothing falls through the cracks. This Playbook helps you efficiently manage your Zoom meeting action items by automating the entire process. It captures the key tasks discussed, organizes them in a new page within your specified Notion Database, and includes crucial details like the meeting link and date.

This means your team stays on the same page without the hassle of redundant data entry or missed tasks.

Whether you're handling project updates or planning sessions, this Playbook ensures that your post-meeting action items are documented and accessible, allowing you to focus on execution rather than administrative overhead.

Let’s set it up!

Step 1: Create your Notion database

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 Notion and Zoom.

You need to create a Notion database 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 Notion database 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 Notion after Zoom meetings

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 page in your specified Notion Database, along with the meeting link and date.

Run this Notion automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate tasks in Notion after Zoom meetings
Generate tasks in Notion after Zoom meetings
Generate tasks in Notion after Zoom meetings
Types:
Both
Actions
Triggers
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
When Notion page is created or updated
When Notion page is created or updated
Trigger
Get text corrected by OpenAI (English)
Get text corrected by OpenAI (English)
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
Find Zoom link
Find Zoom link
Action
When Notion database record is added or updated
When Notion database record is added or updated
Trigger
Generate essay from prompt
Generate essay from prompt
Action
Extract table from text
Extract table from text
Action
Get meeting recording
Get meeting recording
Action
Extract keywords from text
Extract keywords from text
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?

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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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