Generate tasks in Notion after Zoom meetings

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.

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