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OpenAI
Pipedrive
Zoom
playbook Template

Generate tasks in Pipedrive after a Zoom meeting

This automation will create a note in Pipedrive with action items from a Zoom meeting, once the meeting is over.

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 Pipedrive note
Action
Run this OpenAI automation with Bardeen in minutes.

How to run the playbook

Sorting through Zoom meeting notes to identify action items can be a real drain on your time, especially when you’re juggling multiple tasks. This automation takes care of that by creating a detailed note in Pipedrive with key action items as soon as the Zoom meeting wraps up.

Whether you're managing follow-ups or tracking team responsibilities, this tool ensures you don’t lose track of what needs to happen next. No more scrambling through meeting recordings or manually typing out notes—your action items will be captured and organized in Pipedrive for easy access.

With this streamlined solution, you’ll stay on top of tasks and ensure nothing slips through the cracks, making your post-meeting workflow much more efficient.fter a meeting—let this Playbook handle it for you.

Let’s set it up!

Step 1: Integrate Pipedrive and Zoom

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 Pipedrive and Zoom.

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 Pipedrive database for the tasks. If you want to leave one of the fields out, you can just skip it.

Remember to toggle on the Autobook.

Step 2: Run the automation to generate tasks in Pipedrive after a 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 a task in Pipedrive with action items from a Zoom meeting, once the meeting is over.

Run this OpenAI automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate tasks in Pipedrive after a Zoom meeting
Generate tasks in Pipedrive after a Zoom meeting
Generate tasks in Pipedrive after a Zoom meeting
Types:
Both
Actions
Triggers
Create instant Zoom meeting
Create instant Zoom meeting
Action
Find Pipedrive note
Find Pipedrive note
Action
Create Zoom meeting
Create Zoom meeting
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
Create Pipedrive person
Create Pipedrive person
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Find Pipedrive lead
Find Pipedrive lead
Action
Update an organization in Pipedrive
Update an organization in Pipedrive
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Get answers about a paragraph from OpenAI
Get answers about a paragraph from OpenAI
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.

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Google Sheets: What is the best way to export data to Google Sheets?

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Meetings: Is there a playbook to record and summarize meetings?

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