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HubSpot
OpenAI
Zoom
playbook Template

Summarize Zoom meeting to HubSpot as a new note

This Playbooks will create a summary and action items of a Zoom meeting and save the details to HubSpot as a new note.

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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This playbook has been deprecated.
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How does this automation work?

When Zoom transcript is available
Trigger
Get text file content
Action
Get summary of a text by OpenAI
Action
Create note in HubSpot
Action
Run this HubSpot automation with Bardeen in minutes.

How to run the playbook

Keeping track of key points after a Zoom meeting can be a headache, especially when details slip through the cracks. This Playbook streamlines the process by automatically generating a concise summary and action items from your Zoom meetings, then saving everything neatly as a new note in HubSpot.

Perfect for ensuring nothing gets lost in post-meeting chaos, it helps you maintain clear communication and follow-ups with your team.

Whether you're managing client expectations or tracking internal projects, this automation ensures your HubSpot records stay organized and up-to-date, without the hassle of manual entry.

Let’s set it up!

Step 1: Integrate HubSpot 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 HubSpot 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.

Remember to “toggle on” the automation.

Step 2: Run the automation to summarize Zoom meeting to HubSpot as a new note

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 summary and action items of a Zoom meeting and save the details to HubSpot as a new note.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Summarize Zoom meeting to HubSpot as a new note
Summarize Zoom meeting to HubSpot as a new note
Summarize Zoom meeting to HubSpot as a new note
Types:
Both
Actions
Triggers
Classify text
Classify text
Action
Create note in HubSpot
Create note in HubSpot
Action
Generate example schedule
Generate example schedule
Action
Extract table from text
Extract table from text
Action
When Zoom transcript is available
When Zoom transcript is available
Trigger
Get HubSpot Product
Get HubSpot Product
Action
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
When HubSpot Deal is created
When HubSpot Deal is created
Trigger
Delete note in HubSpot
Delete note in HubSpot
Action
Get HubSpot Contact
Get HubSpot Contact
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?

Unfortunately, Bardeen is not able to download videos to your computer.

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

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

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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