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OpenAI
Pipedrive
Zoom
playbook Template

Summarize Zoom meeting to Pipedrive as a new note

This Playbook will summarize a Zoom call and save the summary as a note in Pipedrive, when the meeting ends.

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

How to run the playbook

After a Zoom call, sifting through notes to capture important action items can be time-consuming and lead to missed details. This Playbook addresses that by automatically summarizing your Zoom meeting and saving the summary as a note in Pipedrive once the meeting ends.

This is ideal for sales teams tracking customer conversations or project managers needing quick access to key points from team meetings. Instead of manually transcribing call highlights or forgetting crucial follow-up tasks, the automation ensures everything is neatly captured and stored in Pipedrive.

With this tool, your notes are ready to go right after the call, allowing you to stay organized, focus on next steps, and never miss important information again.

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.

Remember to “toggle on” the automation.

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

Run this OpenAI automation with Bardeen in minutes.

Available actions & triggers

Apps:
Summarize Zoom meeting to Pipedrive as a new note
Summarize Zoom meeting to Pipedrive as a new note
Summarize Zoom meeting to Pipedrive as a new note
Types:
Both
Actions
Triggers
Find Zoom meetings
Find Zoom meetings
Action
Create question generated by OpenAI
Create question generated by OpenAI
Action
Generate example schedule
Generate example schedule
Action
Extract keywords from text
Extract keywords from text
Action
Create instant Zoom meeting
Create instant Zoom meeting
Action
Generate formatted text
Generate formatted text
Action
Update Pipedrive person
Update Pipedrive person
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Generate essay from prompt
Generate essay from prompt
Action
Generate text from model
Generate text from model
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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