Generate draft email in Microsoft Outlook with post call action items from Zoom meetings

After a Zoom meeting, it’s easy to lose track of who’s responsible for what. This automation steps in once the meeting wraps up and the transcription is ready. It identifies key action items from the discussion and drafts an email in Microsoft Outlook, ready to send to the recipients you specify.

This helps you avoid the hassle of manually reviewing transcripts and composing follow-up emails. Ideal for keeping your team aligned and ensuring nothing is missed, this Playbook is perfect for project managers who need to send out clear directives or for busy professionals looking to streamline their post-meeting workflows.

By automating the follow-up process, you can keep your focus on the bigger picture without worrying about the details.

Let’s set it up!

Step 1: Integrate Microsoft Outlook 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 Microsoft Outlook 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 specify the Microsoft Outlook recipients for the drafts. 

Remember to “toggle on” the automation.

Step 2: Run the automation to generate draft email in Microsoft Outlook with post call action items from 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 from a Zoom meeting once the meeting has ended and a transcription is available. It will then create a draft email to the recipients you specify in Microsoft Outlook.

‍

‍