Integrations used
Time saving
6 min
Action
Generate
description
This playbook will generate a summary and action items from meeting notes using OpenAI and create an Asana task.
playbook Template
Generate summary and action items from meeting notes using OpenAI and create Asana task
This playbook will generate a summary and action items from meeting notes using OpenAI and create an Asana task.
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?
Generate text from model
Action
Create Asana task
Action
Bardeen's workflow automation harnesses the power of OpenAI to transform your meeting notes into actionable tasks within Asana. In today's fast-paced business environment, having a clear summary of meeting outcomes and action items is essential for maintaining productivity and ensuring team alignment. This playbook is designed to save time by summarizing key points and automatically setting up tasks in Asana, helping teams stay on top of their projects and deliverables.
Here is how this workflow generates summaries and action items from meeting notes, and creates an Asana task:
- Step 1: Merge meeting notes - This step combines your meeting notes into a single text block, preparing it for processing by OpenAI. This allows for a cohesive summary to be generated.
- Step 2: Generate summary with OpenAI - OpenAI's powerful language models are used to generate a clear and concise summary of the meeting notes, along with defined action items. The temperature setting ensures that the generated text is coherent and focused.
- Step 3: Create Asana task - With the summary and action items now prepared, a new task is created in Asana. You will specify the task name and the project it belongs to, ensuring the information is organized correctly within your workflow management tool.
How to run the playbook
More often than not, post-meeting notes often become a dumping ground for everything that was said, which makes them hard to reference later. This playbook will help you automatically generate a summary of meeting notes and create an Asana task with the action items, allowing for clearer communication and even better followup.
Let's set it up!
Step 1: Set up the playbook.
Click the 'Pin it' button at the top of this page to get this Playbook saved to your Playbooks. Bardeen will ask you to integrate Asana, if you haven't done so already.
Bardeen will also ask you to enter your meeting notes.
Step 2: Run the automation to summarize meeting notes using OpenAI and create Asana task
After each meeting, un the playbook and add your meeting notes. The automation will generate a summary and create an Asana task with the action items.
It will summarize the information, create action items based on the meeting notes and also add a section with any unanswered questions. It will even fix any grammar errors while doing these tasks! Finally, the automation will create an Asana task and attach all the information to the description.
Locate additional integration choices for Asana automations, Google Drive integrations, and OpenAI integrations, or connect the combination of both Asana and Google Drive or customize the playbook to better align with your personalized workflow.
Also, seek out additional integration options for both Google Drive and OpenAI integrations or both Asana and OpenAI.
Learn more about the awesome personal productivity automations, product development integrations, and meeting automations solutions available.
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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
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Please follow the following steps to edit an action in a Playbook or Autobook.
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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.