Generate summary and action items from meeting notes using OpenAI and send Whatsapp message
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.
How does this automation work?
How to run the playbook
If you’ve ever tried to summarize meeting notes, you know it’s a pain. This automation will use OpenAI to generate a summary and action items from your meeting notes. It will then send a WhatsApp message with the generated summary, action items and any unanswered questions based on the meeting notes.
Let's set it up!
Step 1: Pin the playbook and integrate Google Drive and Whatsapp
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 Google Drive. To make sure you receive a Whatsapp message, you have to authenticate Whatsapp by writing something to the number +1 (707) 267-2626.
Step 2: Setup the Playbook and integrate WhatsApp and Google Docs
Click on the playbook card, and the setup flow will start. You will be asked to enter your meeting notes, it can be a notes in Google Docs. Just paste in the link.
Step 3: Run the automation to summarize meeting notes with OpenAI to Whatsapp
The automation will summarize the meeting notes, create action items for each of the people mentioned and create a summary of any unanswered questions. It will even fix grammar errors while summarizing the notes. Finally, the number that you specify will get a WhatsApp message with all the information.
Find more Google drive automations, Whatsapp automations, OpenAI automations, or connect the combination of both Whatsapp 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 Whatsapp and OpenAI.
Learn more about the awesome sales and prospecting automations and meeting automations solutions available.
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FAQs
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