Overview
Workflows handle the boring stuff after your meetings end. Instead of manually sending summaries, updating your CRM, or creating follow-up tasks, we’ll do it all for you automatically. Here’s how it works: Choose a trigger (when to run) → Pick actions (what to do) → Sit back and let automation handle it.Triggers
When workflows start running:
Recording Ended
- Runs automatically when your meeting finishes processing
- Great for things you want to happen right after every meeting
Tag Added
- Kicks in when you add certain tags to your notes
- Perfect for different types of meetings (sales calls, standups, client meetings)
Actions
What workflows can do for you:
Filter (by tags)
- Check if notes have certain tags before doing anything else
- Make sure workflows only run when they should
- Example: Only send sales summaries for meetings tagged “sales-call”
Post Message to Channel (Slack)
- Send meeting summaries to Slack channels automatically
- Customize how the message looks and what it says
- Pick different channels for different types of meetings
Create Notion Page (or add database row)
- Create new pages in Notion with your meeting summaries
- Add rows to your existing Notion databases
- Great for keeping team knowledge organized and tracking projects
Send Email to Attendees
- Email meeting summaries to everyone who attended
- Include the important stuff: key points, action items, and next steps
- No more manually writing follow-up emails
Advanced Usage
Extend your workflows beyond built-in actions:Webhooks
More details about webhooks can be found here.- Set up custom webhooks to connect with any system you use
- Send meeting data to your own tools
- Build integrations for whatever workflow you need
Zapier Integration
You can integrate with Zapier at Settings > Integrations > Zapier.- Connect with thousands of apps through Zapier
- Create multi-step automations that do several things at once
- Examples: Make Trello cards, update Google Sheets, post to multiple platforms
Best Practices
Make your workflows work better:- Start simple with just one action per workflow
- Test them on old meetings before using them for real
- Use specific tags so workflows know when to run
- Set up different workflows for different types of meetings
FAQs
How do I create my first workflow?
How do I create my first workflow?
Go to Workflows → ”+ New”. Choose your trigger (recording ended or tag added), add actions like posting to Slack or emailing attendees, then save and activate.
Can workflows run for all my meetings?
Can workflows run for all my meetings?
Yes, use the “recording ended” trigger without filters to run workflows for
every meeting. Or use tag filters to run only for specific meeting types.
Can I test workflows before using them?
Can I test workflows before using them?
Yes, you can test workflows on existing notes to see how they work before
activating them for future meetings.
How many actions can I add to one workflow?
How many actions can I add to one workflow?
You can add multiple actions to a single workflow. They’ll run in sequence, so
you can post to Slack, email attendees, and create Notion pages all at once.
Do workflows work with team meetings?
Do workflows work with team meetings?
Yes, workflows can run on any meeting you have access to, including team
meetings and shared notes based on your permissions.
Can I use workflows with custom templates?
Can I use workflows with custom templates?
Absolutely! Workflows use your selected templates when generating summaries
for Slack messages, emails, and other actions.
What is the difference between webhooks and Zapier?
What is the difference between webhooks and Zapier?
Webhooks send data directly to custom endpoints you specify, while Zapier provides pre-built connections to thousands of popular apps and services.
What’s next
- Custom templates to format your automated messages
- Team collaboration for shared workflow management
- Integrations to connect more tools