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Question

Need help completing multiple Zap automations for meeting prep and follow-up

  • August 21, 2024
  • 1 reply
  • 23 views
K

Okay, I’m obsessed with the concept, idea and even using Zapier. I tinker enough to be dangerous, but I struggle with my efficacy.  Here are my use cases I’ve started building zaps for but have no idea how to actually get them to completion… any ideas??

  1. Meeting Prep Automation part 1: a new calendar invite in google calendars → a new page with meeting information (who with and date) in OneNote + new entry in a google sheets doc for tracking
  2. Meeting Prep Automation Part 2: a bit of an extension of the above… either calendar invite or meeting information OneNote page creation → searching LinkedIn for the ‘who’ of the meeting and summarizing their LinkedIn profile → returning the summarized LinkedIn profile to the OneNote page
  3. Meeting Follow-up Automation: Taking a meeting notes from a page in OneNote → meeting notes summarized, and action items called out in bullets using OpenAI → turning it into a draft follow-up email in Gmail
  4. Email Relevance Automation: Scanning through specific Gmail folders that have already been filtered for sender relevancy for key words in portion of emails → follow links from the key word portion of emails to actual full article → summarize full article into relevant bullets (using OpenAI?) → deposit article link + date of article + summarized bullets into ongoing list in designated OneNote page

Thank you in advance to anyone who feels compelled to jump in on helping me solve some of these… I’m headed back to tinker with them some more to see if I can figure it out :)

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1 reply

SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • 7717 replies
  • August 28, 2024

Hey @Kelsey Bizkit, welcome to the Community! 👋

It’s been a while since you reached out about this, were you since able to get those workflows set up?

If not, can you share some further details and/or screenshots to show where you’re currently at with the set up and any errors you might be seeing? That’ll help to give us a bit more context on what specific areas you’re getting stuck. If you do send over any screenshots please remember to remove/hide any private information (like names, emails, addresses etc.) before sharing.

Looking forward to hearing from you!

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