Salesforce + Zoom + ChatGPT
Create meeting notes in Salesforce with Zoom and ChatGPT
Maximize the efficiency of your meeting documentation with this Zap template, which leverages both Zoom and ChatGPT to enhance note-taking in Salesforce. When a new meeting summary is generated in Zoom, this trigger initiates a conversation in ChatGPT to refine and expand on the summary details. Subsequently, the enhanced summary is automatically logged as a note in Salesforce. This integration ensures that all meeting details are comprehensively captured and readily available in your CRM, streamlining collaboration and follow-up actions.
Maximize the efficiency of your meeting documentation with this Zap template, which leverages both Zoom and ChatGPT to enhance note-taking in Salesforce. When a new meeting summary is generated in Zoom, this trigger initiates a conversation in ChatGPT to refine and expand on the summary details. Subsequently, the enhanced summary is automatically logged as a note in Salesforce. This integration ensures that all meeting details are comprehensively captured and readily available in your CRM, streamlining collaboration and follow-up actions.
- When this happens...New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
- automatically do this...Conversation
Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
- then do this!Create Note
Creates a new note and links it to a parent record
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