Who is this workflow for? Streamline your project management and meeting workflows by leveraging an AI-powered agent that automates task management. This workflow analyzes meeting transcripts, generates actionable tasks in Airtable, and schedules necessary follow-ups, enhancing productivity and ensuring no task is overlooked..

What does this workflow do?

  • Webhook Integration:
  • Set up a webhook in n8n to listen for meeting completion events from Fireflies.
  • This webhook acts as the trigger, initiating the workflow once a meeting concludes.
  • Retrieve Meeting Content:
  • Use GraphQL API requests to extract meeting details, including transcripts and participant information, from Fireflies.
  • Ensure secure access by authenticating requests with Bearer tokens.
  • AI Processing Setup:
  • Configure system messages for the AI model to process the meeting transcripts.
  • Connect to an AI chat model, such as OpenAI’s GPT, to analyze the transcripts and identify key action items.
  • Task Creation Logic:
  • Generate structured tasks based on the AI’s analysis.
  • Populate these tasks in Airtable, capturing all necessary details for each action item.
  • Client Notifications:
  • Utilize an email node within n8n to send notifications to clients, informing them of their assigned tasks.
  • Ensure that each communication is tailored to the specific client and their responsibilities.
  • Scheduling Follow-Up Calls:
  • If follow-up meetings are required, automatically create Google Calendar events.
  • Populate these events with relevant details from the original meeting to provide context for future discussions.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automatically convert meeting discussions into structured tasks, saving time and reducing manual effort.
  • Accuracy: Minimize human error by relying on AI to accurately capture and assign action items.
  • Organization: Keep all tasks centralized in Airtable, facilitating easy tracking and management.
  • Timely Follow-ups: Ensure that necessary follow-up actions are scheduled promptly, maintaining project momentum.

👨‍💻 Who is This Workflow For?

This workflow is ideal for project managers, team leaders, and business owners who want to enhance productivity during meetings. It is particularly beneficial for those who need to efficiently convert meeting conversations into actionable items and maintain organized task management.

🎯 Use Cases

  1. Project Tracking: Automatically generate and assign tasks from team meetings, ensuring all project aspects are covered and tracked.
  2. Client Management: Convert client discussions into actionable tasks, keeping clients informed and accountable for their responsibilities.
  3. Meeting Documentation: Maintain comprehensive records of meeting outcomes and follow-up actions without manual note-taking.

TL;DR

This workflow leverages n8n, Fireflies, and Airtable to create an intelligent agent that automates the management of meeting tasks. By analyzing transcripts, generating and assigning tasks, and scheduling follow-ups, it ensures efficient project management and effective communication, allowing teams to focus on what truly matters.

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