Automate Your Zoom Meetings: Create Summaries and Outlines Effortlessly

To start automating your Zoom meeting summaries, you’ll need to follow a few straightforward steps to set up your tools and workflow effectively.

Begin by creating a form using Tally, a user-friendly form builder that helps you collect the necessary information. Your form should include fields for: Your email address (the report sender), The date of the meeting, Email addresses of participants who should receive the summary, An option to upload the Zoom transcript file.

Once your form is ready, you can easily share it with your team to gather the required information after each meeting.

After your Zoom meeting, make sure that the cloud recording and auto-transcript features are enabled in your Zoom settings. Once the meeting wraps up, you’ll receive an email notification that the transcript is available. Just download the transcript file, which includes speaker identification and timestamps, and upload it to your Tally form.

With your form set up and the transcript ready, it’s time to configure the automation in Make.com. Here’s how the process works: When the form is submitted, Make.com downloads the uploaded transcript file.

The transcript is sent to ChatGPT, which creates a summary report in markdown format. The markdown report is converted to HTML, making it ready for email. The tool will split the email addresses provided in the form, sending individual emails with the summary to each recipient.

This entire process significantly cuts down on the manual effort typically associated with post-meeting documentation.