What can you do with Zapier?

When you integrate Callabo with Zapier, you can implement various automation scenarios triggered by meeting minutes creation.

• Automatically update customer information in Salesforce when meeting minutes are created
• Create action items derived from meetings as tasks in project management tools (Asana, Jira, etc.)
• Automatically share meeting minutes in the team’s Slack channel
• Send email notifications to specific personnel when meetings include important keywords

By using Zapier, companies can customize complex workflows tailored to their specific needs and requirements.

What data is transmitted from Callabo to Zapier?

Once a meeting is saved in Callabo and the summary is completed, the following data is sent to Zapier:

• Paragraph Summaries: AI-generated summaries of each section of the meeting content
• Key Discussion Points: Core agenda items and important points discussed in the meeting
• Action Items: Follow-up tasks derived from the meeting, including assignees
• Meeting Metadata: Basic meeting details such as attendee list, meeting title, and start/end time

In other words, meeting information and minutes data can be automatically sent to various collaboration tools such as Salesforce, MS Teams, and Slack via Zapier, enabling quick sharing of meeting content and effective follow-up management.