I am in the process of creating a table for my coaching and consulting work. I have listed all my client names and which company they work for in a table. With about half of these people I actually have meetings with. These meetings are all on Zoom or Teams and I am sent a Zoom Meeting Summary compiled by AI Companion, which creates a summary of what we spoke about. Ultimately what I would like to achieve is the following:
I would like this table to automatically assign any meeting summaries the clients are involved in, and then in a separate field, I would like Airtable to extract information from the provided summaries to display what the focus has been for the past six months, and another field to provide recommendations on how to best move forward with each person. Is that possible?
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Hm when you say ‘sent’, that’s via an email? Maybe you can set up a system that’ll:
When the meeting summary is received as an email, log it in Airtable
Can try using the Outlook integration for this where, when an email appears in an Outlook folder it triggers an Airtable automation
I’m assuming that email also contains the email address of the person you had a meeting with, so you could use a formula field or regex or something to extract the person’s email address
The automation would then use that email address to look for the correct record in the Client table and link it up
And this would give you the meeting summaries for the clients so far
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I would like Airtable to extract information from the provided summaries to display what the focus has been for the past six months, and another field to provide recommendations on how to best move forward with each person. Is that possible?
Hm yeah I think so, try creating the system above then have a rollup field that only displays the summaries from the last 6 months, then have a Field Agent that references that rollup. Depending on how much text there is in the summary field you might use up a lot of AI Credits really fast though
Hey @Koala123,
As additional context, you should be able to get the summaries via Zoom’s API (you can check API documentation here)
Endpoint:
/meetings/{meetingId}/meeting_summary
I do not see this specific module in Make.com, (you can use Make or other automation tools -more on this here). However I see they simplify the process of making API calls. -see screenshot below.
If you log all scheduled calls on Airtable (and include zoom’s meeting id in one of your fields) you can then run an automation to get the meeting summary and have it on your meetings table for such specific record). The record for the meeting should be already linked to the Contact.
As from here, you could create the rollup and AI Agent field as mentioned by Adam.
