SUMMARIZATION
Zoom Recording to Decision-and-Action Brief in Outlook
When a Zoom cloud recording finishes, transcribe and summarize it into a structured brief of decisions made and action items with owners.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording.completed webhook firesZoom
- LogicSkip if transcript is empty or too short
- ActionSummarize transcript into decisions and action itemsOpenAI
- ActionFormat brief as styled HTML email
- OutputEmail brief to host's Outlook inboxOutlook
What it does
Turns a finished Zoom meeting into a clean, skimmable brief. The recording's transcript is distilled into three labeled blocks — Decisions Made, Action Items (with owner and due date), and Open Questions — then delivered straight to the host's Outlook inbox minutes after the call ends, no manual note-taking required.
When to use it
Use it for recurring leadership, planning, or client meetings where the host needs a reliable written record but rarely has time to write one. Best when meetings are recorded to the Zoom cloud and the host lives in Outlook.
How it works
- 1A Zoom webhook fires on the `recording.completed` event and the workflow pulls the transcript.
- 2A guard checks the transcript exists and is long enough to be meaningful, skipping empty or sub-minute recordings.
- 3OpenAI summarizes the transcript into a fixed schema: decisions, action items with owners and dates, and unresolved questions.
- 4The brief is formatted into a styled HTML email.
- 5Outlook sends it to the host with the meeting title and date in the subject line.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Summarization workflows
On-submit Loom standup roll-up archived to Confluence
When a standup video is submitted via webhook, transcribes it, generates a per-person written summary, and appends it to a running team standup page in Confluence.
Front Escalation Handoff Doc in Notion
When a Front escalation closes, drafts a structured handoff document in Notion capturing the resolution, customer commitments, and open follow-ups, then alerts the AE in Slack.
Front Escalation War-Room Brief to Slack
On a Front escalation, posts a concise threat-assessment brief to a Slack channel only when the AI judges the situation high-severity.
VIP Front Escalation Instant Exec Page-Out
Detects escalations from VIP accounts in Front, generates a one-paragraph executive recap, and pages the named account exec via Slack and Salesforce task within minutes.
Release health note per Vercel deploy
When a Vercel deploy goes live, summarizes the Sentry errors observed in the release window into a plain-English health note that separates brand-new error classes…
Rollback recommendation when a deploy spikes errors
When a Sentry alert fires for an error spike, attributes it to the most recent deploy, summarizes whether the spike is dominated by new error classes introduced by that release.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.