This article reviews how to automate the process of sharing meeting summaries or certain highlights with other tools in your stack.
In this guide:
MeetGeek enables you to connect with a range of tools, such as CRMs, task management, and messaging platforms. Additionally, the native integration of MeetGeek with Zapier and Make provides access to over 7,000 other supported apps.
Why might you want to connect MeetGeek to other tools?
Information is no longer lost or locked within a single person who attended a meeting.
There is no need for additional sync-up calls, as all information is shared with your teammates.
Connect MeetGeek to other tools and let meeting insights automatically appear there. For example:
Share meeting recordings in Slack for team members in different time zones.
Integrate with your favorite CRM to enrich prospects' profiles with meeting highlights.
Distribute authentic customer feedback and requirements to your product team
Update your task management tools with action items and charges discussed during the call.
Create a database of team meetings or interviews that will be updated automatically.
The possibilities for automation using workflows are limitless. Let's review how to set them up.
How to set up a workflow with your tool of choice?
Navigate to Integrations page in your MeetGeek account.
Choose the tool from the list of apps and click on its card.
Let’s take Slack as our example.
Click on the Connect button, and follow the instructions.
> Related Article: Slack Quickstart Guide
You should now see that the status of the app has changed to "Connected". This indicates that you have successfully integrated the tool with MeetGeek.
Navigate to the Workflows tab from the integration menu of your MeetGeek account and click the "+ Create new workflow" button.
Set up the rule according to your needs (we will review different use cases below).
Click the Save workflow button.
This will activate the workflow to automatically share all future meetings to your Slack channel (or any other tool).
Note: Disconnecting the app from the Integration page will delete all the workflows set for this app in MeetGeek.
To stop the workflow and delete the connected app, follow these steps:
Go to the "Integrations" tab.
Choose the app from the list that you want to deactivate.
Proceed to the Settings and click on the "Disconnect" button.
Click "Save" and the app will be immediately turned off.
Now, let's delve deeper into the settings and review two scenarios for configuring the automated workflow to send 1) meeting summaries or 2) specific highlights to other apps.
Scenario 1: Share the meeting summary with another app
For example, let’s set up a rule to push the summary of our recurring meetings with the content manager to our Slack channel. In that case, the workflow might look like that:
Where:
Given a: in this scenario, we choose the option “Meeting” to share the meeting summary.
Which name contains: the full or partial name of the meeting. If left empty, all meetings will be considered.
Send to: the tool to which you would like to send the meeting summary (in our case, Slack).
Important: The "Which name contains" field is case-sensitive. Please ensure that any capitalized letters in your meeting name are also capitalized in this field.
For example, if your meeting name contains "Marketing Team", the "Which name contains" field should also contain 'Marketing Team', not 'marketing team', to ensure that meetings are discovered correctly.
Slack channels: the name of the channel from your Slack workspace.
Click the "Save workflow" button and all future meetings with the name that contains "MeetGeek & Anastasia" will be automatically sent to our Slack channel once the meeting processing is complete. We can then use that Slack message and comment in the thread for any necessary attachments or clarification questions.
Scenario 2: Share the highlight with another app
We can set up the workflow to send only certain highlights to the Slack channel.
To do this, select "Highlight" in the "Given a" field. Then enter the name of the highlight you want to sync with our Slack channel in the "Which name contains" field. If left empty, all highlights will be considered.
In this case, after the meeting ends, all highlights with the 'Task' label will be sent to the selected Slack channel.
Note: The highlights can be customized for the meeting type and your specific needs in the settings of the Meeting Templates.
You’re set to go! Explore our Support Center for further guides, frequently asked questions, and tips. Or use the in-app live chat to reach out to our support team.