Automated workflows push your meeting summaries and highlights into the other tools in your stack — CRMs, task managers, messaging apps — the moment a meeting finishes processing. Set a rule once, and MeetGeek delivers the right meeting content to the right place automatically, with no manual copy-paste.
MeetGeek connects with a range of tools natively, and its Zapier and Make integrations extend that to over 7,000 more apps.
In this guide:
Why connect MeetGeek to other tools
Meeting knowledge is no longer locked with the one person who attended.
No extra sync-up calls — the information reaches your teammates automatically.
Insights land where your team already works. For example:
Share meeting recordings in Slack for teammates in other time zones.
Enrich prospect profiles in your CRM with meeting highlights.
Route authentic customer feedback and requests to your product team.
Update your task manager with the action items discussed on the call.
Build a database of team meetings or interviews that updates itself.
The automation possibilities are effectively limitless. Here's how to set them up.
Set up a workflow
Open the Integrations & Automations page in your MeetGeek account.
Choose a tool from the list and click its card. We'll use Slack as the example.
Click Connect and follow the instructions.
When the status changes to Connected, the tool is integrated with MeetGeek.
Open the Workflows tab and click + Create new workflow.
Set up the rule to fit your needs (scenarios below).
Click Save workflow. The workflow now shares all future matching meetings to your Slack channel (or any other connected tool).
Related: Slack Quickstart Guide
Share a meeting summary with another app
Say you want to push the summary of your recurring content-manager meetings to a Slack channel. The workflow looks like this:
Given a: choose Meeting to share the meeting summary.
Which name contains: the full or partial meeting name. Leave empty to include all meetings.
Send to: the destination tool (here, Slack).
Slack channels: the channel in your Slack workspace.
Important: The "Which name contains" field is case-sensitive. Match the capitalization of your meeting name exactly — for a meeting named "Marketing Team", enter "Marketing Team", not "marketing team".
Click Save workflow, and every future meeting whose name contains "MeetGeek & Anastasia" is sent to your Slack channel once processing completes. You can then reply in the Slack thread for attachments or follow-up questions.
Share specific highlights with another app
You can also send only certain highlights to a Slack channel. Select Highlight in the Given a field, then enter the highlight label you want to sync in Which name contains. Leave it empty to include all highlights.
In this example, once the meeting ends, every highlight with the 'Task' label is sent to the selected Slack channel.
Tip: Highlights can be customized for each meeting type and your specific needs in your Meeting Template settings.
Disconnect an app
Go to the Integrations & Automations page and select the app you want to turn off.
Go to Settings > Disconnect > Save. The app turns off immediately.
Note: Disconnecting an app deletes all workflows set for it in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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