Automate Client Session Summaries from Zoom via Gmail and Airtable
Automatically process Zoom meeting emails in Gmail to extract session details, send personalized summaries to clients, and log sessions in Airtable.
This workflow triggers on new Gmail emails containing 'Meeting assets' in the subject line. It extracts session details such as client name, session type, date, duration, recording link, and summaries. The workflow then searches for the client in Airtable, sends a personalized email with the session details, and logs the session in Airtable's Sessions table. This automation streamlines client communication and record-keeping, enhancing productivity.
- Platform
- n8n
- Category
- Communication
- Price
- $4.99
- Creator
- Tyler Reed
- if
- gmail
- function
- stickyNote
- httpRequest
- gmailTrigger
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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