Automate Meeting Follow-Ups and Asset Organization
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Streamline your post-meeting workflow by automatically extracting key information from your Gmail, sending personalized follow-ups, and updating your CRM with session details. This workflow ensures no important meeting notes or recordings are lost.
About This Workflow
This powerful n8n workflow automates the tedious process of managing meeting assets and follow-ups. It begins by monitoring your Gmail inbox for emails containing "Meeting assets," typically sent after a virtual meeting. Upon detection, the workflow intelligently extracts crucial details such as client name, session type, duration, recording link, quick summaries, detailed summaries, and next steps directly from the email content. It then leverages Airtable to find the corresponding client record, enabling personalized communication and data consolidation. Finally, it dispatches a tailored email to the client with all relevant session information and a link to the recording, while simultaneously creating a new session record in Airtable linked to the client. This ensures all your meeting data is organized, accessible, and actionable, saving you valuable time and reducing manual errors.
Key Features
- Automated Email Parsing: Extracts critical meeting data (client, summary, recording link, etc.) from Gmail.
- Personalized Client Communication: Sends custom emails with session details and recordings to your clients.
- Seamless CRM Integration: Updates Airtable with new session records and links them to existing client profiles.
- Intelligent Data Extraction: Utilizes custom code to accurately parse varying email formats.
- Credential Management: Securely stores sensitive API tokens for Gmail and Airtable.
How To Use
- Configure Gmail Credentials: Navigate to n8n's Credentials and set up your Gmail OAuth2 credentials.
- Set up Airtable Credentials: In n8n Credentials, add your Airtable API token under
airtableApi.token. - Define Airtable Base ID: Update the
AIRTABLE_BASE_IDenvironment variable in your n8n settings with your specific Airtable Base ID. - Adjust Node Parameters:
- Gmail Trigger: Ensure the filter
Meeting assetsaccurately matches the subject or body of your meeting asset emails. - Extract Fields: Review the
functionCodeif your email format differs significantly to ensure accurate data extraction. - Airtable: Search People: Verify the
Full Namefield in your Airtable "People" table matches the client names extracted from emails. - Airtable: Create Session: Confirm the fields in the "Fields" section correspond to your Airtable "Sessions" table schema.
- Gmail Trigger: Ensure the filter
- Activate the Workflow: Once configured, set the workflow to active.
Apps Used
Workflow JSON
{
"id": "85fbfa98-5264-4b1a-a91e-1fbd1d915307",
"name": "Automate Meeting Follow-Ups and Asset Organization",
"nodes": 26,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 85fbfa98-5264...
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