Description
Who is this Agent For?
This AI-powered agent is purpose-built for:
-
Project Managers – to automatically document meeting summaries and track action items.
-
Business Professionals – to maintain a precise record of key decisions, participants, and timelines.
-
Client Delivery Teams & Organizations – to ensure follow-ups are well-documented and accountability is maintained post-meetings.
What Problem Does It Solve?
Manual note-taking during meetings often leads to delays, inconsistencies, and miscommunication. Reconstructing decisions, assigning tasks, and sending summaries becomes a repetitive and error-prone task.
This agent solves:
-
Inconsistent or missing meeting documentation
-
Delayed follow-ups and untracked decisions
-
Redundant formatting and manual task creation
-
Misalignment between meeting participants
The Solution: This intelligent workflow automates the entire MoM (Minutes of Meeting) process by:
-
Capturing transcripts
-
Extracting key details (title, date, attendees, summary, decisions, action items)
-
Structuring it into a polished HTML document
-
Sending it via email
-
Creating follow-up tasks from the identified action points
How It Works – The Process
-
Webhook Trigger:
The process starts when a meeting ends, using a webhook that receives meeting data such as title, participants, and transcript. -
Data Structuring:
The webhook payload is processed to extract relevant fields (e.g., summary text, attendees, date). -
AI-Powered Summary Generation:
Using OpenAI, the transcript is analyzed and converted into a structured format including:-
Key discussion points
-
Decisions taken
-
Action items with owners and deadlines
-
-
Task Creation:
If enabled, the agent auto-generates follow-up tasks based on the identified action items. -
HTML Formatting & Email Dispatch:
The summary is transformed into a formatted HTML document and dispatched via Gmail to all designated recipients.
Customization Options
This workflow is modular and highly configurable:
-
Input Format: Accepts meeting transcripts from Zoom, Teams, Meet, or other sources.
-
Email Templates: Customizable HTML layouts and branding for professional summaries.
-
Task System Integration: Extendable to tools like Asana, Trello, Jira, or internal task trackers.
-
AI Prompt Tuning: Adjust AI behavior to emphasize tone, detail, or meeting type (internal, client-facing, review, etc.).
-
Multi-Language Support: Capable of processing multilingual transcripts for global teams.