Follow-Up Pack — Transcript to Email
Turn any meeting transcript into a complete follow-up pack and email it automatically. Takes a raw transcript via Google Forms and generates a 5-bullet summary, key decisions, action items with owners and due dates, a polished follow-up email draft, and a CRM note. Built with validation to keep results reliable across different transcript styles.
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About this Template
Turn any meeting transcript into a complete follow-up pack and email it automatically. Takes a raw transcript via Google Forms and generates a 5-bullet summary, key decisions, action items with owners and due dates, a polished follow-up email draft, and a CRM note. Built with validation to keep results reliable across different transcript styles.
Created by LaShae Turner
This workflow template was created and shared by LaShae Turner as part of the Needle community templates program.
Follow LaShae Turner: LinkedIn
How to Use
- Click "Use Template" to add this workflow to your account
- Connect the required integrations
- Customize the workflow to fit your needs
- Enable the trigger to start automating!
*This is a community-contributed template.
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