Taking meeting notes manually is time-consuming and often inconsistent. This workflow automatically monitors your Gmail for Google Meet transcript emails, formats them into structured notes using AI, and saves them to the appropriate folder in Google Drive.

Overview

This workflow connects Gmail and Google Drive to create an automated meeting documentation system. When a Google Meet transcript arrives in your inbox, the AI extracts key information, formats it into professional meeting notes, identifies the relevant client or project folder, and saves everything automatically.

Key Actions

1. Gmail Trigger monitors inbox for new Google Meet transcript emails
2. Find Folder uses AI to identify the correct Google Drive folder based on meeting context
3. Format Notes structures the transcript into organized meeting notes with AI
4. Merge Data combines folder information with formatted notes
5. Save to Drive creates a new document in the identified folder

What You'll Need

• Gmail Account connected via Pipedream for email monitoring
• Google Drive Account connected via Pipedream for file creation
• Google Meet Transcripts enabled in your Google Workspace settings
• Folder Structure in Google Drive organized by client or project

How It Works

The workflow uses parallel processing for efficiency:

1. A Gmail trigger monitors for emails from Google Meet transcript notifications
2. Two AI agents work simultaneously:
   • One identifies the correct Google Drive folder based on meeting participants and context
   • One formats the transcript into structured meeting notes
3. A merge node combines both outputs
4. The final step creates a new document in Google Drive with the formatted notes

The AI formats notes with:

• Meeting date and attendees
• Key discussion points
• Decisions made
• Action items with owners
• Next steps

Use Cases

Consulting Firms

• Automatically document client meetings
• Maintain organized notes per client folder
• Track action items across engagements

Sales Teams

• Document discovery calls and demos
• Keep prospect notes organized by deal stage
• Capture commitments and follow-ups

Product Teams

• Record user research sessions
• Document sprint planning meetings
• Track decisions and action items

Agencies

• Maintain client meeting records
• Organize notes by project or account
• Ensure consistent documentation

Pro Tips

Customize the note structure. Edit the AI prompt to match your preferred format. Add sections for budget discussions, timeline updates, or specific metrics your team tracks.

Adjust the Gmail filter. The default searches for Google Meet transcript emails. Modify the search query if you use a different transcription service or want to filter by specific senders.

Set up your folder structure. The AI works best when folders are named clearly by client, project, or date. Consider a structure like Clients, then Client Name, then Meeting Notes.

Add file naming conventions. Update the final step to include date, meeting type, or attendee names in the file name for easier searching.

Enable Google Meet transcripts. In Google Workspace Admin, ensure transcripts are enabled for your organization. Individual users can also enable this in their Meet settings.

Technical Details

• Model Used is GPT-4.1 for folder identification and note formatting
• Gmail Integration uses Pipedream connector for email monitoring
• Google Drive Integration uses Pipedream connector for file creation
• Temperature is 0.3 for folder finding and 0 for note formatting
• Processing runs folder finding and note formatting in parallel

Wrap-up

This workflow eliminates manual meeting documentation. Connect your Gmail and Google Drive, customize the note format to your preferences, and let AI handle the rest. Every Google Meet transcript becomes organized, searchable meeting notes in the right folder.